Create a preview campaign


Prerequisites

The following permissions are required for all dialing modes:

  • Outbound > Campaign > Add, Delete, Edit, Search
  • Routing > Queue > Search
  • Scripter > Publishedscripts > View
  • Outbound > Contactlist > Search

The following permissions are required for all dialing modes except Preview mode:

  • Outbound > Responseset > View
  • Telephony > Sites > View to configure a site
  • Telephony > Plugin > All to configure an Edge group

The following permissions are optional for all dialing modes:

  • Outbound > Dnclist > View
  • Outbound > Ruleset > View
  • Outbound > Callabletimeset > View
  • Outbound > Contactlistfileter > View

  1. Add resources required for this campaign mode, or identify existing resources to reuse.

    Resource Required? Description

    Agent Script

    Yes

    Create a script that helps agents interact with each contact. See Scripts page.

    Contact List

    Yes

    Define the list of persons you want to call or know which existing list to use.

    Do Not Call List

    Optional

    Define a list of numbers that this campaign never dials, even if they are in the contact list. See Add a new DNC list.

    Queue

    Yes

    Add a new queue or identify an existing queue you want to assign to the campaign.

    Callable Time

    Optional

    Define when the campaign can place calls to specific time zones. See Create a Callable Times entry.

    Division

    Optional

    Know which division to associate with this campaign, or whether to use the Home division by default. See Divisions overview.

  2. Click Admin.

  3. Under Outbound Dialing, click Campaign Management.

  4. Click the Campaigns tab.

  5. Click Create New.

  6. Type a name in the Campaign Name box. The name of a campaign can contain spaces and special characters, but it must be unique.

    Image of campaign name property box

  7. Select a Division or accept the default Home division.

    See also Work with Divisions in About access control.

  8. Select Preview Dialing from the Dialing Mode list.

    Shows dialing mode selections.

  9. Select a queue of agents you want to participate in this campaign. To filter the list, type all or part of a name in the Queue filtered box. If you do not type filter text, the Queue box lists all queues.

  10. Select a script from the Agent Script list. To see case-sensitive matching selections, type all or part of a script name. To accept a matched item, select it from the list.

    figure shows assignment of a script to the campaign

    Tip: If you select "Default Outbound Script", the system creates a contact list form for your campaign. The form allows agents to edit every column in the campaign's contact list.

  11. To allow the agent to bypass a preview contact, enable Allow Skipping of Preview Calls. When disabled, a preview telephone number cannot be skipped by the agent.

    Image shows switch used to allow or deny skipping of preview calls

  12. To permit each agent a fixed amount of time to preview the record before the contact is automatically dialed, turn on Enable Preview Timer. Then set an amount of time to wait in minutes and seconds. The default is 1 minute.

    Shows switch control used to enable or disable a timer that automatically dials preview contacts

  13. Use the Contact List box to select a list of contacts for this campaign to dial. To filter the list, type all or part of a name. If you select an unassignable list, an error message indicates why. A contact list is invalid if:

    • No defined phone number types exist for the list.
    • The list has no records.
    • The list failed to import.
    • An import that created the list is still running.

    Tip: If you have not created a contact list, you can do so without leaving the current page:

    1. Click the Contact List box and then click Create a New Contact List.

      Figure shows how to create a new contact list while editing a campaign configuration
      A dialog box prompts for the contact list name and a .csv file to upload:

      Figure shows the dialog used to name and select a contact list file to upload

    2. Type a name in the Contact List Name box and click Browse to select a contact file to upload. For more information, see Create a new contact list.

    3. Click Save.

  14. Columns in the contact list that contain telephone numbers appear below the Contact List Numbers heading. To exclude a phone number column from dialing, click x next to a phone number type. If you remove a contact column and want to add it back, click outside the boxes. Then type all or part of the phone number type name. For example, type C to display Cell. To accept a matched item, select it from the list.

    Figure shows contact list numbers in contact list.

    Control the order in which contact columns are dialed

    The left-to-right order of appearance in the Contact List Numbers box determines the order in which the system dials contact columns (for example, work, home, or cell). To change the order that the system dials columns, click and drag a column name to a new position. The system dials leftmost items first. For example, if contact list numbers contains work and home columns, the campaign dials the work number first.

    Define closing wrap-up code mappings

    For contact lists with multiple contact columns (work and home for example), if the system reached the contact through the work number and an agent sets a terminating wrap-up, it does not dial the home number.

    A terminating wrap-up code is any wrap-up defined for a queue, whose wrap-up code mapping is "Right Party Contact", or one of the uncallable indicators (Contact Uncallable or Number Uncallable). For more information, see Wrap-up code mappings page.

  15. From the Contact Filter List box, optionally select the contact list filter that this campaign should use to limit the dialing to contacts that match the filter. For more information, see Contact list filters view.

