From the Contact Center admin page, click on Campaigns > Campaign
Click on "Add Campaign" in the upper right corner
A page similar to this will appear follow steps 1-3 adjust as needed and then click Finish.
Your campaign is now created, however to use it you still need to set up Inbound Queues, assign Lists, and set the callback settings.
In this menu, you can assign the campaigns that the Inbound Queues that the Campaign will route to.
If you want to have calls route to agents, you must have agents assigned to that inbound queue and logged in. If you do not want agents to field the inbound calls, we recommend you have a voicemail setup and active.
Next, to set the list for numbers you want to dial. Make sure the list is already uploaded.
Click on list, when you upload data, you set the campaigns you want to assign the list too.
Within this list menu you can enable or disable lists, as well as modify the lists directly.
In order for a campaign to be successfully setup, up you need to have the following ready to go: Agents, who are assigned to Inbound Queues, Lists uploaded and linked in the campaign, Agents that are enabled in that campaign, and a number (Caller ID) set up.
*Note: This article discusses the basics of creating a campaign. If you have custom API integration, custom dialing rules, or any other custom setups please contact Support for further assistance.
We're here to help - if you need assistance, please contact the Ytel support team via email at firstname.lastname@example.org or you can click the live chat button at the bottom right of your screen.