Before you start
- The Starter plan or above. Outbound calling is switched off on Free. See Plans and what they include.
- An agent that is set up and that you have called yourself. A campaign multiplies whatever your agent already does, including the bad parts. See Test your agent yourself.
- A list of contacts, and the right to call them. See Import your contact list and Calling rules you should know.
- A phone number attached to the agent, which is the number your calls come from. See Assign a number to an agent.
Steps
1
Write the agent's outbound opening first
Do this before you touch campaigns. An outbound call is not an inbound call: your agent rang them,
so it has to say who is calling and why, then check it is a good moment.An agent whose instructions were written for inbound calls will open a campaign call by asking how
it can help, which is confusing when the caller did not ring anybody. See
Example instructions for an outbound set you can copy.
2
Create the campaign
Go to Campaigns and create one. Give it a Name you will recognise in three months, such as
“January leads, no answer follow up” rather than “Campaign 2”.
3
Add a phone call step
On the Overview tab, add a step and choose Phone call. Pick the agent that makes the calls.Leave the timing as immediately after the contact is added for your first campaign. See
Add a call step.
4
Set the hours and a daily cap before you add anybody
Open Settings. Leave Skip Silent Hours off, so calls stay inside 9 AM to 8 PM in each
contact’s local time. Set Calls per day to something small for the first run.Doing this before you add contacts matters, because contacts can start being called as soon as they
are added. See Choose when calls go out.
5
Add five contacts, not five hundred
Add a handful of contacts you are willing to have a rough call with. Your own mobile and a couple of
colleagues is even better. See Add contacts to a campaign.
6
Confirm consent and launch
Launch the campaign. Brilo asks you to confirm you have consent to contact these people. That
confirmation is not a formality, it is the one gate between a list you should not have bought and
several hundred calls.
7
Listen to all five calls
Open the Contacts tab and play every call. Read the transcripts. You are listening for the
opening line, whether people understood who was calling, and what your agent did when somebody said
it was a bad time. See Track a contact through a campaign.
8
Fix what you heard, then add the rest
Change the agent instructions, not the campaign, for anything about what was said. Then raise the
daily cap and add the full list.
You will know it worked when
Your five test calls went out inside your calling hours, the people who answered understood who was calling and why within the first sentence, and the campaign shows each contact’s outcome on the Contacts tab.What to add next, in order
Once the first run is good, these are worth adding in this order:- A follow up step for the no answers. Most of a campaign’s results come from step two, not step one. See Build a sequence.
- Exit rules. So nobody gets called five times. See Stop calling a contact.
- Pacing. So a big list does not consume a month of minutes in an afternoon. See Control how fast a campaign dials.
- Callbacks. So when somebody rings you back, it counts. See Count callbacks from a campaign.
What else you can do here
- Push contacts into a campaign from your contacts list, rather than adding them inside the campaign.
- Use contact details in what your agent says, so each call is personalised. See Add your own contact fields.
- Follow a complete worked setup for a specific job. See Set up outbound follow up and Set up payment reminders.
If it did not work
No calls went out. The usual causes are the plan, an agent with no number attached, an empty contact list, or a calling window that has not come round yet. See My campaign did not call. Calls went out but your agent sounded confused. Its instructions were written for inbound calls. Rewrite the opening so it says who is calling and why. See Example instructions. People asked “who is this?” Your agent is not naming the business early enough, and your number may be unfamiliar to them. Put the business name in the first sentence. Calls went out at the wrong time. Check Skip Silent Hours and the calling window. Local time is worked out from the contact’s area code, so a mobile that moved country will follow its number rather than the person. See Choose when calls go out. You launched with the full list by accident. Pause it. See Pause, archive or stop a campaign.FAQ
How do I start an outbound calling campaign in Brilo?
How do I start an outbound calling campaign in Brilo?
Create a campaign, add a Phone call step and pick the agent that makes the calls, set your
calling hours and a daily cap in Settings, add a few contacts, and launch. Do the first run with
five contacts and listen to every call.
Do I need a different agent for outbound calls?
Do I need a different agent for outbound calls?
Usually yes. An outbound call has to open by saying who is calling and why, and check it is a good
moment, which an inbound agent never does. You can reuse the same knowledge and actions with a
different set of instructions.
How many contacts should I put in my first campaign?
How many contacts should I put in my first campaign?
Five, and listen to all five calls. The cost of a bad list or a bad opening line scales with the
number of people who heard it, and five is a number you can fix.
What phone number do campaign calls come from?
What phone number do campaign calls come from?
The number attached to the agent making the calls. A local number for the area you are calling gets
answered more often than a distant one. See
Assign a number to an agent.
Why does Brilo ask me to confirm consent?
Why does Brilo ask me to confirm consent?
Because calling people who did not agree to be called is regulated, and the platform cannot tell a
list of your own customers from a list somebody bought. The confirmation puts that decision in front
of you before the calls go out.
Does adding a contact start calling them straight away?
Does adding a contact start calling them straight away?
It can, if your first step runs immediately and you are inside your calling hours. Set your hours,
your daily cap, and your steps before you add anybody.
Which plan do I need to run a campaign?
Which plan do I need to run a campaign?
Starter or above for outbound calling, and Pro or above for email steps. You can build a campaign on
Free and run it after upgrading.
Related
- What is a campaign for how the pieces fit together
- Add contacts to a campaign for the list it calls
- Build a sequence for the follow ups that do the work
- Example instructions for an outbound agent prompt to copy
- My campaign did not call if nothing happens