Quick Guide to Taalk Campaign

📂 1. Active Campaigns & Their Purpose

Each campaign record includes:

• Name

• Status: LIVE, PAUSED, DRAFT

• Type: SMS, RVM (Ringless Voicemail), INBOUND, OUTBOUND

Navigation Shortcuts:

• Dashboard – Real-time session activity and call flows

• Report – Summarized campaign results

• Contacts – Uploaded leads list

• Settings – Configuration and assignment controls

➡️ Official Guide: Start or Pause a Campaign

📤 2. Uploading a List of Contacts

Steps:

1. Click Upload CSV

2. Ensure your file includes required headers:

   first_name, last_name, phone

Taalk-Specific Headers for enhanced tracking:

Use columns like Taalk_Address, Taalk_City, Taalk_State, Taalk_Zip, etc.

➡️ Advanced: Managing Contacts via API

📊 3. Reviewing Campaign Performance

Location: Navigate to the Report tab within any campaign.

Key Metrics:

• Total outreach volume

• Successful engagements

• Voicemails, DNC, No Answer, etc.

Filters: Use date ranges or result types to drill down into performance insights. More to read about the metrics here: Key Performance Metrics Reporting

📈 4. Reviewing Individual Sessions & Calls

Go to: Dashboard tab

You’ll be able to:

• View each session and contact outcome

• Identify voicemail vs. live pickup

• Listen to audio recordings

• Review full AI-generated transcripts

• Monitor outcomes: transfer, hang-up, or agent intervention

Ideal for quality assurance and troubleshooting lead responses.

📽️ 5. Prefer a Video Walkthrough?

🎥 Watch: Taalk Platform Walkthrough – YouTube