Campaigns

To start a text or social media outreach effort, you can typically look for options like “Get Started” or “Request a Demo”. For text-based platforms, you might click on an icon or navigate to a specific section and then select an option to “Create Campaign”. For voice outreach, the process involves defining settings for who, when, and how to make contact.

Yes, you can often personalize your messages using dynamic fields, images, emojis, and links. Text platforms may allow you to include dynamic parameters and personalized details like names, delivery information, and status updates. For voice outreach, you might be able to use customer data for a more tailored approach.

You can often choose to send to an individual, a segment of your contacts, or your entire list. Text platforms usually require you to select recipient lists and recommend organizing contacts for different purposes. Voice outreach platforms may allow you to group your target audience for more focused efforts.

Yes, many platforms allow you to easily schedule single or sequences of text and social media messages. Text outreach tools often enable you to set a specific time and date for the first message to be sent, and you can schedule subsequent messages accordingly. For voice outreach, you can typically define when the system should attempt to contact leads.

 If someone responds to a text message you sent, the platform may automatically route them to a direct, one-on-one chat for further interaction. Some voice outreach systems may also have post-call workflows to continue the conversation on other channels.

Platforms often provide analytics that help you understand the performance of your outreach and make better decisions. Text outreach tools may offer a report with details on message analytics and delivery status as soon as the outreach begins. For voice outreach, you can often view metrics like connection rates, abandonment rates, and call duration.

On some text outreach platforms, once you’ve added the messages and details, you’ll need to save. However, once the messages are scheduled, you might not be able to change the contacts or the content of the messages. It’s important to finalize details before scheduling.

Text outreach platforms usually require you to confirm that you have obtained the appropriate permissions to contact the individuals in your list. It is your responsibility to ensure you have these opt-ins. Voice outreach systems may help with compliance by using suppression lists and managing “Do Not Call” preferences.

Some text outreach platforms allow you to create an outreach effort with a single message or a series of messages sent at different times, similar to how email sequences work. In such sequences, each message may need to finish sending before the next one is scheduled to begin. You might also be able to schedule multi-stage text and social media outreach.