™Inside sales and calling teams
Work from a shared script and record consistent campaign outcomes.
ATLICH™ CAMPAIGNS · ORGANISED OUTREACH
One campaign.
A team moving together.
Bring the audience, agent instructions, follow-up work and campaign results into a shared structure. Make the work behind your outreach easier to organise and review.
Sign in to use the tools available to your workspace.
WHAT IT IS
What is ATLICH™ Campaigns?
Campaigns is the outreach coordination area within ATLICH™ CRM. It brings together campaign leads and team activity with a builder for scripts, custom fields, outcome labels and quality-review criteria. The goal is to give a campaign a consistent working structure.
WHY IT MATTERS
Consistency across the team.
A campaign is more than a list of contacts. Agents need the right instructions, managers need consistent outcomes and follow-ups need to stay attached to the right work. A shared campaign structure helps the team collect comparable information instead of working from different scripts and scattered notes.
WHO IT IS FOR
Built around real responsibilities.
Start with the part of the work your team needs to organise.
Campaign managers
Organise the audience, working instructions and performance review.
Quality reviewers
Use defined criteria to review how campaign conversations are handled.
WHAT YOU CAN DO
Campaigns, in more detail.
Explore the tools that support this workflow. Availability follows your workspace, role and configuration.
Campaign organisation
Keep campaign leads and activity grouped so the team can focus on the relevant outreach work.
Agent scripts
Prepare the greeting, verification steps, pitch, required language and closing instructions in the campaign builder.
Custom data fields
Define text, long-text, number, date and select fields to capture information specific to the campaign.
Required information
Mark fields as required and define selection options where a consistent response format is useful.
Outcome labels
Configure dispositions such as Interested, Callback or Converted so the result of a conversation can be recorded consistently.
Quality and performance review
Define weighted quality criteria and review available campaign activity and metrics. Use connected channel data where integrations are configured.
HOW IT WORKS
A practical way
to get started.
Use a clear sequence, keep the information current and review the work with the people responsible for it.
Go to Campaigns- 01
Define the purpose
Decide the audience, campaign objective and information the team needs to collect.
- 02
Prepare the workspace
Organise the leads and team. Set the script, custom fields, outcomes and quality criteria.
- 03
Coordinate outreach
Work through the campaign using the configured tools. Record outcomes and keep follow-ups attached to the activity.
- 04
Review and adjust
Review available results and quality feedback. Update the approach based on what the team learns.
AN EXAMPLE IN PRACTICE
A calling campaign for a new service enquiry list.
A manager prepares a script and adds fields for interest level, preferred callback date and service requirements. Agents work from the same instructions and choose consistent outcome labels after each conversation. Quality reviewers use the defined criteria, while the manager reviews campaign activity to decide which leads need another conversation.
What this makes easier
The team shares a consistent process without losing campaign-specific details.
Where do I find Campaigns in the app?
Campaigns sits within the CRM workspace. The Open Campaigns button takes you to its campaign view after sign-in.
Can each campaign have a different script?
The campaign builder provides a script field for the selected campaign, along with campaign-specific fields and outcome definitions.
Can I change the information agents collect?
Yes. The builder supports several field types, required fields and options for select fields. Decide the information you need before the team begins work.
Does this send messages across every channel automatically?
No. Channel activity depends on the integrations and configuration available in your workspace. Review each channel’s setup before planning an outreach workflow.
ATLICH™ CAMPAIGNS
Bring the next step
into your workspace.
Open Campaigns and continue with your team’s account.