Learn how to set up and effectively manage a winning live transfer campaign for your organization.
A voice broadcasting live transfer occurs when one of your contacts presses the 'transfer digit' after answering an automated call. The transfer digit can usually is 1. The other important dedicated keypad digit is 9 for removal requests.
Here's how to set this up.
First, in the live answer recording for people who answer and say 'hello', your recording will say something like "To schedule your annual maintenance appointment now, please press 1 to be transferred to our office. If you'd like to be removed from our customer calling list, please press 9. Thank you."
Second, in the settings, you'll assign 1 as the transfer digit along with the 'transfer to' phone number. It can be the same phone number as the Caller ID or it can be a different phone number.
The 9 digit is a preset setting to allow people to easily press a digit that's on the opposite corner of the keypad.
When a contact presses 9, our system automatically adds their phone number to your call block list.
Even though you're calling home services customers or donors, it's very important to be respectful. It's actually rare to get a removal request because your contacts want to receive updates and reminders from your organization.
Prior to every call broadcast, Sigma Voice 'scrubs' your contacts against your call block list.
Also, you can manually add phone numbers individually as well.
Also, if one of your contacts accidentally presses 9, you can remove that phone number from your call block list.
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Check out the Sigma Voice blog to learn about mass calling and texting best practices.