Outbound
Outcoming actions such as Outbound Call from you to your customer.
Inbound
Incoming actions such as Inbound Call from your customer to you.
Module
Reusable message unit within a Campaign, such as an SMS message or a Voice Call script. Each Module contains its own content and multistep dialogues can be built on easy-to-use Workflow Builder.
Modules can be swapped in and out which enables easy optimization without disrupting live Campaigns.
Voice Module
Reusable message in Voice channel. Can be either IVR Call Script or Voice AI Call Script.
Email Module
Reusable message in Email channel.
2-Way SMS Module
Reusable message in SMS channel using virtual mobile number. 2-way means that the SMS can be replied to and the user can build any desired multistep Flow consisting of informative SMS's, keyword conditions and open-ended questions.
SMS Module
Reusable message in SMS channel using numeric or alphanumeric SMS Sender ID. Only for one-way messaging.
SMS Segment
SMS may consist of multiple SMS Segments and each segment is sent as an individual SMS. An SMS segment is typically 160 characters long when using the standard GSM-7 character set. If the message exceeds this limit, it’s split into multiple segments—each then containing 153 characters.
SMS Variable
To use variables in your SMS, include them in curly braces, like {{variable}}. The system will automatically fill in the correct information for that variable as long as the variable name matches a field in your contact information.
For further reading, see Attributes.
Campaign
Campaign is a single communication effort with its own content made up of Modules, settings and configurations such as Calling Number and Additional Attempts. Campaigns are then scheduled to desired contacts at a chosen time.
Depending on factors like the campaign’s length, goal, channel selection, and number of messages, you can choose either a Broadcast or a Sequence.
Broadcast Campaign
Broadcast Campaign sends a single-channel message and is therefore using only one Module. Use it when you want to deliver one Voice / 2-Way SMS / SMS / Email.
Sequence Campaign
Sequence Campaign sends series of messages in one key channel or multiple. Sequence Campaign uses multiple Modules. Payment Reminder example:
Bad Debt Prevention: Soft SMS before the invoice is even overdue
DPD 2: soft Voice Reminder for overdue payment
DPD 2: Also Email Reminder (omnichannel)
DPD 3: Second Attempt of the Voice Reminder
DPD 6: more demanding SMS
....
(DPD = Days Past Due)
Campaign Template
Pre-designed set of Modules tailored to a specific use-case following industry's best practices. Campaign Templates help you get started quickly and you can of course customize them to your needs.
Schedule
A Schedule defines when your Campaign is launched and to which Contact List. Each Schedule is created using the current settings in that Campaign. After that, you can freely change the settings — it won’t affect the schedules that have already been created.
Dashboard
The Dashboard is the front page of Optimized.App and it provides an overview of ongoing and completed campaigns, key performance metrics and short summaries of recent activity. In addition to self-service reports we aim to send our customers other high-quality reports, for example on a monthly basis.
Campaign Schedule Report
Metrics for a specific Campaign Schedule i.e.:
Voice Campaign "Employee Survey" | today at 12.00 | to B2B Customers
Custom Date Range Report
Metrics for a specific Campaign at given date range.
Recommendation Engine
Each contact can be reached through the best channel at the best possible time for them. Our AI-assisted algorithm can improve the reach and efficiency of your outreach by double-digit percentages.
Contact List
XLSX or CSV List of Contacts and their information.
Profile
Each Contact has their own Profile in our system which provides
Attribute
Attributes are contacts' data fields you choose to import. Phone Number and one additional Primary Field is enough but with more imported data you can build more tailored and personal messaging for example by being able to add first names and other identifiers to your messages, send payment information via SMS, maintain profile-specific data on payment status, and other ways to enhance communication and its effectiveness in related processes.