Campaign Management ​

A campaign is a group of customers that agents call according to predefined settings.

Creating a New Campaign ​

1. Go to Campaign Management in the main menu.
2. Click New Campaign.
3. Fill in:
   • Campaign Name — a descriptive name for identification
   • Project Type — choose from the existing types list
   • Schedule — active days and hours
   • Retry Limit — how many times to attempt each number

Advanced Filters ​

You can filter which customers enter the campaign by:

• Previous status (e.g., no-answer from last call)
• Geographic area
• Record creation date
• Custom fields

Managing a Live Campaign ​

• Pause / Resume — Click the play/pause button next to the campaign name.
• Status tracking — View in the real-time screen how many calls were made and their outcomes.
• Export data — Export results to Excel from the Reports area.

Assigning Agents ​

After creating the campaign, assign agents so they can see it in their queue.