How do I run a workflow, like outbound calls or review requests, on a list of contacts at a set pace?
Votel can run outbound calls and outbound sequences on a list of contacts, as well as answer inbound. A workflow runs once per contact, so you can add many contacts, even a thousand, and drip them through it.
- Go to Contacts and import the contacts.
- Select them and choose to assign them to an agent.
- Pick the agent workflow you want, for example an outbound call workflow or a review request workflow.
- Set the pacing: how many to process per hour and on which days and hours, for example 30 per hour, Monday to Friday, 9 to 5.
The messages or calls then go out over time instead of all at once. This is the way to reach existing or past clients. For new leads going forward, start the workflow from a trigger such as a form submission.
Calling several people at once and dropping the others when one answers is not available, because the workflow works per contact. When someone answers, the workflow can transfer the call to you or another person from that point.