What Are BDC Campaign
Workflows?

BDC Campaign Workflows are automated communication flows that streamline follow-ups, lead nurturing, and contact engagement across SMS, email, and voice. These workflows help your sales and BDC teams maintain consistent, timely outreach without manual effort while fully adhering to TCPA and other applicable communication regulations.

Compliance Built-In

  • Verified opt-in for all messaging channels
  • Opt-out support
  • Time-of-day controls and throttling settings
  • Administrator-only control over workflow creation and contact enrollment
Why Use BDC Campaign Workflows?

BDC Campaign Workflows allow your team to:

  • Deliver timely, automated messages to qualified leads.
  • Enroll contacts using rules tied to lead source, tag, or disposition.
  • Automatically transition leads through different workflows based on behavior.
  • Maintain compliance with all federal and state regulations, including TCPA.

Smart Enrollment Logic

  • Multiple Lead Sources
    Automatically route different lead sources into distinct campaigns to ensure relevant messaging.
  • Disposition Triggers
    Automatically enroll or remove contacts from workflows based on call outcomes or status updates (e.g., "Not Interested," "Follow-Up Needed").

Campaign Dashboard & Workflow

Your BDC Campaign Dashboard is the central place to build, monitor, and manage your workflows.

Campaigns Overview

Displays all campaigns with Workflow Name, Workflow ID, and Date Created.

Activity

Shows the number of automated actions each campaign includes for a quick view of complexity.

Workflow Settings & Logic
  • Processing Schedule
    Set workflows to run daily or only on business days.
  • Assigned Communication Line
    Identifies which phone line is used for outreach important for tracking and compliance.
  • Contacts Enrolled
    Real-time view of how many leads are currently active in each campaign.
  • Pending Activity
    Track how many remaining actions are scheduled per workflow.
  • Status
    See if the campaign is active, paused, or inactive.

Built-In Compliance Monitoring

Each workflow is designed with proactive compliance in mind, ensuring you can scale your outreach while minimizing risk.

Verified opt-in

Verified opt-in is required before a contact is enrolled.

Opt-out path

All communications include an opt-out path.

Built-in scheduling

Built-in scheduling ensures outreach occurs only during legal hours.

Contact history

Contact history is logged to support audit-ability and legal reviews.

Ready to see how BDC Campaigns will leave no leads left behind?

With BDC Campaign Workflows, your team gains a powerful tool to drive sales, increase engagement, and stay fully compliant. Reach the right lead at the right time with the right message while meeting regulatory standards every step of the way.

No leads were lost. reduced overhead.
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