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Campaigns drive outbound calls automatically against a list, a schedule, or a trigger. The same underlying engine runs four patterns: lead follow-up, appointment reminders, re-engagement, and form-to-call.

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Creating a campaign

1

Name your campaign

Give it a descriptive name. Example: “January Lead Follow-up”.
2

Choose your contact source

Three options: upload a CSV, pull a list from your CRM, or pull from a sourced list of ICP-matched accounts and verified contacts built by RevDesk on the cadence you set.
3

Set the script

Tell the AI what to say and what to accomplish.
4

Schedule timing

Choose when calls go out.
5

Launch

Review and start the campaign.

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Campaign types

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Appointment reminders

Confirm upcoming appointments before they happen. 
Trigger: Appointment in 24 hours
Timing: Morning of previous day
Goal: Confirm or reschedule

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No-show follow-up

Reach out after a missed appointment. 
Trigger: Appointment marked no-show
Timing: Within 1 hour
Goal: Reschedule

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Re-engagement

Bring back past customers. 
Trigger: No visit in 90 days
Timing: Weekday mornings
Goal: Schedule a new appointment

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Form-to-Call

Call a lead the moment they submit a form. See the dedicated section below.

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Scripting your calls

Tell the AI what to accomplish. 
Goal: Confirm tomorrow's appointment

Opening: "Hi [Name], this is [Business] calling to
confirm your appointment tomorrow at [Time]."

If they confirm: Great, we'll see you then.
If they need to reschedule: Offer alternative times.
If no answer: Leave voicemail with callback number.

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Scheduling options

OptionDescription
ImmediateCalls go out as soon as possible
ScheduledA specific date and time
DripSpread calls over hours or days
Business hours onlyRespect calling windows
Time-zone awareCall at appropriate local times

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Form-to-Call

Form-to-Call calls a new lead within seconds of a form submission. The AI greets them by name, qualifies them, and can book a meeting on the call.

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How it works

  1. A lead fills out a form on your site, a landing page, or an ad.
  2. The form submission triggers a webhook to RevDesk.
  3. RevDesk places an AI phone call to the lead.
  4. The AI handles the conversation and books a meeting if it qualifies.
The whole flow runs in seconds, while the lead still has the page in front of them.

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Trigger sources

SourceHow it connectsBest for
LeadConnector / GoHighLevelLC workflow → webhookAgencies using LeadConnector for lead capture
ZapierZap trigger → webhook actionAny form tool (Typeform, Gravity Forms, etc.)
Direct webhookPOST to RevDesk URLCustom forms, internal tools
Embedded formsRevDesk embed on your siteSimplest setup, no third-party needed

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Setting up a Form-to-Call workflow

1

Create the workflow

Go to Workflows → Create New → Form to Call. Choose your trigger source.
2

Configure the AI agent

Set the greeting, role, goals, and guidelines. Use {{customer_name}} and other template variables for personalization.
3

Enable booking

Connect a calendar event type so the AI can book meetings on the call.
4

Set up voicemail

Configure a voicemail message for when the lead doesn’t answer. Template variables work in voicemail too.
5

Connect your trigger

Copy the webhook URL and Bearer token, then configure your form tool to send submissions to RevDesk.
6

Test and activate

Submit a test form with your own phone number to verify the flow end-to-end. Then activate.

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Webhook payload

Every trigger source sends a JSON payload to RevDesk with at minimum a phone number. 
{
  "phone": "+14155551234",
  "name": "Jane Smith",
  "email": "jane@example.com",
  "customData": {
    "company": "Acme Corp",
    "source": "google_ads"
  }
}
FieldRequiredDescription
phoneYesLead’s phone number
nameNoUsed for {{customer_name}} personalization
emailNoLogged with the call record
customDataNoAdditional fields available as template variables

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Template variables

VariableSourceFallback
{{customer_name}}name field”there”
{{customer_email}}email fieldempty
Any custom keycustomData objectempty

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Form-to-Call tips

  • Speed matters. Leads contacted within 60 seconds convert at 3 to 5 times the rate of those contacted after 5 minutes.
  • Keep the call short. Under 5 minutes lifts conversion.
  • Use voicemail well. About 40% of dials reach voicemail. A good voicemail still drives callbacks.
  • Personalize. Using the lead’s name in the greeting consistently improves engagement.

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Compliance

Outbound calling is regulated. RevDesk enforces TCPA, DNC scrubbing, and state rulebooks at the network layer, but you are responsible for collecting consent and following the rules that apply to your operation.
Built-in compliance:
  • TCPA. Calling hours respected by default.
  • DNC scrubbing. Numbers on federal, state, and internal DNC lists are excluded before the dial.
  • Opt-out handling. Immediate removal when requested on the call.
  • Recording disclosure. Automatic announcement when configured.
See Compliance for the full breakdown.

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Campaign analytics

MetricWhat it tracks
Calls madeTotal attempted
ConnectedReached a person
CompletedAchieved the campaign goal
VoicemailsLeft messages
FailedCouldn’t connect

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Best practices

Mid-morning (10–11am) and mid-afternoon (2–4pm) typically have the best answer rates. Avoid early morning, lunch hour, and evening.
Personalize the opener. “We noticed you inquired about AC repair” converts better than generic outreach.
If someone asks not to be called again, honor it immediately. Required by law and a good business practice.
Test with a small batch before launching at scale. Make sure the script works.

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Capacity

Campaign speed depends on two things: how many phone numbers you have and how many concurrent lines you’re paying for. Each phone number can make up to 75 outbound calls per day (and 20 per hour). Each dedicated line runs one call at a time. See Call Capacity for the full planning math, including budget-vs-goal tables.

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Plan limits

PlanMonthly callsConcurrent calls
IntakeNot available (inbound only)—
Outreach5003
Concierge2,5005
Lead GenCustom (managed for you)Custom

Create a campaign

Launch your first campaign

Compliance guide

Understand the calling regulations