Campaigns

Campaign List View and Controls

Campaign Listing Screen

1. Campaign Overview

Column	Description	Function
Campaign Name	Shows campaign identifier	Identifies campaign type with icon
Type	Voice/Message	Indicates communication method
Sub Type	Preview/Auto/Broadcast/WhatsApp/RCS/SMS	Specifies delivery method
Status Button	START/PAUSE toggle	Controls campaign activity
Count	Remaining leads	Shows pending contacts
Ratio	Concurrent execution rate (1-100)	Managing simultaneous actions

2. Campaign Types

a. Voice Campaigns

i. Customer Care (Preview)

ii. Lead Dialer (Auto)

iii. Announcement (Broadcast)

b. Message Campaigns

i. SMS (Quick Notifications)

ii. WhatsApp

iii. RCS (Rich Messaging)

3. Control Campaigns

a. Status Management:

i. Green START button: Activate campaign

ii. Grey PAUSE button: Suspend campaign

iii. Real-time status monitoring

4. Action Icons

a. Pencil Icon (Edit)

i. Modify campaign settings

ii. Update configurations

iii. Adjust parameters

b. Three Dots (⋮)

i. Churn Contact: Manage contact rotation

ii. Manage Contact List: Update lead lists

iii. Delete: Remove campaign

a. Search bar for campaign filtering

b. Add button for new campaigns

c. Pagination (10 rows per page)

d. Total records counter

Best Practices:

Monitor remaining lead counts
Manage ratio for optimal performance
Regular status checks
Update contact lists as needed
Review campaign performance

Churn Contact

Campaign - Churn Contact Management Popup

1. Purpose

a. Manage contacts for recontacting

b. Filter by disposition tags

c. Organize callback lists

2. Management Process

a. Select disposition tags to recontact

b. Use arrows to move to Responders

c. Review selected contacts

d. Update to save selection

3. Best Practices

a. Prioritize callbacks

b. Focus on not-connected attempts

c. Exclude DO_NOT_CALL list

d. Review complaint histories

e. Check counts before updating

Important Notes:

Numbers in brackets show contact count
Use search to filter dispositions
Verify selections before saving
Consider compliance requirements
Monitor total responder count

Manage Contact List

Campaign - Manage Contact Management Popup

1. Access Contact Management

a. Open Campaign Dashboard

b. Click three dots (⋮) menu

c. Select "Manage Contact List"

2. Interface Layout

Panel	Purpose
Contacts (Left)	Available contact lists
Responders (Right)	Selected contact lists
Counter	Shows number of selected lists

3. Management Actions

a. Use search bar to filter lists

b. Click arrow buttons to move lists:

i. → Add to Responders

ii. ← Remove from Responder

a. CANCEL: Exit without saving

b. UPDATE: Save changes

Best Practices:

Organize lists by priority
Group similar contacts
Review list selections
Verify contact counts
Use appropriate lists for campaign type

Important Notes:

Search filters both panels
Multiple lists can be selected
Changes apply after UPDATE
Counter shows total selected lists

Creating New Campaign

Campaign - Add Campaign Popup

1. Access Create Campaign

a. Click "+Add" button

b. Select campaign type popup appears

2. Voice Campaign Options

a. Customer Care (Preview Mode)

b. Lead Dialer (Auto Mode)

c. Announcement (Broadcast)

3. Message Campaign Options

a. WhatsApp Connect

b. Rich Messaging (RCS)

c. Quick Notification (SMS)

4. Selection Process

a. Click "+Add"

b. Choose campaign type (Voice/Message)

c. Select specific campaign sub-type

d. Continue to campaign configuration

Important Notes:

Each type has different setup requirements
Configuration options vary by campaign type
Review requirements before selection
Cannot change type after creation

Voice

Step 1: Choose Medium

Campaign - Voice - Step 1: Choose Medium

Required Fields:

Field	Description
Campaign Name *	Enter unique campaign identifier
Choose Medium *	Select one campaign type

1. Available Campaign Types:

             a. Preview
                         i. Think and connect with customer
                         ii. Manual agent calling

             b. Auto
                         i. Machine-assisted dialing
                         ii. Higher connection rates

             c. Broadcast
                         i. Agent-less dialing
                         ii. Mass message delivery

a. BACK: Return to campaign list

b. NEXT: Proceed to Define Strategy

note

Fields marked with * are mandatory

3. Process Flow:

a. Enter campaign name

b. Select medium type

c. Click NEXT to proceed

Step 2: Define Strategy

1. Preview Campaign Settings

Campaign - Voice - Step 2: Define Strategy-For Preview

Setting	Configuration
Schedule	• Select days (multiple/all)
	• Set custom time slots
Ring Time	21-45 seconds
Preview Timer	1-1800 seconds
Caller ID	Select multiple numbers

2. Auto / Broadcast Campaign Settings

Campaign - Voice - Step 2: Define Strategy-For Auto / Broadcast

Setting	Configuration
Schedule	• Select days (multiple/all)
	• Set custom time slots
Ring Time	21-45 seconds
Ratio	1-100 concurrent calls
Caller ID	Select multiple numbers
Automatic Machine Detection (AMD)	Toggle ON/OFF

Common Features:

Custom time slot creation
Multiple Caller ID selection
Flexible scheduling

Navigation:

BACK: Return to Step 1
NEXT: Proceed to Configure

Step 3: Configure

1. Preview & Auto Campaigns

Campaign - Voice - Step 3: Configure-For Preview / Auto

a. Team Setup

i. Select existing team OR
ii. Create new team:

1. Click "+Add"

2. Enter team name

3. Save team

4. Select from list

2. Broadcast Campaign

Campaign - Voice - Step 3: Configure-For Broadcast

a. Voice Flow

i. Select voice flow from list

ii. Choose appropriate flow for message

Configuration Requirement:

Campaign Type	Required Setup
Preview	Team Selection
Auto	Team Selection
Broadcast	Voice Flow

Navigation:

BACK: Return to Strategy
NEXT: Choose Contact List

Step 4: Choose Contact List

Campaign - Voice - Step 4: ContactList-ForPreview-Auto-Broadcast

1. Choose Contact List

a. Select existing list OR

b. Upload new list:

i. Click upload area

ii. Drag & drop .CSV file

iii. Browse to select file

2. Template Usage

a. Download Template button

b. Follow CSV format

b. Required columns per campaign

File Requirements:

Item	Specification
Format	CSV only
Headers	Match Template
Numbers	Valid format
File Size	System limit

Navigation:

BACK: Return to Configure
SAVE: Complete campaign setup