Scheduling a call back

You can schedule a call back during or after a call with a prospect by selecting the “Schedule Call Back” button on the right panel. You will prompted to select a date and time for the call back. You can also indicate the time zone for the call back. For example, if you enter the call back as 7 pm Central time, and you are calling from Eastern time, the prospect will be queued for callback at 8 pm Eastern time for you.

Note: When you enter call back, this overrides the campaign Play sequence. The call back will automatically become the next step for the prospect, and any further emails, calls, and text messages will be put on hold.

When it’s time to call the prospect back, Guided Fundraising tries to assign the same agent to the call back. The system waits up to 5 minutes after the scheduled time for the specific agent to become available. However, if that agent is on a call with another prospect, or is unavailable that day, it will assign the call to the next available agent in that campaign after 5 minutes.

For example, if you entered a call back, Guided Fundraising will try to assign the prospect to you at the time of the call back. If you are unavailable, or on a call with another prospect, Guided Fundraising will automatically assign the callback to the next available agent after 5 minutes.

When you are calling someone with a scheduled callback, you'll see the following prompt so that you know the prospect is expecting your call: