Creating Your First Campaign – Step by Step

Creating your first campaign in VoxPria is straightforward and takes just a few minutes. In this guide, we’ll walk you through every step from start to finish. Moreover, you’ll learn best practices to ensure your campaign succeeds.

[Screenshot: Campaigns page showing the “Create New Campaign” button highlighted] Alt text: VoxPria Campaigns page with Create New Campaign button in orange

Before You Begin #

Before creating your campaign, ensure you have the following ready. Additionally, having these prepared will make the process much smoother:

• Contact List – At least 10-20 contacts for testing (CSV format recommended)
• Script – Your message or talking points
• Voice Selection – Choose from available voices (we’ll help you with this)
• Time Frame – When you want calls to be made
• Credits – Sufficient credits in your account (check Billing section)

Step 1: Navigate to Campaigns #

First, access the Campaigns section where you’ll create your new campaign. Therefore, follow these steps:

1. Log into your VoxPria account
2. Click BUILD in the left sidebar
3. Select Campaigns from the submenu
4. Click the orange “Create New Campaign” button

[Screenshot: BUILD menu expanded with Campaigns option highlighted] Alt text: VoxPria BUILD section showing Campaigns menu item

Step 2: Choose Campaign Type #

VoxPria offers different campaign types for various use cases. Furthermore, selecting the right type ensures optimal performance:

• Voice Call Campaign – Automated voice calls to your contact list
• SMS Campaign – Text message broadcasts
• Mixed Campaign – Combination of voice and SMS

For your first campaign, we recommend starting with a Voice Call Campaign. Consequently, you’ll experience the full power of VoxPria’s AI capabilities.

[Screenshot: Campaign type selection screen with three options] Alt text: VoxPria campaign type selector showing Voice, SMS, and Mixed options

Step 3: Configure Campaign Settings #

Now, let’s configure your campaign settings. Additionally, these settings control how your campaign operates:

Basic Information #

• Campaign Name – Choose a descriptive name (e.g., “Appointment Reminders – March 2025”)
• Description – Optional notes about the campaign purpose
• Tags – Add tags for easy organization (e.g., “reminders”, “healthcare”)

Call Settings #

• Caller ID – Select your VoxPria number (purchase one in TELEPHONY → Phone Numbers if needed)
• Max Attempts – How many times to retry if no answer (recommended: 2-3)
• Call Window – Hours when calls can be made (respect local time zones)

[Screenshot: Campaign settings form with fields filled in] Alt text: VoxPria campaign configuration screen showing basic settings

Step 4: Select or Create Voice Agent #

Next, choose which AI agent will make the calls. However, if this is your first campaign, you’ll need to create an agent first:

1. Click “Create New Agent” or “Select Existing”
2. If creating new: Choose an agent template (e.g., “Appointment Reminder”)
3. Customize the script or use the template as-is
4. Select a voice from the voice library
5. Test the agent by clicking “Test Call”

💡 Pro Tip: Always test your agent before launching. This ensures the script sounds natural and handles responses correctly.

Step 5: Upload Contact List #

Now it’s time to add your contacts. Moreover, VoxPria makes this process simple with multiple import options:

Upload Methods #

• CSV Upload – Most common method (download our template)
• Manual Entry – Add contacts one by one
• CRM Integration – Import from Salesforce, HubSpot, etc.
• API Import – For advanced users

CSV Format Requirements #

Your CSV file should include these columns. Furthermore, additional custom fields can be added:

• phone_number – Required (format: +1234567890)
• first_name – Recommended
• last_name – Recommended
• email – Optional
• Custom fields – Any additional data you want to use

[Screenshot: Contact list upload interface with CSV drag-and-drop area] Alt text: VoxPria contact upload screen showing CSV file drop zone

Step 6: Schedule Your Campaign #

Finally, decide when your campaign should run. Additionally, you can choose immediate launch or schedule for later:

• Start Immediately – Begins as soon as you click “Launch”
• Schedule for Later – Choose specific date and time
• Recurring Schedule – Set up automated recurring campaigns (daily, weekly, monthly)

Step 7: Review and Launch #

Before launching, review all settings carefully. Consequently, this helps prevent mistakes and ensures campaign success:

1. Review the campaign summary page
2. Check estimated credits required
3. Verify contact count and caller ID
4. Confirm schedule settings
5. Click “Launch Campaign”

[Screenshot: Campaign review page showing summary before launch] Alt text: VoxPria campaign review screen with launch button

Monitoring Your Campaign #

After launching, you can monitor progress in real-time. Moreover, VoxPria provides detailed analytics:

• Live Dashboard – View calls in progress
• Success Rate – Track answered vs. unanswered calls
• Call Recordings – Listen to actual conversations
• Transcripts – Read text versions of calls

Access monitoring by going to EVALUATE → Calls or EVALUATE → Analytics.

Best Practices #

• ✅ Start Small – Test with 10-20 contacts first
• ✅ Test Your Agent – Call yourself before launching
• ✅ Respect Time Zones – Don’t call too early or late
• ✅ Monitor Closely – Check first few calls for issues
• ✅ Comply with Regulations – Follow TCPA guidelines for US calls

Learn more about TCPA compliance for automated calling.

Next Steps #

Congratulations! You’ve created your first campaign. Now learn about:

• Managing Active Campaigns
• Understanding Analytics
• Creating AI Voice Agents