Outbound campaigns quickstart
Build a simple personalized outbound campaign that conducts post-service feedback and follow-up calls to improve customer experience
Overview
Build a simple personalized outbound campaign using Vapi that conducts post-service feedback and follow-up calls to improve customer experience and gather valuable insights from your customers.
In this quickstart, you’ll learn to:
- Set up an outbound campaign with customer data
- Configure personalized feedback collection calls
- Launch and monitor campaign performance
- Access detailed call outcomes and analytics
Prerequisites
- A Vapi account
- Phone number set up in your organization with a provider like Twilio (Vapi free numbers do not work for Outbound Campaigns)
- Recipient information ready in CSV format
- An existing Assistant configured in your account
1. Launch a Campaign
Create a new campaign
- Click Create Campaign
- Enter a Campaign Name (e.g., “Post-Service Feedback Campaign”)
- Select Campaign Type based on your feedback collection needs
Configure phone number
Select a phone number from your available numbers. This must be a number from your phone provider (like Twilio), not a Vapi free number.
Manage recipients
Upload your customer list:
- Click Manage Recipients
- Upload your CSV file with customer information
- Review the recipient list for accuracy
- Follow best practices on how to format your CSV file