This option allows creating an outgoing campaign where a set of calls are generated automatically from a list of phone numbers and assigned to the agents.
Figure 1
You can Activate, Deactivate and Delete a campaign by selecting it from the list and using the buttons located in the filter section. To Edit a campaign click on the blue link Edit at the right of the campaign from the list. You can also download a report of the calls in a CSV file that contains the status of the calls and the data collected in the forms.
New Campaign
To create a new campaign, click on the blue link "Create new campaign" located in the section where the filters are. The parameters requires to create a new campaign are very important to determine how a call is going to be made. Below a brief description of the required parameters:
| Field | Description |
|---|---|
| Name | Name of the campaign |
| Range date |
Start: Date on which the campaign starts. End: Date on which the campaign ends. After this date, no more calls will be made although there are pending phone numbers. |
| Schedule per Day | The range of time per day which the campaign will last. |
| Form | Select the forms to be used in the campaign to collect data. To create a new form click on "Manage Forms" or go to Forms module. |
| External URLs | Select an URL to load an external aplication in the Agent Console. If you haven't created one you can do it by clicking on "Manage External URLs". |
| Trunk | Select the trunk from where the calls are going out. |
| Max. used channels | It limits the maximum number of simultaneous calls for this campaign. |
| Context | The name of the context to use for the campaign. The value by default is from-internal. |
| Queue | This is the queue assigned to the campaign. The agents who will take the ingoing calls are configured in this queue. To activate a queue click on "Manage Queue". Notice that a queue must exists before it can be activated for the call center. |
| Retries | Number of times that a call is made if it was unsuccessful. |
| Call File | Select a file in format .csv which contains the phone numbers that will be called by the campaign. You can add more data in this file as Name and Last Name. |
| Call File Encoding | This is the type of encoding of the file. Leave this field with the value by default. |
| Script | This is the message that guides the agents when they are attending a call. It could contain a greeting or special words that an agent has to say during the call. |
Figure 2