Campaigns: calling a list

A campaign hands an AI employee a list of people who agreed to hear from you. Think lease renewals, appointment reminders, or past clients to check in on. Go to Campaigns and choose New campaign.

Nobody is called until the campaign passes its checks and a practice run.

Setting it up

1. Name it, choose Who makes the calls, and pick What kind of calls: follow-ups and reminders, or sales or marketing calls. Calls go out from that employee's phone number.
2. Add the people: upload a CSV or Excel file with a "Phone" column, or use a list you imported. Say where these people agreed to hear from you, and confirm none of the numbers were bought or scraped.
3. Under What the calls are for, write plain sentences: the goal, what to mention, what to ask. You can use details from your list, like a first name or a unit.
4. Set the schedule.
5. Check the list, and run the practice calls.
6. Confirm your consent statement, then press Launch campaign, or Schedule campaign for later.

The schedule

• Calling days, and From and Until times, in each person's own time zone. Never earlier than 9 AM or later than 8 PM where they live.
• Tries per person: 1 to 9. Unanswered calls are tried again the next day at a different hour.
• Calls at the same time: up to your plan's limit (Starter 2, Business 4, Pro 6). One line is kept free for new web leads.
• Skip anyone called in the last so many days.
• Budget (optional): the campaign pauses itself when its calls reach it.
• Days off: dates to never call.

The list check

Each person is either callable or blocked for one reason. For example: no consent on file, on your do-not-call list, on the National Do-Not-Call Registry, or called recently.

Once it's running

You can pause it (calls in progress finish) or stop it for good. A launched campaign's script, employee and tries can't change; start a new campaign for that. One campaign runs per line at a time; the next one starts when it finishes.

For an overview of what campaigns do, see outbound campaigns.