The campaigns may be found in a separate section within the main side menu (“briefcase” icon).

Preparation of contacts for a campaign

Prior to establishing a campaign, you shall compile a list of contacts which will be used forthe campaign. These contacts are already included in the Contact Directory, or you can import them via the “Upload CSV” button. There, you select the desired CSV file with the contacts and then you transfer the columns included in the CSV file to existing columns in the Contact Directory (e.g. client’s name, client’s email, client’s phone number, etc.).

The next useful step is the option to create a filter which enables you to select only a limited set of contacts for the purposes of the campaign. By using the filter button, you can apply any of the existing filters or to create a new filter. These filters may also be created while creating the campaign when it is presumed that the Contact Directory already contains right contacts.

Creating a campaign

In order to establish a campaign, you shall click the “+ Create a campaign” button and then fill a name of the campaign in the first “General” tab, its type (there is only the “telephone” option for now) and also the mechanism in which the campaign shall function (there is only the “Preview” option for now).

Furthermore, it's possible to define the length of the BCW (Before Call Work) limit in seconds which specifies the period from the acceptance of a session (a campaign call) to the moment of dialing a telephone number. An important parameter of each campaign is routing which defines the group of operators to whom the campaign (outgoing) calls shall be directed.

Another optional parameter of each campaign are the rules (the actions which shall be performed) such as planning of a repeated dialing, deleting a contact, adding a parameter to the dialed phone number or the retry a call in case when client does not answer it). The “Call again” rule may be specified by defining one or more conditions (such as whether the call was connected, the result of the outgoing call inserted by the operator or the current number of attempts in outgoing calls).

Another (optional) item is the Call script which is a special type of a form which contains a script for the operators in order to handle campaign calls effectively. It may contain specific sentences which shall be used during the call with the client, but also other form-based elements which are used with other times of forms (checkboxes, closed answers to questions, etc.). All the responses recorded by the operators are stored in the parameters and they may easily be found in the Sessions section.

In the end you have a chance to define one or more telephone numbers which will be used for the campaign. Suggested telephone nunbers can be defined in the telephone channel settings.

The second tab titled “Contacts” displays the content of the Contact Directory and you shall choose a column from which the phone number should be used.

Campaigns management

Only the user with the authorization of “Manage campaigns” is able to create and manage existing campaigns. The overview of existing campaigns contains, among others, also the status and type of the campaign. The details of each campaign include the parameters and overall statistics of the given campaign (number of processed or waiting contacts, etc.).

Further, the supervisor shall find more detailed information on the individually dialed contacts (such as the name of the operator who processes the contact, the status of the contact, the result of the call, whether the call took place or whether the call was refused by the contacted person and also the period up to the moment of the next attempt to dial the given phone number).

Individually created campaigns may be suspended and terminated as needed. If you want to use the same list of contacts during the same campaign again or to use it only with minimal changes, just click the checkbox next to the heading of the campaign detail and choose the “Create a campaign” in the displayed selection of “Options”. For each contact, you can display its detail and timeline with all the previous communication just as in the Contact Directory.

The campaigns are one of the functions which may be turned on and off, and if you are interested in using them, please contact your business representative or send us an email to with a request for their activation.

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