Creating Call Campaigns

Creating Call Campaigns

1. Go to Marketing (Navigator) > Campaigns

2. Select New Call Campaign (middle top)

• Give your campaign a name (required)
• Assign a Marketing Category
• Assign a Group, Subgroup, and Description to your new campaign (optional)
• Click SAVE

3. Filtering Accounts

• This feature decides WHO receives this campaign
• Click on ##/## Accounts filtered button (middle top)
• Click Add Condition
• We suggest 3 primary filters for call campaigns:
• Account: Active — True
• This filters in active customer accounts only
• Account: Do Not Contact – Phone — True (Subfilters Account: Phone1, Account: Phone2, Account: Phone3 — NOT BLANK)
• This filters out any customer that have stated they don’t want to be called
• Account: Commercial — True or Account: Residential — True
• This filter assigns this campaign to commercial or residential customers
• **You can use other filters if desired!

4. Running the Campaign

• Click the button Run Campaign
• Choose either Create Export File (creates an excel file) or Create Call List
• Create Call List – select a date for those customers to be called, assign who makes phone calls
• Click Run Campaign at the bottom

5. Tracking the Progress of the Call List

• Go to Leads (Navigator) > Activities
• Click on any of the activities under the subject line (related to your new call campaign)
• Inside the pop-up, you can check it as done, change the priority status, make notes about the call
• Click SAVE

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