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Use this process to set up and launch a call campaign through SigmaMind. Campaigns can be created via the Dashboard or API.

Dashboard


Step 1: Navigate & Initiate

  • Go to the Campaign Calls section in your SigmaMind dashboard. Campaign Calls
  • Click Create New Campaign.\ Create New Campaign

Step 2: Configure Campaign Name and Phone Number

  • Enter a Campaign Name to help identify the campaign later.
  • Select or enter the Phone Number you want as the caller ID.
    • The number must already be purchased and bound in your system.

Step 3: Assign an Outbound Agent

  • Add the agentId of the outbound agent that should run this campaign.
  • This ensures calls run within the context of the selected agent.

Step 4: Upload a File

  • Prepare a CSV file with a header row:
  • Minimum required column: Phone Number.
  • Additional columns (e.g., First Name, City) can be used as template variables like {{first_name}}.
Use the provided CSV template for consistency, or upload your own with custom headers.

Step 5: Choose When to Send

  • Send Now: Start the campaign immediately.
  • Schedule for Later:
  • Define scheduledDate and scheduledTime.
  • Provide a scheduledTimezone to ensure accurate scheduling.

Step 6: Limit Concurrent Calls

  • Set the concurrentCalls parameter (1–20).
  • Controls how many calls run simultaneously.
Use lower concurrency for testing or sensitive campaigns. Use higher concurrency for large-scale campaigns.
New Campaign Form

API

If you prefer programmatic control, you can use our APIs.
Refer to the Create Campaign API Reference for details on all available parameters.
  • The CSV file must be uploaded as multipart/form-data.
  • The file parameter should contain the path to your CSV file.
  • The concurrentCalls parameter controls how many calls run simultaneously (1-20).
  • The isScheduled parameter determines if the campaign starts immediately or at a scheduled time.
  • If scheduling, provide scheduledDate, scheduledTime, and scheduledTimezone.
  • Ensure the sipPhoneNumber is a valid number in your SigmaMind account.
  • The agentId must correspond to an existing outbound agent in your system.