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How to create a VoiceBot Campaign on VOIQ

What can a VoiceBot do for you?

VOIQ VoiceBots automate your sales, marketing and service calls by having conversations with your leads and customers over the phone. They can call your contacts to remind them of an upcoming meeting/event/payment, schedule meetings, engage prospects who've recently downloaded marketing content, qualify leads, and so on.

Let's create your first VoiceBot Campaign on VOIQ

There are two reasons why you'd use the VOIQ platform to create your VoiceBot campaigns, either (1) you want to use a multi-question script for your VoiceBot, in which case you have to build your script on VOIQ, or (2) you do not use any of the CRM integrations we currently offer, and want to launch VoiceBots from the VOIQ platform instead.

You can watch the video or follow our step-by-step instructions below! 

 

1. Sign in to your VOIQ Account

Sign in to your VOIQ account here.


Sign in

2. Create a New Campaign

  • Once logged in, click on New Campaign in the upper left-hand corner. Next, type in the name of your campaign. A Campaign Name is simply the name you assign to this VoiceBot call script, so that we can track and measure any calls you make with this same script in the VOIQ dashboard. 

Create Campaign

  • You can choose to start from scratch, or to leverage one of our built-in templates from the dropdown menu: Schedule meeting, Event registration, Lead data verification, Product demo reminder, Hot transfer.

New Campaign - Start from scratch or templates

3. Edit your Campaign Settings

BASIC SETTINGS 
  • From the Setup view, choose the Voice you want to use for your VoiceBot from the dropdown menu. Click on Show advanced options to play with the Speed and Pitch of the voice. You can preview each voice to ensure the VoiceBot’s tone and cadence is just right for your script and audience. 

Basic Settings - Voice


SCRIPT
  • Fill out the Script the VoiceBot will use during the call. You can choose between Yes/No QuestionsStatement (which can be a greeting, a comment or a call-closing statement), Schedule Meeting or Transfer Call

Build your script

  • Click on Yes/No to add your first question. Use Smart Tags (i.e. contact first name, company name, etc.) to personalize the conversation. You can select a smart tag from the dropdown menu, or by typing ALT + 1 twice. If you're using our HubSpot integration, you can push any property from HubSpot into VOIQ and use them as smart tags, for example: Contact Owner, Area of interest, Email, etc. Learn more about using HubSpot properties as smart tags

Smart tags-1 

  • You can Preview what the VoiceBot sounds like when walking through each question of your script. 

Preview script

  • You can also map your contact's YES or NO answer to a property in HubSpot. The property will auto-populate with the YES or NO answer, which you can then use to trigger specific follow up actions, tasks, or new workflows in HubSpot. Learn more about mapping a contact's YES/NO answer to HubSpot properties.

Match answers to HubSpot properties

  • Once you've completed your script, you'll want to go back and make sure you assign Skip Logic to your script. This is an incredibly important step - without Skip Logic, the VoiceBot will just read through the entire script without following the right script path depending on if the lead responds YES or NO to each question. 
Skip logic-1
  • Turn on the Show Logic Map toggle to better see the flow of your script. 

Show Logic Map

  • Launch a Test Call of your campaign to ensure that your script works as expected. You can send a test call to a contact you’ve previously uploaded to VOIQ, or fill out the contact information. 

Launch Test Call

VOICEMAIL MESSAGE
  • Include the Voicemail message you’d like the VoiceBot to deliver in it reaches a voicemail box (optional). The text should be brief and hit the key talking points from your script. Make sure to leave a name, and a phone number, or an email address where they can reach you.

Add voicemail          Voicemail message

ADVANCED SETTINGS
  • Customize your call settings for your campaign:

    • Timeframe: Set the time frame (Monday to Friday) for the VoiceBot to call your contacts. The timezone is based on your contact's own timezone.
    • Maximum Call Attempts: Set the maximum number of call attempts per contact.
    • Time Between Attempts: Select the time the VoiceBot will wait in between call attempts to try calling a contact again.
    • Leave VM in every attempt: Choose if you want to leave a voicemail message every time you don't reach a contact or on the last attempt.
    • Caller ID (caller identification): Assign a caller ID for the campaign. This phone number will appear in your contact's phone screen. You can set different phone numbers for each campaign. 

Advanced Settings

4. Upload your Contacts

In Step 2, List, click on Upload to import a list of contacts to the platform. You have a few options here, you can either: 

  1. Skip this step, if you want to launch your VoiceBot campaign from HubSpot or Zapier, as you'll be enrolling your contacts directly from your HubSpot or Zapier account. If that's the case, go straight to step 5 to turn on your Campaign.
  2. Upload individual contacts: click on Create Contact and fill out the contact's information. 
  3. Upload a XLS or CSV file with a list of contacts you'd like the VoiceBot to call.
  4. Import your contacts from Outreach.io if you have activated our integration.

Upload Contacts

  • In order to upload your contacts, you'll need to have your contact data stored in a file on your computer. The spreadsheet must include
  1. The first name, last name, and phone number of the contacts that you want the VoiceBot to call
  2. A header for each column in your file
  3. The correct phone format: If you're calling U.S numbers, it should include the area code. If you're calling outside the U.S, you should add the country code in brackets. 

CSV File

  • After uploading your contact list, on the Map columns screen, you will need to match the columns in your file to the VOIQ fields. Next, click on the checkmark to add the contacts to your campaign, then click on Continue

List map
List validation

  • You'll be able to see the total contacts uploaded by country and timezone. The platform uses the timezones of each of your contacts to make sure the VoiceBot calls them at the right time. It's also very important for when you're setting up appointments over the phone. 

List review

5. Turn on your Campaign

In Step 3 - Summary, review your campaign settings and then toggle on your campaign. The VoiceBot will immediately start calling your contacts if you uploaded a list of records to VOIQ. If you were using VOIQ to build a multi-question script and did not upload a list of records to VOIQ, your campaign will now be visible/searchable in your preferred CRM through the VoiceBot integration.

Summary

Check our Support Page or reach us by email at support@voiq.com for help with any questions related to our VoiceBots for HubSpot.