Account Manager Help

The Account Manager application enables administrators and supervisors to administer and manage campaigns and sub-campaigns. Through an easy-to-use, intuitive web-based user interface, users can quickly and easily create and manage comprehensive outbound contact strategies, manage multiple contact lists, create and apply compliance rules, and run comprehensive reports.

This document provides information about managing Outbound campaigns, from the perspective of an account manager.

Online Help

Campaigns

• Configure a campaign
• Use Self-serve SMS
• Learn about pacing models
• Start a sub-campaign

Lists

• Create or load a contact list
• Define list rules
• Add a specification file
• Create Trigger Rules
• Create List Automation jobs

Scripts

• Create or edit a script
• Test a script
• import or download a prompt
• View or edit variables, resources, and response groups

Compliance

• Learn about compliance rules
• Suppress contacts using compliance tools
• Add or manage a suppression list

Agents and Agent Groups

• Create or manage agent groups
• Create or manage agents
• Allocate agents
• Manage Scheduled Followups

Reports

• Account reports
• Campaign reports
• Sub-campaign reports
• Agent reports

Latest Videos

Release Notes

Version 15.x.x Release Notes

Training

Outbound Training