¶ What Is a Campaign?
A campaign is a structured outbound calling initiative where your voice agent automatically calls a list of phone numbers.
¶ Step 1: Access Campaign Management
¶ Navigate to Your Agent
Getting Started:
- Go to the My Agents page from the main menu
- Locate and select the voice agent you want to use for the campaign
- Click on the Campaigns tab within your agent's settings
- This will show you all existing campaigns and the option to create new ones
¶ Step 2: Create a New Campaign
¶ Initialize Campaign Setup
Start the Creation Process:
- Click the "Create Campaign" button
- This will open the campaign configuration form
- You'll need to provide essential campaign details and upload your contact database
¶ Step 3: Configure Campaign Details
¶ Basic Campaign Information
Campaign Name:
- Enter a descriptive name that helps you identify this campaign
- Good naming helps with organization when managing multiple campaigns
¶ Step 4: Upload Contact Database
¶ Database Requirements
File Specifications:
- File format: XLSX (Excel format only)
- File size limit: Up to 10 MB per upload
- Required information: Phone numbers for each contact
¶ Creating Your Database
Download Template:
- Use the provided example file available on the campaign creation page
- This template shows the correct format and structure
- Following the template ensures proper data processing
¶ Advanced Database Features
Custom Variables for Reporting:
- Add extra columns to your XLSX file for additional call parameters
- Configure these columns as "Variables" in your agent settings
- These variables will appear in your campaign reports and analytics
Steps to set up variables:
- Add columns to your XLSX file with descriptive headers
- Go to your agent settings
- Navigate to the Variables section
- Define each column as a variable for reporting
¶ Step 5: Check Calling Minutes
¶ Account Balance Verification
Before launching your campaign, ensure you have sufficient calling minutes:
Check Your Balance:
- Review your current minute balance for your agent
After making the first 500 calls, a "Check if you have enough minutes" block will appear on the page of creation campaign, allowing you to assess whether your current balance is enough for the planned outbound call.
The minutes forecast takes into account calls only for the last six months and is calculated individually for each client and for each agent.
Purchase Additional Minutes (If Needed):
Option 1: Agent-Specific Minutes
- Buy additional minute packages for your specific agent
- These minutes are dedicated to this agent only
- Good for agents with consistent calling volumes
Option 2: HULI Telephony Minutes
- Purchase minutes for HULI telephony service (if using integrated telephony)
- Can be shared across multiple agents using HULI telephony
- Flexible option for managing multiple campaigns
How to purchase:
- Choose the appropriate package size
- Complete the purchase process
- Minutes will be added to your account balance
¶ Step 6: Launch Your Campaign
¶ Campaign Execution Options
You have two options for starting your campaign:
Option 1: Immediate Launch "Create Campaign" Button:
- Starts the campaign immediately after setup
- Calls begin as soon as you click the button
- Best for urgent announcements or time-sensitive campaigns
Option 2: Scheduled Launch "Schedule Campaign" Button:
- Allows you to set a specific start time and date
- Plan campaigns for optimal calling hours
- Better for customer consideration and compliance with calling regulations
- Coordinate with business hours and time zones
Scheduling Process:
- Click "Schedule Campaign"
- Select your preferred start date and specific time for campaign launch
- Confirm the scheduled time before finalizing
- Ensure file is in XLSX format
- Check file size is under 10 MB
- Verify all required columns are present
- Use the provided template for reference
Your campaign is now ready to launch and deliver your message to your target audience!