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Start a Campaign

A new campaign waits in a manual off condition until you change its execution status:

  1. At the Home screen in Dialer Manager, click Campaigns.

  2. Select a campaign in the list of entries.

  3. Click the Basic Configuration tab.

  4. Use Campaign Execution Controls to set the status of the campaign. The controls are:

    Campaign Execution Controls

    1

    Textual status indicator

    This control displays the execution state of the campaign. If a schedule has control over the campaign, status will be On or Off. When a campaign is running under manual control (not in accordance with a schedule) its status will be Manual On, Manual Off, or Pause.

    2

    Graphical Status indictor

    Visually indicates whether or not the Campaign is running under Auto or Manual control or in accordance with a schedule.

    3

    Start

    Turns the campaign on.

    4

    On for Scheduled Calls Only

    Turns the campaign on for scheduled calls only. Places only agent-scheduled calls. Ignores the campaign schedule.

    • Auto-scheduled calls are not placed.

    • Priority dials are still made.

    • No regular calls are placed.

    When this campaign state is switched to, any cached contacts that the campaign will no longer call (regular calls, queued precise calls) are flushed from the cache back to the database.

    5

    Stop

    Stops outbound dialing once the cache is empty. Ignores the campaign schedule. If you stop a campaign (by selecting Stop), rather than by clicking Pause, agents must log in when the campaign is restarted by clicking this button again. If you click the Pause button, you can resume the campaign by clicking Pause again, and agents won't need to login. Outbound calling will resume once agents change to available status.

    6

    Pause/Resume

    Temporarily stops all outbound dialing activity for the campaign. All active calls will complete, but no new calls will be generated. This command is used to temporally halt a campaign without requiring agents to log back in once processing is resumed. When a campaign is Paused, no calls are placed, but the record cache is maintained. To resume the campaign, press Pause again. Agents will not need to login when the campaign resumes.

    7

    Recycle Campaign

    Recycle refers to the process of restarting the call selection process at the beginning of the contact list. This can happen automatically after all records are processed, or manually in response to a Reset Campaign command. A recycle period is the time that Interaction Dialer needs to process all records in a contact list.

    8

    Reset Campaign

    Resets a running campaign, The contact list will be processed from the top to reach parties that were not contacted in a previous pass. If major settings have been changed (DSN, Sorting or Filters, etc.), the campaign is reset and restarted with the new configuration. This command also sets the count of recycles back to zero.

    9

    Run Test

    Tests the campaign configuration to verify database connection, contact list, sort and filter criteria. Sort and filter criteria are appended to create a SQL statement. If the campaign is configured to use skills-based dialing, skill settings are automatically included for evaluation in the SQL selection statement.

    If the test fails, diagnostic information is displayed to indicate what went wrong.

    If the statement executes successfully, then campaign test results are displayed. Test results return three sets of information:

    Test Result

    Description

    Campaign Call List Statistics

    Information about the call list, including:

    • Total records in the contact list table

    • Number of callable records after filtering

    • Number of records blocked by filters

    • Number of un-callable records

    • Number of records with no phone numbers

    • Number of scheduled calls

    • Number of skill combinations in the contact list that are not dial-able

    Data Sample

    A sample of callable record phone numbers, used to validate the phone number column selection. The data sample lists contact, sort, and filter columns to validate sort and filter criteria. The data sample is sorted and filtered exactly as your contact list will be when dialed. However, data for scheduled calls is not returned.

    Skill Sets Required

    A list of Skill Sets required by the campaign. This breakdown of callable records by skill makes it easy to verify skill configurations assigned to the campaign.

  5. Click Save.

Related Topics

Campaign Execution Controls

Campaign Execution Panel