***
title: Campaign Example - Renewal Reminders
description: >-
A complete walkthrough of setting up an outbound campaign for 30-day renewal
reminders, from start to finish.
--------------------------------
# Campaign Example: 30-Day Renewal Reminders
This guide walks you through the complete process of creating, configuring, and launching an outbound campaign with Gail to proactively remind your clients about their upcoming renewals 30 days in advance.
Setting up renewal reminders is a fantastic use case for Gail. This example demonstrates how to create a campaign from scratch, including optional sequences and redialing rules to maximize your success.
## Overview
This campaign will:
* Automatically call clients 30 days before their policy renewal
* Deliver a personalized reminder message
* Offer to connect them with a representative
* Follow up if the initial call isn't successful
* Handle different call outcomes intelligently
Before rolling out to all clients, test your campaign with a small group (or even just your own phone number) to ensure everything works as expected.
***
## Part 1: Preparing Your Campaign Essentials
Before creating the campaign itself, you need to prepare the "what" (your message) and the "who" (your contacts).
### Step 1: Create Your Outbound Script
The script defines what Gail says during the call. This is the core of your renewal reminder.
1. Log into your GAIL portal
2. In the left-hand navigation menu, click **Outbound** then select **Outreach**
3. Click the **Scripts** tab at the top
4. Click the **New Script** button
#### Configure Your Script
**Script Name:** Give it a clear, descriptive name
```
30-Day Renewal Reminder
```
**Greeting:** What Gail says when the call is answered
Hello \[Client Name], this is Gail, your AI assistant from \[Your Agency Name]. I'm calling about your upcoming renewal.
**Main Body / Use Cases:** Define the purpose and flow of the conversation
1. Click **Add Use Case**
2. Choose or create a use case like "Inform about Renewal"
3. Configure the dialogue:
Your \[Policy Type] policy is set to renew on \[Renewal Date]. We wanted to remind you and ensure you have all the information you need. Would you like to speak with a representative to review your options or answer any questions?
**Goodbye:** How Gail ends the call
Thanks for your time, \[Client Name]! Have a great day.
5. Click **Save Your Script**
You can customize these scripts with dynamic fields like client names, policy types, and renewal dates if your contact list includes that information.
### Step 2: Prepare Your Contact List
Create a list of clients whose policies are renewing in 30 days. Each contact needs a name and phone number at minimum.
1. In the left-hand navigation menu, click **General** then select **Contacts**
2. Click **Upload Contacts** (or manually add contacts)
3. Ensure your list includes:
* Contact names
* Phone numbers
* (Optional) Policy type, renewal dates, and other custom fields
4. Create a specific **Contact List** for these clients:
```
Clients Renewing in 30 Days
```
Keep your contact lists organized by campaign type. This makes it easier to track results and update contacts as campaigns run.
***
## Part 2: Building Your Campaign
Now that your script and contacts are ready, you'll create the actual campaign.
### Step 3: Create a New Campaign
1. Log into your GAIL portal
2. In the left-hand navigation menu, click **Campaigns**
3. Click the **New Campaign** button
### Step 4: Fill in Campaign Details
Configure the following settings:
| Setting | Value | Description |
| ------------------------ | ------------------------------------------------ | ------------------------------------------------ |
| **Campaign Name** | 30-Day Renewal Outreach | Clear, descriptive name for internal use |
| **Campaign Description** | Automated calls for policies renewing in 30 days | Optional notes about the campaign's purpose |
| **Advanced Campaign** | ON (toggle) | Enable this to use Sequences and Redialing Rules |
| **Script** | 30-Day Renewal Reminder | Select the script you created in Step 1 |
| **Contact List** | Clients Renewing in 30 Days | Select the contact list from Step 2 |
If you don't plan to use Sequences or Redialing Rules, you can leave **Advanced Campaign** off for a simpler setup. For this example, we'll enable it to demonstrate the full capabilities.
