Your First Outbound Campaign: A Complete Walkthrough
You've got a list of prospects. You want your team dialing through it fast — with scripts, voicemail drops, and CRM logging — instead of manually punching numbers one at a time. This guide takes you from zero to a running campaign in JustCall's Sales Dialer.
Time to complete: 20–30 minutes (setup), then your team starts dialing Plan required: Pro or higher (Sales Dialer requires Pro)
Step 1: Pick your dialer type
JustCall offers three dialers. Pick the one that matches your team's workflow:
| Dialer | How it works | Best for |
|---|---|---|
| Power Dialer | Dials one number at a time, waits for agent to finish before dialing the next | Reps who need time between calls for notes, follow-ups |
| Predictive Dialer | Dials multiple numbers simultaneously, connects answered calls to available agents | High-volume teams that prioritize talk time over prep time |
| Dynamic Dialer | Pulls contacts from your CRM in real time instead of a static list | Teams whose call lists change frequently (e.g., new inbound leads) |
Starting out? Go with the Power Dialer. It's the simplest to configure and gives reps the most control. You can switch later without rebuilding your campaign.
Detailed guide: Choose your sales dialer
Step 2: Get your outbound numbers ready
You need at least one phone number to dial from. A few things to consider:
- Local presence. JustCall can automatically match the caller ID area code to the prospect's area code. This lifts answer rates by 30–40% on average. You'll need numbers in the area codes you're calling into. Enable this in campaign settings.
- Number health. Carriers flag numbers that get reported as spam. JustCall's number health dashboard shows which numbers are at risk. Rotate numbers before they get flagged.
- Caller ID name. Set a recognizable business name on your numbers so prospects see "Acme Sales" instead of an unknown number.
If you already have numbers assigned for outbound calling, skip ahead to Step 3.
Detailed guide: Local presence dialing · Number health management
Step 3: Create your campaign
- Go to Sales Dialer → Campaigns → Create Campaign.
- Name the campaign (e.g., "Q1 Outreach — West Coast SMBs").
- Select your dialer type (Power, Predictive, or Dynamic).
- Choose the outbound numbers your team will dial from.
- Set the calling window. JustCall enforces timezone-based restrictions — you can't call contacts outside legal calling hours. Set your window (e.g., 9 AM – 6 PM local time for the contact).
- Hit Create.
Your campaign is now a shell. Next step: add contacts.
Detailed guide: Creating a dialer campaign
Step 4: Add contacts
Three ways to get contacts into your campaign:
- CSV upload. Export your list from your CRM or spreadsheet. Map columns to JustCall fields (name, phone, email, company). JustCall deduplicates automatically.
- CRM sync. If you've connected HubSpot, Salesforce, or Pipedrive, pull contacts directly from a list, view, or saved filter in your CRM.
- Manual add. Add individual contacts from the campaign screen. Fine for small lists, impractical for anything over 50.
Check that phone numbers include country codes. JustCall won't dial numbers without them, and the campaign will skip those contacts silently.
Detailed guide: Uploading contacts to a campaign · Campaign from CSV
Step 5: Set up scripts and disposition codes
Give your reps a script to follow and a way to tag the outcome of each call.
Scripts:
- Go to your campaign settings → Scripts.
- Write or paste your call script. You can include merge fields like
{{contact.first_name}}and{{contact.company}}so the script personalizes for each call. - The script shows on the agent's screen during every call.
Disposition codes: Disposition codes tag the outcome: "Connected — Interested," "Voicemail," "Wrong Number," "Not Interested." These feed your analytics and reattempt rules.
- Go to Settings → Disposition Codes (or set them per-campaign).
- Create codes that match your sales process. Keep the list short — 6–8 codes max.
- Make disposition mandatory so reps can't skip it.
Detailed guide: Sales scripts · Disposition codes setup
Step 6: Configure voicemail drop
Most outbound calls go to voicemail. Pre-recorded voicemail drops save your reps 30–45 seconds per call.
- Go to campaign settings → Voicemail Drop.
- Record or upload a voicemail message (30 seconds max — shorter is better).
- Enable voicemail detection. When JustCall detects a voicemail greeting, the rep sees a "Drop VM" button. One click drops the message and moves to the next call.
You can create multiple voicemail recordings and let reps pick the right one per situation.
Detailed guide: Voicemail drop setup
Step 7: Set reattempt rules
Not every call connects on the first try. Reattempt rules automatically re-queue contacts who didn't answer.
- Go to campaign settings → Reattempt Rules.
- Set how many times to retry (3 attempts is standard).
- Set the wait time between attempts (e.g., 4 hours, then 1 day, then 3 days).
- Choose which dispositions trigger a reattempt (typically "No Answer" and "Voicemail" — not "Wrong Number" or "Not Interested").
Detailed guide: Reattempt rules
Step 8: Launch and monitor
Your campaign is ready. Here's how to go live:
- Go to your campaign → click Start Campaign.
- Agents open the dialer from Sales Dialer → My Campaigns and click Start Dialing.
- Calls begin. The agent sees the contact info, script, and disposition options on their screen.
While the campaign runs, monitor from the Campaign Analytics dashboard:
- Connect rate — percentage of calls answered. Below 15%? Check your number health and caller ID.
- Avg talk time — are reps having real conversations or getting hung up on quickly?
- Disposition breakdown — see outcomes at a glance. High "Wrong Number" rate means your list needs cleaning.
- Calls per hour — Power Dialer averages 40–60 calls/hour per rep. Predictive can hit 80+.
Detailed guide: Campaign analytics · Call analytics dashboard
Common first-campaign mistakes
| Mistake | Fix |
|---|---|
| Calling without local presence | Enable it in campaign settings. Answer rates jump 30–40% |
| No voicemail drop | Record one before launch. You're wasting 30s per VM without it |
| Too many disposition codes | Keep it under 8. Reps won't use a 20-item dropdown consistently |
| Skipping reattempt rules | Set them. Most connects happen on attempt 2 or 3 |
| Not setting calling hours | JustCall blocks out-of-window calls, but your reps will sit idle if the window is misconfigured for the contact's timezone |
What's next
- Connect your CRM so call outcomes sync automatically: Dialer CRM integrations
- Build workflows to auto-send emails or SMS after specific dispositions: Dialer workflows
- Review agent performance across campaigns: Agent analytics dashboard