Basics about campaign

Campaign is the term used for outgoing telephony for e.g. sales over the pone or for customer polls. A campaign can be regarded as a list of campaign records – facts about customers to be called for a special purpose.

A campaign is created in CallGuide Admin. When creating a campaign the administrator regulates i.a.:

When the list of customers to be called has been entered into CallGuide the campaign can be started. CallGuide Agent or CallGuide Dialer dials the telephone number seen in a campaign record and after concluded call, the agent gives feedback about the outcome of the call.

Both the actual campaign and the records in a campaign can have various statuses as described in Basics about status of a campaign and campaign records' status

The preview and dialer campaign types

There are two main types of campaigns in CallGuide; preview and dialer. There is a little difference in the processing, as making calls for campaign records and distribution of calls are using different techniques.

Preview queue or preview waiting list

If the campaign is of the type preview queue or preview waiting list the customers are called via CallGuide Agent.

Preview waiting list means that agents first select from a waiting list among the campaign records to be called and accept that the call is made.

Preview queue means that a campaign record is routed in a queue, directly to the first ready agent, who then accepts that the call is made.

Working with preview campaigns is not very different from callback.

CallGuide Dialer

If the customers are called automatically via a specific IVR machine named CallGuide Dialer the campaign is of the dialer type.

When working with dialer campaigns you start by selecting a specific custom work level that initiates a login to CallGuide Dialer. CallGuide Dialer then establishes a continually connected call towards each logged in agent’s extension.

CallGuide Dialer makes calls to campaign records and then distributes the connected calls directly to the logged-in agents. When working with dialer campaigns you cannot switch between different media but on the whole there are many similarities to handling preview campaigns. The functions unique for dialer campaigns are described in a separate section.

Campaigns in the queue status window

In the CallGuide Agent queue status window, both shared and personal queues/waiting lists are displayed. To see or not to see empty personal queues is governed by a system parameter in CallGuide Admin. A private campaign queue can e.g. contain campaign records for the customers you have promised to call back at a later occasion.

When you log in to CallGuide you are automatically logged in to all services and queues/waiting lists you have the access rights to handle. This is valid for preview campaigns as well. Dialer campaigns however require a separate login

You will also automatically be logged in to your personal campaign queue, where your private campaign records will appear, no matter which campaign they belonged to. Personal campaign records created for so-called dialer campaigns are described in a separate section.

In the Queue status window, the number of campaign records to be called is shown. For personal campaign records, which are more like callback records, the longest time in queue is shown as well, counted from the time the record should be called.

The text for a queue or waiting list that you are not logged in to is as usual grey. The difference between campaigns and other telephony services are the icons:

Open preview campaign queue or open preview waiting list
A stop button (square) instead of an arrow indicates that the campaign is stopped, limited or ended.
Applies to both preview and dialer campaigns
Open dialer campaign