Review and sign

Review is the builder's last step. It shows every choice you made on one page, checks that the campaign is ready, and asks for your signature. Your signature approves the script (and the follow-up text, when the campaign sends one) and authorizes us to produce and deliver the campaign to your list.

Before you start

• Every step before Review is complete. A step that is not shows in the checks, with a way back to it.

• Your wallet holds credits.

Check every choice

1. Read the card at the top: the campaign's name, its message mode, how many contacts, and when it starts. Under it: up to how many credits it can spend, and "A credit is spent only on a delivered voicemail."

2. Read each group under it:

   • Campaign: Name and Message.

   • List: File, with how many contacts are ready and how many are set aside.

   • Voice and message: Voice, Script and Length. Read the whole script opens it in full.

   • When: Starts, Time with your business's time zone, and Goes out.

   • Follow-up: Campaign line, Callbacks ring, and Text after, sent on the consent you confirm when you sign. With the text on, The text shows its words, with the details from your list marked.

   • Credits: This campaign, In your wallet and After.

3. To change a choice, select Edit beside its group. The builder takes you to that step. Select Next until you are back on Review.

The checks

Under the groups, five checks say whether the campaign is ready:

• List ready, with the number of contacts

• Voice chosen

• Script inside the limit

• Start inside calling hours

• Text has its sender details, or Campaign line chosen for a campaign without a follow-up text

A check that fails names what is wrong and shows Fix it on with the step's name. Select it to go there.

Credits

• This campaign reads "Up to" the number of contacts: one credit at most for each.

• In your wallet is what your wallet holds now.

• After is what is left if every voicemail is delivered. A miss comes straight back.

See When credits run short.

Sign and submit

1. Under Sign to submit, type your Full name.

2. Sign in the Signature box with a finger or the mouse. Or select Sign with my name to sign with the name you typed. Clear starts the signature again.

3. Tick the box. Its label holds the authorization: "I approve this script and authorize The Call Guy to produce and deliver this campaign to my list on my behalf." When the campaign sends a follow-up text, it reads "I approve this script and follow-up text and authorize The Call Guy to produce and deliver this campaign to my list on my behalf." The campaign keeps the exact sentence you signed. Under it, in the same label, is the consent the box confirms too: "Everyone on this list gave my business express consent to be called and texted, and my business is responsible for that consent." Our terms on lists and consent opens the terms in a new tab.

4. Select Submit for review.

If something is missing when you select Submit for review, a notice titled Before you submit: lists each thing still to do, such as "Type your full name." or "Tick the authorization box."

What is kept with the campaign

When you submit, the campaign keeps:

• the words you signed under, and which version of them;

• your typed name and your signature;

• when you signed, and the sign-in that signed.

They show on the campaign's page, in Details at the foot of the page. Signed by gives the signer's name and the day. Under What they hear, the Sign-off record gives who signed, when, and the signature. The Trail lists the signing too, as Signed by and the signer's name.

Good to know

• Any seat that can build a campaign can sign it. The signature is the person's own. On a store that chose Send on my own, the last button reads Sign and schedule, and only the account owner or an Admin can sign: a Member builds the campaign and asks one of them to finish it.

• Once you submit, our team has the campaign. See Change or cancel a campaign.

Related

• Build a campaign

• How the team reviews a campaign

• Consent comes first

• How credits work