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Campaign Orchestrator

Multi-channel follow-up campaign orchestrator.

Rating: 3.9 (12 reviews)
Downloads: 24,348 downloads
Version: 1.0.0

Overview

Multi-channel follow-up campaign orchestrator.

✨Key Features

Multi-channel: SMS (Dialpad) + Email (Gmail)

Scheduled: Cron-based execution with configurable delays

Personalized: Templates filled from Attio CRM data

Auto-terminating: Replies stop all future scheduled steps

Logged: All activities recorded in Attio

Complete Documentation

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Campaign Orchestrator Skill

Multi-channel follow-up campaign orchestrator for ShapeScale sales. Executes scheduled SMS + Email sequences with CRM integration and auto-termination on replies.

Overview

A Campaign is a defined sequence of steps (SMS/Email) that executes over time. When a lead replies to any message, the campaign automatically terminates.

Key Features

Multi-channel: SMS (Dialpad) + Email (Gmail)
Scheduled: Cron-based execution with configurable delays
Personalized: Templates filled from Attio CRM data
Auto-terminating: Replies stop all future scheduled steps
Logged: All activities recorded in Attio

Setup

Environment variables required:

bash

DIALPAD_API_KEY=your_dialpad_api_key
ATTIO_API_KEY=your_attio_api_key
GOG_KEYRING_PASSWORD=your_google_password  # For Gmail access

Also ensure:

Dialpad webhook is configured to hit this server
Attio has company/contact records for leads
Gmail API access enabled for sales email

Usage

Start a Campaign

bash

# Start primary follow-up campaign for a lead
python3 campaign.py start "primary" --lead "Apex Fitness"

# Start with custom delay override (hours)
python3 campaign.py start "primary" --lead "Apex Fitness" --delay 2

# Start with Attio deal/company ID
python3 campaign.py start "post-demo" --lead "Apex Fitness" --attio-id "deal-uuid"

Pre-Campaign Checklist (MANDATORY)

Before starting ANY campaign, verify:

Customer Status Check
Search memory/CRM for "already a customer" or "purchased" flags
Check exclusion list in campaigns.json
Verify email domain not in customer database
Email Formatting Check (for email steps)
Preview template renders as proper paragraphs
2-4 sentences per paragraph, blank line between
No single-sentence orphan paragraphs
No hard line breaks mid-paragraph
Tone Check
No apologetic language ("no worries", "sorry to bother")
No easy outs ("if not relevant, no problem")
Professional, not needy

NEVER campaign to existing customers unless explicitly requested for upsell.

Check Campaign Status

bash

# Status for specific lead
python3 campaign.py status "Apex Fitness"

# All active campaigns
python3 campaign.py list

Stop a Campaign

bash

# Manual termination (lead replied, not interested, etc.)
python3 campaign.py stop "Apex Fitness" --reason "replied_interested"

Remove a Lead

bash

# Remove lead from campaigns (opted out, not interested)
python3 campaign.py remove "Apex Fitness"

Check for Responses

bash

# Check if lead has responded to any prior messages
python3 campaign.py check "Apex Fitness"
# Shows response status for each completed step
# Warns if responses detected (safe to proceed or terminate)

View Pending Steps

bash

# Show all pending campaign steps sorted by time
python3 campaign.py pending
# Useful for seeing what's due soon across all campaigns

Template Management

bash

# List available templates
python3 campaign.py templates

# Preview a template
python3 campaign.py preview "primary"

Campaign Templates

Template	Timing	Channel	Purpose
primary	+4 hours	SMS	Recap demo, share recording
secondary	+1 day	Email	Pricing, detailed ROI
tertiary	+4 days	SMS	Quick check-in
quaternary	+7 days	Email	Final follow-up, case study
post-demo	+0 hours	SMS	Immediate thank you

