How to launch a calling campaign in VocalLabs

Step by step

1. 1

   In this video, we'll go straight to the campaign section to import the contacts and it live. First, head over to the campaign section in the sidebar. You will get two options: campaign groups and campaign list. Similar to contact groups, we also have campaign groups. But we won't need that to make campaigns, so we'll go to the Campaign List tab. We don't have any campaigns yet, so let's create a template.

2. 2

   We will name it 'Agent One Campaign'. We have options for call campaigns, WhatsApp campaigns, and chat campaigns, which we will explore later. But for now, we'll select the call campaign. You also have the option to select multi-agent mode, where you can run the campaign with multiple agents. However, we will select our single agent, which is 'Agent One'. Then, simply click on the 'create Campaign' button to proceed.

3. 3

   We don't have any post-call data collection', so we'll simply click on 'Confirm and Continue'. Our campaign is now ready. Now, click on 'View Campaign'. You have two options here to find contacts for your campaign. We will demonstrate both methods. You can simply add contacts manually by clicking the 'Add Contacts' button. If you want to import from a sheet, you can head over to that option.

4. 4

   But we won't do that. As we have already imported the contacts from our sheet, we'll simply click on 'Manually' and select the group we created: 'Test Agent One Contact Group'. All the contacts present in our group have been imported successfully. This might take some time to process. Now, you can see three details here.

5. 5

   Our basic account offers one free worker. You can set concurrency to one. Concurrency is how many calls run at once. We'll select one and toggle this 'Active' button. Now, it is like this, and the campaign is active. As you can see, the campaign is active, and the campaign will be live. Your agent will start calling these numbers.

6. 6

   The agent calling is live. Agent One is calling from the number assigned to Agent One, and to the contact we have selected. We have successfully created our campaign and made it live. In our next video, we'll check out other options available in the campaign settings. We have successfully created our campaign and made it live. In our next video, we'll check out other options available in the campaign settings.