How do I configure an Outbound Campaign?

Administration > Features > Outbound> Campaigns

 

1. Create a Dial List

   1. Create a spreadsheet with the following headings and enter customer information

       

      

    

   2. Save As either Excel Workbook, Text (Tab delimited) or CSV (Comma delimited) * Text and CSV have much smaller file sizes than an Excel Workbook

       

      

       

2. Right-click and select New to create a New Campaign

    

   

    

3. Upload and schedule the Dial List using Campaign configuration tabs

Campaign	Enter a campaign name, use drop-down to assign to a queue then tick Enabled
Datasource	Use drop-down to confirm Dial List file type then upload using
Column Mapping	Match Dialler headings to Dial List headings using drop-downs
Import	Press Import Now then View Schedule to launch Schedule Settings
Disposition Codes	Tick codes to be used & Move Up / Move Down to order agent inputs