How to Create a Campaign in REsimpli
Step 1: Open the Phone Numbers Page
Go to Settings in the lower-left corner, then select Phone Numbers.
Step 2: Add a New Phone Number
Click Add Numbers in the upper-right corner.
Step 3: Choose a Phone Number
Search for available phone numbers by:
Area Code
Area Name
Select the phone number you want to use, then click Continue.
Step 4: Configure Campaign Details
Enter the campaign information, including:
Campaign Name
Lead Source
Call Flow
Market Assignment
Step 5: Configure Lead Assignment
Choose how leads should be assigned:
Round Robin
First to Claim
Manual Assignment
Step 6: Assign Roles and Team Members
Select the roles and team members who should have access to the campaign and incoming leads.
Step 7: Confirm the Purchase
Click the checkbox and proceed with purchasing the phone number.
Step 8: Verify the Campaign
Once completed, the new campaign phone number will appear in the Phone Numbers page and will be ready for calling and texting.
Step 9: Contact Support if Needed
Reach out to REsimpli support if you need help creating or managing campaigns.