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Create a Campaign Group (READY FOR PM)

This article describes how to set up a campaign group. For general information about campaign templates and how they fit into the overall campaign structure, refer to the Campaign Structure and Terminology page.


Important
Prerequisites:
  • Campaign template - created in CX Contact
  • At least one contact list
  • Agent group - created in Genesys Administrator eXtension (GAX) or Agent Setup

On the Campaigns page, click New -> Campaign Group.

On the New Campaign Group page, specify the following:

  • Campaign Template
  • Contact List - you can select multiple lists
  • Agent Group
  • 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 contact 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 contact lists are indented under the campaign group.

Related Topics

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