Create a Press-1 Campaign with the Survey Editor

A press-1 survey calls your contacts with your proposition and invites them to press 1 to speak to an agent. When they press 1, the call is transferred to your call centre, where the agent can make the sale. Press-1 transfers are used for lead generation in outbound call centres and are highly effective.

The video explains in detail how to build the survey. Here are the steps.

1. Add a survey with a multi-choice node

Add a new survey, then a multi-choice node that plays your message, either a recorded audio file or text to speech, for example “press 1 to speak to an agent, or 9 to stop receiving these calls”. The value entered against each key appears in the survey reports.

Tip: prototype the survey with text to speech first, then use the text as the script for your voice talent.

2. Add a call transfer node

Add a call transfer node and enter your call centre’s number in the phone number field. You can also route the call through a specific gateway, for example sofia/gateway/my.gateway/12345. If your carrier needs a prefix, add it here.

The transfer passes the contact, campaign and call IDs in SIP headers, so your call centre software can look up the contact and show a screen pop.

3. Add a DNC node

Add a DNC node: it adds the caller’s number to the Do Not Call list selected in the campaign, so they aren’t called again.

4. Set up the branching

Use survey branching so that pressing 1 goes to the transfer node and pressing 9 goes to the DNC node. Mark the transfer node as survey complete, so contacts who hang up earlier can be called back, and end the other branches with a hangup node.

5. Create the campaign

Create a voice broadcast campaign that uses this survey, your phonebook and the DNC list. With answering machine detection, you can play the message to people only and hang up on voicemail, or leave a different message after the beep.

Read more about press-1 campaigns or the survey nodes documentation. For more information or a demo, please contact us.