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UCaaS · outbound call campaigns
Make every call part of a purposeful campaign.
Prepare the audience, choose what happens when customers answer, and organise timing, retries and results. UCaaS brings the campaign plan together with the telephony capabilities enabled for your business.
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Outbound campaign
Appointment confirmation
Scheduled
THE VOICE YOUR CUSTOMER HEARS
Hello, we are calling to confirm your upcoming appointment.
Audience
Selected customer list
After answer
Play the prepared message
Campaign activation follows the agreed telephony setup.
START WITH THE CALL EXPERIENCE
What should happen when the customer answers?
Choose the path around the purpose of the call. Recorded announcements form the core; team transfer, configured IVR and surveys are implementation options to confirm with your UCaaS setup.
Deliver a message
Play a prepared announcement when the call is answered.
Connect a team
Route answered calls to a configured queue.
Offer a choice
Use an enabled keypad menu to guide the caller.
Collect feedback
Ask focused questions through a configured survey.
AUDIENCE PREPARATION
A cleaner list makes a stronger starting point.
Import your campaign audience using a CSV file and review the validation results. Keep the intended recipients clear and fix incomplete or invalid entries before they reach the dialing queue.
audience.csv
Review before calling
Customer reference
Contact 001
Phone format
Country code + number
Validation
Resolve incomplete entries
CALLER ID & NUMBER FORMAT
Start from a recognisable business number.
Use the outbound caller identity configured for your service. Number formatting and country-code handling help prepare the list for dialing; permitted identities and destinations depend on the connected telephony service.
OUTBOUND IDENTITY
Business number
+ country code
Subscriber number
Caller identity
Configured for the account
Number normalisation and optional prefixes follow the enabled dialer configuration.
RECORDED AUDIO & TTS
Give the campaign a voice that fits the message.
Upload a prepared audio message, or use supported text-to-speech to turn the script into a spoken announcement. Review clarity, pronunciation and the complete message before launch.
Prepared recording
Supported text-to-speech
SCRIPT PREVIEW
Your service visit is approaching. Please keep your booking reference ready.
SCHEDULE & EXECUTION
Plan the calling window before the first ring.
Set the campaign schedule and prepare its outbound execution through the connected telephony service. Align the time with the audience and the availability of any team receiving the calls.
MON
10:00
Before the window
Validate list and message
At the scheduled time
Begin eligible dialing tasks
During execution
Follow available call events
RETRY POLICY
Follow up deliberately when the first call does not connect.
Organise campaign attempts and follow-up around the audience and message purpose.
Attempt 1
Busy
Configured interval
Next eligible attempt
Within the retry policy
Retry support and outcomes depend on telephony events.
CONCURRENT CALL CAPACITY
Match campaign activity to the capacity you have.
Keep simultaneous calls within your account’s calling capacity, and coordinate campaign traffic with the receiving teams.
SHARED ACCOUNT CAPACITY
Campaign A
Campaign B
Available calling capacity
Remaining tasks wait for capacity.
TEAM HANDOVER
Let the answered call reach the right people.
For an enabled team-connected campaign, answered calls can be directed to a prepared queue. Confirm the destination, team readiness and any announcement the agent should hear as part of the agreed call flow.
Customer answers
Configured queue
Appointment coordination
Team context
“We are following up on your upcoming appointment.”
Implementation option; confirm queue integration before activation.
CONFIGURED IVR
Offer a useful choice inside the call.
Design a clear keypad menu that directs the caller to the team or destination they need.
How can we help with your booking?
Menu destinations follow the activated call flow.
SURVEYS & AFTER-CALL FEEDBACK
End with a question that makes the next service better.
Extended survey options include standalone survey calls and a survey after an agent conversation. Supported responses can use keypad input or an enabled voice-recording method, with results associated with the campaign.
AFTER THE CONVERSATION
How was your booking experience?
1
2
3
4
5
A focused question. A recorded response.
Implementation option, subject to supported survey setup and response handling.
CAMPAIGN OPERATIONS
Keep campaign control separate from individual call control.
Create and maintain campaign records, with audience, message, schedule and retry settings. The extended dialer integration supports activation and a graceful stop of campaign execution; this does not imply live pause or resume controls for an individual call.
Prepare
Review the configuration before activation.
Activate
Execute the agreed calling plan.
Stop and review
Use the supported campaign-level controls.
CAMPAIGN REPORTING
Look beyond how many numbers were dialed.
Review attempted calls, the reported success measure and average call duration. Available call events and logs help explain outcomes. Confirm the report’s definition of success; an answered call alone is not a completed sale or service outcome.
CAMPAIGN SUMMARY · SAMPLE
120
Attempted calls
90
Answered calls
00:42
Average answered duration
75% answer rate in this example: 90 ÷ 120.
Statuses and duration calculations follow the report definition.
EVENTS & INTEGRATION
Let campaign events inform the next business step.
Connect call events and campaign results to your business follow-up through APIs and event notifications.
CALL EVENT
Customer answered
Campaign + customer reference
CONNECTED BUSINESS SYSTEM
Update the follow-up record
Integration events and actions are agreed during setup.
READY FOR A REAL CAMPAIGN
Agree on the details that shape the customer experience.
Audience and timing
Relevant contacts, appropriate permission and a suitable calling window.
Voice and destination
A reviewed message and a prepared team or route where needed.
Capacity and measurement
Configured capacity, retry rules, usage terms and a clear result definition.
Campaign use cases include appointment follow-up, service announcements and feedback collection, according to the agreed setup.
Questions before the first campaign.
How do we schedule outbound call campaigns?
Schedule automatic outbound calls for your selected campaign audience.
Can I import a calling list?
Import campaign contacts from CSV and review the list before launch.
How do we prepare the campaign message?
Prepare the audio message your campaign will play to callers.
What happens to busy or unanswered calls?
Configured retries can schedule another eligible attempt with a defined interval and limit. Availability depends on telephony events and the enabled dialer.
Can calls transfer to a team, IVR or survey?
These are extended dialer implementation options. Confirm the queue, configured menu or survey integration for your account before activation.
How do we review campaign results?
Review campaign call results alongside the customer record to plan the next follow-up.
How many calls can run together?
Concurrent calls follow the configured account and telephony capacity. Confirm the suitable capacity and usage charges with UCaaS; this page does not promise an unlimited allowance.
Tell us what your campaign should achieve.
We will help you choose the audience, call experience, capacity and reporting that fit your use case.
Discuss your outbound call campaign