Target audience & eligibility
The Target Audience step of the campaign builder is where you choose who a simulation calls. You pick employee groups, and Callstrike works out, per person, whether they can actually be reached and, if not, exactly why. Only reachable people are dialed; everyone else is skipped, visibly, with a reason you can act on. The step's own intro says it plainly: "Pick the groups to call. We'll automatically skip anyone who can't be reached and show you why."
How to use it
- In the campaign builder, open Target Audience and select one or more groups from the left. You pick groups, not individuals; a search box narrows by group name or by a person's name. Ungrouped people can't be targeted directly (you'll be asked to put them in a group first).
- As you select groups, an eligibility summary updates live: a headline like "42 people will be called" out of the total in your selected groups, plus a set of skip chips (for example "3 no number") for everyone who can't be reached.
- Click Review to open the Excluded people drawer. It lists each exclusion reason with a count and a one-line explanation, and gives you a direct "fix it" action for each (rent a number, activate people, manage consent, correct a number, and so on). Number-related reasons are grouped under Number coverage by country.
- Resolve what you can, or simply proceed. As long as at least one selected person is reachable, you can continue and launch; the skipped people are left out of this run.
Eligibility: who is reachable, and why not
Each person resolves to a single status, evaluated in a fixed order (the first one that applies wins), so a person blocked for more than one reason shows the most fundamental one first.
| Status | What the operator sees | What it means |
|---|---|---|
| Reachable | Will be called | Active, consented, country resolved, and an active number is ready to call them. |
| Inactive | Inactive | The person is not an active employee, so they're skipped. |
| No consent | No consent | No accepted consent record yet, so they're skipped. |
| Needs review | Needs review | Their phone number's country couldn't be worked out (missing country code or an invalid number). |
| Country restricted | Country restricted | Automated calls aren't permitted in their country (see Country compliance). |
| No number | No number | Their country is permitted, but you don't have a number there yet. |
| Number not linked | Number not linked | You've rented a number for their country, but its setup isn't finished, so it can't call yet. |
| Number pending | Number pending | A number for their country is rented but not active yet; it'll work once approved. |
Compliance always comes before inventory: if a country is restricted, its people are skipped regardless of whether you happen to have a number there.
Per-country coverage, capacity, and pacing
Because coverage is decided per destination country, the builder surfaces two country-level views:
- Capacity (this step). If the reachable audience for a country approaches or
exceeds what a single number there can safely handle, an "Approaching number
capacity" card appears, showing
eligible / capacity callableper country. It's a warning, not a blocker; capacity is measured against the longest safe schedule, so it flags "too many people for your number, even at the longest schedule" well before you hit it. - Pacing (the next step). In the distribution step, each country shows an "≈ N days" estimate. Calls are deliberately paced so a number isn't flagged as spam, and the campaign as a whole finishes when its slowest country does. Options when a country overflows are always to extend the schedule, rent another number, or reduce the audience, never a hard block.
Gotchas & limitations
- You can't launch with zero reachable people. If every selected person is skipped, launch is blocked with a prompt to pick a group that contains at least one reachable person. As long as one person is reachable, the campaign proceeds and the rest are skipped.
- Empty or all-skipped groups don't block you, they're just skipped. An empty group is marked "will be skipped" and surfaced non-blockingly rather than stopping the campaign.
- The Summary counts only reachable people. The launch Summary reads its headcount from the same eligibility check as this step, so it never claims it will call more people than are actually reachable (raw group totals include skipped people).
- An active number isn't automatically a callable one. A rented number whose setup isn't finished shows as "Number not linked" and doesn't make its country reachable; finish its setup first.
- Coverage reflects the country's current compliance state. A country you can reach today can become restricted if its compliance state changes; compliance always precedes number inventory.
- A country is never guessed. A phone number with no country code resolves to "Needs review" rather than being assumed, since a wrong guess would apply the wrong country's rules. Fix the number (or set a default region for the group) to resolve it.
- Trial-pool numbers can grant coverage regionally. On a trial, a shared pool number that's active can make a whole region reachable even without your own number in each country.