How to Use the Call Manager

Build out a strategic calling plan with the Elevate Marketing's Call Manager.

Taryn Wickel avatar
Written by Taryn Wickel
Updated over a week ago

The Call Manager is not only your first stop for Outbound Calling, it's also a great tool to help you use Outbound Calling as efficiently as possible. Here we will walk you through using the Call Manager and call out a few tips that may help your store make the most of their calls.

Using the Call Manager

After choosing a location you will be calling from, you have two calling groups to choose lists, or buckets, from. The first is the customer retention calling group. Think of this group as the new customer journey through being a happy and loyal Boost Mobile customer. You'll find 5 call groups here: GSF Welcome + Pre-2MR Check-In, GSF 3rd/4th Month Check-In, GSF Pre-6MR Check-In, GSF Loyalty (6 Months +), and Legacy Customer (All).

The second is the promotional calling group, which has calling buckets based upon current Boost Mobile campaigns and promotions if any are available. Think of this group as the way to keep your loyal customers happy Boost Mobile customers.

After choosing a group and bucket, you will be given three options to choose from within the bucket. Customers that have never been called, that have been previously called, and or all customers within the group.

We recommend starting with customers who have never been called first and then continuing to those previously called. Using this method should significantly increase your number of connected calls. NOTE* Your customers will appear in the previously called list only once they have been called and that call has been properly dispositioned.

Once you have chosen an option, you will be given a customer list. In here, you can filter to an even greater depth to reach the exact customer you need to contact. Options are plan, network, last disposition, even language preference, and more. Utilize these filters to create a focused campaign of calling customers that your store(s) need to see in the door.

From there, you know the rest, make the call and bring in the customer! So, with all of these filters and options, what is the best way to create a calling campaign with the Call Manager? Here are two examples that we think could give you an idea of approaching it with your locations. We hope this helps you connect more calls and reach all of your stores’ goals.

  1. Have an excess of a particular accessory in stock? Prioritize customers with devices that match your excess accessories and invite them in for a deal when they pay their next bill at your store.

  2. Want to drive new activations? Check in with your 2 & 3 line family plan customers within your loyalty lists to see if they could benefit from an additional line through an Add A Line.

As always, if you have any questions, reach out to our support team at 877.839.8777 or marketingsupport@boostelevate.com.

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