Create your ThruTalk Campaign

Creating a ThruTalk campaign allows you to manage and launch calling efforts to specific groups of contacts. 

This guide walks you through each step in setting up your campaign—from selecting scripts and targeting contacts, to assigning callers and launching the campaign. Whether you're reaching out to voters, supporters, or volunteers, this guide will help you set up your campaign efficiently and confidently.

Start a New Campaign

To create a new campaign, you can take one of the following actions:

1. From the sidebar menu ThruTalk section, click the Create New Campaign button.
2. From a ThruTalk Index page for either active, draft, or archived campaigns, click the New Campaign button..

Campaign Details

When creating a campaign, you'll start by specifying the following parameters: 

1. Basics
   • Name: This is the name of the campaign. Make sure to use consistent naming conventions. Callers can see the names of campaigns.
   • Description: The description is visible to callers, so you can use it to give them brief instructions to guide their calling experience. This is also a great place to let your callers know who to contact if they have questions about their assignments.
2. Dates & Times
   • Start and End Date: Start and end dates that the campaign will be callable. The start date cannot be edited after launching your campaign, but the end date can be edited after.
   • Time Zone: The time zone where your campaign targets are located, which is used to determine when the campaign is open for calling.
   • Daily Open and Close Time: Callers can make dials between the selected open and close time. By default, these hours are set to 9:00 am to 9:00 pm in the campaign’s time zone. You can select open and close hours from 8:00 am to 9:00 pm local time.

Targeting

• Call Script
  • Script (1): Choose the scriptyou want to use for the campaign. From the drop-down, non VAN syncing scripts are listed first, and beneath those there are separate sections for the "VAN - MyVoters" and "VAN - MyCampaign"
    • By launching a campaign, the script associated with the campaign becomes uneditable and it cannot be deleted from your script page for data preservation purposes.
  • Segments (2): Add one or more groups or past campaigns to your campaign. These are the people you will be calling. You can use more advanced targeting to add and remove groups or past campaigns for multiple passes of the same list.
    • Type: Your base segment must be an add segment, while your additional segments can be add or remove segments to include or exclude additional contacts.
    • Source: The source can be a group or a past campaign. If using a past campaign, the filtering can be updated based on contact result.
• Phone Number Region (3): Select the preferred area codes for your caller ID numbers. The system prioritizes regions in the order you specify by first attempting to purchase a number in the first region selected. If no numbers are available, it will move down the list and try subsequent regions. To improve the chances of acquiring numbers, you should select broader regions for for your second and third options.
• Dial Ordering (4): This is the order in which your segment contacts list will be called, based on their last name.
  • By selecting ascending, calls will begin with contacts whose last names start with A and proceed alphabetically to Z.
  • By selecting descending, calls will begin with contacts whose last names start with Z and proceed alphabetically to A.
    
    

Add PatchThru Targets

• PatchThru (1): By selecting Add PatchThru targets to this campaign, you'll see a list of the PatchThru Directory targets within your account. 
• Choose Targets (2): Select contacts to add them to the campaign.
• Chosen Targets (3): Select The selected targets that you will be able able to Patch your caller to during the campaign.
• Create a New Target 4): Create a target that will be added to the PatchThru directory and available in the choose targets list

Callers

• Choose Callers (1): Callers can be added by clicking on their names in the list under Choose Callers.
• Chosen Callers (2): Selected callers will be added to the Chosen Callers list.
  • To remove a caller, click their name in the Chosen Callers list.
  • The list of callers will only show users who have an active GetThru user profile and have been added to your organization's account. If you do not see the caller you are looking for, send them an Invitation.
• Caller Campaign Invite Link (3): The campaign caller invite link allows users to add themselves to a campaign via a link. It is enabled by default at launch, but you can uncheck it prior to launch, and disabled or enabled it after launch. Please review the campaign Invite link section of the Campaign Summary page for more details.

Review Campaign

During the review stage of campaign creation, you can double-check all of your work to ensure that everything looks good.

• Clone (1): Use this button to create a campaign clone. Please review our guide Cloning a ThruTalk Campaign for more details on this process.
• Delete (2): This button will delete your draft campaign. It will not be recoverable.
• Edit (3): Click the Edit button within each card section to make any changes. You can also collapse sections by clicking the down arrow next to each section title.

Once your campaign review is complete, scroll to the bottom of your campaign and click the Launch Campaign button. You will automatically be taken to your Campaigns Summary page. 

If you'd like to know the phone number you will be making calls from in your active campaign, please write to support@getthru.io. If you've already made some calls, you can find the calling number in your Campaign Dials Export.

Please check out our Campaigns Overview guide for further details on launched campaigns.