Redialing Rules

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Redialing rules give you precise control over how and when contacts are called back. These rules help you balance persistence with respect for contact preferences and regulatory compliance.

Understanding Redialing

When a call doesn’t reach its intended outcome, the system can automatically schedule a retry. Redialing rules determine:

  • How many times to retry
  • How long to wait between attempts
  • Which phone numbers to try
  • When to stop trying

Configuring Redialing Rules

Accessing Redialing Rules

In the campaign builder, the Redialing Rules step appears in Advanced campaigns. You can:

  • Select an existing rule from your organization
  • Create a new rule directly within the campaign
Redialing Rules step with Select Rule option
Redialing Rules step with Create Rule option

You can also manage redialing rules from the dedicated Redialing Rules list page, where you can create, duplicate, and archive rules independently of any campaign.

Maximum Attempts

Set limits on how many times a contact is called:

Max Communication Attempts with Per Contact and Per Phone Number fields
SettingDescription
Max attempts per contactTotal calls across all phone numbers
Max attempts per phone numberCalls to a single number

Example Configuration:

1Max attempts per contact: 6
2Max attempts per phone number: 3

This means:

  • Each contact receives at most 6 call attempts total
  • No single phone number is called more than 3 times

Retry Delays

Configure how long to wait before retrying:

OutcomeSuggested Delay
No Answer15-30 minutes
Busy2-4 hours
Voicemail1 day
Do Not CallResolve
Contact Threshold ExceededResolve

Shorter delays can improve connection rates during business hours, but be careful not to call too frequently. Most contacts find more than 2 calls per day excessive.

Outcome Rules

Define what happens after each call outcome. Each outcome can have multiple actions, and actions must be unique within an outcome.

For each outcome rule, configure:

Outcome Rules configuration with outcome, action, and delay fields
FieldDescription
OutcomeThe call result (e.g., No Answer, Voicemail, Busy)
ActionWhat to do next (e.g., Redial, Try Next Number, Resolve)
DelayHow many minutes to wait before the action

Use Add Outcome Rule to add rules for different outcomes, and Add Outcome Action to add additional actions within the same outcome.

Example rules:

OutcomeActionDelay
No AnswerRedial or Try Next Number240 minutes
VoicemailRedial or Try Next Number1440 minutes
BusyRedial or Try Next Number30 minutes
Wrong NumberResolve

Custom Outcomes

In addition to standard outcomes, you can define custom outcomes with a name and definition. Custom outcomes can then be used in your outcome rules above.

Custom outcomes table with name, definition, and Create New Outcome button

When removing a custom outcome that is used in existing rules, the platform will warn you and remove the associated outcome rules automatically.

Contact Thresholds

Optionally limit how often contacts are reached via phone or SMS within a time period. Thresholds support the following period units:

  • Minute, Hour, Day, Week, Month
New Contact Threshold dialog with channel type, limit, period, key configuration, and exclude outcomes

AI-Assisted Redialing Rules

Use Have Gail Help to have Gail review your redialing rule and suggest improvements. You can also use Create Redialing Rule to have Gail generate a rule from scratch based on your campaign’s goals.

Compliance Considerations

Regulatory Requirements

Ensure your redialing rules comply with regulations:

RegulationRequirement
TCPAObtain consent, honor opt-outs
DNC RegistryCheck against national DNC list
State LawsSome states have stricter rules
Industry RulesFinancial services, healthcare may have additional requirements

Consult legal counsel to ensure your redialing rules comply with all applicable regulations. Non-compliance can result in significant fines.

Automatic DNC Handling

When a contact opts out:

  1. Call is immediately terminated
  2. Add the contact to your DNC list
  3. All scheduled retries are cancelled
  4. Contact is excluded from future campaigns

Optimization Tips

  • High attempts per connect → Increase delays, try different times
  • Low redial success → Verify number quality, adjust timing
  • High DNC rate → Reduce frequency, improve scripts
  • High complaints → Review scripts, reduce aggressiveness

Best Practices

Start Conservative

Begin with modest retry limits:

  • 3-4 total attempts
  • 4+ hours between attempts
  • No more than 2 per day

Increase only if metrics support it.

Respect Business Hours

Most successful calls happen during:

  • Consumers: 10 AM - 8 PM local time
  • Business: 9 AM - 5 PM local time

Avoid early mornings, late evenings, and meal times.

This helps with compliance audits and optimization.

Next Steps