Marketing wizard: outbound campaigns

On this page

• Enable outbound calling
• Create an outbound campaign
• Outbound campaign assignments
• Completing a task

Enable outbound calling

1. Log in to your CompleteDTC account.
2. Go to the settings icon in the top right and under "Marketing", choose "Outbound Calling".
3. Toggle the "Enable Outbound Calling" to on.
4. Set the "Default campaign duration". This is the number of days that the campaign runs.

Create an outbound campaign

The outbound campaign creator is a powerful tool to create lists of customers and other people in your database and assign tasks to team members. Use the lists you create to creat an outbound calling campaign, send handwritten cards at the holidays, thank you notes, and more.

1. Go to "Tools" and under "Marketing", choose"Marketing Wizard".
2. Click on "Outbound Campaigns" to view all past campaigns.
3. Click the blue "New Campaign" button on the right.
4. Choose which customer base list you would like to use. You will be able to extensively filter down after the base list is chosen.
5. To filter the list down, click the second tab, "Apply filters", and select the necessary filters. This list is extensive; you can choose as many or as few filters as you need to.
6. Once a filter or filters have been selected, choose the blue "rebuild mailing list" to see the number of people in your new list. Readjust any filters as needed and click "rebuild mailing list" to view the newest list.
   NOTE: To reset all filters, click the circle with an arrow icon to remove all filters.
7. Click on the third tab, "Tune list", to view everyone in your current list. If you would like to manually take people off the list, uncheck the "Send?" box.
   NOTE: You can also view a clients profile information by clicking on the magnifying glass next to their name. It will open in a new window so no need to worry about losing where you are.
8. Click on the fourth tab "results map" to view a map of where everyone is located. This can be especially helpful if you are planning an event at a third party location and you need to pick the ideal location for all the invitees.
9. Once you are happy with your list, click "Save campaign".
10. Click "Set Up Campaign".
11. Name your campaign and add a description. Enter a "Complete by" date. This will be automatically set to the default number of days you set in the settings but you can change it to any date.
12. Choose the number of groups you want to split this campaign into. For example, if one employee is going to take care of every person in the campaign, put them in one group but if it is being split between four employees, choose "4".
13. Choose the team member(s) who will be assigned this task.
14. Click launch campaign.

Outbound campaign assignments

Once you have assigned an outbound campaign to a team member, the team member will be able to see their tasks in two different places: the "Outbound Manager" or "Tasks".

Outbound manager

1. For a team member to view all of their tasks, separated by campaign, go to "Tools" and under "Marketing", click on "Outbound manager".
2. Using the dropdown, choose the correct campaign. The dropdown will also contain the date created and how many open tasks there are for that individual.
3. View the customer data by clicking on the person's name.

Tasks

1. For a team member to view all of their tasks, click on "Tasks" in the top navigation.
2. Make sure to click on the "Outbound tasks" tab.
3. View all outbound tasks or, using the filter, choose which campaign the tasks are associated with.
4. View the customer data by clicking on the person's name.

Completing a campaign task

1. Click on "Tasks" in the top navigation.
2. Make sure you are on the "Outbound Tasks" tab.
3. Click on the person who's "task" you are going to work on. This will open the CRM notes on their profile. 
4. Click the note under "to-dos" that correlates to the given task you are completing.
5. Using the "choose" dropdown, select the most accurate option.
   • Research: still working on it and doing research
   • Left vm: you left the customer a voicemail
   • Spoke with: you were able to reach the customer and had a conversation
   • Wrap - issues: the task is done but there were issues
   • Wrap - no issue: the task is done, there were no issues, but you may not have had the successful outcome you were hoping for
   • Wrap - champion: you completed the task with the outcome you were hoping for
   • Wrap - gave up: The task is done because you could not take it any further
   • Skipped
6. Enter a note to further describe the option you chose from the dropdown.
7. If you have fully completed the task, check the box next to "completed?" next to the due date.
8. To save the task, once it is completed or you are done for the moment, click the note option at the top, and change "added by" to the correct person.
9. Click "save". If the task was marked as completed, it will no longer show on your task list.

Related Topics

Marketing wizard: email campaigns

Marketing wizard: list builder

Marketing wizard: message builder