  16. Caller ID entries allow you to set the name and phone number shown to contacts as Caller ID information. Telemarketing and regulatory compliance often requires the ability to send Caller ID information.

    1. Type a calling party number in the Caller ID: Phone Number box. Type numbers only, without dashes or parentheses, or enter the number in E.164 format.

      Figure shows an example caller id phone number.

      Note: The Caller ID phone number takes precedence over the external trunk setting, even if the Address Override Method is set to Always in the Calling section.

    2. Type a calling party name in the Caller ID: Name box.

      Figure show an example caller id name.

  17. From the DNC Lists box, optionally select a table of phone numbers that this campaign should never dial. To filter the list, type all or part of a name. When this campaign selects records to dial from its contact list, it excludes numbers that match entries in this DNC list. If you select an unassignable list, an error message appears. A Do Not Call list is invalid if:

    • All or part of the list contains no records.
    • All or part of the list failed to import.

    Tip: If you have not created a DNC list, you can do so without leaving the current page:

    1. Click the Do Not Call Lists box and then click Create a New DNC List.

      Figure shows how to create a new dnc list while editing a campaign configuration
      A dialog box prompts for the DNC list name and for a .csv file to upload.

      Figure shows the dialog used to name and select a DNC file to upload

    2. Type a name in the DNC List Name box and to select a DNC file, click Browse. At minimum, the .csv file can contain a single column of telephone numbers. A DNC file may contain multiple phone number columns and redundant information, such as contact names.

      Example:

      Last Name, First Name,DNC_Home,DNC_Cell,DNC_Work
      Smith,Bill,317-153-4777,317-981-6233,317-333-2174
      Thomas,Terry,424-999-2334,424-384-9993,424-973-8828

      As a best practice, put only phone number columns in your .csv file.

    3. Click Save.

  18. Optionally select sets of rules from the Rule Sets filtered box. Rule sets apply automation to campaign records processing. To filter rule set choices, type all or part of a rule set name and view case-sensitive matched selections. To accept a matched item, select it from the list. For more information, see Rule sets view.

    Figure shows assignment of multiple rule sets to a campaign

    Tip: If you assign multiple rule sets, change rule set evaluation order by dragging items to new positions in the Rule Sets box. The system evaluates rule sets in left-to-right order.
  19. Optionally select a Callable Time file containing time zone names and when calling can occur for each. For more information, see Callable Times page.

    Note: To use the callable times feature, the contact list assigned to the campaign must contain at least one timezone column. If it does not, and you assign a set of callable times to the campaign, then the configuration is invalid and you cannot save changes to the campaign.

  20. Prioritize this campaign. Under Advanced, use the Priority setting to assign an integer between 1 and 5 inclusive. Priority indicates the importance of this campaign relative to any others. This setting helps outbound dialing determine how many calls to place for each campaign for each agent.

    example-campaign-priority-setting

    1 is lowest priority. 5 is highest. The default is 5.

    Agents participate automatically in multiple campaigns by way of the queues they are active in. The same queue may be assigned to multiple campaigns, or the agent may be a member of queues assigned to running campaigns. When an agent is active in multiple campaigns, each campaign generates interactions for that agent, based on the priority settings for each campaign to which the agent is attached.

    Over time, more calls per agent are placed for higher priority campaigns, proportionally to each campaign's priority number.

  21. Optional. Enable Always Running if you want the campaign to continue running even if there are currently no contacts in the contact list. This option is useful if the contact list is dynamically updated from another source.

  22. Optionally sort the contact list by column before dialing begins. For example, if your contact list has an Amount_Owed column, you could sort the list to call people who owe the highest amount first. Under Advanced > Contact Sorting, select a contact list column in Sort by. Select a Sort order: ascending (default) or descending. If the sort column contains numeric information such as a telephone number or monetary amount, enable Field is Numeric. Contact list sorting takes place at campaign start or campaign recycle. If you add a contact while a campaign is running, the new contact is dialed but is not included in contact list sorting until the next campaign recycle. Click the plus sign to sort by additional columns. You can sort up to four contact list columns, with the first sort taking the highest precedence.

    Figure shows options for sorting the contact list based on a single column

    Note: Special considerations apply when sorting a date column. The system does not sort a contact column that represents a date formatted mm/dd/yy as a date. It sorts the column as a string since the system does not recognize that format as a date. To work around this limitation, format dates using ISO 8601 format (yyyy-mm-dd). That format sorts in the same order whether considered a string or a date. To denote Christmas Day for example, enter 2017-12-25 instead of 12/25/17.

  23. Click Save. The new campaign is available on the Campaign Management page.

  24. Note: An error message appears if the new campaign exceeds the maximum limit count of 1000. Delete old or obsolete campaigns as needed and click Save again to complete the new campaign configuration.