Now that you've got your numbers, it's time to dive into how to seamlessly incorporate them into your campaigns.
- Choose or create a campaign.
- Click 'Add Step' for a simple campaign or 'Open Sequence Builder' for a smart campaign.
- Select a dialer option 'Make a Call' or 'Send SMS'
- When choosing 'Make a Call', you will be presented the following options
- Enter the note/call script or prompts you want for this call.
- When you want it scheduled(time from the last step)
- Who you want this assigned to?
- Priority (optional) Warning!! The prospect will be paused in the campaign until the 'Make a Call' step is actioned in the Buzz Dashboard.
- When choosing 'Send Message', identify the following parts.
- What number you want to send it from
- Enriched or Personal Phone number
- The content of the text message (make it short and sweet)
- You can use AI here if it is a part of your package.
- Approval - if you want to approve a message being sent manually prior to it being sent.
- If enabled, the prospect will be paused until you take action in the Buzz Dashboard.
WARNING!! Any step that requires you to action something ie. Approval or Make a Call Task will pause the campaign until it is actioned in the Buzz Dashboard