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Can the same contact be in several campaigns, and how are calls counted?

· 2 min read

Short answer

Yes. A contact can be in any number of campaigns, each with its own entry, attempts and history. But it's one person: they're never dialed in two campaigns at the same time, every dial from any campaign (and manual calls) counts toward call-frequency limits, and you can skip leads that have a callback booked in another campaign.

Plenty of teams run overlapping campaigns: a *New leads* campaign and an *Aged leads* campaign, or one campaign per product. The same person can easily end up in several.

Separate entries, one person

Each campaign keeps its own entry for the contact, with its own:

  • status (waiting, finished, skipped),
  • attempt count and max attempts,
  • cadence step, retry timing and last outcome.

Finishing the lead in one campaign doesn't change their entry in another.

Protections that work across campaigns

ProtectionHow it works
Never two calls at onceA lead that's being dialed in one campaign, or is on any live call, is skipped everywhere else.
Shared call countsCall-frequency minimums and maximums count every outbound dial to the number, from any campaign or a manual call.
DNC and DNDCompany-wide. An opt-out anywhere stops calls everywhere.
Callback booked elsewhereTurn on *Skip leads with a future callback elsewhere* and the lead won't be called here while a callback waits in another campaign. Optionally limit this to leads with certain tags.

Why shared counts matter

Say Campaign A allows 2 calls a day and Campaign B allows 2 calls a day. Without shared counting, one person could get 4 calls a day. With it, the second campaign sees the 2 calls from the first and waits. See calls per lead per day, week and month.

Callbacks follow the agent

A due callback reaches the agent who booked it in whatever campaign they're dialing, not just the campaign it was booked in. See how scheduled callbacks work.

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