The ResponseiQ Lead Management Campaigns feature will give customers the ability to automatically generate calls at a scheduled time, via a CSV upload. This feature is designed for the scenario of when users wish to generate calls to leads at certain times.
The feature will allow users to set up a campaign by importing a CSV file to the application. On the CSV file the chosen start date and time for the lead calls to be scheduled into our system. Users will also have the ability to set time interval between calls.
Steps to set up a Campaign
- Please reach out to ResponseiQ Support (firstname.lastname@example.org) to enable the Lead Management Campaigns feature for your company.
- Once you have logged into your Company Dashboard on ResponseiQ and you will see “Lead Management Campaigns” has now been added to the sidebar menu.
3. Make sure you have calling scenario set to Internal Phone Systems, “IPS”, in the Call Settings in the Company Settings
4. Once “IPS” is selected. Click on “Lead Management Campaigns”. Then “Create New Campaign” to be re-directed to the campaign creation form
5. Input a suitable name in “Campaign name” field
6. Now you can proceed to choose what type of campaign you wish to have:
If the Immediately option is selected, calls will start once you finish creating your campaign.
If the Schedule option is selected, you are able to choose a time and date for your calls to start being scheduled from.
Note: The time will correspond with current company hours.
7. The “Interval Time” you wish to have between each call can then be set. Choosing from 1 to 60 minutes.
8. The CSV file, containing the phone numbers and preferred call date as well as any other associated details for each contact can now be uploaded.
Note: An example template can be downloaded to avoid any issues while importing the CSV file. Alternatively, there is an example provided on the lefthand side.
Note: When providing a preferred date for the call to occur this must be in the
YYYY-MM-DD format. Please note that if a date provided has already occurred, ie in the past, then the call with be scheduled for the next available slot.
9. Click on “Save” and your new campaign will now be visible in the list view now
How to manage a Campaign
Once a campaign is set up, the Action Buttons can be used for each campaign to perform different operations explained as follows:
- Delete Campaign
The “Delete” icon can be used to remove a campaign from the list, however, the associated data for the calls that happened during the active tenure of the campaign could still be found in the call reports.
- Pause Campaign
Useful if your agents get flooded with more calls than expected, you can always choose to “Pause” an ongoing campaign which will cancel all the calls scheduled from the current time onwards.
- Resume Campaign
You can “Resume” a paused campaign when you think that your agents will be able to address more calls. Resuming the campaign will re-schedule only the calls that were cancelled when the campaign was last paused.
You will be able to choose the campaign type and choose a new interval time to resume scheduling calls for the leads pending from the campaign.
- View Calls
Since a campaign will have many call records associated with the leads imported via CSV, you can use the “View Calls” button to be redirected to the call reports to view the associated call details.
Call reports will display the calls only associated with the respective campaign.
Note: Use the “i” icon to view all the details associated with a lead along with its associated data that was imported via CSV.
- Export CSV
There could be cases when a CSV might contain invalid numbers, ResponseiQ app will display the above icon to “Export CSV for invalid numbers”. You can export a CSV that will list down the invalid numbers found in the CSV that was imported along with the exact error associated with a respective phone number.
If you are still unsure of anything, please reach out to email@example.com