Campaigns

A Campaign is a flexible master plan that organizes Calling Lists and Agent Groups (or Place Groups) for dialing calls and handling call results. A Campaign can be assigned to multiple Campaign Groups. See additional information in the Outbound Contact Deployment Guide.

Display Options

The Campaigns list shows the Campaigns that are in your environment. It is sorted in a hierarchy by Tenants, configuration units, sites, and folders. To view objects by a particular hierarchy, select the hierarchy type in the drop-down menu above the list.

Important

Campaigns that are disabled appear grayed out in the list.

Configuration Manager respects tenancy permission settings. You can access only those objects that you have been granted permissions and privileges to access.

You can filter the contents of this list in two ways:

• Type the name or partial name of an object in the Quick Filter field.
• Click the magnifying glass button to open the Tenant Directory filter panel. In this panel, click the Tenant that you want to select. Use the Quick Filter field in this panel to filter the Tenant list.

You can sort the items in the list by clicking a column head. Clicking a column head a second time reverses the sort order. You can add or remove columns by clicking the Select Columns button.

To select or de-select multiple objects at once, click the Select button.

Possible Procedures from this Panel

To create a new Campaign object, click the New button. To view or edit details of an existing object, click on the name of the object, or click the check-box beside an object and click the Edit button.

To delete one or more objects, click the check-box beside the object(s) in the list and click the Delete button. You can also delete individual objects by clicking on the object and then clicking the Delete button.

Otherwise, click the More button to perform the following tasks:

• Clone—Copy a Campaign.
• Move To—Move a Campaign to another hierarchical structure.
• Enable or disable Campaigns.
• Create a folder, configuration unit, or site. See Object Hierarchy for more information.

Click on the name of an Campaign to view additional information about the object. You can also set options and permissions.

Creating Campaign Objects

To create a Campaign object, perform the following actions:

1. Go to Configuration > System > Configuration Manager.
2. Click Campaigns. The Campaigns list displays.
3. Click the New button.
4. Enter the following information. For some fields, you can either enter the name of a value or click the Browse button to select a value from a list:
   • Name—The name of the Campaign. You must specify a value for this property, and that value must be unique within the Configuration Database (in an enterprise environment) or within the Tenant (in a multi-tenant environment).
   • Description—A brief description of the Campaign.
   • Script—Defines the Script object that contains all of the attributes that are required by Agent Scripting.
   • Tenant—In a multi-tenant environment, the Tenant to which this object belongs. This value is automatically set to the Tenant that was specified in the Tenant Directory field in the object list.
   • State Enabled—If selected, indicates that the object is in regular operating condition and can be used without any restrictions.
5. In the Calling Lists tab, click the Add button to add a Calling List. In the pop-up window, you can create a new object by clicking the New button.
6. Perform one of the following actions after you have added a Calling List to the Campaign:
   • Click the Save button to accept the changes and return to the object list.
   • Click the Apply button to accept the changes and remain in the tab.
   • Click the Cancel button to discard the changes.
7. Click the Save button.