Campaigns
Objectives, the agent, channels, schedules and day-to-day management.
Setup and objectives
The setup steps and what each campaign objective does.
- Start on abandoned carts from Klaviyo
- Campaigns and setup
- Set up a checkout recovery campaign
- Start conditions: choose which shoppers start a campaign
- General settings: follow-ups, checkout links and hand-offs
- Merge fields: what each one fills in
- Offer and discount codes
- Campaign overrides: which campaign wins
- Set up a support line campaign
- Set up a lead qualification campaign
- Set up a Book appointments campaign
- Set up an upsell campaign
- Set up a check-in after delivery
- Set up a win-back campaign
- Set up a Share information campaign
- Set up a refund request line
- Set up Qualify inbound leads
AI agent and messaging
The agent's name, voice and languages, and the brief it works from.
Outreach channels
Calls, texts, email and WhatsApp: numbers, mailboxes, sequences and voicemail.
- Inbound calls and texts
- Returning callers on Qualify inbound leads
- Mailboxes, SPF, DKIM and DMARC
- Phone numbers and business addresses
- The Outreach channels step
- Outreach sequence: steps, waits and limits
- How follow-up sequences work
- Voicemail: leaving a message or hanging up
- Checkout links: static or dynamic, parameters and shortening
- Which number a shopper sees when the agent calls
- Does ACR send WhatsApp messages?
- How long can a call last?
Managing campaigns
Leads, runs, schedules, A/B tests, tags and the audit log.
- Leads and their states
- Campaign runs and outcomes
- Add leads by hand or from a CSV file
- Pause, rename, duplicate or archive a campaign
- Read the Interactions tab
- Set a campaign's schedule
- Group campaigns with tags
- Run an A/B test between two campaigns
- Test which voice recovers more orders
- Take payment during a call
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