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FAQ & Glossary

Frequently Asked Questions and everything you need to know about Optimized.App and its key functionalities & terms

Taneli Karjula avatar
Written by Taneli Karjula
Updated over 2 weeks ago

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.

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