A script template, in the context of outbound campaigns, is a pre-established document that provides a structured outline of important details, inquiries, and data to be expressed in various forms of outbound communication, such as sales or telemarketing. It serves as a guideline or framework for sales representatives or agents to follow when reaching out to potential customers, clients, or leads.
To create a script template, navigate to Outbound > Dialer Campaign List > Script Template. Then, click the plus sign (+).
Next, enter the template name/label and start adding the scripts. You can use the existing editor or simply copy and paste content from your existing documents.
Add Tags - This allows you to add restrictions by assigning specific tags, which means that the script template is only applicable to the leads with the assigned tags.
Assign To - This allows you to grant the team members, callers, agents, or VAs access to the template.
Click "Submit".