Add Past Clients to a Reconnect Campaign
Streamline your past client follow-up by uploading your past clients into a segmented list and starting a past client reconnect campaign. CallAction uses a pre-written, proven drip campaign template with voicemails and text messages to re-engage your past clients.
Basic Workflow to Re-Engage Your Past Clients
Start Reconnect campaign
This entire process should take about 15 mins total if you have your past clients in CRM or spreadsheet.
Setup a Reconnect Campaign to Re-Engage Your Clients
Let's get started with a reconnect campaign.
Prepare Your List of Past Clients
You'll want to prepare your list of past clients to upload into CallAction. We will need a CSV file format with the following fields at minimum in this same order.
Phone (mobile)
Email
Optional fields in this exact order.
First Name
Last Name
Street Address
City
State
Zip
Tags
You can get the CSV template here.
Learn how to export follow up boss contacts.
We suggest you segment your past clients into multiple lists by year closed or use tags. This makes it easier for you to personalize your drip campaigns or call sessions.
Upload Past Clients into CallAction
Login to CallAction
Click on Profile
Click on Upload Contacts
Select CallAction number for the campaign
Enter tag(s) for the list
Accept terms
Click Upload Contacts
Your list of past clients will be uploaded and phone numbers verified via processing. Once the list is uploaded, you'll be able to start the reconnect campaign.
Start a Past Client Reconnect Campaign
Go to Uploaded Contacts
Click on Upload Details
Select Reconnect campaign to Start Engaging Contacts
Click Start Reconnect Campaign
Record Past Client Voicemails & Launch Past Client Reconnect Campaign
Record the reconnect voicemails instructions
Select recorded voicemails in correct order
Click Start Reconnect Campaign
Manage Running Past Client Reconnect Campaign
You can manage running past client reconnect campaigns to slow down or increase delivery cadence, pause or end the re-engagement campaigns.
You can also use our dialer to manually call leads and when leads respond. Our lead to call automations allow you to assign a new drip campaign to nurture loan term.
Do You have Past Clients to Reconnect with?
Setup a free, obligation 14-day trial of CallAction. You'll be able to immediately start re-engaging your past clients with a reconnect campaign.