Contents
Create a Campaign Group (READY FOR PM)
This article describes how to set up a campaign template. For general information about campaign templates and how they fit into the overall campaign structure, refer to the Campaign Structure and Terminology page.
- Campaign template - created in CX Contact
- Calling list
- Agent group - created in Workspace Web Edition????
On the Campaigns page, click New -> Campaign Group.
On the New Campaign Group page, specify the following:
- Name
- Campaign Template
- Calling List - you can select multiple lists
- Agent Group
- Destination DN - why is this populated only with certain agent groups?
- Caller ID Number (optional)
Once you specify the mandatory fields above, the options and rules you defined when you created the Campaign Template automatically populate. You can change any or all of them to apply them to this particular campaign group.
Refer to the Dialing Profile page for a complete description of the available options.
Start a Campaign Group in a Paused State
If, after creating the campaign group, you don't want to begin dialing immediately, you can put the campaign group in a paused state and then manually start the campaign group at a later time.
To do this, select Start Paused from the New Campaign Group page.
Screenshot
Note that if this option is selected with a multi-day campaign, you must manually resume the campaign group at the beginning of each day.
Automatically Complete a Campaign Group Upon Record Depletion
In the event all calling list records have been depleted, the system can automatically stop the campaign group and send a desktop notification to all affected agents.
To do this, select Complete if no more records on the New Campaign Group page.
Screenshot
Once it's created, the campaign group appears on the campaigns dashboard, under its associated campaign template. All associated calling lists are indented under the campaign group.