What are Call Steps?
Call Steps are non-email campaign steps that allow users to make calls to prospects.
Like a Task Step, the prospect's journey in the campaign will be paused when they reach the Call Step in the campaign.
How to create a Call Step?
Step 1. Go to Campaigns → Create or Select an existing Campaign → Steps → Click on Add a Step or Click on the Plus Sign Button.
Then, click on 'Call Step'.
Step 2. Compose a call script that will be available to read when a prospect goes into the Call step.
How to make a call?
When a prospect's journey goes into a call step, their journey will pause and a Call Task will be generated in the To-Dos.
On the To-Dos page, open a Call Task to see the call script for a specific prospect.
Click the Call button to dial the prospect's phone number using the call application associated with your browser. (Example: AirCall, Skype, RingCentral)
Once the call is completed, you have two options:
- Close To-Do & Resume Journey
- Remove the To-Do & Cancel Journey