Edit an existing campaign

To modify the settings of a previously saved campaign:

  1. Click Admin.

  2. Under Outbound, click Campaign Management.

  3. Click Menu > Channels > Outbound > Campaign Management.
  4. Click the Voice Campaigns or Digital Campaigns tab.

  5. 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.
  6. 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
  • Script
  • Division
  • Caller ID name and number
    NoteChanges to the Caller ID may not be visible in conversation and Analytics data, even if the changes are triggered by a rule. However, if the Caller ID is configured and available, the updated Caller ID is used when dialing. You can verify caller ID changes by checking the SIP Pocket Capture logs on the interaction screen if this is available for your deployment model.

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.