# Call, SMS, and Fax Campaigns

# Overview

The **Call, SMS, and Fax Campaigns** page creates outbound voice, SMS, or fax campaigns with scheduling, state, retry, and destination behavior. Open it from **Configuration > Call/SMS/FAX Campaigns**.

The page works against the tenant currently selected in the top bar. The screenshots and demo rows were captured in the **Canistracci OIL** tenant.

<figure id="bkmrk-call%2C-sms%2C-and-fax-c">![Call, SMS, and Fax Campaigns list page in the Canistracci OIL tenant.](https://manual.mirtapbx.com/uploads/images/gallery/2026-06/Twocall-sms-and-fax-campaigns-list.png)<figcaption>Call, SMS, and Fax Campaigns list page in the Canistracci OIL tenant.</figcaption></figure>## Working with objects

<table id="bkmrk-taskhow-to-do-it-add"><thead><tr><th>Task</th><th>How to do it</th></tr></thead><tbody><tr><td>Add</td><td>Select the New campaign action, complete the form, and select Save.</td></tr><tr><td>Edit</td><td>Open the campaign from the list by selecting its name, number, or row action. Change the form and select Save.</td></tr><tr><td>Delete</td><td>Select the row checkbox and use Delete Selected, or open the campaign and select Delete, then confirm.</td></tr></tbody></table>

## Page functions

<table id="bkmrk-actiondescription-ne"><thead><tr><th>Action</th><th>Description</th></tr></thead><tbody><tr><td>New Campaign</td><td>Opens the creation form for a new campaign.</td></tr><tr><td>Delete Selected</td><td>Deletes the selected rows after confirmation.</td></tr><tr><td>Find</td><td>Searches for the number or record entered in the find field.</td></tr></tbody></table>

## List columns

<table id="bkmrk-columndescription-na"><thead><tr><th>Column</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Display name used in lists and references.</td></tr><tr><td>Tech</td><td>Object setting shown by the form.</td></tr><tr><td>Start</td><td>Object setting shown by the form.</td></tr><tr><td>End</td><td>Object setting shown by the form.</td></tr><tr><td>Calls Running / Max</td><td>Object setting shown by the form.</td></tr><tr><td>Max Attempts</td><td>Object setting shown by the form.</td></tr><tr><td>\# Numbers/Max</td><td>Dialed value, identifier, or matching value used by the PBX.</td></tr><tr><td>State</td><td>Mode selector that changes the behavior of the object.</td></tr></tbody></table>

## Demo records

The tenant contains 1 documentation demo record for this page: Docs Demo Campaign 1.

## Deleting records

Before deleting a campaign, check references from call flows, destinations, schedules, reports, or provisioning objects. MiRTA PBX asks for confirmation before the delete is submitted.

# Create and Edit Call, SMS, and Fax Campaigns

Use this page when creating a new campaign or editing an existing campaign from **Configuration &gt; Call, SMS, and Fax Campaigns**.

The form screenshots below are separated by block where the application exposes separate sections. Complete the required values, review routing or destination references, and save the record.

## Form sections

<table id="bkmrk-sectiondescription-i"><thead><tr><th>Section</th><th>Description</th></tr></thead><tbody><tr><td>Information</td><td>Core identity and routing fields for the object.</td></tr><tr><td>Voice</td><td>Voice calling behavior, caller handling, recording, and voice-specific limits.</td></tr><tr><td>Parameters</td><td>Additional runtime parameters used by the object.</td></tr></tbody></table>

### Information

<figure id="bkmrk-information-section-">![Information section on the edit form.](https://manual.mirtapbx.com/uploads/images/gallery/2026-06/D6rcall-sms-and-fax-campaigns-form-section-1.png)<figcaption>Information section on the edit form.</figcaption></figure>Core identity and routing fields for the object.

### Voice

<figure id="bkmrk-voice-section-on-the">![Voice section on the edit form.](https://manual.mirtapbx.com/uploads/images/gallery/2026-06/eJBcall-sms-and-fax-campaigns-form-section-2.png)<figcaption>Voice section on the edit form.</figcaption></figure>Voice calling behavior, caller handling, recording, and voice-specific limits.

