How to create your first campaign in Dapta?
Campaigns is a powerful Dapta feature that allows you to quickly and easily contact your customers.
Last updated
Campaigns is a powerful Dapta feature that allows you to quickly and easily contact your customers.
Last updated
Step 1: Create a campaign
On Dapta home page, go to the Campaigns option and select Create Campaign.
Define a name and objective that clearly describe your campaign's goal, and also define which voice agent you'll use.
Step 2: Upload your datafile
Add the file you'll use in your campaign. This can be an Excel, Google Sheets or a CSV file.
Step 3: Mapping your properties
By default, Dapta will display the Phone and Name fields, but you can add any properties you require (as long as they are in the file you uploaded). In the right column, you'll find the columns identified in the file you uploaded. Now, map both columns. Dapta will upload the file and inform you of any errors. If any are detected, the correct records will be uploaded. A log will also be created so you can make the necessary corrections and upload the file again (press Back until you return to the upload window and repeat the process). You can also leave the errors uncorrected and run your campaign with the records that were uploaded correctly.
Step 4: Setup your campaign
In this last step, you define how your campaign will run:
Start and end date: Define the date range in which your campaign will run.
Calling days: You can define whether your campaign runs daily, only on business days (Monday to Friday), or customize the execution.
Max attempts per contact: Each call made to a contact is evaluated; if unsuccessful, the number of attempts defined in this parameter will be made.
Attempts per day: Number of attempts to execute on a single day.
Time zone: Allows you to define the time zone for the campaign.
Call schedules: You can create windows to restrict calls to only execute between this parameters. You can also add "slots" to further personalize your contacts (avoid non-business hours, don't call during lunch, etc.).
In the example, the campaign is configured to run between May 5 and 15, on Mondays, Wednesdays, Fridays and Saturdays, with a number of 5 retries and a maximum of 1 per day, in a Bogotá time zone and with an additional execution control between 08:00 - 10:00 and 14:00 - 18:20
Step 6: Metrics
In the campaign list, select the campaign you want to view details for. There you can:
Review the call log, where you'll find details of each interaction. If you select one, you'll be able to view more detailed information, including a transcript and audio recording of the call. You can export this information for analysis.
Validate the uploaded contact list, edit a contact, or delete it. You can export this information for analysis.
In the Metrics tab, you can find the amount of credits used, the number of calls made and connected, the contactability percentage, and the average call duration.
