Campaign preferences

Preferences saves the choices you’d otherwise make every time you create a campaign. Find it at Products → Outbound → Preferences.

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Phone numbers

For each service area, choose a Marketing number and a Customer Care number. New campaigns fill in the Marketing number, or the Customer Care number if you didn’t pick a Marketing one. You can still change it for any campaign. Only approved numbers show up here. If a number is missing, check your compliance status.

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Business units

Under Business units specific to service areas, choose:

• Ask during campaign creation
• Yes, they are service-area specific
• No, use one shared selection

If you choose Yes or No, new campaigns use your answer and don’t ask again.

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Smart Exclusions

Turn on Smart Exclusions so one opt-out covers more than one kind of message. When a customer opts out of one channel, Avoca also stops contacting them on closely related ones. When it’s off, an opt-out only stops the exact channel it happened on. Select Advanced settings to choose exactly which opt-outs carry over. A red X means the customer is also excluded, and a green check means they can still be contacted. Reset to defaults puts it back the way Avoca recommends. Select Smart Exclusions guide to download a short explainer.

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Save your changes

Select Save in the top right. It saves your phone numbers and business unit choice. Smart Exclusions save the moment you change them.