### Parameters

<figure id="bkmrk-parameters-section-o">![Parameters section on the edit form.](https://manual.mirtapbx.com/uploads/images/gallery/2026-06/LFJcall-sms-and-fax-campaigns-form-section-3.png)<figcaption>Parameters section on the edit form.</figcaption></figure>Additional runtime parameters used by the object.

## Main fields

<table id="bkmrk-fielddescription-nam"><thead><tr><th>Field</th><th>Description</th></tr></thead><tbody><tr><td>Name:</td><td>Display name used in lists and references.</td></tr><tr><td>CallerID:</td><td>Select a fixed tenant DID or `RANDOM - (Use a random DID)`. Random selection is performed separately for every campaign attempt.</td></tr><tr><td>CallerID Name:</td><td>Display name used in lists and references.</td></tr><tr><td>Tech:</td><td>Object setting shown by the form.</td></tr><tr><td>Type:</td><td>Mode selector that changes the behavior of the object.</td></tr><tr><td>Start:</td><td>Object setting shown by the form.</td></tr><tr><td>End:</td><td>Object setting shown by the form.</td></tr><tr><td>Week Time condition:</td><td>Object setting shown by the form.</td></tr><tr><td>Max # of campaign numbers:</td><td>Dialed value, identifier, or matching value used by the PBX.</td></tr><tr><td>Dial timeout:</td><td>Timing value used by the service.</td></tr><tr><td>On connect callerid name:</td><td>Display name used in lists and references.</td></tr><tr><td>confirm</td><td>Object setting shown by the form.</td></tr><tr><td>Confirm message:</td><td>Object setting shown by the form.</td></tr><tr><td>Max Channels:</td><td>Object setting shown by the form.</td></tr><tr><td>Check queue for free agents:</td><td>Object setting shown by the form.</td></tr><tr><td>Allowed channels for each of the free agents:</td><td>Object setting shown by the form.</td></tr><tr><td>Min num of free agents:</td><td>Object setting shown by the form.</td></tr><tr><td>Max Attempts:</td><td>Object setting shown by the form.</td></tr><tr><td>Sum other campaigns</td><td>Object setting shown by the form.</td></tr><tr><td>Delay Between Attempts:</td><td>Timing value used by the service.</td></tr><tr><td>Always Record:</td><td>Recording behavior or recording delivery setting.</td></tr><tr><td>Email recording to:</td><td>Email address used for notifications, delivery, or mailbox access.</td></tr><tr><td>Minimum Size (bytes):</td><td>Object setting shown by the form.</td></tr><tr><td>Fax quality:</td><td>Object setting shown by the form.</td></tr><tr><td>Page size:</td><td>Object setting shown by the form.</td></tr><tr><td>Page rotate:</td><td>Object setting shown by the form.</td></tr><tr><td>File in PDF or TIFF format:</td><td>File upload or file name used by the object.</td></tr><tr><td>Message:</td><td>Object setting shown by the form.</td></tr></tbody></table>

## Saving and deleting

<table id="bkmrk-taskhow-to-do-it-cre"><thead><tr><th>Task</th><th>How to do it</th></tr></thead><tbody><tr><td>Create</td><td>Select the new action from the Call, SMS, and Fax Campaigns list, fill the required fields, and select Save.</td></tr><tr><td>Edit</td><td>Open the existing campaign, update the needed fields, and select Save.</td></tr><tr><td>Delete</td><td>Before deleting a campaign, check call-flow, destination, schedule, report, provisioning, or integration references. Use the row delete action or the form delete action when available, then confirm.</td></tr></tbody></table>

## Random Caller ID

In the **CallerID** selector, choose `RANDOM - (Use a random DID)` to select a caller ID independently for each campaign attempt. The option is supported by voice, fax, and SMS campaigns.

