/login as an organisation
admin.
1
Load some contacts
Go to Customers → Contacts. A contact needs a number in the form your
carrier presents it, e.g.
+61400111222.You do not have to add them by hand — a campaign can import a CSV, and that
is the usual way. Skip to step 3 if you have a file.2
Group them, if you want to reuse the list
Customers → Segments holds named groups you can point a campaign at.
Fill one from the contacts screen: filter to the people you want, then
Add to segment.The dialog tells you how many contacts it is about to add before you press
the button, because the whole risk of a filter-shaped action is adding
people you did not realise were in view.
3
Create the broadcast
Outbound → Voice Broadcasting → New broadcast. Four steps:
- Voice — a recording, or write the message and have it read out.
- List — a segment, or upload a CSV.
- Channels — how many calls run at once.
-
Start — now or at a set time, and the hours it may dial in.
4
Check the list before you launch
From the campaign’s row, open Contacts. This is your own file’s columns
in your own order — not a phone book — so “is this the right list” is
answerable before anybody is rung.Anyone marked do-not-call appears as suppressed. They stay on the list
and are never dialled; the sheet says who will be skipped rather than
quietly omitting them.
5
Hear it, if you wrote it
If you wrote the message rather than uploading a recording, press Hear
it. It is spoken with a real contact from your own list, so a template
that reads perfectly and breaks against your actual file is caught here
rather than by ten thousand people.
6
Start it
Start on the row. If it refuses, the reason is specific — no contacts
left, no recording, a message naming a column nobody has. Fix that and start
it again.
7
Watch it
A running campaign gets a Live action: calls in flight, dialled,
answered, abandoned against the cap, and how many are left.