Ready to launch your first campaign? Follow these simple steps to get started:
Watch the step-by-step video tutorial below:
1. Prerequisites
Before creating a campaign, make sure you have:
• At least one Agent set up.
• A Contact List with contacts already added.
Once these are in place, you’re ready to go!
2. Launching a Campaign
• Click the Launch a Campaign button.
• Review the Terms of Use and click Agree if you’re happy to proceed.
• Name your campaign and select an Agent from your list.
3. Setting a Daily Minute Usage
• Set a Daily Usage Cap to control how many minutes you spend per day.
• Example: If you set a limit of 50 minutes per day, the system will stop once you reach this threshold and resume the next day.
• The system will not overspend if you don’t have enough contacts or if there aren’t enough phone pickups.
4. Choosing a Contact List
• Select the Contact List you want the agent to call from.
5. Configuring Local Calling Hours
• Set Local Calling Hours based on where the contact is located, not your account location.
• For example, if you’re on the East Coast but the contact is on the West Coast, the system will adjust to their local time.
• Standard hours are 9 AM to 8 PM, but you can customize this to suit your campaign.
6. Launching Your Campaign
• Once you’re satisfied with all the settings, click Finish. Your campaign is now live!
7. Monitoring Campaign Performance
• After a few minutes, you’ll start seeing real-time data, such as:
• Number of dials made.
• How many contacts picked up.
• Do Not Call requests.
• Positive outcomes and the Cost per Outcome.
8. Managing Your Campaign
• You can pause or delete a campaign at any time.
If you have any questions or need further help, reach out to our support team or check out the other tutorials!