The random pool contains DIDs assigned to the selected tenant and verified outbound DIDs. Tenant DIDs use the number formats enabled by the global DID format settings. MiRTA PBX does not generate an arbitrary telephone number.

- A new number is selected for every attempted destination.
- The configured CallerID Name is not randomized.
- If the pool is empty, the tenant Default External CID Number is used.
- For fax campaigns, the selected DID is retained for DID-specific fax metadata lookup.
- For SMS campaigns, the selected DID becomes the message sender.
- A campaign CallerID Regex rule or a provider caller ID modification can subsequently replace the selected number.

Only use numbers accepted by the outbound provider and permitted for the tenant. API-managed campaigns can enable the same behavior by setting `ca_callerid`, or its `callerid` alias, to `RANDOM`.

# Campaign Numbers

The **Campaign Numbers** page manages the destination numbers attached to a selected voice, SMS, or fax campaign. Open it from **Configuration &gt; Call/SMS/FAX Campaigns** by selecting **Manage numbers** for the campaign.

The page uses the tenant selected in the top bar. The screenshots below use fictional campaign data for documentation.

<figure id="bkmrk-campaign-numbers-gri">![Campaign Numbers grid with the paste icon in the bottom toolbar.](https://manual.mirtapbx.com/uploads/images/gallery/2026-06/mVRcampaign-numbers-grid.png)<figcaption>Campaign Numbers grid with the paste icon in the bottom toolbar.</figcaption></figure>## Working with campaign numbers

<table id="bkmrk-taskhow-to-do-itadd-"><thead><tr><th>Task</th><th>How to do it</th></tr></thead><tbody><tr><td>Add one number</td><td>Use the grid add control, enter the phone number and optional fields, then save.</td></tr><tr><td>Edit</td><td>Select the existing row and use the grid edit control.</td></tr><tr><td>Delete</td><td>Select one or more rows and use the grid delete control, then confirm.</td></tr><tr><td>Bulk import</td><td>Select the paste icon in the bottom grid toolbar, paste the numbers, and select Import.</td></tr></tbody></table>

## Bulk paste import

The paste icon opens a modal window designed for large lists copied from a text file, spreadsheet, or CRM export. Paste one phone number per line for a simple import.

<figure id="bkmrk-paste-phone-numbers-">![Paste phone numbers modal with one number per line.](https://manual.mirtapbx.com/uploads/images/gallery/2026-06/Cidcampaign-numbers-paste-modal.png)<figcaption>Paste phone numbers modal with one number per line.</figcaption></figure>When pasting from a spreadsheet, MiRTA PBX reads tab-separated columns in this order:

<table id="bkmrk-columnimported-field"><thead><tr><th>Column</th><th>Imported field</th></tr></thead><tbody><tr><td>1</td><td>Phone number</td></tr><tr><td>2</td><td>Description</td></tr><tr><td>3</td><td>Disposition</td></tr><tr><td>4-13</td><td>Custom fields F1 through F10, when those fields are used by the campaign type.</td></tr></tbody></table>

## Import behavior

- Blank lines are ignored.
- The campaign maximum number limit is enforced during import.
- If the limit is reached, MiRTA PBX imports the allowed rows and reports how many rows were skipped.
- Each imported number is recorded in activity logging as an insert.
- The paste shortcut directly on the grid uses the same bulk import behavior.
- The import does not remove duplicates automatically; use **Remove Duplicates** after import when needed.

## Related actions

<table id="bkmrk-actiondescriptioncsv"><thead><tr><th>Action</th><th>Description</th></tr></thead><tbody><tr><td>CSV/XLS Import</td><td>Opens the structured file import workflow for campaign numbers.</td></tr><tr><td>CSV Export / XLS Export</td><td>Exports the current campaign number list when export permissions are enabled.</td></tr><tr><td>Remove Duplicates</td><td>Removes duplicate campaign number entries from the selected campaign.</td></tr><tr><td>Enable Auto-Refresh</td><td>Refreshes the grid periodically while campaign processing is active.</td></tr></tbody></table>