Creating your Call Campaign

Looking to add a personal touch to your upcoming campaign? With our Call Campaign, supporters can directly engage with decision-makers to discuss and promote your campaign's goals.

To begin the process of building out your Call Campaign:

1. Select the "Create Campaign" button on the top left of the dashboard on your account.
2. Then, choose the campaign type "Call". Fill out the appropriate information asked on the below fields, including your Campaign title. 
3. Once you have entered all pertinent information in the provided fields, save your Campaign. 

Your Campaign should now be created, and you can now begin to configure your Call form! 

1. Recipients

This is the part of your form settings where you will choose who you are contacting. There are a couple of different options to select from: 

1. Individual recipients - Individual recipients are contacts that you can include in your campaign, that will generate regardless of the input location of your supporters.
2. Group dataset - This is a group of recipients that you can choose from on our system, that will generate based on the supporter's input location. For example, if you were to choose the Canadian House of Commons as your Group dataset, the supporter's local MP will generate based on the address that they have entered to your form.
   
   Keep in mind, when adding a Group dataset (without including an Individual recipient), you'll be required to add a fallback recipient to your campaign.
   
   A fallback recipient is a contact that will be generated on your form in the event that a recipient isn't found using the location based data. In the above example, you can see that Justin Trudeau is automatically selected as the fallback recipient for the House of Commons group dataset.
3. Custom recipient - Similar to individual recipients, these are contacts that you can add to your campaign that will be contacted regardless of a supporter's input address. However, this recipient type allows you to add your own custom contact that might not exist on our system!
   
   Make sure that the Custom recipient contact information that you might add to your campaign is publicly available information.
   
   
   

You can also mix and match the targeting types on the campaign in question! For example, if you have a number of individual recipients, but would also like to contact a specific group, you can choose both recipient types.

Lastly, you can choose whether the selected recipients are visible to your supporters. Deselecting the checkbox means that the recipients will not be visible to your supporter base.

To simplify the supporter experience and increase conversions, recipient information is hidden by default. On average, this results in a greater than 10% improvement in conversion rates. Checking this box will result in your supporters being provided with a list of recipients that they can choose from.

Save your preferred settings, and you will be brought to the next steps of your campaign settings, Message. 

2. Message

This section has two separate tabs, one that helps you set up your Campaigns call settings, while the other will help you set up your thank-you email content.

The Call Settings section is split into three separate categories:

1. Introduction - This text will be read via text-to-speech whenever a supporter receives a call before they are patched in to call your selected recipients. Let your supporter know how the call will work and remind them of the most important talking points.
2. Talking Points - this is where you will add a script that will help your supporters, by giving them something to reference when being on a call with your set recipients. A script can help rally strong support for your cause. Talking points will be displayed when supporters submit the campaign form.
3. Introduction settings - This is where you will set the phone number that will ring your supporters once they have pressed submit on your form. You can also set the text to speech voice that will be used during the introduction to the call.

The following tab, Thank-you email, will allow you to edit the content included in the letter sent to supporters after they have submitted on your form. You will also be provided the option to turn off thank you emails, so no emails are sent to supporters after submitting on your form.

Once you have made all of your preferred changes on the Message page, you're now ready to move onto your Campaign's Design settings. 

3. Design

The Design page is where you will choose the styling and workflow of your form! You will have a variety of options to choose from to help you make your preferred changes.

You'll notice that there are two primary tabs at the top of the Design page, Campaign design and Thank you design. The Campaign design page is where you will include edits to your main form, while the Thank-you design is where you will include changes to the page your supporters end up on after submitting. 

Below, you'll find a breakdown of the different configuration options available on each campaign page:

1. Adding new and editing existing fields to your form (exclusive to the Campaign design step).
2. Including additional content to your form.
   
3. Choosing the layout of your Campaign page, whether you'd prefer to have a two or three column layout.
   
4. The secondary tab on the right-hand task bar is the Theme configuration. This will allow you to add your own colour scheme and styling that best matches your organization!

Once you have made your desired styling changes to this page, save your updated form, where you will be brought to the final process, the Review page. 

4. Review

You are now ready to make the final updates to your form and review it before launching it to your supporter base. This page is where you will:

1. Decide whether you will host the form on the New/Mode platform (using a link generated by our system that you can share with your supporters), or if you're going to embed the form on an external webpage that you will direct your supporters to.
2. You can also determine if you would like to use the New/Mode provided thank-you page, or use a custom URL that will redirect supporters to a customized webpage that your organization has built.
3. Test configuration - this is where you can test your campaign and see if it's working as expected. This will allow you to trigger a test phone call, to emulate the experience that your supporters will have, as well as send the thank-you email (if enabled) to your preferred email address to see how it appears within an email's inbox.
4. Review your selected recipients for your campaign.
5. Update your preferred social sharing buttons configuration (whether you'd like to add additional buttons or remove any of the existing defaults).
6. You can now go through the checklist to see if you are ready to launch! If you are running into any points on the list that aren't checked, make sure to review the area of your campaigns' configuration that has been flagged, so your launch goes as expected.
7. Finally, on the right-hand side of the review page, you'll have the option to review each individual component of your Campaign form and determine if you are ready to proceed with launching your campaign!

Once you have launched your form, you are ready to share your campaign with your supporters and begin contacting your decision makers!