Our Automated Call Retry Scheduling feature allows the system to automatically schedule call-backs for any calls with leads via Lead Connect or the Widget that have been Missed, too short in call length or have been received Out of Office Hours. The system will schedule a retry if the most recent call’s status meets any of the three scenarios.
How it works
Any lead that comes in via Lead Connect or the Widget generates a call-back request from the system for your sales team. However, sometimes these calls may not be completed due to any of the following reason:
- Sales team is not available (outside working hours)
- Call was missed by the lead
- Call was not of optimal duration
To counter any of the above situations, sales teams are usually advised to schedule another call-back. This being a manual process, some leads could just be missed. However, the Automated Call Retry Scheduling feature will work for you and your team to schedule call-backs automatically if the last call with the lead meets any of the above three criteria.
You can configure the retries for the following attributes for each lead:
- Number of retries that will be scheduled
- Duration of call to be considered a successful call
- Time interval between each retry to be scheduled by the system, since last the call happened
The system makes sure that a retry will only be scheduled if the last call status is a Missed Call, Short Call or was in Out of Office Hours.
Steps to setup
- Log in to your Company Dashboard on ResponseiQ
- Go to Settings and select Automated Call Retry Scheduling
3. Select or Input the threshold for Call Duration to be considered as a short and therefore unsuccessful call
4. Should you be receiving Lead Connect requests outside of your working hours, then this feature will reschedule them for you. The time interval is how far apart the calls will be scheduled from each other when your working hours then resume
5. Now you can proceed to setup the number of retries by clicking on the button “Automated Call Scheduling Retry Attempts”. The logic of the retry attempts work in exactly the same way as that of normal retry attempts
A pop-up will appear where you can set up the time for first retry to be scheduled since the last call happened with the lead
You can choose the duration between retries from the dropdown:
Note: If left “No Retry”, no new retry will be scheduled.
If you want to configure more retry attempts; in case the first retry also falls in the category of missed call, out of office hours or short duration call, you can click on “Add More”
Like the first retry, you can set the time since last retry was scheduled for the system to choose the second or consecutive retry:
Click “Delete” to remove a retry attempt.
Once you have configured the number of retries and the time interval between the last retry and the consecutive retry attempt, you can proceed to “Save” the configuration.
6. Make sure the feature is “Active” and then save the setting. The system will start scheduling calls automatically
If a call is scheduled via Automated call retry scheduling, then it will display the following source detail in the call reports. "Auto - google.com - cpc".