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Creating custom Campaign Statuses

This Article provides instructions on how to add Campaign Statuses

Here is a Short Video showing you how this can be done

Click Here Campaign Status Video

 

How to add Campaign statuses

 

Step 1: Click on your Campaigns tab, then click on Campaign Statuses

 

 

Step 2: Click on Modify

 

 

Step 3: Fill out the Status and Description for your new Disposition

 

 

Abbreviations you should know for Step 4:

 

Status: Abbreviation for your Disposition that will appear on reports.

Description: Full Description of your Status that your Agent will see upon entering the Disposition Screen.

Selectable: This is what Determines whether or not your Agent can select/See the status upon entering the Disposition Screen.

Human Answer: Setting to Y will use this status when counting the human-answered calls.

Sale: Setting to Y will include this status when calculating total sales.

DNC: Indicates that this Status should not be called again/Status will be included in the calculations of the DNC totals.

Customer Contact: Indicates that the call was answered by a person, and will be included when calculating total human answered calls.

Not Interested: Indicates that the status should not be called again, but is not included on any DNC lists.

Unworkable: Indicates that the lead is not viable, regardless of whether the customer was interested or not.

Callback: Setting to Y will pop up a Calender for your Agent to set a Callback.

Completed: Indicates that the Lead is done but does not fall under DNC, Not Interested or Unworkable.

 

Step 4: Select Y or N for the rest of the Fields, then click the + icon

 

 

You will now see your new Campaign Status. Your Agents will need to log out and back in to be able to see the new status.

 
To copy the Custom Statuses from one campaign to another:

Step 1: Click on the Bubble icon in the top right corner




Step 2: Highlight the campaigns you want to clone to then click submit

If you have any further questions please give our support team a call at 800-382-4913 or email us at Support@ytel.com.

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