What is Campaign Management with Teldrip Connect?

For the management of campaigns and leads, Teldrip Connect functions as cloud-based telephony software. Campaign management is an important feature of the software that simplifies adding, organizing, and connecting with potential customers. Its simple yet impactful approach to regulating campaigns and leads is useful for businesses. Through this cloud telephony platform, they can establish communication between their agents and leads, widen the scope for conversions, add to business sales, and do more. All in all, one can successfully create and manage campaigns with Teldrip Connect to achieve the desired business goals. 

Table of Contents

• An Overview of Teldrip Connect

• What is Campaign Management?

• How to Successfully Manage Campaigns with Teldrip Connect?

An Overview of Teldrip Connect

Teldrip Connect is an advanced cloud telephony software that enables managing calls to and from leads over the internet. It facilitates business communication through the web. For this, the software makes use of the VoIP or Voice over Internet Protocol technology. It enables nurturing connections with leads in order to convert them.

What is Campaign Management?

With Teldrip Connect, campaign management is an important feature to access. It involves integrating or including potential leads to distribute them to the right agents, all through a unified platform. Businesses can create specific campaigns comprising leads and assign them to users for the purpose of nurturing. 

How to Successfully Manage Campaigns with Teldrip Connect?

For successful campaign management with Teldrip Connect, businesses can buy virtual phone number. They can add agents to campaigns and determine their roles. Then, they can add leads to the platform and organize them through campaigns. Afterward, assign campaigns to agents who can then connect with leads using the purchased numbers.

To successfully manage campaigns/leads with the Teldrip Connect cloud telephony software, go through the details of the complete process.

Purchase Virtual Numbers:

To initiate campaign management with Teldrip Connect, buying virtual numbers is the initial requirement. Through these, one can manage communication with prospective customers. Note that, for this purpose, a business can choose either a toll-free number or a local number.

• As an existing user of Teldrip Connect, sign in to the platform.

• Access the primary menu and click on “Numbers”.

• Tap on “+Add New Number”.

• Under “Select Location”, choose the desired location.

• Identify the “Number Type” as “Local Numbers” or “Toll-Free Numbers”.

• Then press “Generate”.

• Choose one or multiple phone numbers.

• Now, tap on “Buy Number”.

• Confirm the purchase by pressing “Buy”.

• Continue to make the payment for the virtual phone number.

Add Business Agents and Define Roles

For further campaign management via Teldrip Connect, after buying virtual numbers, it is important to add business agents. Additionally, businesses must define their roles to handle users under every campaign. This platform enables adding agents in bulk and creating clear descriptions of their responsibilities.

• After purchasing virtual phone numbers, view “Users” in the primary menu.

• Click on “+ Invite User”.

• Add the user’s “First Name” as well as “Last Name”. 

• Enter the user’s “Email” and “Phone Number”.

• Under “Role”, make a selection.

• Then choose an option under “License”.

• Tap the “Send Invitation” button.

• Wait for the user to be added.

• Next, go to “Roles”.

• Click on the “Create Role” button.

• Under “Role Settings”, input “Role Name” and “Description”.

• Set the “Access Level” and choose one or more agents under “Assign User”.

• In “Permissions, make the necessary selections.

• Hit the “Create Role” button.

Start Adding Leads

Teldrip Connect facilitates the management of specific campaigns. For this, the cloud telephony platform requires the addition of leads that are relevant to those campaigns. It enables integrating or manually adding the details of leads. These details are inclusive of phone numbers, locations, industries, and others.

To add leads for campaign management, carry out a simple set of instructions.

• In the primary menu of Teldrip Connect, tap on “Contacts”.

• Click on “+ Add New Contact”.

• Enter the “List Name” under which the contact or lead will be added. 

• Press the “Next” button.

• Opt for adding either an individual contact or uploading a list.

• To create or add a new contact, add the details asked for.

• Press “Save” to continue.

• Wait for the contact to be created.

• In case of uploading contacts, choose the location of the contact file.

• Tap on the option of “Open” and respond to the remaining prompts.

• Then save the data added to successfully include leads.

Add Campaigns to Organize Leads

With the leading cloud telephony software, i.e. Teldrip Connect, one can organize leads into campaigns for their management. One can assign a name to each campaign. Afterward, it can be assigned to a business agent. The agent can then connect with leads for the purpose of converting them into customers. 

• In Teldrip Connect’s primary menu, click on “+New Campaign”.

• Under “Details”, add the “Campaign Name”.

• Provide a “Description” for this campaign.

• Choose the preferred “Dialling Mode”.

• Then press “Next”.

• In “Contacts”, either add a list of contacts or import existing contacts via API integration through CRM.

• Perform further prompts to add the campaign and organize leads.

To Put it All Together,

Campaign management is among the main features of Teldrip Connect, an advanced cloud telephony software. This feature assists in managing campaigns as well as leads included in each of these. Though the platform is advanced, it ensures simple functioning to connect business agents and potential customers.