To access the Call Campaign section
Menu > Setup > Call Campaign
Creating a call campaign is quick and easy. Simply click on the plus sign in the top right corner, title your campaign, and move through each of the tabs to set up your specific criteria.
General tab
- Dialing Engine:
Preview, populates the lead without autodialing.
Power/Progressive, auto dials when lead populates.
Set total number of attempts / attempts per day
Prioritize campaigns
- Basic Info
Create title
Set campaign type, Inbound/Outbound
Lead age: target specific lead date range
Minimum Call Gap, time between calls per day
Dialing Schedule Tab
- Control your campaign schedule by day and time. If left empty, the dialing schedule defaults to the location's set Open Hours.
Criteria Tab
- Restrict or allow call dispositions, lead statuses, and other specific lead criteria.
Permissions Tab
- Assign reps to work the campaign.
Script Tab
- Create inbound/outbound scripts that auto populate
Leads Tab
- View and download leads in campaign
Queue Tab
- View leads in queue to be called
Notifications Tab
- Create automatic template notifications based call disposition.
- Can be used for internal and/or external purposes.