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Quick start: Launch your first campaign in 5 minutes

Written by Nathan Hayman

Quick Answer

Launch your first Rivvi campaign in 5 simple steps: (1) Choose a template, (2) Create a run, (3) Upload patients, (4) Select an agent, (5) Launch. This guide walks you through a complete campaign setup in under 5 minutes.

⏱️ Time Required: 5 minutes

This is the fastest path to seeing Rivvi in action. We'll skip optional settings and get straight to launching your first campaign.

Who This Is For

  • New users ready to try Rivvi

  • Anyone who wants to see results quickly

  • Teams doing initial testing

  • Users who learn by doing

What You'll Learn

  • The fastest way to launch a campaign

  • Minimal setup required

  • What happens after launch

  • Where to find your results

Before You Start

Make sure you have:

  • A CSV file with patient data ready (download our template)

  • At least 5-10 test patients in your file

  • Admin or Member permissions

  • 5 minutes of uninterrupted time

💡 Tip

For your first campaign, use a small test file (10-20 patients) rather than your entire patient list. You can scale up once you're comfortable.

[INSERT IMAGE: CSV template download button]

Step 1: Choose a Template (30 seconds)

  1. Click Campaigns in the left sidebar

  2. Click Create Campaign (top right)

  3. Browse the template library

  4. Click Use Template on any campaign

Popular starter templates:

  • Appointment Reminders

  • Medication Adherence Check-ins

  • Post-Discharge Follow-up

  • Annual Wellness Visit Outreach

[INSERT IMAGE: Template library showing different campaign options]

💡 Tip

For your first campaign, we recommend "Medication Adherence Check-ins" - it's straightforward and easy to understand.

  1. The campaign is created! You'll see a success message

  2. Click Create Run to continue

[INSERT IMAGE: Campaign created successfully message with "Create Run" button]

Step 2: Create a Run (15 seconds)

  1. You're now in the "Create Run" modal

  2. Accept the auto-generated name or type your own (e.g., "My First Test Run")

  3. Click Create

[INSERT IMAGE: Create Run modal with name field]

That's it! Your run is now in draft status.

You'll see the run setup workflow with 4 steps:

  1. Upload ← You are here

  2. Agent

  3. Schedule

  4. Review

[INSERT IMAGE: Run setup workflow showing all 4 steps]

Step 3: Upload Patients (1 minute)

Now let's add your patient list.

Quick Upload

  1. You're already on the Upload step

  2. Drag your CSV file onto the upload area (or click Browse)

  3. Wait for upload and processing (watch the real-time progress)

[INSERT IMAGE: Upload area with drag and drop zone]

What's Happening

You'll see live updates as Rivvi processes your file:

  • ✅ Rows processed: 15/15

  • ✅ Engagements created: 15

  • ✅ Errors: 0

  • ✅ Duplicates: 0

[INSERT IMAGE: Processing complete showing success metrics]

  1. When processing is complete, click Next (bottom right)

⚠️ Upload Issues?

If you see errors, check that your CSV has required columns: First Name, Last Name, Phone Number. See full CSV requirements.

Step 4: Select an Agent (15 seconds)

Now choose which AI agent will make your calls.

  1. You're now on the Agent step

  2. You'll see a dropdown with available agents

  3. Select the latest recommended version (usually marked with a ⭐)

  4. Click Next

[INSERT IMAGE: Agent selection dropdown with latest version highlighted]

💡 Tip

For your first campaign, always choose the latest recommended agent version. These are the most tested and reliable.

Step 5: Schedule & Launch (1 minute)

Almost there! Now decide when calls should happen.

Quick Schedule (Recommended)

  1. You're now on the Schedule step

  2. For your first test, choose Start Immediately

  3. Calls will run during your office hours (set in Settings)

  4. Click Next to go to Review

[INSERT IMAGE: Schedule screen with "Start Immediately" selected]

Review & Launch

  1. You're now on the Review step

  2. Verify everything looks correct:

    • ✅ 15 patients uploaded

    • ✅ Agent selected

    • ✅ Schedule set

  3. Click Launch Run 🚀

[INSERT IMAGE: Review screen showing summary and Launch button]

🎉 Congratulations!

Your first campaign is now live! You'll see:

  • Run status changed to Active

  • Real-time progress updates

  • Engagements starting

[INSERT IMAGE: Active run showing progress metrics]

What Happens Next?

