Create your ThruTalk Campaign

This guide walks you through creating your ThruTalk campaign step-by-step.


TABLE OF CONTENTS

Start a New Campaign

To create a new campaign, click the "Create New Campaign" button:

Campaign Details

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

Screenshot of the Details page of ThruTalk campaign creation. A blue bubble is shown above the "Details" label at the top of the page.

  • Details
    • Name - 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.
  • Dates & Times
    • Start and End Date - Start and end dates that the campaign will be callable. The start date cannot be edited, so choose your start date carefully. The end date can be edited after launching your campaign.
    • 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 in between the open and close time. The default times are the local time from 9:00 am to 9:00 pm, but calling can start as early as 8 am local.


NOTE - You can edit the following fields after launch: The campaign name, description, time zone, end date, daily open time, and daily close time.


Targeting

Screenshot of the Targeting page of campaign creation. A blue bubble is shown suspended above the word "Targeting"

  • Call Script
    • Script - Choose the script you want to use for this campaign. (If you have VAN scripts, they are located at the bottom)
    • NOTE - By launching a campaign, the script associated with the campaign becomes uneditable and it cannot be deleted from your script page to preserve its data.
  • Segments - Add multiple groups or past campaigns to your campaign. These are the people you will be calling. Admins can use more advanced targetingto add and remove groups or past campaigns to complete 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 - Select the local area codes for your caller ID numbers. The system prioritizes regions in the order you specify, first attempting to purchase a number in the first region selected. If no numbers are available, it will move down the list, trying subsequent regions. To improve the chances of acquiring numbers, we recommend selecting broader regions for lower options in case phone numbers are unavailable in more specific areas.
  • Dial Ordering - This is the order in which your contacts 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. Choosing descending will reverse that order, starting with last names beginning with Z and working backward to A.

Add PatchThru Targets

Screenshot of the PatchThru step of campaign creation, with a blue bubble atop the word "PatchThru".

  • PatchThru - By selecting "Add PatchThru targets to this campaign", you'll see a list of your account's PatchThru directory targets to add to the campaign. Select contacts from "Choose Targets" to add targets to the "Chosen Targets" list. These are the targets that you will be able to Patch your caller to during your campaign.

Choose Callers

Screenshot of the Callers step of campaign creation. A blue bubble is shown above the label "Callers" at the top of the page.

  • Callers - Callers can be added by clicking on their names in the list under "Choose Callers", which will move their name 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 - The campaign caller invite link is enabled by default here. This link allows users to add themselves to a campaign after it has been launched. You can choose to disable it, but the link cannot be re-enabled after launch.


Review Campaign

Long screenshot of the Review step of ThruTalk campaign creation. There are 4 white cards floating on a beige background, each representing a step of campaign creation.

During the review stage of campaign creation, you should double-check all of your work to ensure that everything looks good. If you need to make a change, click the "Edit" button next to any section. You can also collapse sections by clicking the down arrow next to the 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 Overview page.


Active Campaign

Once you launch your campaign, you can no longer make any edits to callers or targeted group segments, however, you can still edit campaign end dates and daily open/close times. You can also add callers by using the Campaign Caller Invite Link. Please note that callers cannot be removed from active campaigns.


While campaigns cannot be paused manually, you can edit the campaign's close time to a past time to make it "closed" and unavailable to callers. To reopen the campaign, you can then edit the close time to a future time. 


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.