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Recipients are the contacts enrolled in an outbound campaign. Each recipient has a status, next step, related conversation, and outcome when available.

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Add a contact to an outbound

You can add a contact from the contact detail page:
  1. Open a contact.
  2. Find the Outbounds section.
  3. Click Add to outbound.
  4. Search for the outbound campaign.
  5. Add the contact.

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Recipient status

Recipients can be active, paused, completed, or in another campaign-specific state. Use the status column to understand whether Clearline is still working the sequence for that contact. When a recipient has a conversation, open it from the outbound recipient table. The conversation shows the messages, calls, assignment, contacts, and team activity tied to that recipient.

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Before enrolling recipients

  • Confirm compliance settings are configured.
  • Confirm the sequence has no setup warnings.
  • Confirm senders are configured.
  • Confirm each recipient has the contact fields required by the selected channels.
Screenshot placeholder: add the outbound recipients table with status, next step, and conversation link.