Your campaign is now running. Here's what's happening:

During the Run

  • Agents start calling patients from your list

  • Engagements are logged in real-time

  • Tasks are created if patients need follow-up

  • Progress updates show completion percentage

[INSERT IMAGE: Run in progress showing live metrics]

Typical Timeline

Time

What Happens

Immediately

First calls begin

10-15 min

20-30% of patients contacted

30-45 min

50-70% of patients contacted

1-2 hours

90%+ of patients contacted

End of day

Run completes, all patients contacted

Note

Call rate depends on your list size, office hours, and agent availability. Small test runs (10-20 patients) usually complete within an hour.

Monitoring Your Campaign

While your campaign runs, you can:

View Real-Time Progress

  1. Stay on the Run Detail page

  2. Watch the progress bar fill up

  3. See live engagement count

[INSERT IMAGE: Run detail page with live progress]

Check Individual Calls

  1. Click the Calls tab

  2. See each engagement as it happens

  3. View outcomes (Success, No Answer, etc.)

[INSERT IMAGE: Calls tab showing engagement list]

Listen to Recordings

  1. Click any completed engagement

  2. Click Play Recording

  3. Read the transcript

  4. Review data collected

[INSERT IMAGE: Engagement detail with play button for recording]

When Your Run Completes

You'll receive a notification and can view results:

Quick Results

[INSERT IMAGE: Completed run showing final metrics]

You'll see:

  • Total patients contacted

  • Success rate

  • Tasks created (if any)

  • Outcomes breakdown

Next Steps After Completion

  1. Review Results

    • Click Results tab

    • View detailed analytics

    • Export data if needed

  2. Handle Tasks

    • Go to Tasks in sidebar

    • Address any follow-ups needed

    • Assign to team members

  3. Schedule Next Run

    • Click Create Run to do it again

    • Upload new patients

    • Improve based on learnings

Common Quick Start Questions

Q: How long will my first campaign take to run?

A: Small test campaigns (10-20 patients) typically complete in 30-60 minutes. Larger campaigns can take several hours depending on office hours and call volume.

Q: Can I pause my campaign if needed?

A: Yes! Click Pause on the Run Detail page. You can resume anytime.

Q: What if some calls fail?

A: That's normal! Common reasons include no answer, busy signal, or voicemail. Failed calls will show in your results with specific reasons.

Q: Do I need to monitor the campaign while it runs?

A: No. Campaigns run automatically. You'll get a notification when complete. But it's fun to watch your first one!

Q: Can I test with just myself first?

A: Yes! Upload a CSV with just your own phone number to test. You'll receive a call from the agent.

Q: What happens to patients who don't answer?

A: By default, Rivvi will retry no-answer patients 1-2 times. You can configure retry settings in campaign settings.

Q: How do I know if tasks were created?

A: You'll see the task count in your run results. Click Tasks in the sidebar to view all tasks.

What to Do Next

You've launched your first campaign! 🎉 Here's what to explore next:

Immediate Next Steps

  1. View your results → - Dive into the analytics

  2. Handle tasks → - Address any follow-ups

  3. Listen to recordings → - Hear how agents sound

Learn More

  1. Campaign settings explained → - Customize your campaigns

  2. Upload larger patient lists → - Scale up

  3. Set up automations → - Create automatic workflows

  4. Advanced scheduling → - Fine-tune when calls happen

Scale Up

Ready to run bigger campaigns?

  1. Upload full patient list (100s or 1000s)

  2. Create multiple runs for different patient groups

  3. Use advanced filters in Tasks and Calls

  4. Set up recurring campaigns for monthly outreach

Troubleshooting Your First Campaign

Upload Failed

  • Check your CSV has required columns: First Name, Last Name, Phone Number

  • Verify phone numbers are in format: (555) 123-4567

  • Make sure file is CSV, XLS, or XLSX

  • See full CSV troubleshooting guide →

No Calls Being Made

  • Check run status is "Active" (not Paused or Draft)

  • Verify current time is within office hours

  • Check agent is selected

  • Ensure patients have valid phone numbers

Can't Hear Recordings

  • Make sure call was successful (not "No Answer")

  • Check your browser allows audio playback

  • Try refreshing the page

  • Recordings appear 5-10 seconds after call ends

Tasks Not Creating

  • Check campaign has automations enabled

  • Verify task creation rules in campaign settings

  • Some calls may not trigger tasks (e.g., simple success)

  • Learn about task automations →

Success! What You've Learned

In just 5 minutes, you've:

  • Created a campaign from a template

  • Created and launched a run

  • Uploaded patient data

  • Selected an AI agent

  • Scheduled and launched your first campaign

  • Monitored real-time progress

  • Reviewed results

You now understand the basic Rivvi workflow and are ready to create more complex campaigns!

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