What you need before starting
Shopify connected (Settings > Integrations) — required for customer data and order context
Klaviyo connected (Settings > Integrations) — recommended for advanced segment targeting
At least one phone number provisioned and verified
Audio files for voicemail drops (optional but recommended — upload in Settings > Audio Library)
Step 1: Create the campaign
Go to Campaigns in the left sidebar
Click Create Campaign
Name your campaign (e.g., "Abandoned Cart Recovery — July 2026")
Step 2: Select your segment
Choose the audience for your campaign. You have two sources:
Shopify segments — Consio automatically creates a default segment called "Consio - Abandoned Checkouts - 15 days" in your Shopify instance. This is the recommended starting point for your first campaign.
Klaviyo segments — Any segment in your Klaviyo account is available. Common campaign segments:
Campaign type | Segment example |
Abandoned cart | Abandoned checkout in last 15 days |
Winback | No purchase in 90–120 days |
VIP outreach | Top 10% customers by LTV |
Reorder reminder | Purchased consumable product 30+ days ago |
Post-purchase upsell | Purchased product X, hasn't bought accessory Y |
Sync timing: Segments re-sync every 2 hours. If you just created a Klaviyo segment, wait for the next sync cycle before it appears in Consio.
Step 3: Configure dial attempts
Set how many times to call each contact and the spacing between attempts:
Max call attempts per contact — how many times to try reaching each person (1–10)
Delay between attempts — how many days to wait before the next attempt
Recommended starting config: 3 attempts, 1 day apart. This gives you three chances to connect without being aggressive.
Step 4: Set calling hours
Define when your campaign can make calls. Consio respects the recipient's local timezone — if you set 10 AM – 6 PM, a contact in California gets called during California business hours, not yours.
Important: This is different from business hours (which is workspace-level and controls inbound routing). Calling hours are per-campaign and control outbound dialing.
Compliance notes:
Consio recommends no more than 3 attempts per number per day. This is our guidance, not a legal limit. Set attempt limits using the calling rules that apply to your recipients.
Avoid early morning and late evening — stick to 10 AM – 6 PM in the contact's timezone
The Exclude Texas residents toggle is available for Texas SB 140 compliance
Step 5: Set up voicemail drops
When a call goes to voicemail, agents can drop a pre-recorded message with one click and move to the next call immediately.
Go to Settings > Audio Library to upload your voicemail MP3 files
Back in your campaign, assign a voicemail for each dial attempt separately
Why per-attempt voicemails? Your message should evolve with each attempt:
Attempt | Voicemail message |
1st | "Hi [Name], this is [Agent] from [Brand]. I noticed you left some items in your cart — I'd love to help you complete your order. Give us a call back at [number]." |
2nd | "Hey [Name], just following up on those items you were looking at. Call us at [number] and I can walk you through checkout." |
3rd | "Hi [Name], last call about your cart. If you have any questions about sizing, shipping, or anything else, we're here. [Number]." |
Step 6: Create cue cards
Cue cards are AI-generated scripts that give your agents the perfect opener, engagement question, and closer for each campaign.
In your campaign, go to the Guidelines & Cue Cards tab
Click Generate Cue Cards
Consio's AI creates a six-part script structure:
- Intro — opening line
- Reason for calling — why you're reaching out
- Engagement question — draw the customer into conversation
- Support guidance — how to handle objections
- Incentive offer — what you can offer (discount, free shipping, etc.)
- Close — wrap up and next steps
Review and edit the generated scripts — customize for your brand voice
Agents see these cue cards in the dialer during calls
Step 7: Launch
Review all settings — segment, dial attempts, calling hours, voicemail, cue cards
Click Start Campaign
The campaign enters Live status
Execution modes:
Continuous — the campaign re-syncs your segment every 2 hours and adds new contacts automatically (e.g., new abandoned carts). This is the default and recommended mode for ongoing campaigns
One-time — the campaign processes the current segment once and stops
Monitoring your campaign
Once live, monitor in the Campaigns dashboard:
Queued calls — contacts waiting to be dialed
Completed calls — results with duration, disposition, and attributed revenue
Connection rate — percentage of calls that connect to a live person
Revenue attributed — sales linked to campaign calls (within your attribution window)
The dialer
Agents work from the dialer view, which shows:
Next call in queue (prioritized by revenue potential)
Customer info: active cart contents, past orders, discount codes used
Timeline view: all past interactions with this contact
Cue cards for the current campaign
After each call, agents select a disposition (connected, voicemail dropped, no answer, etc.) and the dialer advances to the next call.
Campaign types to try after your first
Campaign | When to use |
Winback | Customers with no purchase in 90–120 days |
VIP outreach | Thank top customers, offer early access to launches |
Subscription retention | Customers about to cancel or who missed a renewal |
Post-purchase upsell | Customers who bought a product with natural cross-sells |
Product launch | Announce new products to your most engaged segment |
Troubleshooting
No contacts in queue: Check that your segment has contacts and that the sync has completed (up to 2 hours after segment creation in Klaviyo).
Low connection rate: Review your calling hours — are you calling during peak answer times? Also check that your number has carrier registration to avoid spam labels.
Agents can't see cue cards: Make sure cue cards were generated in the campaign's Guidelines & Cue Cards tab.
Campaign shows "paused": Only workspace admins can start/pause campaigns. Check your role permissions.
How to verify it worked
After launching, confirm the campaign is live. Give the first segment import time to finish before treating an empty queue as a problem. You should see:
Campaign status showing Live
Contacts appearing in the Queued calls count
The dialer showing the next contact to call when an agent opens it
Related articles
Voicemail drops by campaign step — setting up per-attempt voicemail recordings
Campaign segments: Shopify vs. Klaviyo — choosing your campaign audience
Setting up cue cards for agents — agent scripts for campaign calls