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How To Create A Campaign

Campaigns are located in the following: Campaigns > Campaign. If viewed successfully, the window to your right should reflect the title "Campaigns Listing."

There are 2 ways to create a campaign. 

Regarding the 1st option - Campaign Wizard:

Step 1:
Choose the Campaign Wizard icon (indicated by 4 little squares that form a single larger square), which is located to the right side of the Campaigns Listing title bar.
(Hint: When you hover over the icon, it should state Campaign Wizard).

Step 2:
A separate Campaign Wizard screen will then pop up, which involves a 3-step process.

For the 1st screen, complete the following:

  • Campaign Type - You have the options of either Outbound or Inbound. (This is where you can set whether the users of this campaign will have the option to take inbound calls with this campaign).

    **Please note: If Inbound is chosen, the wizard transforms to a 2-step process instead, with the 2nd screen requesting to select from the following drop-down options: Campaign Recording/Script/My Callback/Agent Pause Code.

  • Campaign ID - Only digits must be entered. (This is the short name of the campaign, must be between 2 to 8 characters in length).

  • Campaign Name* - What do you want the campaign titled. (This is the description of the campaign. It must be between 6 and 40 characters in length).

  • Campaign Caller ID* - What DID/phone number do you want to appear when campaign makes outgoing calls (This field allows for the sending of a custom Caller ID number on the outgoing calls).

When done, choose Next.

For the 2nd screen, complete the following:

  • Auto Dial Level* - Select from the number of calls will be dialed out for whenever each agent becomes available; ratio of calls per agent. (This is where you set how many lines the system should use per active agent. Zero 0 means auto dialing is off and the agents will click to dial each number).

  • Local Call Time - Set the hours for when the dialer calls out. You have default selections (such as business-to-business, or business-to-residential), as well as can set up custom hours. (This is where you set during which hours you would like to dial, as determined by the local time in the area in which you are calling).

  • Answering Machine Detection - Choose Yes or No. (This field is for entering the prompt to play when the agent gets an answering machine and clicks on the Answering Machine Message button in the transfer conference frame).

When done, choose Next.

For the 3rd screen, complete the following:

  • Campaign Recording - Choose from NEVERONDEMANDALLCALLSALLFORCE. We recommend ALLFORCE. (This menu allows you to choose what level of recording is allowed on this campaign).

  • Script - If a script has already been created, (This menu allows you to choose the script that will appear on the agent's screen for this campaign. Select NONE to show no script for this campaign).

  • My Callback - Choose from Agent or System. This is for what the system must do when a callback is initiated specifically for this campaign. (This option allows an agent to disposition a call as CALLBK and choose the date and time at which the lead will be reactivated).

  • Agent Pause Code - Choose from YesNo, or FORCE. When an agent goes on PAUSE (and not be on an active call), do you want to know why the user is not on a call?

When done (and everything else looks good), choose Finish.

Step 3:
You should be redirected to a confirmation window reflecting a successful campaign creation. If so, choose Show Campaign. If not, go back to the wizard and adjust accordingly.

Step 4:
When the campaign is shown, you now have more features to select from to fully customize the campaign. If you need any further assistance, please contact Ytel Support (via phone/email/my.ytel portal).

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Regarding the 2nd option - Clone For Campaign

Step 1:
If you want to copy the settings over from an existing campaign to a new campaign, choose the Clone For Campaign icon (indicated by 3 different sizes of circles, 2 of which overlap one-another), which is located to the right side of the Campaigns Listing title bar.
(Hint: When you hover over the icon, it should state Clone For Campaign).

Step 2:
A separate Clone A Campaign screen will then pop up, which involves a 2-step process.

For the 1st screen, complete the following:

  • From Campaign ID - Choose from the drop-down list the available listed campaigns. (Your new campaign will be cloned from this campaign).

  • New Campaign ID - Only digits must be entered. (This is the short name of the campaign, must be between 2 to 8 characters in length).

When done, choose Next.

For the 2nd screen, confirm your entries from the previous screen:

When done, choose Start Cloning.

Step 3:
You should be redirected to a confirmation window reflecting a successful campaign creation. If so, choose OK. If not, go back to step 1 and adjust accordingly.

Step 4:
When the campaign is shown, you now have more features to select from to fully customize the campaign. If you need any further assistance, please contact Ytel Support (via phone/email/my.ytel portal).

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