Quick Answer
After your first campaign completes, review your results, handle any tasks created, listen to a few call recordings to understand agent performance, and then create your next run with lessons learned. This article guides you through post-campaign actions.
Who This Is For
Users who just completed their first campaign
Anyone wanting to optimize future campaigns
Team members learning the results review process
What You'll Learn
How to review campaign results
How to handle tasks created by your campaign
How to analyze what worked and what didn't
How to improve your next campaign
What to explore next in Rivvi
Step 1: Review Your Results
Let's look at how your campaign performed.
View Run Results
Go to Campaigns in sidebar
Click your campaign name
Click the Runs tab
Click your completed run
[INSERT IMAGE: Completed run detail page showing results summary]
Key Metrics to Check
Metric | What It Means | Good Target |
Total Patients | How many you uploaded | - |
Engagements | How many contacts attempted | 100% of patients |
Success Rate | % of successful calls | 60-80% |
Average Duration | How long calls lasted | 2-4 minutes |
Tasks Created | Follow-ups needed | 10-20% |
[INSERT IMAGE: Results dashboard showing all key metrics]
Understanding Success Rate
Your success rate depends on many factors:
Success Rate | What It Means |
80%+ | Excellent! Great patient engagement |
60-80% | Good. Normal for first campaigns |
40-60% | Okay. Room for improvement |
<40% | Needs attention. Check call quality/timing |
💡 Tip
For your first campaign, 50-70% success is completely normal. As you refine your approach, you'll improve.
Step 2: Analyze Outcomes
Let's see what happened with each call.
View Outcome Breakdown
On your Run Detail page, scroll to Outcome Distribution
You'll see a chart showing:
✅ Success
❌ Failures (with reasons)
📵 No Answer
⏸️ Busy
📞 Voicemail
🚫 Opted Out
[INSERT IMAGE: Pie chart showing outcome distribution]
Common Outcomes Explained
Outcome | Why It Happens | What to Do |
Success | Call connected, goals achieved | Nothing - this is perfect! |
No Answer | Patient didn't pick up | Normal. Retry if needed |
Busy | Patient's line was busy | Retry automatically |
Voicemail | Got voicemail instead of patient | Message left. Follow up if needed |
Failure | Technical issue or hangup | Review and investigate |
Opted Out | Patient requested no more calls | Respect their choice |
Red Flags to Watch For
⚠️ High failure rate (>20%): Check call quality, timing, or agent script
⚠️ Many opt-outs (>5%): Patients may find calls intrusive. Review approach
⚠️ Very short call duration (<30 sec): Patients hanging up immediately
Step 3: Listen to Sample Recordings
This is important! Listen to actual calls to understand how agents performed.
How to Listen
Go to Calls in the sidebar (or click Calls tab on your run)
Filter to show Success outcomes
Click any engagement
Click Play Recording ▶️
Read along with the transcript
[INSERT IMAGE: Call detail page with play button and transcript]
What to Listen For
✅ Good signs:
Agent sounds natural and conversational
Patient is engaged and responsive
Goals are achieved (appointment confirmed, medication verified, etc.)
Smooth hand-off to human if needed
❌ Warning signs:
Agent sounds robotic or unnatural
Patient seems confused
Important information is missed
Call ends abruptly
💡 Tip
Listen to 5-10 recordings: mix of successes, failures, and no-answers. This gives you a complete picture.
Share Feedback
If you notice issues:
Click Report Issue on the call detail page
Describe what went wrong
Support will review and improve the agent
Step 4: Handle Tasks
Your campaign likely created tasks for follow-up. Let's address them.
View Your Tasks
Click Tasks in the sidebar
You'll see all open tasks from your campaign
Look for tasks with your campaign name
[INSERT IMAGE: Tasks list filtered by campaign]
Common Task Types
Task Type | What It Means | Action Needed |
Callback Required | Patient asked to be called back | Call patient at requested time |
Question/Concern | Patient had unanswered question | Research and follow up |
Appointment Needed | Patient needs to schedule | Contact scheduling team |
Verification Needed | Info needs human check | Verify with pharmacy/doctor |
Resolve Tasks
For each task:
Click the task to view details
Take the needed action (call patient, verify info, etc.)
