Campaigns
Checklist before you launch an outbound calling campaign
Twelve checks to run before an outbound dialer campaign goes live: compliance, caller ID, routes, balance, monitoring and more.
- 5 min read
Most campaign problems are visible before the first call if you know where to look. Run through this checklist the day before launch.
Compliance
- Confirm you have consent or a lawful basis to call every number on the list
- Scrub against relevant do-not-call registers
- Check permitted calling hours in each destination time zone
Caller ID and numbers
- Set a valid caller ID on every line you will use
- Make sure callbacks to that number reach a person or useful message
Routes and capacity
- Review rates for your top destinations in the rate card
- Confirm your channel and calls-per-second limits fit your dial ratio
- Place test calls to each major destination and listen for audio quality
Balance and monitoring
- Top up enough balance for at least two days of expected volume
- Have someone watch Active Calls for the first hour
- Export call logs at the end of day one and check ASR and ACD
- Agree a stop rule, such as pausing if ASR falls below an agreed threshold