Edit an existing campaign

To modify the settings of a previously saved campaign:

  1. Click Admin.

  2. Under Outbound Dialing, click Campaign Management.

  3. Click the Campaigns tab.

  4. Locate the campaign you want to edit in the name column. Click its hyperlink.click_campaign_entry
    Tip: The Dialing Progress column graphs penetration rate progress for each incomplete campaign. Penetration rate is the count of contactable contacts processed compared with total number of contacts. A green check mark indicates that a campaign dialed all contacts without stopping.
  5. Change settings in the campaign editor as needed. Then click Save.

Modify a running campaign

If the campaign is on, customers can update portions of its configuration. When a campaign is running, you can modify the following items:

  • Rule sets
  • DNC lists
  • Contactable time sets
  • Abandon rate
  • Caller ID name and number
  • Script
  • Division

To prevent the campaign from disruption, the system rejects invalid updates. Valid changes take effect immediately. For example, if you add a DNC list to a running campaign, it uses that do-not-call list immediately.

Tip: You cannot save edits to a campaign that is in a “stopping” state.

If you click Save while a campaign is in a stopping state, a warning message appears: `The campaign status is invalid and failed to update`. Wait for the campaign to end before saving changes.