Add notes about what you did
Change status to Resolved
Click Save
[INSERT IMAGE: Task detail with resolution notes and status change]
💡 Tip
Assign tasks to appropriate team members. Don't try to handle everything yourself!
Step 5: Identify Lessons Learned
Take 5 minutes to reflect on what worked and what didn't.
Questions to Ask
About Timing
What time of day had best success rates?
Which days had most no-answers?
Were calls too early or too late?
About Patient Selection
Which patient groups responded best?
Were there clear patterns in success vs failure?
Should I segment patients differently?
About Agent Performance
Did the agent sound natural?
Were conversations flowing well?
Did patients understand the purpose?
Should I try a different agent version?
About Campaign Design
Was the goal clear and achievable?
Did automations work as expected?
Were the right tasks created?
Should I adjust campaign settings?
Document Your Findings
Create a simple note with your observations:
First Campaign Learnings:
- Best time: 10am-2pm (80% success)
- Worst time: Before 9am (40% success)
- Agent sounded great, very natural
- Need to improve callback task workflow
- Patients confused about pharmacy question
- Next time: Call between 10am-4pm only
[INSERT IMAGE: Notes field or document]
Step 6: Plan Your Next Campaign
Armed with insights, you're ready to run another campaign (better this time!).
Improvements to Make
Based on your learnings, consider:
Timing Adjustments
Schedule during peak success times
Avoid times with high no-answer rates
Spread calls across multiple days
Patient Selection
Focus on responsive patient segments
Create separate runs for different groups
Clean up invalid phone numbers
Campaign Settings
Adjust automations based on task volume
Modify retry logic
Update agent script if needed
Process Improvements
Assign tasks faster
Set up team workflows
Train team on new procedures
Create Your Next Run
Go back to your campaign
Click Create Run
Name it clearly (e.g., "Q2 2025 - Improved Timing")
Upload patients (same or new list)
Apply your learnings:
Better schedule
Different agent version
Adjusted settings
Launch!
[INSERT IMAGE: Create new run with improved settings]
💡 Tip
Keep a "campaign playbook" document where you track what works. This becomes your team's best practice guide.
Step 7: Explore Advanced Features
Now that you've mastered the basics, explore more:
Custom automations
Advanced scheduling
Multiple agent versions
A/B testing
Campaign comparison
Custom reports
Data exports
Calendar sync
Automated workflows
Task assignment strategies
Team performance tracking
Shared campaign templates
Celebrate Your Success! 🎉
You've completed your first end-to-end campaign. That's a huge milestone!
What You've Achieved
✅ Launched a real campaign with real patients
✅ Reviewed detailed results and analytics
✅ Listened to call recordings
✅ Handled follow-up tasks
✅ Identified improvements for next time
✅ Learned the complete Rivvi workflow
Share Your Success
Tell your team about the results
Share interesting call recordings (with privacy considerations)
Document your process for others
Celebrate wins and learn from challenges
Next Steps Roadmap
This Week
Create 2-3 more test campaigns
Experiment with different timings
Try different agent versions
Build your team workflow
This Month
Scale up to full patient lists
Set up recurring campaigns
Implement advanced automations
Train your full team
Set up integrations
This Quarter
Optimize based on data
Create campaign playbook
Measure ROI and outcomes
Expand to new use cases
Common Questions
Q: How often should I run campaigns?
A: Depends on your use case. Common patterns:
Appointment reminders: Daily or weekly
Medication adherence: Monthly
Wellness visits: Quarterly
Follow-ups: As needed
Q: Should I always use the same agent?
A: Start with the latest recommended version. Switch only if you have specific needs or notice issues.
Q: How do I know if my success rate is good?
A: Compare to benchmarks:
Appointment reminders: 70-85%
Medication adherence: 60-75%
Wellness outreach: 50-65%
Cold outreach: 40-60%
Q: What should I do with failed calls?
A: Review why they failed. Common fixes:
Update invalid phone numbers
Adjust calling times
Improve agent script
Try different approach
Q: How long should I wait before my next campaign?
A: No need to wait! You can run multiple campaigns simultaneously. Just make sure you're not calling the same patients too frequently.
Q: Should I keep the same campaign or create new ones?
A: Keep using the same campaign if the purpose is identical. Create new campaigns for different use cases (e.g., separate campaigns for medication adherence vs appointment reminders).