Outreach Campaigns

Formatting Recipient Data for Upload to Outreach Campaign

When setting up your Outreach Campaign, you have the option to send recipients via CSV or API. This article will cover how to format and send your CSV file to Smith.ai. Formatting your CSV. Start by…

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Generate an Outreach Campaigns Plan API Key

Generate an Outreach Campaigns plan API key. In doing so, you can connect your Smith.ai account to other apps or software via API.

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How to Automatically Add Facebook Ad Leads to Outreach Campaigns

This article will cover how to connect leads from your Facebook Lead Ads to Smith.ai's outreach campaign to automatically initiate an outbound call from a Smith.ai agent.

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How to Automatically Add Leads from LinkedIn Lead Gen Forms to Outreach Campaigns

This article will cover how to connect leads from your LinkedIn Lead Gen Forms to Smith.ai's outreach campaign to automatically initiate an outbound call from a Smith.ai agent.

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How to Connect ActiveCampaign and Smith.ai for Outreach Campaigns Using Zapier

This guide will walk you through how to connect ActiveCampaign and Smith.ai via Zapier to automatically place an Outreach Campaigns call to a new lead.

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How to Connect ClickFunnels Classic and Smith.ai for Outreach Campaigns

This guide will walk you through how to connect ClickFunnels and Smith.ai via Zapier to automatically place an Outreach Campaigns call to a new lead.

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How to Connect Contact Form 7 and Smith.ai for Outreach Campaigns

When a new form is completed using Contact Form 7, it will request an Outreach Campaign call to that new lead.

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How to Connect CraftJack Leads to Smith.ai for Outreach Campaigns

This guide will walk you through how to connect CraftJack and Smith.ai Outreach Campaigns via Zapier. In doing so, leads generated through your CraftJack account will receive a call back through Smith.ai's Outreach Campaigns.

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How to Connect Follow Up Boss Leads to Smith.ai Outreach Campaigns

Our Zapier integration helps business owners save time by automating processes that have previously been manual. This guide will walk you through connecting Follow Up Boss and Smith.ai via Zapier.

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How to Connect HighLevel to Smith.ai for Outreach Campaigns

This guide will walk you through how to connect HighLevel to Smith.ai to trigger Outreach Campaigns. In doing so, leads generated through your HighLevel account can be sent directly to Smith.ai's Outreach Campaigns team for outbound sales engagement.

Tim Fischer
Updated by Tim Fischer

How to Connect HomeAdvisor Leads to Smith.ai Outreach Campaigns

Our Zapier integration helps business owners save time by automating processes that are typically done manually. This guide will walk you through how to connect HomeAdvisor and Smith.ai via Zapier. I…

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How to Connect Marketo to Smith.ai Outreach Campaigns

Our Zapier integration helps business owners save time by automating processes that have previously been manual. This guide will walk you through connecting Marketo and Smith.ai via Zapier. Using thi…

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How to Connect Nutshell CRM and Smith.ai for Outreach Campaigns

Our Zapier integration helps business owners save tons of time by automating processes that have previously been manual. This guide will walk you through how to connect Nutshell and Smith.ai via Zapier to automatically place an Outreach Campaigns call to a new lead.

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How to Connect Salesforce Marketing Cloud Account Engagement (Pardot) to Smith.ai Outreach Campaigns

Our Zapier integration helps business owners save time by automating processes that have previously been manual. This guide will walk you through connecting Salesforce Marketing Cloud Account Engagem…

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How to Connect Unbounce and Smith.ai for Outreach Campaigns

This guide will walk you through how to connect Unbounce and Smith.ai via Zapier to automatically place an Outreach Campaigns call to a new lead.

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How to Create a Web Form with Zapier and Connect it to Smith.ai

This guide will walk you through how to create a web form with Zapier and connect it to Smith.ai. In doing so, leads generated through your Zapier form can be sent directly to Smith.ai's outreach campaigns team for outbound callback.

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How to Get the ID of a Smith.ai Outreach Campaign

You can find the ID of an Outreach Campaign by going to https://app.smith.ai/vr/campaigns/ , selecting the correct campaign, then copying it from the URL, like so: Questions? Contact us! If you're al…

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How to turn on instant call summary destinations for Outreach Campaign calls

During an Outreach Campaign, instant call summaries are disabled by default. At the end of each business day, Smith.ai will send you a summary of all your Outreach Campaign calls via email. If you'd…

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Monitor the performance of your outreach call campaigns

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 perf…

Crystal Field
Updated by Crystal Field

Outreach Campaigns using local Caller ID

Do you know how you’re more likely to answer a random phone number when it is coming from your area code? Well, that’s what our team, and our customers, want to happen. And now we can do it. Outbound…

Crystal Field
Updated by Crystal Field

Passing additional data through your Outreach Campaign

Problem. You are using Smith.ai's Outreach Campaigns to call leads, existing clients, or other recipients. But your marketing system is sophisticated, and you want to track multiple parameters about…

Justin Maxwell
Updated by Justin Maxwell

Stop Calls or Remove a Recipient from a Campaign in the Dashboard

The Outreach Campaign dashboard allows you to stop calls or remove a recipient from your campaign, in real time. You no longer need to email the support team for assistance, though that is still an o…

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