Template Variables

Templates support variable substitution:

text

{name}      - Lead first name
{company}   - Company name
{deal_value} - Deal value from Attio
{owner}     - Sales owner name
{demo_notes} - Notes from demo conversation
{checkout_link} - Personalized checkout URL

Architecture

text

campaign-orchestrator/
├── SKILL.md              # This file
├── campaign.py           # Main CLI (start, stop, status, list)
├── webhook_handler.py    # Processes reply → termination
├── primary.md            # SMS follow-up template
├── secondary.md          # Email template
├── post-demo.md          # Immediate follow-up template
└── state/
    └── campaigns.json    # Campaign state persistence

State Management

Campaign state is stored in /state/campaigns.json:

json

{
  "campaigns": {
    "Apex Fitness": {
      "template": "primary",
      "attio_id": "deal-uuid",
      "started": "2026-01-27T13:00:00Z",
      "steps_completed": ["sms_primary"],
      "next_step": "email_secondary",
      "next_scheduled": "2026-01-28T13:00:00Z",
      "status": "active"
    }
  },
  "templates": {
    "primary": {...},
    "secondary": {...}
  }
}

Cron Integration

Campaign steps are executed via Clawdbot's cron system:

Executor job: Runs every 5 minutes to check for due steps
Per-campaign jobs: Created for each scheduled step

The scheduler script creates and manages these jobs automatically.

Webhook Handling

When Dialpad receives a reply to a campaign message:

Dialpad sends webhook to server
webhook_handler.py parses the reply
Looks up which campaign the original message belonged to
Marks campaign as terminated
Logs the reply to Attio

Integration Points

Dialpad SMS

bash

python3 /home/art/niemand/skills/dialpad/send_sms.py --to "+14155551234" --message "..."

Gmail (via gog)

bash

gog-shapescale --account [email protected] send-email --to "[email protected]" --subject "..." --body "..."

Attio CRM

bash

attio note companies "company-uuid" "Campaign message sent: {message}"

Examples

Full Campaign Workflow

bash

# 1. After demo, start campaign
/campaign start "post-demo" --lead "Dr. Smith's Clinic"

# 2. Check status next day
/campaign status "Dr. Smith's Clinic"
# Output: Step 1 sent, Step 2 scheduled for tomorrow

# 3. Lead replies "interested"
# Webhook automatically terminates campaign
# Logs reply to Attio

# 4. Manual follow-up if needed
/campaign start "secondary" --lead "Dr. Smith's Clinic" --delay 0

Monitoring Active Campaigns

bash

# List all active
/campaign list

# Output:
# Active Campaigns:
# - Apex Fitness (primary) - Step 2/4, next: email
# - Dr. Smith's Clinic (post-demo) - Complete
# - Wellness Center (tertiary) - Step 1/3, next: sms

Troubleshooting

Campaign not sending:

Check cron is running: crontab -l
Check logs: journalctl -u moltbot or campaign logs
Verify API keys: echo $DIALPAD_API_KEY

Webhook not terminating:

Verify Dialpad webhook URL is configured
Check webhook handler is running
Check campaigns.json for matching lead

Template variables not filling:

Verify lead exists in Attio with required fields
Check template syntax: {variable} not { variable }

License

Part of shapescale-moltbot-skills. See parent repository.

Installation

Terminal bash


openclaw install campaign-orchestrator

Copied!

💻Code Examples

Environment variables required:

environment-variables-required.sh

DIALPAD_API_KEY=your_dialpad_api_key
ATTIO_API_KEY=your_attio_api_key
GOG_KEYRING_PASSWORD=your_google_password  # For Gmail access

python3 campaign.py start "post-demo" --lead "Apex Fitness" --attio-id "deal-uuid"

python3-campaignpy-start-post-demo---lead-apex-fitness---attio-id-deal-uuid.txt

### Pre-Campaign Checklist (MANDATORY)

Before starting ANY campaign, verify:

1. **Customer Status Check**
   - Search memory/CRM for "already a customer" or "purchased" flags
   - Check exclusion list in campaigns.json
   - Verify email domain not in customer database

