Some campaigns ask you to set appointments. These appointments are usually so that someone from the sales team at a company can follow up with someone who says they are interested in the product or service.
There are currently two ways for Campaigners to set up appointment setting in their campaigns: Upcall calendar and a third-party calendar.
You will always need to set the appointment using the calendar tools provided on the Upcall site. This is what tells our system that you set an appointment.
Some campaigners will sync their Google calendar with Upcall. This is great because it reduces the step of needing to use a third party calendar site to schedule an appointment for the Campaigner.
Here's what you'll do:
- Click Open Calendar
- Set the appointment day and time. Remember to select the timezone of the person you're speaking with. So if the person you're talking to lives in California, use the local California time zone.
You'll see a green checkmark appear when you've entered all the correct information. Don't just add a note that explains when the appointment is. That won't earn you a bonus.
We don't have access to third-party calendars that Campaigners may ask you to use in tandem with the Upcall calendar. Because we don't have access to these calendars, there's no way for us to verify you scheduled an appointment. That's why we ask you to always use the Upcall calendar as well as any third party calendars the Campaigner may ask you to use.
First, open the Campaigner's calendar using the link they provided. Usually, this is a Calend.ly link, but we do see other third party calendars used from time to time.
Take note of what time zone their calendar is in. In Calend.ly you can see this information at the top of the page. You'll need to figure out what the time difference is between the time zone displayed on the Campaigner's calendar and the contact's time zone.
- Pro-tip: the time zone displayed on the Campaigner's calendar in Calend.ly is usually updated to match your time zone.
Take our example above, if the Campaigner's time zone is Pacific time and the contact is in New York, that's a 3 hour time difference. So, if the contact wants to meet at 3pm EST, that would be 12 noon PST. Set the appointment for 12 noon in the Campaigner's calendar. When the contact gets a confirmation email regarding the appointment, they will see it as 3 pm EST.
Requirements to earn a bonus
Bonuses will only be paid out for appointments that meet ALL of the following criteria:
- The Upcaller spoke to the decision maker or someone who has the authority to schedule appointments for the decision maker
- The Upcaller accurately described what the appointment was for.
- The decision maker showed legitimate interest in setting an appointment
- The Upcaller confirmed a specific time/date for the appointment as well as attained correct contact information for the decision maker. ALWAYS VERIFY THE TIME ZONE OF THE LEAD.
- The appointment was accurately scheduled on the Upcall calendar and the Campaigner’s calendar (if applicable).
If you find that you weren’t paid correctly for an appointment that was scheduled, fill out the Upcaller Support form.
IMPORTANT: Do not schedule an appointment for someone who just tells you that you should call them back later. These calls should be dispositioned as call back later. You can add to the notes any callback details you feel are important. You will be removed from Upcall if we determine that you are falsely scheduling these types of appointments.