A voice call plays a message to your contacts by phone. The contact can respond by pressing digits on their phone, and Symplify can run actions depending on what they press. This article explains how to set up and edit a voice call.
Settings
To create a voice call, go to Campaigns, click Create and choose Voice. On the Settings tab:
- Enter the Caller ID (number). This is the number the contact sees, usually your company number. Use the format 00 + country code + number, for example 0046812345678.
- Choose the database under Send to list, and a Segment if you only want to call some of the contacts.
Make a test call to check that the caller ID shows correctly.
Nodes
Go to the Content tab to build the call. A call is made of one or more nodes. Each node is a part of the call. The call always starts with the Start of call node. If the call only gives information, that node can be enough.
To let the contact respond, add nodes that play when they press a digit:
- Click Add new nodes. A + appears wherever you can add a node.
- Click + under a node and select the digit, for example 1.
- Click Add node. The new node, for example On press: 1, plays when the contact presses that digit.
You can add nodes under other nodes to build a menu with several levels.
Events and actions
Click a node to edit it in the inspector.
Events
Events are what the contact hears. Every node needs at least one event. Click Add events and choose:
- Play audio: plays an audio file that you upload.
- Text to speech: reads out a text that you enter. Choose the language: English (USA), English (British), French (Canadian), German, Spanish or Swedish.
Actions
Actions run in the background, on the contact, when the contact reaches the node. Click Add actions and choose:
- Set attribute: saves a value in an attribute on the contact.
- Send Sms: sends an SMS to the contact.
- Double optin: confirms the contact's subscription.
- Voice optout, Email optout and Sms optout: opts the contact out of that channel.
Invalid input
Under On invalid user input, you can add events and actions for when the contact presses a digit that has no node, for example to repeat the menu.
Test and send
Test
Go to the Test tab and select a test list. When you get the call, answer and say something, or the first event may not start.
Send
On the Send tab, send the call right away or schedule it. There are two ways to schedule:
- Generate now, send later: the calls are created as soon as you confirm, or when the sendout is approved. Contacts who join the database later aren't included, and changes to contact data after you confirm don't affect the calls. Contacts who opt out after you confirm are still called.
- Generate later, send later: the calls are created at the scheduled time. Contacts who join the database before then are included, and contacts who opt out before then aren't called.