How to schedule an Outbound Call Campaign?

This guide explains how to schedule a manual outbound call campaign. Learn to create campaigns, select contacts, set follow-up actions, and schedule calls for efficient engagement.

Step 1: Create a New Campaign

• Click the New Campaign button and provide a name for your campaign.

Step 2: Select Recipients

• Choose a contact list or tags for your campaign.

• Add conditions to filter your audience by clicking the “+” button to include multiple criteria.

Step 3: Assign Phone Number and AI Agent

• Select the phone number and AI Agent that will handle the calls.

Step 4: Schedule Campaign

• Define the launch date, select the time zone, and specify working hours.

• Ensure the campaign aligns with your audience’s availability for optimal results.

Step 5: Set After-Call Actions

5.1. Assign Tags Based on Call Goal Status

• Dynamically update tags (e.g., "Interested," "Follow-Up Needed") based on call outcomes.

• Define goals as "Complete" or "Incomplete" using tags for better contact segmentation.

5.2. Schedule a followup call:

1. Toggle the On button.

2. Set the duration type (Minutes, Hours, Days) and input the desired interval.

3. Use the Multi-dial option to automate retries.

4. Click the “+” button to add more follow-up actions.

Step 6: Save & Start Campaign

1. Click Save and Close to draft your campaign.

2. Select Start/Schedule Campaign to execute it.

3. This structured approach ensures efficient and targeted outbound campaigns!