Working with automated campaigns
An automated campaign is one of the main elements of automated calling in Voximplant Kit. You can launch a customized call campaign based on a specific scenario and control it directly from Voximplant Kit.
An automated campaign allows you to configure the following settings:
Date and time of a call
The number of lines used for simultaneous calls
Time intervals between redial attempts
The number of dial attempts
Your data for easier contact sorting
Creating an automated campaign
- Log in to your Voximplant Kit account.
- Select the Outbound section.
- On the Automated campaigns tab, click Create campaign.
- On the Call strategy tab, in the Settings group box, name the campaign, select the caller ID, and the scenario.
- In the Number of lines field, define how many calls the system should simultaneously perform. As soon as a call on one phone line is finished (for any reason), Voximplant Kit calls the next phone number on the list.
- In the Schedule group box, define the campaign scheduling parameters:
Enable the Start campaign switch to define the date and time when the system starts calling customers. If the switch is disabled, the system starts calling customers immediately after you launch the campaign. If the date and time you specify are before the current date and time, Voximplant Kit starts calling customers immediately after the campaign launch.
Enable the End campaign switch to specify the date and time when the system stops calling customers. If the switch is disabled, Voximplant Kit continues calling until it uses all specified attempts to each phone number. Note that the end date and time cannot precede the current date and time.
Enable the Working hours switch to define the time when the system should perform calls. Voximplant Kit uses customers' local time based on the {{UTC}} parameter specified in the related contact list. If the switch is disabled, the system calls customers 24/7.
Select the Number of attempts the system should undertake to dial each customer on the contact list. If the system fails to reach a customer within these attempts, the customer is marked unsuccessful in the campaign statistics. Define the Interval between call attempts to the same customer.
The attempts number applies to the calls made until the script passes the Successful call block. Place the Successful call block correctly to ensure that your customers no longer receive calls after the scenario end.
The system launches recall attempts from the point where the scenario ended during the previous call attempt. The system saves preliminary specified data and variables you can further use in the scenario.
Optionally, enable the Region switch to select the region for the campaign launch if it differs from your current IP address. For example, you are launching the campaign from your office in the USA, but you need to call customers in France. In this case, you select the Europe region. If you do not specify the region, the system determines it by the IP address of the region where you start the campaign.
This feature is only available for US accounts. European accounts can only select the Europe region and South American accounts - only the South America region.
- Click Next.
- On the Contacts upload tab, upload your contact database and click Next. For your convenience, there is a table template that you can load. Your file must contain two columns: customer number and timezone (phone and UTC columns), depending on your scenario. Your file template can also contain extra columns corresponding to the variables in your scenario.
- Now, map the variables. Match the fields from the uploaded file with the scenario variables. You can exclude columns if needed. Click Next.
When using a .xls template with extra columns, you may need to add variables not specified in the Variable drop-down list. Enter the required variables in the field and press Enter. The system adds this data to the contact list.
- Review the configured campaign and click Launch. You can save your campaign as a draft if needed.
After you launch the campaign, you can check its status in the campaigns list. Click the i button next to the campaign name to review the details, including errors that occurred while uploading contacts.
You can also upload more contacts to the campaign and review its report by clicking the More options icon in the upper left-hand corner.
After you launch the campaign, you cannot change the campaign settings.