Outbound campaigns contain many steps to ensure the right contacts are available and you have the necessary workflows to trigger the campaign. Follow this guide to launch them!
- Uploading Your Leads
- Saving a New Smartlist
- Building a Workflow Using a Template
- Activate the Workflow
Uploading Your Leads
In order to launch your Outbound workflow, you will need to upload the leads into GoHIgh Level, finalize your workflow, and then activate it by adding your appropriate Call tag.
Please Note: Leads intended for upload must be in a CSV file format.
- In GHL, navigate to the Contacts tab.
- Click on the Import Contacts icon.
- Click on Upload a file, select the desired CSV from your device, and click Next.
- Now, you'll map out the necessary fields.
Your CSV file must have first and last names with phone numbers. Sometimes, the software will automatically map the required fields. However, you may need to select the appropriate contact field.
- In this example, the first name field was not mapped automatically. So, you would select First Name. Once mapped, click "Next."
These next Advanced steps are critical to all the related workflows being able to function appropriately.
- Click on the Advanced drop-down.
- Scroll down to "Tags." Here, you will name your lead list. You must do this for every list you import. (We recommend you name the tag after the lead list to help with organization later on.)
- Click in the drop-down field where it gives the option to "+ [Your New List]" as a tag, then click Submit.
Saving a New Smartlist
Saving these uploaded leads as new Smartlists will help us filter different workflow values later to keep the contacts appropriately labeled.
- In GHL, navigate to the Contacts tab.
- Click on More Filters.
- Click on the Tag filter. If you have any trouble locating it, you can find it by typing tag in the search field.
- Make sure to select Is.
- Search for the tag you created while uploading your leads list. Then click "Apply."
- Scroll down, and click Save as Smart List.
- Assign a name to your Smart List. We recommend using the same convention you did for uploading. Then, click Save.
Building a Workflow Using a Template
- In GHL, click on the Automations tab.
- Click into the AI Call folder.
- You will select the "AI Call - Free Webhook" option.
- Click into the Trigger field.
The trigger is what activates the workflow for a contact. We'll use a tag, so when the specific tag is added to a contact, that contact will then move through the workflow.
- Under Choose a Workflow Trigger - select the Contact Tag drop down.
- Insert a new Workflow Trigger Name. We recommend using the name of your lead list- "Call - LEAD LIST NAME - Tag Added." If your Workflow Trigger Name is too long, you could remove "Tag Added."
- Under filters, select Tag Added.
- If there is a pre populated tag, such as "AI Call," delete it so you can enter a new tag.
- In this same field, enter "Call - NAME OF LEAD LIST."
- Click on + ADD NEW TAG.
- Click on Save Trigger.
- Click into Drip Mode. This allows you to choose how many calls are made in a given period.
- We recommend starting with a Batch Size of 5, and set the Drip Interval to 1 minute.
- Now, click on Webhook. A webhook is like a bridge between GoHighLevel and the SalesAiVoice Dashboard where you set up your agent for data to cross back and forth.
- For the URL, make sure "https://api.salesaivoice.com/call" is always input.
- Under the Custom Data, fill in each property.
- Your Client ID can be found in the SalesAi Voice Dashboard on the Overview tab.
- The Agent ID can be found in the SalesAi Voice Dashboard on your Outbound Agent.
- The "from_number" will override the number assigned to your agent. Delete this is you'd like to use the number previously assigned to your agent in the SalesAi Voice Dashboard.
- The "to_number" and "contact_id" should match the fields below.
- You can also enter an Initial Message if you'd like to customize your message with the prospect's name or company name. If added, this will override the initial message you set up with the agent in the SalesAi Voice Dashboard.
- Click on +Add another item and enter initial_message. When entering the mesage, click on the tag to enter custom properties (e.g., the contact's first name).
- Once all Webhook fields are updated, click on Save Action.
- Note there is one step included: Add "Called" Tag. Once a prospect is called by the bot, a "called" tag will be added to their contact automatically. No changes are necessary for this field.
- Click on Save, and then change the switch to Publish.
Activate the Workflow
- In GHL, navigate to the Contacts tab.
- Navigate to your saved Smart List that we created earlier in this process.
- Next, select the contacts that you want your AI Agent to call. You can use the select all button to include the entire list. We recommend starting with a smaller list (around 100) to confirm that you like the way the campaign is running.
- Click the Add Tag button.
- Click into the Tags field.
- Type "Call - LEAD LIST NAME" - This is the trigger tag you created when building the workflow.
- Select the correct tag.
- Fill out the Action Description. This will clearly identify the use case of the tag.
- Click Add to activate your workflow for these contacts.
