In this series of short guides, we'll show you how easy it is to get started with GeckoTalk. We'll cover the essentials to start running your very first call campaign. From writing your first script and building your call campaign to making those all-important calls to students, managing your call agents and leveraging powerful analytics tools - we'll have you up and running in no time.
This is a beginners course and we'll keep it as simple as possible!
Writing your first script
A warm welcome to GeckoTalk. Let's begin by making our first call script. This will be used by your call agents when speaking with students.
Firstly, click on Scripts on the left-hand menu. This opens a list of all of the previously created scripts on your account. As we're building our first script, go ahead and click +New Script in the top right-hand corner of this screen.
The script builder works the same way as the form builder for GeckoCapture.
Let's begin by naming our script. Simply click on 'Your script title' and type your new title.
To add Contact Fields or Form Fields to your form (read more on the difference here), simply click on them. By using contact fields, your call agents will be able to collect or update information that will be stored in a students Contact information.
You can rearrange the order of your fields once they're on your script designer by hovering the mouse over the field you want to move, clicking on the cross icon and dragging and dropping.
You'll notice that there are a lot of different Form Fields you can use. We've written a short guide on each individual field does here.
A great habit to get in to is to hit Save after adding each form field. Not only will it mean not losing any progress if you leave the page, it'll also allow you to edit the settings for the fields on your form designer and add conditions. To enter the settings for each field, hover the mouse over the field and click on the pencil icon.
Depending on the complexity of your form, we recommend making use of conditional logic. The benefit is easy to see - your call agents will only see the line of questioning which is relevant to the student they're speaking to.
Let's illustrate this with an example. If your agent is speaking to a postgraduate student, the types of question they're going to be asking will likely be radically different to those they'd ask an undergraduate. How would this translate to your script? Let's create a Radio - Single Choice question for our script. Head to the field Settings and rename it 'What level of study do you wish you undertake?' before heading to the Options tab and make two options - 'Undergraduate' and 'Postgraduate'. Hit Update and then Save your script.
Let's now create x2 Dropdown - Single Choice for our script. Rename the first dropdown as 'What undergraduate course do you wish to enrol on?'. Head to the Options tab and either input the list of undergraduate courses available manually, or import a pre-made list in the Option Template field (our snappy guide on creating pre-made options lists can be found here). We now want to tell our script to only show this dropdown when the student has told your call agent that they're an undergraduate. Click the Conditions tab and choose your level of study question in the Field box, set the type to Equals and the Value as 'Undergraduate'. Hit Update and Save your script. Now repeat this step using the second of the Dropdown - Single Choice boxes for postgraduate enrolment.
You quickly see that, using conditional logic, you can create elegant scripts tailored to each student which require no training for your call agents to follow. Play around with the script builder and get a feel for what works best for you.
In the next article, we find a home for our script by easily building our first call campaign.
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.