Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

New Outreach Functionality

Here's an overview

Key Features:

  • Soft Launch Timeline: Campaigns 2.0 will be available via an opt-in process starting next week. Migration will eventually become mandatory.
  • Migration Process: Converts existing campaign scripts into the new format, which supports more customizable and advanced features.
  • Migration is quick and primarily impacts script data.
  • Incompatibility with Old Campaigns: Post-migration, Campaigns 1.0 will be view-only and phased out.

Steps for Migration:

  1. Look for the "Campaigns 2.0 is Now Available" banner on the dashboard.
  2. Click the banner to start the migration process.
  3. Review your script data post-migration to ensure everything is correctly converted.
  4. If issues arise, contact customer support for assistance.

Enhanced Features:

Sequences:

  1. Navigate to the "Campaigns" section and select "New Campaign."
  2. Name the campaign and add a description for internal use.
  3. Define sequences by setting:

    1. Steps: Add scripts for each step in the process.

    2. Time Delays: Specify how long to wait between steps.

    3. Conditions: Define rules for triggering follow-up actions (e.g., if a call is unanswered).

  4.  Save the sequence and associate it with your campaign.

Redialing Rules:

  1. Within the campaign setup, navigate to "Redialing Rules."
  2. Set maximum communications per contact and per phone number.
  3. Define specific redial actions, such as retrying after voicemail or escalating to another number.
  4. Save the rules and ensure they align with your campaign goals.

Contact List Integration:

  1. Create or select a contact list from the "Contacts" page.
  2. Add contacts to the list manually or via upload.
  3. Link the contact list to your campaign. Newly added contacts will automatically sync with active campaigns.

 

 

FAQ

Will Campaigns 2.0 data include call duration? Yes, the Results Page shows total talk time and other call metrics. You can also download detailed reports.

Can I control how often customers are contacted? Yes, redialing rules allow you to set limits, such as the maximum number of calls per contact or per phone number.  Example: Call each number no more than three times.

Can I create custom outcomes for campaigns? Yes, you can define outcomes and associate actions with them. For example, if a customer acknowledges a weather alert, the system can mark the outcome as "Understood" and resolve the sequence.