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Before the calls make sense, you have to answer one question: who does this campaign call? The answer is controlled by tags.

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Tags are just labels

A tag is a sticky label on a person. “New lead.” “Do not call.” “Already booked.” Your contacts pick up these labels as they move through your system. A campaign watches for two kinds of tag: the ones that put someone on the call list, and the ones that take someone off.

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The tag that opens the door

You tell the campaign which label means “start calling this person.” The moment a contact gets that label, they join the list. For example, set the campaign’s entry tag to new lead. Now anyone who gets tagged “new lead” starts getting calls. This is the switch that turns a contact into someone the campaign will dial.
A campaign needs at least one entry tag before it can go live. With no entry tag, there’s no one to call.

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The tag that closes the door

You also tell the campaign which labels mean “stop calling this person.” The moment a contact gets one of those, they come off the list. The obvious one is an opt-out label like do not call. But you can use any label that means “we’re done here,” like already booked.

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How a person moves through

Put together, it’s a simple in-and-out:
1

They get the entry tag

Someone tags them “new lead” (by hand, from a form, or from another tool).
2

The campaign starts calling

They’re now on the list and the agent begins reaching out.
3

They get an exit tag

They opt out, or they book, or they pick up an exit label some other way.
4

The campaign stops

They come off the list and the calls end.

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The system tags people for you, too

You don’t have to add every label by hand. After each call, the system quietly tags people based on what happened, booked, opted out, transferred, and so on. These automatic labels are great exit tags and great triggers for your own follow-up. You’ll see them in After the call.