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Voice Campaign Setup

A step-by-step workflow for planning, creating, launching, and analyzing a successful voice campaign.

Overview

This guide covers the complete voice campaign lifecycle — from preparation to post-campaign analysis. Each step includes detailed instructions and verification checkpoints.

Pre-Flight Checklist

Before creating your campaign, verify:

  • SIP provider credentials are configured and tested in Settings 
  • Voice minutes balance is sufficient for the campaign size (total contacts x estimated call duration + 20% buffer)
  • Phone numbers in your contact list are in E.164 format (e.g., +919XXXXXXXXX)
  • Audio files are uploaded and playable in the Audio Library
  • Calling schedule respects DND hours (9 AM to 9 PM IST)
  • Contact list has been deduplicated and cleaned of invalid numbers
⚠️ DND Compliance

Indian regulations prohibit promotional voice calls to numbers registered on the NCPR. Ensure your contact list is filtered against DND registries before launching. Unsolicited calls to DND-registered numbers can result in operator blocks and regulatory action.

Step 1: Prepare Your Audio

Before creating a campaign, ensure you have your audio ready:

Best Practice: Keep audio messages under 60 seconds for better engagement. For IVR flows, limit menus to 3-4 options and keep prompt audio under 30 seconds.

💡 A/B Testing Campaign Audio

Test different versions of your campaign audio to determine which performs better:

  1. Upload two variations of the audio (e.g., different tone, CTA placement, or language)
  2. Split your contact list into two equal, randomly selected groups
  3. Launch two campaigns with the same schedule but different audio files
  4. After both campaigns complete, compare: answer rate, average call duration, and desired action rate (if tracking DTMF responses)
  5. Archive the underperforming audio and scale the winning version

A/B testing is most effective when you change only one variable at a time (e.g., the opening line, the call-to-action, or the voice gender).

Step 2: Organize Your Contacts

  • Ensure your contact list is up to date
  • Verify phone numbers are in international format with country code (e.g., +919876543210)
  • Use tags to segment your audience by demographics, campaign history, or engagement level
  • Remove duplicates — duplicate calls waste voice minutes and annoy recipients
  • Consider filtering out contacts who have been called in the last 7 days to avoid over-contact

Step 3: Create the Campaign

  1. Navigate to Campaigns → Create Campaign
  2. Enter a campaign name — use a descriptive format like “Product Launch - Bangalore Region - July”
  3. Select the call type:
    • Audio — Plays a pre-recorded audio file
    • TTS — Generates and plays text-to-speech audio
    • IVR — Launches an interactive IVR flow with DTMF input
    • XML — Runs an advanced VoxiXML script
  4. Choose your audio content from the library
  5. Select contacts — use tags or segments for targeted delivery
  6. Set calling schedule:
    • Start date and time (respecting DND hours)
    • End date (campaign stops at this time even if contacts remain)
    • Concurrent call limit (start low, increase after verifying delivery quality)
  7. Review the summary showing estimated voice minute consumption
  8. Launch the campaign

Concurrent call limits: Start with 5-10 concurrent calls if this is your first campaign on a new provider. Increase to 20-50 after confirming successful delivery rates above 80%.

Step 4: Monitor Progress

  • Watch the campaign dashboard for real-time stats: total calls, answered, failed, in-progress
  • Review call logs for individual call status and duration
  • Pause or adjust if failure rate exceeds 30% — investigate provider or number quality issues before continuing
  • Monitor voice minute consumption rate against your remaining balance
  • Check for patterns: if failures cluster around specific area codes or time windows, those contacts may need cleaning

Step 5: Analyze Results

Post-Campaign Metrics

After the campaign completes, review these metrics:

MetricWhat to CheckAction
Answer RatePercentage of calls that were answeredBelow 30%: review contact quality and calling hours
Average DurationHow long recipients stayed on the lineBelow 10 seconds: audio may not be engaging; consider A/B testing
Completion RateCalls that played full audioBelow 70%: review audio length and opening hook
DTMF ResponsesKeypress interactions (if IVR)Low interaction: review menu clarity and options
Failure RateCalls that did not connectAbove 20%: investigate provider, number format, or DND issues

Post-Campaign Actions

  • Export call logs for record-keeping and analysis
  • Tag contacts who answered vs. did not answer for future segmentation
  • Update your contact list to flag invalid/non-working numbers
  • Document lessons learned: what worked, what didn’t, what to try next time
  • Archive campaign audio and reports for future reference

Tips

  • Always test with a small batch (10-20 contacts) before full launch
  • Choose appropriate calling hours for your audience: B2B during business hours (10 AM-6 PM), B2C slightly broader (9 AM-8 PM)
  • Monitor voice minute balance during large campaigns — a 10,000-contact campaign at 60 seconds each consumes ~170 hours of voice minutes
  • Pre-upload and test audio files a day before scheduled campaign launch to allow time for fixes
First Time SetupWhatsApp Campaign Setup