Three phone campaign settings that can maximise your impact

When setting up a phone campaign, use these three settings together or by themselves to maximise your impact!

1. Caller matching

Use caller matching to localise a wider campaign and match callers with people in the same region or branch.

Organisations are assigned to callers in user settings and can be edited by admins in the same organisation or above:

Match by branch: Callers can only attempt to call people within the same branch.
Any organisation below users organisation: Organisations are organised from national to regional, local and hyperlocal. Callers can only attempt to call people in the organisations that sit within the caller’s organisation in the hierarchy.
- Caller in national organisation: can call any target
- Caller in regional organisation: can call targets in all organisations within that region
- Caller in local organisation: can call targets in the same organisation

2. Caller targeting

Use this setting to target specific branches, regions, employers or workplaces within the campaign. When turned on, callers will have the option to pick a target before they begin making calls.

Any organisation beneath their own: Callers can target any organisation in the campaign that is within the organisation they are assigned to as a user (e.g. a regional user can select to target only those branches, employers or workplaces in their region)
Any organisation: Callers can target any organisation in the campaign. For this to work for caller assigned to organisations below national, you will need to given them a role permission 'Choose where they're volunteering from and who they're contacting'.

3. Calling order

Use this setting to focus on reaching individual people most efficiently or maximising the number of different people you call.

Default: People will be placed in the call list in a random order, but each day will be called in the same order.
- If someone is called day one and doesn't answer, they will be tried first on day two rather than someone new being tried
- This suits campaigns which want to minimise the amount of time taken to reach individual people

Lock step: Everyone in the campaign will be tried in lock-step order, so that everyone will receive one call before anyone receives a second.
- This suits campaigns which want to maximise the number of different people that are spoken to