***
## Part 3: Advanced Options (Recommended)
These optional steps enhance your campaign's effectiveness by automatically handling follow-ups and different call outcomes.
### Step 5: Creating a Sequence for Follow-Up
A sequence defines a series of actions Gail should take based on conditions or timing. For renewal reminders, you might want Gail to call back after a few days if the first attempt isn't successful.
#### Access Sequences
You can manage sequences in two ways:
* **Within the campaign:** If you enabled 'Advanced Campaign', manage sequences directly in the campaign setup
* **Separately:** Navigate to **Outreach** in the left sidebar, then click the **Sequences** tab
#### Configure Your Sequence
1. Click the **Create Sequence** button
2. Fill in the details:
| Setting | Value | Description |
| --------------- | ---------------------------------------- | -------------------------- |
| **Name** | Renewal Follow-Up Sequence | Descriptive name |
| **Description** | Follow-up for unsuccessful initial calls | Purpose of the sequence |
| **TimeZone** | Your timezone | Used for scheduling delays |
3. **Set Conditions (Optional):**
* **Condition:** If initial call was 'No Answer'
* **Operation:** Equals
* **Value:** No Answer
You can leave conditions blank to apply the sequence to all contacts, or set specific triggers based on call outcomes.
4. **Configure the Delay:**
* **Delay:** 3
* **Unit:** Days
This means Gail will wait 3 days before attempting the follow-up.
5. **Select Script:**
* Choose the same "30-Day Renewal Reminder" script, or create a modified follow-up version
6. **(Optional) Add Additional Schedules:**
* You can add multiple steps with different delays and scripts
* Example: First follow-up at 3 days, second at 7 days
7. Click **Save**
#### Apply Sequence to Campaign
If you created the sequence separately, apply it to your campaign:
1. Open your "30-Day Renewal Outreach" campaign
2. Navigate to the **Sequences** section
3. Select your "Renewal Follow-Up Sequence"
4. Save the campaign
### Step 6: Creating Redialing Rules
Redialing rules tell Gail how to handle specific call outcomes (busy, no answer, voicemail) to ensure efficient follow-up attempts within the same campaign.
#### Access Redialing Rules
You can manage redialing rules in two ways:
* **Within the campaign:** If you enabled 'Advanced Campaign', manage rules in the campaign setup
* **Separately:** Navigate to **Outreach** in the left sidebar, then click the **Redialing** tab
#### Configure Your Redialing Rule
1. Click the **Create Redialing Rule** button
2. Fill in the basic settings:
| Setting | Value | Description |
| --------------------------------------- | -------------------- | ------------------------------------ |
| **Name** | Renewal Redial Logic | Descriptive name |
| **Max Communications per Contact** | 5 | Maximum total attempts per contact |
| **Max Communications per Phone Number** | 3 | Maximum attempts per specific number |
3. **Define Outcomes & Actions:**
This is where you specify how Gail reacts to different call results.
#### Example Redialing Configuration
**Outcome 1: No Answer**
* **Action:** Redial
* **Delay:** 120 minutes (2 hours)
* **Reasoning:** Person might be temporarily unavailable
**Outcome 2: Left Voicemail**
* **Action:** Resolve
* **Delay:** N/A
* **Reasoning:** Message delivered successfully, campaign complete for this contact
**Outcome 3: Busy**
* **Action:** Redial
* **Delay:** 60 minutes (1 hour)
* **Reasoning:** Try again shortly
**Outcome 4: Contacted - Interested**
* **Action:** Resolve
* **Delay:** N/A
* **Reasoning:** Successful contact, campaign complete
**Outcome 5: Wrong Number**
* **Action:** Try Next Number
* **Delay:** 0 minutes (immediate)
* **Reasoning:** Move to alternate contact number if available
**Understanding Actions:**
* **Redial:** Calls the same number again after the specified delay
* **Try Next Number:** If the contact has multiple numbers, tries the next one
* **Resolve:** Marks the contact as finished for this campaign
4. Click **Save Your Redialing Rule**
#### Apply Redialing Rule to Campaign
1. Open your "30-Day Renewal Outreach" campaign
2. Navigate to the **Redialing Rules** section
3. Select your "Renewal Redial Logic" rule
4. Save the campaign
***
## Part 4: Launching Your Campaign
You're now ready to launch your campaign and start reaching out to clients!
