Overview of the Campaigns window

In the Campaigns window, found under the Media | Outbound telephony | Campaigns menu ,you see all your campaigns affiliated to the organisation area or subarea selected in the drop-down menus.

Double click on a campaign name to enter a new name, or on the status icon to select a new status from a drop-down menu. Delete removes a selected campaign provided it has status Ended. See Basics about status of a campaign

Via the Campaign Records window you open other windows where you create, change, import, and export campaign records for selected campaign. Here is also where you administer agents’ personal records. See Basics about Campaign call records

Specify what will happen with campaign records at different stages in the Treatments window. See Configure treatments for a campaign record

Table view or Timeline View.
Choose whether you want to see some of the parameters from the underlying Campaign details window or a calendar overview with times for various events. See Timeline view in Campaigns windows and Details in campaigns table view

Opens the Campaign details window where you:

New...

Add a new campaign

Copy...

Create a new campaign based on an existing campaign, i.e. some values are pre filled.

Details...

Modify all data except short name and distribution type for an existing selected campaign.

Contact data...

Create campaign unique contact data windows to be seen in CallGuide Agent.

See Campaign unique contact data windows

Reasons...
Add reasons (feedback) to be specified after a call has been made.

See Feedback for campaign calls

Prio schedule...

Create strategies and categorize campaign records. Rule the times when each respective category shall be prioritzed for being called and change records priority up or down at different times.

See Basics about Prio schedule for campaigns and Create a strategy for Prio Schedule

Handle one or multiple campaigns in the Campaigns window and finish with one of the following buttons

Saves all changes to the database and closes the window.

Save

Saves all changes to the database without closing the window. If saving should fail, the CallGuide system will note the error for that campaign, and continue with others that are to be saved. Only when the all changed campaigns have been processed, an error message is shown. Changed and not saved campaigns are seen in blue text in the table.

Cancel

Closes the window without saving any changes.

Export information about the campaigns’ status to a file. To export campaign records first click the Campaign Records... button. You can also use Export in the menu opened with a right click. In the window opened, you specify the name and file format for the file to where data will be exported.