This view manages campaign rules. Campaign rules affect the execution of campaigns, based on the current number of campaign agents or a campaign’s percentage of completion. Unlike call rules, which apply to calls, campaign rules apply to campaigns or sequences of campaigns.

  • Campaign rules evaluate running campaigns to take actions such as starting, stopping, setting priority, or recycling the contact list.
  • Rule conditions compare the current number of campaign agents or a campaign’s realtime percentage of completion to predefined thresholds.
  • To have effect, a campaign rule must be turned on by setting its Status switch On in the Campaign rules view.

To set up rules that affect the processing of calls instead of campaigns, use call rules.

These are the elements of configuration for the Campaign Rules view.

 

Elements Managing Campaign Rules
Create New To configure a new campaign rule, click Create New.
Edit To edit a campaign rule, select the checkbox and click Edit.
Copy To duplicate a campaign rule, select the checkbox and click Copy.
Delete To delete a campaign rule, select the checkbox and click Delete.
 On/Off switch To make a campaign rule active or inactive, turn a campaign rule on or off.
 Name To filter for a rule, enter a rule name in the search box. To open a rule in the editor, click the rule name.

caret up/down

 To sort the list of campaign rule entries, click the caret in the Name field. The entries are sorted in ascending or descending order.
Paging The Campaign Rule view is paginated. Use the paging controls to navigate to the next or previous page. The current position is indicated by the page number. Change the number of entries displayed on each page in the records per page dropdown list. 

Procedures