In the second part of our series on GeckoTalk, we learn to build a brand new call campaign.
(if you missed part one, click here.)
Creating your call campaign
Before we make any calls, we need to build our campaign from the ground up.
Click on Campaigns on the left menu and then hit +New Campaign in the top right of the screen.
On the Basic Settings tab, enter a name for your campaign in the Title box. In the screenshot above, my title was 'My first call campaign'. You can then add a Description if desired to further differentiate your campaign from others.
Next, click the Schedule & Date tab. Here we outline the Start Time and the End Time for our campaign in date, hours and minutes format. The bottom option, Call Back Timeout Period is a useful one to stop duplicate calls to the same contact. If, for example, one of your call agents leaves a message for a student, to guard against another call agent accidentally calling the same student straight away, Call Back Timeout Period will remove that student from the active call list for the time period you define here.
Let's look at the next tab, Campaign Fields. Here we can attach the Script we made in part one of our guide. Add Call to Check the Following Consent Reasons. We can also let Gecko know which telephone number we'd like to use for our campaign in the Verified Caller ID field. Setting up VoIP (Voice over Internet Protocol) numbers is simple to do and outlined in this short guide.
Though there are other options you can explore, that's all we need to get up and running with our first campaign. Click Save Changes in the top right-hand corner and as easily as that, you've just created your first call campaign.
Before we get calling, let's put the finishing touches on our work by adding some contacts to our campaign. Click on the Filter tab. This is where we pick which contacts to add to the campaign. Click +Add Condition and select the conditions you'd like to pick. As examples, using the Event condition, you could add all students who attended an event or by using Response > Form, you could choose all contacts who filled in a certain form. You can add as many conditions as you'd like.
Once you're happy with your choice of callable contacts, click Save Changes in the top right corner.
Great work - we're all set to get this show on the road! In the next article, we learn how easy it is for call agents to start making and logging calls.
Any questions? Feel free to start a live chat with a member of our support team or explore the rest of our academy at your leisure.