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Summary

Campaigns are definitions. Campaign runs are the actual execution history. The current app strongly separates those concerns, which is good. It means users can:
  • review the campaign as a reusable object
  • inspect specific runs as operational events
  • manage scheduling and status questions separately from general campaign editing
Goals also appear as a first-class concept in the campaigns area, which means the docs should frame them as reusable campaign intent or objective definitions rather than treating them like an afterthought.

Who this is for

  • Campaign managers
  • Operators reviewing execution history
  • Teammates debugging why a specific campaign run behaved differently from the campaign definition

Where to find it in the app

  • Campaigns → Campaign Runs
  • individual campaign run detail pages
  • Campaigns → Goals
TruAgents campaign runs list showing seeded run history, statuses, channels, and run types This view makes the campaign-versus-run distinction concrete: one campaign can produce multiple execution rows over time, each with its own timestamp, status, channel, and run type. That is why run review belongs in its own workflow instead of being folded back into the campaign definition.

What the current campaign-run flow suggests

Runs listing

The runs list appears to support filtering, pagination, and sorting around:
  • created date
  • campaign
  • channel
  • status
  • run type

Run detail

The run detail view appears to be a rich operational page, not just a status page. It includes:
  • communications generated by the run
  • replies related to the run
  • run details and metadata
  • instruction visibility
  • version history
  • status-aware actions like refresh, cancel, or reschedule in some cases

Goals

Goals appear to be reusable objects that can be created and managed separately. That suggests they should eventually be documented as part of campaign strategy and reuse, not just as one more settings page.
  1. start with the run list to find the run you care about
  2. open the run detail and confirm status, type, and timing
  3. review the communications created by that run
  4. check replies, version history, and instruction context if results look off
  5. decide whether the lesson belongs in the campaign definition, the goal, or the execution context

Example: campaign versus run confusion

If a message outcome looks wrong, do not assume the base campaign definition is automatically the culprit. Check whether the issue is actually tied to:
  • the specific run timing
  • a scheduled or queued state
  • a later version of instructions
  • downstream draft or reply behavior

How to think about goals

Goals should usually answer “what is this campaign trying to achieve?” in a reusable way. Simple version:
  • campaign = the working setup
  • goal = the objective behind it
  • run = one actual execution of that setup

Success checklist

  • Teams know the difference between a campaign and a campaign run.
  • Users can review run status, communications, and replies in one workflow.
  • Scheduled or queued runs are treated differently from completed runs.
  • Goals are understood as reusable campaign intent, not just miscellaneous metadata.