Recruitment CRM: Create a New Outbound Calling Campaign

Campaigns can be created to assign staff to call a subset of Prospects and provide information to them or solicit information from them. The List/Campaign record is where all the components of who is on the list and who calls them live and interact.

Prior to creating a new campaign, it is advisable to have already setup a Script and any Queries and/or Caller Groups you'd like to associate with the Outbound Calling Campaign.

Creating a New Outbound Calling Campaign

  1. Click on the Lists/Campaigns Tab from your homepage if showing in your default tabs or click on the All Tabs (+) button and select Lists/Campaigns from the list.
  2. At Lists/Campaigns Home, click on New.
    The New button on the Lists/Campaigns Home Tab
  3. From the Select List/Campaign record type drop-down menu, choose Outbound Call Campaign and click Continue. The List/Campaign Edit screen displays the available fields for manipulation. 
    The Select List/Campaign Record Type screen
  4. Follow your internal business processes to determine which fields to use and how. Below are some field definitions and good practices: 
    • Type can be used to classify the campaign.
    • The Event field connects with old Visit Option / Event records, if you are using the Events App to create your Visits or Events do not use this field.
    • Contact Delay means that if someone is called they will not show in the list for the same or any other campus campaigns for the amount of hours specified. 
      • Note: this is campus specific only - other campuses could have the same contact in another campaign and the Contact Delay will not affect their ability to see that contact.
    • Contact Delay Override allows you to override a previously set Contact Delay when checked.
    • Calling Script allows you to use the Lookup icon to associate a Script with a campaign that employees managing the campaign will be able to see and use. 
    • Parent List/Campaign allows you to use the Lookup icon to find another campaign to associate as a parent. This can make navigation and planning easier in some cases (for example, a yearly campaign can be a parent with quarterly pushes being children).
    • Status can be used to communicate information, such as Completed or In Progress, to other Users who may see the campaign.
    • When checked, the Active checkbox will ensure that the campaign appears in the list of any default or customized view that is looking for active List/Campaign data.
    • Start Date and End Date are important because they dictate whether or not assigned Caller Groups are able to see the campaign - they will not be able to see anything prior to the Start Date or after the End Date. 
    • Member Refresh Status fields are automated fields and cannot be manipulated at this time.
    • Description is an optional text box to add a description for the campaign. This can be helpful in differentiating between List/Campaigns with similar names and can be searched to help find the List/Campaign later as well. 
  5. Once all desired fields are filled out, click Save.
  6. IMPORTANT: After clicking Save, go into Advanced Setup and modify the Member Status values. These values can be modified at a later time, but once a query is run you will not be able to change the default status on campaign members added by that initial Query Refresh.
  7. Once the desired Member Status values are set, the campaign is ready and Queries, Caller Groups, and Scripts (if not already selected in Step 4) can be added or modified.