Atlas
  1. Campaigns
Atlas
  • Documentation
    • Welcome to Atlas!
    • Account Setup
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    • Twilio Integration
    • Dashboard
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    • Script Formatting
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    • Account
    • Welcome to Atlas
      • Campaign Onboarding
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      • Phone number integration
      • Call Forwarding
      • Calendar Integration
      • Campaign Details
      • Call Records
      • SMS Integration
      • Call Scheduling
      • Add Contacts
      • Testing your outbound campaign
      • Clone Campaign
      • General Walkthrought
    • Campaigns
      • Create Campaign
      • Campaigns
      • Calls Enrichment
        • Enriching Calls with External CRM and Data Sources
        • Go High Level - Call Enrichment
        • Pipedrive - Call Enrichment
        • Shopify - Call Enrichment
        • Monday - Call Enrichment
        • Hubspot - Call Enrichment
    • Integrations
      • Zapier
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        • Download Atlas App in GHL App Marketplace
        • Import the Atlas Snapshot
        • Triggers and Actions
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          • Workflow 01 - Lead form Submitted Website
          • Workflow 02 - CALL Lead from Website form
          • Workflow 03 - CALL Lead from Meta
          • Workflow 04 - Summary and Recording to Conversations
    • Phone Systems Integrations
      • Dialpad Integration
  • API Reference
    • API documentation
    • Authentication
      • Authentication
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      • Token
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    • Triggers
      • Subscribe
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      • Campaigns
      • PerformList operation
    • Actions
      • Start a Call
  1. Campaigns

Campaigns

Overview#

The Campaigns Page allows you to view, create, and manage your campaigns. This guide will help you navigate and use the features available on this page.

Accessing the Page#

When you access the Campaigns Page, you will see a list of all your campaigns if any exist. If there are no campaigns, you will be prompted to start the onboarding process.

Viewing Campaigns#

Campaign List: If you have existing campaigns, they will be displayed in a list. Each campaign is represented by a card.
Campaign Details: Click on a campaign card to view more details. The selected campaign will expand to show additional information.

Creating a New Campaign#

New Campaign Button: Click the "New Campaign" button located at the top right of the page.
Create Campaign Dialog: A dialog will appear where you can enter the details for your new campaign.
Submit: Fill in the required information and submit the form to create a new campaign.

Navigating Campaigns#

Scroll to Campaign: If you have a specific campaign ID in the URL, the page will automatically scroll to that campaign and highlight it.
Side Panel: The side panel provides additional options and information related to your campaigns.

Onboarding#

If you do not have any campaigns, you will see a welcome message and a button to start the onboarding process.
Start Onboarding: Click the "Start Onboarding" button to begin the onboarding process and create your first campaign.
Modified at 2025-10-20 23:14:45
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