Monitor the performance of your outreach call campaigns

Crystal Field Updated by Crystal Field

Campaign Performance

Once you've contacted us and set up an Outreach Campaign, you can track the progress of that campaign right from your dashboard.

The default screen showcases your campaign performance. A funnel chart showing how many of your recipients we have completed all calls for, how many we have reached, and how many recipients converted — had a successful outcome.

Below the performance chart is a list of calls made. Here you can see the progress of each recipient — how many call attempts we've made and whether or not we've been able to speak with them.

See individual call details

Click on an individual call from the Recipient Call Log to see the full details of that contact. Call Details include the contact's contact information, status, and denial reason (if applicable). Each call attempt to that recipient will show display with the most recent on top, including the following details: time and date of the call, attempt number, from phone number, actions taken, call recording (if applicable), and the call summary of each call to that recipient.

Actions taken include:

Campaigns

Clicking on the megaphone icon in the left-side menu will take you to the Campaigns section. This list will give you a high-level overview of the progress of all your campaigns. For the details of a specific campaign, click its name.

If you click on the Campaigns section and don't see any campaigns, don't be alarmed. It's either that it's in progress, or that we haven't set one up for you yet. Contact our Client Success team at any stage and request an Outreach Campaign.
View Individual Campaign Details

On the Campaign Details page, you can check that all the supplied details are correct — custom greeting, reason for call, call instructions, etc. You can see the Campaign Schedule, start date, time between each attempt, and recipients added to the campaign.

View Campaign Schedule

View the specific days and hours Smith.ai agents will place outbound calls by pressing "view" next to "hours for call attempts."

The Recipients Added list at the bottom of the page allows you to track progress on the campaign, including each recipient that has been added to the campaign, when they were added to the campaign, how they were added (CSV upload, API, or Zapier), their phone number, and whether we've reached them or not.

Questions? Contact us!

If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.

If you're not yet a Smith.ai client, please schedule a free consultation to get started with our outreach campaigns or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

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