Overview

To ensure efficient use of your cold calling and appointment setting efforts, these best practices for configuring Convoso will help optimize campaign performance, agent productivity, and data organization. The following guidelines cover campaign structuring, list formatting, and redial priorities.

Recommended Campaign Setup

Multi-Campaign Structure

Create four campaign types per market:

  • Urgent

  • High

  • Low

  • NYIs (Not Yet Interested)

This ensures better segmentation of your marketing efforts by lead readiness.


Campaign Groups

Enable the Campaign Groups feature to allow agents to call leads from up to three campaigns simultaneously.

  • Why? Essential when running campaigns across multiple markets or lead types.

Data Allocation by Role

Distribute calling data intentionally based on team structure:

  • Current Standard: 80% Cold Callers / 20% Appointment Setters

  • Best Practice: Adjust allocation to align with each campaign’s urgency and sales funnel position.

List Format Guidelines

Phone Numbers per Lead

  • Limit: Convoso allows up to 3 phone numbers per lead.

  • Important: Any additional numbers will not be used.

Custom Lead Layouts

  • If using a custom lead layout with additional fields or phone slots, ensure all incoming lists match this format before importing.

Status Reporting

Pre-Import Checklist

  • When: 4–5 days before receiving a new data batch

  • Action: Export a status report from Convoso

  • Then: Share the file with your data team for filtering, list cleanup, or tagging updates.

Redial Settings & Hopper Priorities

Objective

  • Tier Prioritization: Prioritize dialing by lead quality tiers (Urgent > High > Low)

  • Status Redials: Within each tier, prioritize redials based on lead status (e.g., No Answer, Call Back, VM).

Impact

Improves:

  • Contact Rate

  • Agent Talk Time

  • Lead Conversion Efficiency

Note: For specific redial settings and hopper configuration, refer to the Redial & Hopper Settings Guide.

Weekly Contact Rate Report

Your team should expect a weekly contact rate report, which helps evaluate campaign performance and agent effectiveness.

  • Benchmark Contact Rate: 4% – 6% is considered standard

  • Use this report to assess if your dialing cadence or redial strategy needs adjusting

Need Help?

For assistance with campaign setup, importing data, or customizing redial settings, reach out to your Customer Success Manager or email support@8020rei.com. We’re here to ensure your campaigns run smoothly and effectively.