# Revenue Campaigns (/docs/guides/convert-more-leads/revenue-campaigns)



Revenue campaigns are the ones that put money on the table: new business,
coverage you'd otherwise lose, and conversations that turn into a sale. Where
retention campaigns keep members happy and in touch, revenue campaigns go
after a specific result and get the member to a licensed agent.

In careCycle, "Revenue" is a tag. Templates come tagged **Retention**,
**Revenue**, or **Receptionist**, and you can add your own tags to any
campaign.

The Revenue templates [#the-revenue-templates]

| Template                                                                                 | What it does                                                                                                     | How people get in                                  |
| ---------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------- | -------------------------------------------------- |
| [Pre-Qualification](/docs/guides/template-library/medicare/pre-qualification) (Medicare) | Calls people who asked for a Medicare review, screens them, and transfers them to a licensed agent               | You add them                                       |
| [MA Win-Backs](/docs/guides/template-library/medicare/win-backs) (Medicare)              | Calls members whose policy moves to Future Cancel more than 30 days after it started, and gets them to your team | Automatically, within seconds of the status change |
| [Approval Calls](/docs/guides/template-library/aca/approval-calls) (ACA)                 | Tells newly approved members the good news and what happens next                                                 | 7 days after enrollment                            |
| [Payment Errors](/docs/guides/template-library/aca/payment-errors) (ACA)                 | Reaches members whose monthly payment didn't go through, so they can fix it before their coverage is affected    | You add them                                       |

A few notes:

* **Win-Backs has a twin.** [Rapid Disenrollment
  Save](/docs/guides/template-library/medicare/rapid-disenrollment-save)
  catches policies that cancel in their **first 30 days**, and Win-Backs
  catches the ones that cancel **after** that. Turn on both and nobody slips
  through. See [Save Cancelling
  Members](/docs/guides/keep-your-members/save-cancelling-members).
* **ACA Approval Calls doesn't have a cadence yet.** It comes with the AI
  employees and scripts but no Pulse, so you'll need to build one before you
  turn it on. The [brief](/docs/guides/template-library/aca/approval-calls)
  has the details.
* **There's a Medicare Payment Errors too**, tagged Retention. See [Payment
  Errors (Medicare)](/docs/guides/template-library/medicare/payment-errors).

For more on prequalifying new leads, see [Sales
Campaigns](/docs/guides/convert-more-leads/sales-campaigns).

Creating a Revenue Campaign [#creating-a-revenue-campaign]

<Steps>
  Pick your templates [#pick-your-templates]

  Go to **Campaigns**, click **New Campaign**, enter a name, and choose **Voice AI > Create from template**. Pick **Medicare** or **ACA** across the top, then click the
  **Revenue** tag chip to narrow the list.

  Preview before you pick [#preview-before-you-pick]

  Click a card to see its description, an **Example conversation**,
  **Automations created with this campaign** (if it has one), and
  **Required customer data**. Customers missing those fields won't be
  enrolled.

  Create it [#create-it]

  Select the template and create the campaign. It opens as a Draft campaign
  in the workspace. Repeat for the other templates you want to run.

  Set up escalations [#set-up-escalations]

  Open **Configuration > Scenarios & escalations**. Point **Transfer Call**
  at a [routing group](/docs/guides/campaign-toolkit/routing) and
  **Book Appointment** at a [calendar](/docs/guides/campaign-toolkit/calendars). The
  campaign won't activate until every one of those rows points somewhere.

  Review, test, and activate [#review-test-and-activate]

  Check the cadence in the **Configuration > Outreach** section, [test the
  campaign](/docs/guides/getting-set-up/test-your-campaign), and click
  **Activate** on the **Overview** tab. For templates with no automation,
  add your people. See [Add Customers to a
  Campaign](/docs/guides/campaign-toolkit/add-customers-to-a-campaign).
</Steps>

The full walkthrough is in [Create a Campaign from a
Template](/docs/guides/template-library/create-a-campaign-from-a-template).

Which number it calls from [#which-number-it-calls-from]

Choose **Main number** or **Number pool** in **Configuration > Calling numbers**.
The main number is the one members already know. A pool of local numbers
spreads high-volume calling out and helps protect your answer rates. Apply the
selection with the Configuration header's **Save**. See [Managing Your Phone
Numbers](/docs/guides/phone-numbers/managing-your-numbers).

Finding your revenue campaigns [#finding-your-revenue-campaigns]

On the **Campaigns** list, open the **All tags** dropdown and pick
**Revenue** to see just those. You can add or change tags on any campaign
with **Add tag** on its card.

<Cards>
  <Card title="Template Library" href="/docs/guides/template-library">
    Every template, with a full brief for each.
  </Card>

  <Card title="Save Cancelling Members" href="/docs/guides/keep-your-members/save-cancelling-members">
    Win-Backs and Rapid Disenrollment Save, set up end to end.
  </Card>

  <Card title="Create a Campaign from a Template" href="/docs/guides/template-library/create-a-campaign-from-a-template">
    The step-by-step setup.
  </Card>
</Cards>