2. **Email Formatting Check** (for email steps)
   - Preview template renders as proper paragraphs
   - 2-4 sentences per paragraph, blank line between
   - No single-sentence orphan paragraphs
   - No hard line breaks mid-paragraph

3. **Tone Check**
   - No apologetic language ("no worries", "sorry to bother")
   - No easy outs ("if not relevant, no problem")
   - Professional, not needy

**NEVER campaign to existing customers unless explicitly requested for upsell.**

### Check Campaign Status

python3 campaign.py preview "primary"

python3-campaignpy-preview-primary.txt

## Campaign Templates

| Template | Timing | Channel | Purpose |
|----------|--------|---------|---------|
| `primary` | +4 hours | SMS | Recap demo, share recording |
| `secondary` | +1 day | Email | Pricing, detailed ROI |
| `tertiary` | +4 days | SMS | Quick check-in |
| `quaternary` | +7 days | Email | Final follow-up, case study |
| `post-demo` | +0 hours | SMS | Immediate thank you |

### Template Variables

Templates support variable substitution:

└── campaigns.json # Campaign state persistence

--campaignsjson--campaign-state-persistence.txt

## State Management

Campaign state is stored in `<workspace>/state/campaigns.json`:

}

.txt

## Cron Integration

Campaign steps are executed via Clawdbot's cron system:

- **Executor job**: Runs every 5 minutes to check for due steps
- **Per-campaign jobs**: Created for each scheduled step

The scheduler script creates and manages these jobs automatically.

## Webhook Handling

When Dialpad receives a reply to a campaign message:

1. Dialpad sends webhook to server
2. `webhook_handler.py` parses the reply
3. Looks up which campaign the original message belonged to
4. Marks campaign as terminated
5. Logs the reply to Attio

## Integration Points

### Dialpad SMS

attio note companies "company-uuid" "Campaign message sent: {message}"

attio-note-companies-company-uuid-campaign-message-sent-message.txt

## Examples

### Full Campaign Workflow

example.sh

# Start primary follow-up campaign for a lead
python3 campaign.py start "primary" --lead "Apex Fitness"

# Start with custom delay override (hours)
python3 campaign.py start "primary" --lead "Apex Fitness" --delay 2

# Start with Attio deal/company ID
python3 campaign.py start "post-demo" --lead "Apex Fitness" --attio-id "deal-uuid"

example.sh

# Status for specific lead
python3 campaign.py status "Apex Fitness"

# All active campaigns
python3 campaign.py list

example.sh

# Check if lead has responded to any prior messages
python3 campaign.py check "Apex Fitness"
# Shows response status for each completed step
# Warns if responses detected (safe to proceed or terminate)

example.sh

# Show all pending campaign steps sorted by time
python3 campaign.py pending
# Useful for seeing what's due soon across all campaigns

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Overview

✨Key Features

Complete Documentation

Campaign Orchestrator Skill

Overview

Key Features

Setup

Usage

Start a Campaign

Pre-Campaign Checklist (MANDATORY)

Check Campaign Status

Stop a Campaign

Remove a Lead

Check for Responses

View Pending Steps

Template Management

Campaign Templates

Template Variables

Architecture

State Management

Cron Integration

Webhook Handling

Integration Points

Dialpad SMS

Gmail (via gog)

Attio CRM

Examples

Full Campaign Workflow

Monitoring Active Campaigns

Troubleshooting

License

Installation

💻Code Examples

**Environment variables required:**

python3 campaign.py start "post-demo" --lead "Apex Fitness" --attio-id "deal-uuid"

python3 campaign.py preview "primary"

└── campaigns.json # Campaign state persistence

}

attio note companies "company-uuid" "Campaign message sent: {message}"

Tags

Quick Info

Ready to Install?

Resources

Related Skills

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Aap Passport

Adaptive Suite

Adversarial Prompting

Environment variables required: