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Overview

Campaigns enable you to dictate when the calling should start, over how long of a period, and how frequently. If Projects and Scenarios guide the AI agent in how it should communicate with the contact, the Campaign dictates who it should call, when to clock-in for work, and how hard it should try to reach these contacts.

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Terms & Definitions

  • Campaigns - Defined as a set of calls to a selected group of contacts, this is where you select the call recipients, set the duration of the Campaign, and when it should begin. A Campaign consists of two sections:
    1. Campaign Configurations - similar to Project Configurations, this section inherits the details defined in the Project Configuration (the selected scenario as well as user entered data) as a template, and presents them to be tweaked and tailored for each Campaign and set of contacts. Refer to the example below for additional understanding.
    2. Contacts - the set of contacts that the AI agent will reach out to. Contacts may be created directly in AVA, uploaded as a CSV file, or imported via CRM integration. The Contacts within the Campaign view will display a few useful actions:

      • Contacts To Reach - all contacts associated with this campaign who are set to be called

      • Reached Contacts - the set of contacts who have been reached and qualify

      • Call History - shows various call details such as execution date/time, meeting location, transcript, and call recording. Only available if a contact was reached

      • Delete - allows you to remove a contact from the Campaign

      • Edit - allows you to edit the details of the contact and add additional notes/insights

      • Status - displays the final outcome of the call as per our Call Statuses definitions. Can be one of:

        • Completed
        • User Hung Up
        • Issue Dialing
        • Failed
        • No Answer
        • No Message
        • Left Message
        • Callback
        • Meeting Booked

        Please refer to the Call Statuses section for more details.

  • Total Time Spent - the total amount of call connection time per Campaign. Please note that reaching voicemails and IVR systems qualify as “connected” calls so any measure of the duration of a call within AVA does not necessarily reflect talk-time with a human. Any call that is not “rejected” will count as “connected” and will reflect in Total Time Spent.
  • Settings - allows you to redefine the initial Campaign settings such as:
    • Campaign Name
    • Campaign Description
    • Campaign Duration Settings
    • The AI agent voice and name
    • The phone number to call from
    • Whether or not to leave a voicemail
  • Campaign Duration - includes the period over which a Campaign is run, as well as the frequency of attempts during that period to reach a contact (defaults to 1 attempt over a period of 1 day, so you can expect that each contact will be called exactly once). Within the Campaign Duration settings you will find:
    • How Long Will This Campaign Run - takes an integer value and informs the period of call execution
    • Select Time Frame - select whether the Campaign runs over hours, days, or months and is linked to the How Long Will This Campaign Run option
    • When - defines the start date/time for the Campaign to begin, allowing you to initiate Campaigns immediately, or schedule them for the future
    • How Often - defines the frequency of Campaign executions in terms of hourly, daily, or monthly, based on the time/date of the immediate execution, or the time/date of the scheduled execution
  • Test Campaign - a web-based test call which allows you to engage directly with the AI as though you were a contact. You may interact with the AI and experience how it navigates the conversation and further refine it before you launch the Campaign. Test calls are not available in the Free subscription plan.

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Details

Campaigns are built to enable tailored communications and A/B testing per group of contacts. Let’s walk you through it with a real example:

A business owner held a seminar to discuss implementing automations and AI strategies for dentists and plumbers. He collects their contact details and wants to schedule follow-up calls to ask for their feedback and book 1-on-1 to help them with their businesses, but he knows he needs to tweak the messaging a bit because dentists and plumbers have different needs and care about different outcomes.

1

He creates a new Project called AI Strategy Seminar Follow-up (05/12/24)

2

He types a description about the purpose of the Project

3

He picks the Event Follow-Up Scheduler Scenario which is perfect for his needs

4

He fills in the scenario details such as the reason for the appointment, the meeting value proposition, what the event was, his preferred calendar, and his default meeting duration and location

5

He creates a Campaign for the dentists, names it accordingly, provides a description to make it clear for him, and picks a voice for the AI that he believes will appeal to the dentists

6

In the Campaign configuration, he can now tweak the details slightly to resonate specifically with the dentists such as the meeting value proposition and reason for the appointment

7

He imports his list of dentist leads that he captured during the seminar

8

He clicks “Test Campaign” at the bottom of the page next to the “Execute Campaign” button to experience an example call natively in AVA through his browser to ensure everything is as he expects

9

He then clicks “Execute Campaign” knowing that the Campaign will begin immediately and call each contact once, for a period of one day, but he knows that if he wants to change the call frequency, the Campaign duration, or the start date/time, he can do so in the Campaign settings drawer

10

He repeats steps 5-9, making the necessary changes for the plumbers

11

If he wishes to make any changes to the Campaigns, he can do so by clicking the “Settings” button at the top of the Campaign view

Campaigns may be edited and deleted as per your needs, and there is no limit to how many live campaigns you can have in the AVA Voice AI platform.

Remember, one of the main benefits of Campaigns is A/B or “split” testing, meaning you can chunk a very large database and have different Campaigns with different AI Agent voice/accents, different introductions, and different offers, to see what resonates most and yields a higher success rate.

Similarly, it is advisable to segment your contacts as well by demographic or profession, to ensure that you can tailor your messaging specifically to them and their needs, like we did with the dentists and plumbers.

However you choose to use Campaigns is completely up to you, but just make sure you are descriptive when creating them; future you will thank you for it.

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FAQs & Troubleshooting

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General Questions

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Campaign Configuration

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A/B Testing and Segmentation

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Execution and Results

For additional questions or guidance, try using our Virtual Support Agent! Available 24/7 to help resolve most issues quickly at thinkrr.ai/support.

If you still need assistance, visit our support site at help.thinkrr.ai and submit a Ticket or contact our team directly at hello@thinkrr.ai.