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Overview

When creating or managing outbound campaigns, you can preview the audience that will be contacted and, after a campaign starts, view detailed execution logs for each contact. This helps you verify your audience configuration before launch and monitor campaign progress afterward.

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Preview your audience

During campaign creation, the audience preview step shows you exactly who will be contacted.
1

Reach the preview step

In the campaign creation flow, proceed through your audience configuration until you reach the Review Your Audience step.
2

Review the audience list

The preview displays a table of all matching customers with the following details:
  • Customer name, phone, and email
  • Address (street, city, state, zip)
  • Job number, job type, and business unit
  • Job completion and upcoming job dates
  • Lead source and lead notes
3

Search and filter

Use the search bar to find specific customers by name, phone number, or email address.
A summary bar at the top shows how many customers will be contacted when the campaign starts.
If the preview shows no audience members, try adjusting your audience filters and check that your date ranges include the customers you expect.

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View execution logs

After a campaign is running, you can view the execution status and detailed logs for each audience member.
1

Open the audience panel

From the Campaigns page, click on an active or completed campaign to open the audience members panel on the right side of the screen.
2

Filter by status

Click Filters to narrow the list by:
  • Status — Booked, Failed, Completed, Waiting for reply, Sending, Text sent, Calling, Called (answered, voicemail, no answer), Callback pending, In progress, or Not started.
  • Job Type — Filter by specific job types.
  • Business Unit — Filter by business unit.
  • Lead Source — Filter by lead source.
  • Job Start / Job Completed — Filter by date ranges.
3

Review individual execution logs

Click the expand arrow on any row to open the Execution Log for that contact. The log shows a timeline of every step in the workflow:
  • Calls — Whether the customer answered, went to voicemail, or did not answer. Includes a link to listen to the call recording.
  • Texts — Conversation status (open, resolved, expired, or closed) with a link to view the full conversation.
  • Workflow routing — Which path the contact took through your workflow, with labels like “Customer answered — moved to next step.”
  • Booking status — Whether the contact was booked, with a link to the job in your CRM.
Each status in the list is color-coded so you can quickly scan for outcomes. Use the pagination controls at the bottom to navigate through large audiences.
Last modified on April 8, 2026