💡 What is this? A lightning-quick guide to learning Gecko's calling capabilities.
🔎 Who is it for? Users or call agents who want to start making calls in Gecko but aren't interested/don't need to learn how the entire system works.
⏰ Got anything else? If you're a system administrator or want to learn everything there is to know about Gecko, then check out our complete Cloud Call Center training guide!
Want to learn how to start making calls in Gecko in a matter of minutes? You're in the right place!
In this quick start guide, Michelle walks you through setting up a call campaign so you can quickly contact offer holders to see if they would like to accept or decline their place. Once the call has been ended, depending on the outcome, an automated email follow-up will be sent.
Step 1: Setting up outcomes & scripts
Log into Gecko and head to Settings > Outcomes
Click + New Outcome and create the various outcomes relevant to your campaign
Next, head to Call Scripts and click + New Script in the top-right corner
Step 2: Creating your first campaign
Navigate to Call Campaigns and click + New Campaign
Give your campaign a title
Select your start and end date
(Optional) Select your call-back timeout period - this is the amount of time Gecko will wait before adding a student back into the call campaign after being called
Add your call script
Select your verified caller ID and agents
Select if you'd like the calls to be recorded
Pick which contact fields you'd like to be visible on the campaign overview page
Pick your outcomes
Hit the blue Save Changes button
Step 3: Adding contacts
Navigate to the Select Contacts tab in the campaign
Select your relevant conditions
Hit Refresh to view all contacts that meet the specified condition
Once you've reviewed your contacts, select Save Changes
Step 4: Segments & workflows
Navigate to the Segments tab in the campaign and click + New Segment
Set your conditions by clicking + Add Condition
Click Segment Users
Select Save Changes
Navigate to the Workflows tabs in the campaign
Add your workflow condition(s)
Add an action to your workflow
Step 5: Making your first call
Navigate to the Overview tab of your campaign
Click the first contact in your list
Click the Start Call button
Review your information and click Start Call button to connect with the student
Use the navigation toggle to switch between call controls and your script
Once the call is complete, click the End Call button
Add the Outcome of the call and any relevant notes
Mark the call as Complete
Use the Next Call button to continue your campaign until it's complete
Happy calling! ☎️ 🎉 🍾
Any questions? Start a live chat with a support team member, or feel free to explore the rest of our academy. Spotted an error or want to suggest a future article for the academy? Let us know here.