Campaigns
Live send history for DirectXChange.
| Campaign | Channel | Recipients | Status | When |
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Upload SMS Recipients
A CSV with a PhoneNumber column, an optional Language column (en/es), and any placeholder columns your template uses.
Review SMS Recipients
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| Phone Number | Language | Preview | Status |
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Schedule SMS Campaign
Choose a message and when it should go out.
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Upload Voice Recipients
A CSV with a PhoneNumber column, an optional Language column (en/es), and placeholder columns like FirstName and AppointmentDate that get spoken aloud on the call.
Review Voice Recipients
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| Phone Number | Language | Script Preview | Status |
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Schedule Voice Campaign
Choose a call script and when calls should go out.
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Upload Email Recipients
A CSV with an Email column, an optional Language column (en/es), and any placeholder columns your template uses.
Review Email Recipients
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| Email Address | Language | Preview | Status |
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Schedule Email Campaign
Choose a message and when it should go out.
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Upload WhatsApp Recipients
A CSV with a PhoneNumber column, an optional Language column (en/es), and any placeholder columns your template uses.
Review WhatsApp Recipients
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| Phone Number | Language | Preview | Status |
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Schedule WhatsApp Campaign
Choose a message and when it should go out.
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PhoneNumber (required), Language (en or es), and placeholder columns like FirstName and AppointmentDate that match {{PlaceholderName}} tags in your templates. Placeholder columns are optional — leave a cell blank if you don't have that value, and the message still sends with it left out.
| Template | Languages | Placeholders | |
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{{PlaceholderName}} for values that get spoken from each recipient's CSV row (e.g. {{FirstName}}, {{AppointmentDate}}). Editing an existing script updates its call flow directly — the next call using it will use the new wording. Only one script's flow is "live" on the campaign at a time; queuing a campaign automatically points the campaign at the script you selected.
| Script | Languages | Placeholders | |
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{{PlaceholderName}} for values that come from each recipient's CSV row (e.g. {{FirstName}}, {{AppointmentDate}}). Every template needs a subject line for each language it supports.
| Template | Languages | Placeholders | |
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| Template | Language Status | Placeholders | |
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| Created | Created By | Channel | Template Used | Records Loaded | Campaign Start | Status |
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Active and recent paced campaigns
| Campaign | Progress | Sent | Waiting | In flight | Gave up | State | Started by |
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Recent waves
| Time | Campaign | Wave | Contacts | Accepted | Rejected |
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| Name | Role | Phone | Access Key | 2FA | Added | |
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| Date/Time | User | Access Key | Method | Result | Detail | |
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