Launch Your First Campaign
Launch your first careCycle campaign, starting with a Welcome Call campaign for new members.
Campaigns are how Cora and her teammates work proactively across your book of business. They reach out to members on your behalf to deliver welcome calls, effective date check-ins, payment reminders, plan reviews, and more.
For your first campaign, we recommend starting with a Welcome Call campaign for newly enrolled members.
This is the highest-leverage moment in the member lifecycle. Members are most engaged in the first 30 days, and a great welcome experience can meaningfully reduce early-term churn.
Steps to Create Your First Campaign
Open Campaigns
Navigate to Campaigns, then select New Campaign.
Choose the Welcome Call template
Start from the default Welcome Call template for newly enrolled members.
Define your audience
For example: all policies with enrollmentDate in the last 7 days and status set to Active.
Review and tailor the script
Adjust the default script so it matches your agency's voice.
Review the cadence
Templated campaigns come with a proven Pulse cadence out of the box, so there is nothing to build here. Review it in the Pulse tab and adjust it to your preferences: attempt counts, wait times, and SMS backup are all yours to tune.
Set Assistant Behaviors
Decide what should happen when common scenarios come up on welcome calls.
Activate
Activate the campaign once it has been reviewed and approved.
Have your first campaign reviewed
Your first campaign should always be reviewed by your Forward Deployed Engineer before going live in production. They will walk through your audience filters and cadence to make sure everything is dialed in for your book.