How to Utilize Advanced Targeting
Advanced Targeting in ThruTalk lets you fine-tune who gets called in your campaigns by combining or excluding specific groups or past campaign data. Whether you're running a large-scale phone bank or avoiding repeat outreach, this tool helps ensure you’re connecting with the right contacts at the right time.
This guide details how admins access advanced targeting strategies for groups and/or past campaigns to meet their calling program's needs during the ThruTalk campaign creation process.
TABLE OF CONTENTS
Multiple Segment Campaigns
In ThruTalk, additional segments can be added to or removed from the base segment for a variety of purposes, such as creating longer lists for a large phone bank or excluding a specific portion of contacts from a second pass of outreach. You can add multiple targeting segments to a single campaign for a maximum of 150,000 contacts.
Add Segment (1)
After selecting a group or past campaign for the base segment, the "+ Add Segment," button can be used to include additional fields that will populate below the base segment. You can either add or remove additional groups or past campaigns after the base segment.
Type (2) and Source (3)
Groups
After clicking the + Add Segment button, the new segment will default to a type of add and a source of Group. From the Group drop-down, you can select the group you want to add. If you would like to remove a group, you can change the type to Remove.
Past Campaign Segment
For past campaign targeting, you can select Campaign from the source drop-down, and then select the past campaign you want to add. If you would like to remove a past campaign, you can change the type to Remove.
Past Campaign Filtering (4)
For past campaign targeting, you'll be able to filter your calling data based on four result options:
- All contacts: This includes all contacts from the original campaign list.
- All not attempted: This consists of all contacts that were not attempted to call in the original campaign list.
- Results - Custom: This includes a variety of calling filter options based on the caller selected script results or system results chosen in the original campaign.
- System results: No Answer, Busy Signal, Not Dialed, Deliverability Error, or Voicemail.
- Script results: Deceased, Deliverability Error, Moved, Not Home/No Contact, Refused, Talking to Correct Person, Voicemail, or Wrong Number.
- All unreached: This includes all contacts that could not be reached in the original campaign. This would be comprised of the following call result options: Busy, Deliverability Error, No Answer, Not Dialed, Not Home/No Contact, and Voicemail.
Please check out our Call Results guide for more details on the calling result options your data may include.
Creating Strike Lists for Campaign Creation
Admins can use the Remove group or past campaign option as a valuable strategy to enhance their calling program. Remove segments allow admins to strike contacts before they are called.
Sometimes, it is preferable not to make calls to specific contacts. For example:
- During fundraising, contacts that have recently donated to your cause.
- If a contact has responded to other forms of outreach from your organization.
- Removing already-voted contacts from your GOTV universe.
Start by uploading your strike list as a group or utilizing a past campaign of those contacts. Next, you'll want to set your larger universe as the base segment of your new campaign, while using the "Remove" feature to exclude your strike list contacts from your new campaign. Launch your campaign and get your callers dialing!
Segments can be added to and removed within a single campaign. When adding and removing segments in a single campaign, the order that the segments are input is important. "Remove" segments need to be input last so that their contacts are removed from each of the previous segments.
To permanently remove a contact for all calling campaigns, add them to your Do Not Call list.
Contact support@getthru.io if you have any questions about adding or removing groups from ThruTalk campaigns.