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What are campaigns?

Campaigns let you make outbound calls automatically:
  • Lead follow-up - Call new leads within minutes
  • Appointment reminders - Confirm upcoming bookings
  • Re-engagement - Reach out to past customers
  • Surveys - Collect feedback after service

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Creating a campaign

1

Name your campaign

Give it a descriptive name: “January Lead Follow-up”
2

Upload contacts

Import a CSV with names and phone numbers
3

Set the script

Tell your AI what to say and accomplish
4

Schedule timing

Choose when calls should go out
5

Launch

Review and start the campaign

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Campaign types

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Speed to lead

Call new leads immediately: 
Trigger: Form submission
Timing: Within 30 seconds
Goal: Qualify and book appointment

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Appointment reminders

Confirm upcoming appointments: 
Trigger: Appointment in 24 hours
Timing: Morning of previous day
Goal: Confirm or reschedule

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No-show follow-up

Reach out after missed appointments: 
Trigger: Appointment marked no-show
Timing: Within 1 hour
Goal: Reschedule

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Re-engagement

Bring back past customers: 
Trigger: No visit in 90 days
Timing: Weekday mornings
Goal: Schedule new appointment

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Scripting your calls

Tell your AI what to accomplish: 
Goal: Confirm tomorrow's appointment

Opening: "Hi [Name], this is [Business] calling to
confirm your appointment tomorrow at [Time]."

If they confirm: Great! We'll see you then.
If they need to reschedule: Offer alternative times.
If no answer: Leave voicemail with callback number.

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Scheduling options

OptionDescription
ImmediateCalls go out as soon as possible
ScheduledPick specific date and time
DripSpread calls over hours/days
Business hours onlyRespect calling windows
Time zone awareCall at appropriate local times

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Compliance

Outbound calling is regulated. CallDesk helps you stay compliant, but you’re responsible for following the rules.
Built-in compliance features:
  • TCPA compliance - Calling hours, consent tracking
  • Do-not-call list - Automatic number scrubbing
  • Opt-out handling - Immediate removal when requested
  • Call recording disclosure - Automatic announcements
See Compliance & TCPA for details.

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Campaign analytics

Track your campaign performance:
  • Calls made - Total attempted
  • Connected - Reached a person
  • Completed - Achieved goal
  • Voicemails - Left messages
  • Failed - Couldn’t connect

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Best practices

Mid-morning (10-11 AM) and mid-afternoon (2-4 PM) typically have best answer rates. Avoid early morning, lunch hour, and evening.
Personalize the message. “We noticed you inquired about AC repair” converts better than generic outreach.
If someone says “don’t call me again,” honor it immediately. It’s the law and good business.
Test with a small batch before launching to thousands. Make sure the script works.

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Limits

PlanMonthly callsConcurrent calls
Core5001
Pro2,0005
MaxCustomCustom

Create Campaign

Launch your first campaign

Compliance Guide

Understand calling regulations