Campaigns

A campaign is a list of people, an agent, and a schedule. Vociply works through the list, calls each contact, retries the ones who did not answer, and logs everything.

When to use a campaign — and when not to

Both can run at once, and most mature accounts use both. See Lead Callback.

Preparing your contact list

Upload a CSV. The only column that is genuinely required is the phone number — everything else is optional, and everything else is what makes the call feel personal.

first_name,last_name,phone_number,email,company,appointment_time,customer_id,notes
John,Smith,+12125550101,john.smith@example.com,Acme Corp,2026-02-10T10:00:00,CUST-001,Interested in premium plan
Sarah,Johnson,+13105550182,sarah.j@example.com,Globex Inc,2026-02-10T11:00:00,CUST-002,Follow-up from demo call
Michael,Davis,+16175550134,m.davis@example.com,,2026-02-11T14:30:00,CUST-003,

Clean the list before you upload it

• Remove duplicates. Two rows means two calls to the same person.
• Remove anyone who has asked not to be contacted. This is on you, not the platform.
• Remove landlines from lists where you expect mobiles, and vice versa.
• Test with ten rows first — your own numbers and colleagues’. Never debut a script on two thousand real customers.

Creating a campaign

CampaignsNew Campaign. Three steps.

1. Campaign details

   Name and description. Name it so you can tell it apart in three months: March renewals — Nairobi beats Campaign 4.

2. Agent and contacts

   Choose the agent that will make the calls, and either upload a new contact list or pick one you have uploaded before. Lists are reusable across campaigns.

   Use an agent built for this specific job. A reminder agent and a collections agent need very different language, and reusing your inbound receptionist for outbound work produces something that sounds confused about why it is calling.

3. Schedule and settings

   Start immediately or schedule a date and time. Then set pacing and retry behaviour — covered below.

Personalising each call

Every column in your CSV is available to the agent on that contact’s call. Reference them in the instructions the same way as any other variable:

You are calling {{first_name}} from {{company}} about their appointment
on {{appointment_time}}.

Confirm they can still make it. If they cannot, offer to rebook.
Context from our records: {{notes}}

Pacing and retries

Calls per minute and max concurrent

These control how hard the campaign runs. Max concurrent is how many calls can be live at once.

• Start low. Two or three concurrent for your first run. You can raise it once you have read some transcripts.
• Match it to your transfer capacity. If the agent transfers interested people to a human, twenty concurrent calls and one salesperson means most transfers fail. Concurrency should not exceed what your team can absorb.
• Watch your minutes. Higher concurrency does not use more minutes per call, but it burns your monthly bundle faster in wall-clock time.

Retries

Retry failed calls and retry busy calls can be enabled separately, with a maximum number of attempts and a delay between them. The defaults — 3 attempts, 30 minutes apart — are sensible.

Watching it run

The campaign page shows progress live: contacts called, remaining, connected, failed. You can pause a running campaign at any time — worth doing the moment something looks wrong.

The first ten calls decide everything

Do not launch two thousand calls and come back tomorrow. Launch, let ten complete, then open Call History and read all ten transcripts. You will find something. Fix it, then let the rest run.

What to look at while it runs

• Connect rate. Very low usually means bad numbers or a caller ID people do not trust — see Phone numbers.
• Average duration. A cluster of very short calls means people are hanging up in the opening seconds. Rewrite the first line.
• Failed count climbing. Pause. It is usually a formatting problem in the list, and every attempt is costing you.

Campaign questions