Create Your First Campaign

This guide walks you through creating your first campaign from scratch — including adding a tracking number, creating an agent, and setting up a routing rule so calls can flow end to end.

Before you start

• Your Twilio account must be connected in Settings.
• You need at least one phone number available in your Twilio account (or purchase one during setup).

Steps

1. 1

   Create the campaign

   Go to Campaigns in the left sidebar and click Create Campaign.

   Fill in the following fields:

   • Name — A descriptive name (e.g., "Auto Insurance — California").
   • Target Number — A fallback phone number for calls when no agents are available.
   • Payout Per Call — The dollar amount per qualified call (e.g., $25.00).
   • Min Call Duration — Minimum seconds for a call to count as billable (e.g., 30).

   Click Create.

2. 2

   Add a tracking number

   In your new campaign, scroll to Tracking Numbers and click Add Tracking Number. Select a Twilio number from the dropdown, then click Add.

   SureConnect automatically configures the Twilio webhook URLs for this number — no manual Twilio console work required.

3. 3

   Create an agent

   Go to Agents in the sidebar and click Create Agent. Enter the agent's name, phone number, and email. Click Create.

   Copy the Invite Link and send it to your agent. They will click the link, set their password, and be ready to receive calls.

4. 4

   Create a routing rule

   Go back to your campaign and scroll to Routing Rules. Click Add Routing Rule.

   • Name — e.g., "Route to All Agents".
   • Distribution Mode — Select Priority (routes to the highest-priority available agent).
   • Agents — Select the agent you just created.

   Click Save.

5. 5

   Test your setup

   Make sure your agent is logged in at the agent dashboard and their softphone shows Available. Call your tracking number from any phone.

   The call should ring in the agent's browser. After the call, it will appear in your campaign's call log.

What happens next

Your campaign is live. From here, you can configure a Call Flow Type to qualify callers, set up state routing for geographic matching, or enable the call queue so callers wait on hold instead of dropping.