### Step 7: Review and Start Your Campaign
1. Navigate to your **Campaigns** page
2. Find your "30-Day Renewal Outreach" campaign
3. Click on the campaign to review all settings:
#### Pre-Launch Checklist
* [ ] Campaign name and description are clear
* [ ] Correct script is selected
* [ ] Right contact list is attached
* [ ] Sequences are configured (if using)
* [ ] Redialing rules are set up (if using)
* [ ] Calling hours are appropriate
* [ ] Test call completed successfully
**Important:** Always test first! Create a small test contact list with just your own phone number to verify the experience before launching to all clients.
4. Once everything looks good, click the **Start** button to launch your campaign
### What Happens Next
Once started, Gail will:
1. Begin calling contacts from your designated list
2. Deliver your renewal reminder message
3. Handle responses according to your script and use cases
4. Follow your specified sequences for unsuccessful attempts
5. Apply redialing rules to different call outcomes
6. Track all results in the campaign dashboard
***
## Monitoring Your Campaign
### Real-Time Dashboard
Monitor your campaign's progress from the Campaigns dashboard:
* **Calls Made:** Total number of call attempts
* **Connected:** Calls that reached a person
* **Completed:** Successful conversations
* **In Queue:** Contacts waiting to be called
* **Outcomes:** Breakdown of call results
### Adjusting Active Campaigns
You can make changes while the campaign is running:
* **Pause/Resume:** Temporarily stop the campaign
* **Adjust Schedule:** Change calling hours
* **Update Scripts:** Modify what Gail says
* **Add Contacts:** Include more people in the campaign
Changes to scripts or sequences will only affect future calls, not ones already in progress.
***
## Results and Analytics
After your campaign runs, review the results:
### Key Metrics
* **Connection Rate:** Percentage of calls that reached a person
* **Completion Rate:** Percentage that achieved the desired outcome
* **Average Call Duration:** How long conversations lasted
* **Outcome Distribution:** Breakdown of all call results
### Exporting Data
Export detailed results for further analysis:
1. Open your campaign
2. Navigate to the **Results** tab
3. Click **Export** to download a CSV with all call details
***
## Tips for Success
### Test Before Scaling
Always run a pilot with a small group before launching to your entire contact list. This helps you:
* Verify the script sounds natural
* Check that timing and pacing feel right
* Ensure contacts are receiving the correct information
* Identify any technical issues
### Optimize Based on Results
After your initial campaign, review the data:
* Which scripts had the highest completion rates?
* What time of day had the best connection rates?
* Which redialing delays were most effective?
Use these insights to refine future campaigns.
### Keep Scripts Conversational
Write scripts that sound natural and friendly, not robotic:
* Use contractions ("I'm" instead of "I am")
* Keep sentences short and clear
* Anticipate common questions and objections
* End with a clear call-to-action
### Respect Contact Preferences
Always honor:
* Do-not-call requests
* Specific time preferences
* Communication frequency limits
* Opt-out requests
***
## Next Steps
Now that you've created your first campaign, explore more advanced features:
* [Sequences](/platform/communications/outbound/sequences) - Create sophisticated multi-step outreach flows
* [Redialing Rules](/platform/communications/outbound/redialing-rules) - Fine-tune your retry logic
* [Managing Contacts](/platform/communications/outbound/managing-contacts) - Organize and segment your contact lists
**Congratulations!** You've set up a complete outbound campaign with automated follow-ups and intelligent redialing. Your renewal reminders will now run automatically, helping you boost retention and client satisfaction.