V3 IVR Campaign Quick Guide

Step 1. Create a Trunk

Trunk is a SIP connection between your phone system and a VOIP provider. Your VOIP service provider will provide you information like Trunk Username, Password and Domain to register XCALLY to their trunking system.

Tools → Trunks

Step 2. Create an Interval

Define when your IVR Campaign will run!

Tools → Intervals

Step 3. Create a List and upload Contacts

Upload your Contacts: the Dialer will call them automatically!

Contacts Manager → List

Contacts Manager → Contacts

Step 4. Create the IVR Project

Design the Cally Square project for your IVR Campaign!

Cally Square → Projects

Step 5. Create the IVR Campaign

Set the IVR Campaign parameters (i.e. retries, time interval...)

Motion Bull → IVR Campaigns

Step 6. Add List to IVR Campaign

Associate your List of Contacts to the IVR Campaign!

You can also add a Blacklist: the Dialer won't call the blacklisted contacts.

Motion Bull → IVR Campaigns → Edit

Step 7. Start the IVR Campaign!

Motion Bull → IVR Campaigns → Edit

Step 8. Monitor the IVR Campaign results

Motion Bull → IVR Campaigns → Edit