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Hello. My name is Ryan and I'm a member of the CallFire Solutions Team.
If you are a user and you have seen some of our products, you know that we offer a range
of products for different use cases. And one in particular, the voice broadcast campaign,
you might have seen, can send out a recorded message to a list of phone numbers that you upload.
There are some use cases that a lot of users call in, with requests for a product that will send
out a recorded message, such as the invitation to a Christmas party, and also get some sort
of RSVP.
You can also think of this as a poll.
You send out a
recorded message with a question
and you want to offer a series of answers.
With the Voice Broadcast campaign, you can send out the message but you can't get any input, and save the
answers that you get from the people that you're calling.
To do that, and this is a common
use case, to do that, we'll use the IVR campaign.
It's a useful campaign, you can think of it as a Voice Broadcast campaign on steroids. It's an enhanced Voice Broadcast,
that can not only send out your recorded message
but get input from the people you're calling.
So I'm signed in to my Admin account right now and I'm going to create a new campaign. It's going to be an IVR campaign.
I clicked on
Create a New Campaign from the Campaigns menu
and I'm going to choose Hosted IVR, that's the first option at the top.
What we need to do on this page is script our phone call. We're actually going to design
the phone call from the minute that it's picked up
by either a
person or an answering machine, to the time that it's hung up. To the time that somebody hangs up, or we're done
getting our input, and playing our messages.
So to make sure our message is heard by live answers (people that actually pick up the phone)
or answering machines, we will need to start with a tag
on the advanced tab.
So I'm going to click over to "Advanced"
I'm going to pull down an AMD tag.
That stands for Answering Machine Detection.
A pop-up box will come up and you can give it a name, or it can stay as AMD.
Let's click on OK.
Now you see we have two legs
that came down automatically under AMD.
One for live, one for machine.
So everything that goes under live will be in the case where somebody actually picks up the phone
and everything we put under machine will be what happens when
an answering machine picks up.
So, a machine can't
do any key presses or RSVP, so we might just play the message
that's specific to answering machines, so we might say call back
on this number if you want to say yes or no.
So we're going to be using the Play tag, and this is what
will send out our message. This is going to be a message that's going to play, that's why it's called
a Play tag. So I'm going to drag that down under machine.
And you'll see we have a pop-up box.
We're going to click on Recorded Sound.
We have a drop-down menu that will allow us to select sound files we have on our account.
I'm going to click on OK.
We want to make sure that this Play tag is
indented under machine to be sure that
it's going to be played
in the event that an answering machine picks up the phone. So I'm going to click on
this little fast-forward button to make sure that it's indented
under machine.
So we want to play a message
and then we want to end the call after the message is played,
after it goes to an answering machine.
So we want to bring down a Hangup tag
to go right below the Play.
Again, you'll see a pop-up box, you can name it whatever you want, or keep it hangup.
I'm just going to click OK.
So now the machine leg of our call is finished.
Now, for the live leg, we're going to play the message, then we're going to get key presses.
Since we're getting key presses, we're going to use this tag.
Now I'm going to bring this down below live, and I'll show you what happens. We went to hang it over live. 0:04:08.119,0:04:09.589 So we want to drag it
to hang, we want to put our cursor right over the live icon.
So what I'm doing is I'm dragging the Press Menu tag,
hanging it over live, so it's going to be
intended under live. When things are indented as they are,
that means they're dependent on this tag.
It needs a name.
The name doesn't really matter
for our case, we'll just call it
RSVP.
Max Digits that you'll see under name
are the number of keys that somebody will press that's going to be recorded in the call log.
We're just getting a 1 or a 2, so the max digits can be 1
and the timeout
which is thirty five hundred in milliseconds is the time that CallFire will wait
for somebody to press a key.
So this is OK for our purposes, we're going to click on OK.
And there is one key press that came down automatically. And we need two, so we'll need to bring down one additional
key press to
go right below the key press that came down automatically.
We have a pop-up box.
So we need a key press for 1 and a key press for 2. 1 they're coming and
2 if they can't make it.
So we're working on the second key press right now
so why don't we make this
in the case of somebody pressing 2,
we see we have been highlighted in red "pressed. " And we're going to put in a 2.
And the name, why don't we give it something descriptive,
like, "No."
So we have yes, no, this is no, not coming.
Click on OK.
Now we need to modify the first key press and a play tag to put in our message and to play.
And to design the first key press,
to handle the case where somebody presses 1,
so let's double-click the first Key Press tag and that will bring up a pop-up box that we
just saw.
This is for the case that somebody presses 1
so "Pressed"
will be 1
and the name, and remember this is for the affirmative,
we can just call it, "yes" so that we know somebody's coming.
Click on OK.
Now we need to deal with the play tag,
So let's double-click on it.
We're going to use a recorded sound
This is for a sound file that you maintain on the website, something you either uploaded
or you recorded using the voice recording utility.
So we'll choose the
appropriate message from the drop-down menu.
Click on OK.
So now, under our press menu, we have play for the message,
and two key presses for the events.
One, they're coming, and two,
for no.
Now we're almost done except we need to
record the responses somewhere. We want to be able to look at the call records page and
have a list of who's coming and who's not,
so we can export them to an excel file and plan our party accordingly. So to record these
key presses, we need to click on the Advanced tab.
So we'll click back over to
Advanced,
and we need
this tag:
a stash tag.
Drag down
the stash tag,
bring it right over the first key press, the yes,
so that's hanging it below it.
Hanging it below the yes, and this is going to allow us to see who pressed 1 and who pressed 2 when
you view the call records page.
The name is not important,
we can call it
Stash 1.
Variable Name is important,
this is what we're going to refer to on the call records page.
And the variable name can be something like
"Response."
This is the box for the 1's, so the value will be 1.
Click on OK.
Now we need to bring down a second Stash
tag below the no, this is going to be our box to collect all the 2's.
So let's drag it down to the no, bring it right over, bring our cursor right over the NO icon
to make sure that it's dependent on no.
Now I have the same box.
We will give the name Stash 2.
The variable name again, is "response,"
and the value
is 2 because this is the box to hold the 2's.
So let's click on OK.
Now our call is ready.
We have the answering machine detection tag
to discriminate between live answers
and answering machines.
And in the case of an answering machine, we're going to play the message then simply hang up.
IN the case of a live answer, we're going to play a message,
get the key press, 1 for yes, they're coming,
2 for no,
and then we need to bring down a Hangup tag below the live to make the calls ended.
Click back over to Basic.
We're going to bring a Hangup tag
to go
below
RSVP. This is going to be the last thing but we don't want it dependent
on any of the other tags, so we'll have the name as Hangup, that's fine.
Click on OK.
And it's not in the right spot right now, we want it to be directly under
this
RSVP tag.
So to do that, we need to click on this
rewind button, it looks like it's a
rewind icon.
Click it once, click it twice
click it three times.
And now,
it's in the correct spot
It's not dependent on any of these key presses, and it's not even dependent on the press menu.
We want it to come down.
So our call's ready now,
we can save
this dial plan by clicking on
the Save button in the upper left-hand corner.
So the name can be something like
"Invitation."
Description.
Click on OK.
Now we've saved the dial plan,
let's click on Next in the bottom right-hand corner.
It's prompting us to save it, but we already did, I'll just
click OK.
Now we give the campaign a name
specify that it's an outbound campaign,
and now it's just like creating a voice broadcasting campaign.
So that's a simple use case for the IVR. It's something that the Voice Broadcast can't handle but
the IVR certainly can.
Thank you for watching.