Campaign Setup

00:00 - Introduction

Welcome to this tutorial on campaign setup in CloudOut. In this video, we'll walk through the process of creating and configuring a calling campaign from start to finish, covering all the essential settings and best practices.

00:45 - Campaign Planning

Before creating a campaign in the system, it's important to plan your approach. Consider your target audience, calling goals, script requirements, and staffing needs. Having a clear plan will make the setup process much smoother.

01:30 - Creating a New Campaign

To create a new campaign, log in to your CloudOut dashboard and navigate to "Campaigns" in the left sidebar. Click the "Create New Campaign" button in the top right corner. You'll be prompted to enter a name for your campaign and select the campaign type, such as Predictive Dialer, Power Dialer, or Preview Dialer.

02:15 - Contact List Management

Next, you'll need to upload your contact list. Click on the "Contacts" tab and select "Upload Contact List." You can upload a CSV file with your contacts or import them from your integrated CRM. Make sure your file includes all required fields and follows the proper format. After uploading, you'll need to map the columns in your file to the corresponding fields in CloudOut.

03:30 - Campaign Settings

In the "Settings" tab, you'll configure the core parameters of your campaign. This includes setting the campaign schedule, defining calling hours, configuring retry rules for unanswered calls, and setting up caller ID options. Pay special attention to compliance settings to ensure your campaign adheres to all relevant regulations.

04:45 - Dialing Rules

The "Dialing Rules" section is where you'll configure how calls are placed. For predictive dialers, you'll set the dialing ratio, which determines how many calls are placed per available agent. You'll also configure abandoned call settings, answering machine detection, and other dialing parameters. These settings significantly impact campaign efficiency, so adjust them carefully.

06:00 - Script Configuration

In the "Scripts" tab, you'll create or upload the call scripts for your agents to follow. CloudOut offers a visual script builder that allows you to create interactive scripts with branching logic based on customer responses. You can include variables that will be populated with contact information and create different paths for various scenarios.

07:15 - Disposition Codes

The "Dispositions" tab is where you'll define the possible outcomes for each call. Create disposition codes that agents will select after completing a call, such as "Interested," "Not Interested," "Call Back," etc. You can also configure what happens after each disposition, such as scheduling a callback or moving the contact to a different list.

08:00 - Agent Assignment

In the "Agents" tab, you'll assign agents to your campaign. You can select individual agents or entire teams. You can also set agent priority levels and skills-based routing if your campaign requires specialized handling. Make sure to assign enough agents to meet your campaign goals.

08:45 - Testing and Activation

Before launching your campaign to all contacts, it's important to test it with a small sample. Create a test list with a few contacts and run the campaign to verify that all settings are working correctly. Once you're satisfied with the results, you can activate the full campaign by toggling the "Active" switch on the campaign dashboard.