--- title: "Manage PowerDialer campaigns" slug: "manage-powerdialer-campaigns" updated: 2026-10-16T02:13:00Z published: 2026-10-16T02:13:00Z canonical: "help.servicetitan.com/manage-powerdialer-campaigns" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage PowerDialer campaigns ## Overview Use the PowerDialer dashboard to enable PowerDialer, set call frequency, and activate and deactivate campaigns. --- ### #### Who uses this feature - CSR managers and CSRs - Account configuration is required. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. ## Things to know - PowerDialer uses the ServiceTitan Phones Pro [embedded dialer](/roofing/docs/use-the-embedded-dialer) to make calls. - CSR managers create PowerDialer campaigns by building targeted audiences and adding campaign settings. - To prevent certain customers from receiving PowerDialer calls, add them to the exclusion list when creating an Audience. [Create a tag](/roofing/docs/manage-tags#add-tag-types), assign it to the customer's profile, and exclude that tag in the [Audience settings](/roofing/docs/marketing-pro-onboarding-part-2-create-audiences#step-1-learn-about-filters-and-groups). ## Set PowerDialer campaigns Manage your campaigns from the PowerDialer dashboard. To open the dashboard: 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A54Z&se=2026-11-01T20%3A50%3A54Z&sr=c&sp=r&sig=VpaFpHr1ZJNHlgjzrRl6Zc4ERSynUDulgcnmdpbl%2F3g%3D) . 2. In the side panel, go to **Phones Pro** > **PowerDialer Campaigns**. The dashboard opens. ![PowerDialer interface showing active and inactive campaigns with contact details and wait recommendations.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-powerdialer-campaigns-image-xw3kcmqn.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A54Z&se=2026-11-01T20%3A50%3A54Z&sr=c&sp=r&sig=VpaFpHr1ZJNHlgjzrRl6Zc4ERSynUDulgcnmdpbl%2F3g%3D) ## Start and pause PowerDialer Turn the **Enable PowerDialer** toggle on and off to start and pause PowerDialer. ![A user interface showing the PowerDialer toggle switch being activated.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-powerdialer-campaigns-image-lmrml4lb.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A54Z&se=2026-11-01T20%3A50%3A54Z&sr=c&sp=r&sig=VpaFpHr1ZJNHlgjzrRl6Zc4ERSynUDulgcnmdpbl%2F3g%3D) In the *Frequency* section, enter how many days before calling a customer again if a customer is included in multiple campaigns. ![Instruction to wait 14 days before contacting the same customer again.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-powerdialer-campaigns-image-e8ouqfgy.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A54Z&se=2026-11-01T20%3A50%3A54Z&sr=c&sp=r&sig=VpaFpHr1ZJNHlgjzrRl6Zc4ERSynUDulgcnmdpbl%2F3g%3D) ## Manage active campaigns The *Active Campaigns* section lists all active PowerDialer campaigns. When enabled, PowerDialer queues outgoing calls starting with the top-listed campaign. When there are no more calls left in a campaign, PowerDialer continues to the next listed campaign. > [!NOTE] > **Note:** Drag and drop campaigns in the *Active Campaigns* section to reorder the call queue. ![Overview of contact statuses for various customer engagement pages and their metrics.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-powerdialer-campaigns-image-tzx5nt2y.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A54Z&se=2026-11-01T20%3A50%3A54Z&sr=c&sp=r&sig=VpaFpHr1ZJNHlgjzrRl6Zc4ERSynUDulgcnmdpbl%2F3g%3D) An indicator dot next to a campaign shows its status: - **Green**—Active and in progress - **Yellow**—Ready with calls in queue - **Red**—No more calls in queue or ineligible campaign ## Campaign actions Click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A54Z&se=2026-11-01T20%3A50%3A54Z&sr=c&sp=r&sig=VpaFpHr1ZJNHlgjzrRl6Zc4ERSynUDulgcnmdpbl%2F3g%3D) for an active campaign to: - **View Details**—Open the campaign details record - **Edit**—Make changes to the campaign - **Clone**—Duplicate the campaign - **Deactivate**—Remove the campaign from the *Active Campaigns* list ![Menu options for managing customer campaigns, highlighting the 'Clone' feature.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-powerdialer-campaigns-image-1gg8znto.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A54Z&se=2026-11-01T20%3A50%3A54Z&sr=c&sp=r&sig=VpaFpHr1ZJNHlgjzrRl6Zc4ERSynUDulgcnmdpbl%2F3g%3D) ## Campaign details When you select **View Details** for a campaign, the campaign details screen opens. You can view audience filters and user assignments. ![Overview of Pre-Winter Tune Up Special campaign with audience filters and user assignments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-powerdialer-campaigns-image-mbcqcqqy.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A54Z&se=2026-11-01T20%3A50%3A54Z&sr=c&sp=r&sig=VpaFpHr1ZJNHlgjzrRl6Zc4ERSynUDulgcnmdpbl%2F3g%3D) Click **Edit User Assignment** to add or remove employees from the campaign's user list. ## Reactivate a campaign *Inactive Campaigns* lists all deactivated campaigns. To reactivate a campaign: - Drag and drop the campaign from the *Inactive Campaigns* section to the *Active Campaigns* section. - Or, click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A54Z&se=2026-11-01T20%3A50%3A54Z&sr=c&sp=r&sig=VpaFpHr1ZJNHlgjzrRl6Zc4ERSynUDulgcnmdpbl%2F3g%3D) for the campaign and select **Reactivate**. ![Menu options for reactivating an inactive campaign in a digital interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-powerdialer-campaigns-image-imqpn214.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A54Z&se=2026-11-01T20%3A50%3A54Z&sr=c&sp=r&sig=VpaFpHr1ZJNHlgjzrRl6Zc4ERSynUDulgcnmdpbl%2F3g%3D) ## Want to learn more? - See [Set up Phones Pro](/roofing/docs/set-up-phones-pro) ServiceTitan's integrated phone system that routes calls, records conversations, and connects call data to job and customer records. **What it does:** Gives businesses a CSR productivity platform with call tracking, recording, and booking analytics built into the same system as their jobs. **Also called:** ST Phones, Integrated phone system **Tags:** Phones Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)