*** title: Redialing Rules description: >- Learn how to configure redialing rules to control how often contacts are called back. ------------ # Redialing Rules 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 Settings 1. Open your campaign 2. Navigate to **Settings** → **Redialing Rules** 3. Configure the rules below ### Maximum Attempts Set limits on how many times a contact is called: | Setting | Description | | --------------------------------- | ------------------------------------ | | **Max attempts per contact** | Total calls across all phone numbers | | **Max attempts per phone number** | Calls to a single number | | **Max attempts per day** | Daily limit per contact | **Example Configuration:** ```yaml Max attempts per contact: 6 Max attempts per phone number: 3 Max attempts per day: 2 ``` This means: * Each contact receives at most 6 call attempts total * No single phone number is called more than 3 times * No more than 2 attempts per day to any contact ### Retry Delays Configure how long to wait before retrying: | Outcome | Suggested Delay | | ------------- | --------------- | | No Answer | 2-4 hours | | Busy | 15-30 minutes | | Voicemail | 1 day | | Network Error | 1 hour | 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-Based Rules Define different retry behavior based on call outcomes: #### No Answer ```yaml outcome: no_answer retry: true delay: 4 hours max_retries: 3 ``` #### Voicemail ```yaml outcome: voicemail retry: true delay: 1 day max_retries: 2 leave_message: true ``` #### Busy Signal ```yaml outcome: busy retry: true delay: 30 minutes max_retries: 2 ``` #### Wrong Number ```yaml outcome: wrong_number retry: false action: flag_for_review ``` ## Multi-Number Dialing When contacts have multiple phone numbers, control how they're used. ### Number Priority Set the order for trying different numbers: 1. **Primary Phone** - Mobile or preferred number 2. **Secondary Phone** - Home or alternate number 3. **Work Phone** - Business number (respect business hours) ### Number Rotation Configure how numbers rotate: | Strategy | Description | | ----------------- | ------------------------------------------ | | **Sequential** | Try each number in order before repeating | | **Primary First** | Always start with primary, then try others | | **Time-Based** | Mobile during day, home in evening | **Example Sequential Flow:** ``` Attempt 1: Mobile (no answer) Attempt 2: Home (no answer) Attempt 3: Work (no answer) Attempt 4: Mobile (4 hours later) ... ``` ### Number-Specific Rules Apply different rules to different number types: | Number Type | Max Attempts | Calling Hours | | ----------- | ------------ | ------------- | | Mobile | 3 | 9 AM - 9 PM | | Home | 2 | 10 AM - 8 PM | | Work | 2 | 9 AM - 5 PM | ## Time-Based Rules ### Calling Windows Define when calls can be made: ```yaml calling_windows: - days: [monday, tuesday, wednesday, thursday, friday] start: 09:00 end: 20:00 - days: [saturday] start: 10:00 end: 17:00 - days: [sunday] enabled: false ``` ### Time Zone Handling Calls are automatically adjusted for contact time zones: * Phone area codes determine approximate location * Calls only placed during permitted local hours * Contacts in restricted hours are queued for later ### Cool-Down Periods Prevent calling too soon after certain events: | Event | Cool-Down Period | | --------------------- | --------------------- | | Previous call attempt | Minimum 1 hour | | Voicemail left | Minimum 24 hours | | Callback scheduled | Until scheduled time | | Complaint logged | 7 days (or permanent) | ## Advanced Rules ### Escalation Rules Define when to escalate beyond automated calling: ```yaml escalation: - condition: max_attempts_reached action: notify_team - condition: callback_requested action: schedule_human_callback - condition: complaint_detected action: stop_and_alert ``` ### Contact Scoring Prioritize high-value contacts: | Score | Priority | Max Attempts | | ------ | --------- | ------------ | | High | 1 (first) | 8 | | Medium | 2 | 5 | | Low | 3 | 3 | ### A/B Testing Test different redialing strategies: ```yaml test_groups: - name: aggressive max_attempts: 6 delay: 2 hours - name: conservative max_attempts: 3 delay: 1 day ``` ## Compliance Considerations ### Regulatory Requirements Ensure your redialing rules comply with regulations: | Regulation | Requirement | | ------------------ | --------------------------------------------------------------- | | **TCPA** | Obtain consent, honor opt-outs | | **DNC Registry** | Check against national DNC list | | **State Laws** | Some states have stricter rules | | **Industry Rules** | Financial 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. Contact is added to your DNC list 3. All scheduled retries are cancelled 4. Contact is excluded from future campaigns ### Complaint Management If a contact expresses frustration: 1. Agent apologizes and offers to stop calls 2. If requested, contact is added to DNC 3. Incident is logged for review 4. Team is notified if pattern emerges ## Monitoring Redial Performance ### Key Metrics | Metric | Description | Target | | ------------------------ | ------------------------------ | ------- | | **Attempts per Connect** | Average calls to reach someone | \< 3 | | **Redial Success Rate** | % of retries that connect | > 30% | | **DNC Rate** | % of contacts opting out | \< 2% | | **Complaint Rate** | % expressing frustration | \< 0.5% | ### Optimization Tips Based on your metrics: * **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. ### Document Your Rules Keep records of your redialing configuration: * When rules were set * Why specific values were chosen * Who approved the configuration This helps with compliance audits and optimization. ## Next Steps * [Sequences](/platform/communications/outbound/sequences) - Create multi-step outreach flows * [Managing Contacts](/platform/communications/outbound/managing-contacts) - Organize your contact lists