LL - DML CeraLift Sub Courtesy Call Process

Courtesy Call Campaign Details: 

1. What are the campaign details? It's a recorded call to the customer thanking them for their order and giving them our contact information, and/or other information - in this case, the customer purchased the CeraLift VIP+ subscription we are sending reminders about their subscription and upcoming free bottle on their 3rd month.
2. Who are we sending a recorded message to? CeraLift VIP+ subscription orders in SI and Recharge.
3. Why do we do auto calls? To Build a positive brand experience, build rapport, troubleshoot service issues and alert our customers to specials - similar to how we send SMS campaigns.
4. Who is responsible to send the message? A member of the CH team will obtain a list of orders and set up the call campaign.
5. When will this task be performed?   The reports should be pulled daily (mon-friday) but the task can be performed at any time on those days because we can schedule the call to be placed on any time we choose. 

Training video:

Resources needed to complete this task: 

• Access to the CH Courtesy Call Tracker: - https://docs.google.com/spreadsheets/d/1auPkHs1hddVoPAVfTJoqbnrIrh4ZIf7dHwR70P1Zmog/edit?usp=sharing
• SI access to reports
• Recharge access to reports 
• Ability to download a spreadsheet and basic sorting/working knowledge of spreadsheets. 
• Slybroadcast  access - https://www.slybroadcast.com/ login: lori@theheroco.com pw vitalifi1

Setting up the call campaign:

• Sort the name column from A-Z and remove duplicate names remove test orders from the list. Then sort the phone number column and remove + sign from in front of any phone numbers. Also, make sure phone numbers do not have dots between the numbers like 314.255.4613 - if so, remove the dots. The app only accepts phone numbers that have (314) or dashes 314-255-4613 or even a solid string of numbers 3144552345. 
• Next, create a call campaign inside of slybroadcast.
  • For initial orders - use campaign: DML Cera Sub - upon ordering
  • 2 weeks after initial order - use campaign: DML Cera Sub - mid way thru mo 1
  • Mid month 2 - use campaign:  DML Cera Sub - mid mo 2
  • Beginning of month 3 - use campaign: DML Cera Sub - start of mo 3
• Copy the column of phone numbers, and paste them into the Campaign you created inside the app. 
• Send or schedule the campaign. The call should be scheduled between 9 am and 5 pm CST hours. 
• Repeat this process for each campaign separately.

How to create a campaign in slybroadcast:

• Inside the slybroadcast app select "new campaign"
• Name the campaign (Company) (Date of the list) example: DML  04-02-21 
• Enter the toll free call back number to the company: 
  • DML phone number 888-361-8645
• Select the recording labeled (example: DML Cera Sub - upon ordering) 
• Paste in the phone number for DML: 888-361-8645
• Schedule the campaign to send - at 10:30 AM CST 

The recordings are already saved in the sly broadcast app.