> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revdesk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Outbound Campaigns

> Outbound calling at scale. Lead follow-up, appointment reminders, re-engagement, and form-to-call workflows.

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.

## Creating a campaign

<Steps>
  <Step title="Name your campaign">
    Give it a descriptive name. Example: "January Lead Follow-up".
  </Step>

  <Step title="Choose your contact source">
    Three options: upload a CSV, pull a list from your CRM, or pull from a [sourced list](/solutions/core-solutions/source-leads) of ICP-matched accounts and verified contacts built by RevDesk on the cadence you set.
  </Step>

  <Step title="Set the script">
    Tell the AI what to say and what to accomplish.
  </Step>

  <Step title="Schedule timing">
    Choose when calls go out.
  </Step>

  <Step title="Launch">
    Review and start the campaign.
  </Step>
</Steps>

## Campaign types

### Appointment reminders

Confirm upcoming appointments before they happen.

```
Trigger: Appointment in 24 hours
Timing: Morning of previous day
Goal: Confirm or reschedule
```

### No-show follow-up

Reach out after a missed appointment.

```
Trigger: Appointment marked no-show
Timing: Within 1 hour
Goal: Reschedule
```

### Re-engagement

Bring back past customers.

```
Trigger: No visit in 90 days
Timing: Weekday mornings
Goal: Schedule a new appointment
```

### Form-to-Call

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

## 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.
```

## Scheduling options

| Option                  | Description                      |
| ----------------------- | -------------------------------- |
| **Immediate**           | Calls go out as soon as possible |
| **Scheduled**           | A specific date and time         |
| **Drip**                | Spread calls over hours or days  |
| **Business hours only** | Respect calling windows          |
| **Time-zone aware**     | Call at appropriate local times  |

## 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.

### 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.

### Trigger sources

| Source                          | How it connects              | Best for                                      |
| ------------------------------- | ---------------------------- | --------------------------------------------- |
| **LeadConnector / GoHighLevel** | LC workflow → webhook        | Agencies using LeadConnector for lead capture |
| **Zapier**                      | Zap trigger → webhook action | Any form tool (Typeform, Gravity Forms, etc.) |
| **Direct webhook**              | POST to RevDesk URL          | Custom forms, internal tools                  |
| **Embedded forms**              | RevDesk embed on your site   | Simplest setup, no third-party needed         |

### Setting up a Form-to-Call workflow

<Steps>
  <Step title="Create the workflow">
    Go to **Workflows → Create New → Form to Call**. Choose your trigger source.
  </Step>

  <Step title="Configure the AI agent">
    Set the greeting, role, goals, and guidelines. Use `{{customer_name}}` and other template variables for personalization.
  </Step>

  <Step title="Enable booking">
    Connect a calendar event type so the AI can book meetings on the call.
  </Step>

  <Step title="Set up voicemail">
    Configure a voicemail message for when the lead doesn't answer. Template variables work in voicemail too.
  </Step>

  <Step title="Connect your trigger">
    Copy the webhook URL and Bearer token, then configure your form tool to send submissions to RevDesk.
  </Step>

  <Step title="Test and activate">
    Submit a test form with your own phone number to verify the flow end-to-end. Then activate.
  </Step>
</Steps>

### Webhook payload

Every trigger source sends a JSON payload to RevDesk with at minimum a phone number.

```json theme={null}
{
  "phone": "+14155551234",
  "name": "Jane Smith",
  "email": "jane@example.com",
  "customData": {
    "company": "Acme Corp",
    "source": "google_ads"
  }
}
```

| Field        | Required | Description                                       |
| ------------ | -------- | ------------------------------------------------- |
| `phone`      | Yes      | Lead's phone number                               |
| `name`       | No       | Used for `{{customer_name}}` personalization      |
| `email`      | No       | Logged with the call record                       |
| `customData` | No       | Additional fields available as template variables |

### Template variables

| Variable             | Source              | Fallback |
| -------------------- | ------------------- | -------- |
| `{{customer_name}}`  | `name` field        | "there"  |
| `{{customer_email}}` | `email` field       | empty    |
| Any custom key       | `customData` object | empty    |

### 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.

## Compliance

<Warning>
  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.
</Warning>

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](/getting-started/features/compliance) for the full breakdown.

## Campaign analytics

| Metric     | What it tracks             |
| ---------- | -------------------------- |
| Calls made | Total attempted            |
| Connected  | Reached a person           |
| Completed  | Achieved the campaign goal |
| Voicemails | Left messages              |
| Failed     | Couldn't connect           |

## Best practices

<AccordionGroup>
  <Accordion title="Timing matters">
    Mid-morning (10–11am) and mid-afternoon (2–4pm) typically have the best answer rates. Avoid early morning, lunch hour, and evening.
  </Accordion>

  <Accordion title="Keep it relevant">
    Personalize the opener. "We noticed you inquired about AC repair" converts better than generic outreach.
  </Accordion>

  <Accordion title="Respect opt-outs">
    If someone asks not to be called again, honor it immediately. Required by law and a good business practice.
  </Accordion>

  <Accordion title="Start small">
    Test with a small batch before launching at scale. Make sure the script works.
  </Accordion>
</AccordionGroup>

## 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](/getting-started/features/call-capacity) for the full planning math, including budget-vs-goal tables.

## Plan limits

| Line           | Included minutes/mo          | Concurrent calls |
| -------------- | ---------------------------- | ---------------- |
| Agents         | 100, or 500 with any package | up to 3          |
| Revenue Engine | 2,500                        | up to 5          |
| Custom         | Scoped with you              | Custom           |

Usage above your included block bills at \$0.10–\$0.20 per voice minute based on volume.

<CardGroup cols={2}>
  <Card title="Create a campaign" icon="rocket" href="https://www.revdesk.com/campaigns">
    Launch your first campaign
  </Card>

  <Card title="Compliance guide" icon="shield-check" href="/getting-started/features/compliance">
    Understand the calling regulations
  </Card>
</CardGroup>