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Objects are the building blocks of Campaigns

Before a campaign is configured, other items are configured first for reusability reasons. Once these basics are set up, configuring a campaign is a matter of selecting building blocks in Interaction Dialer Manager, and assigning them to campaigns. Let's call those objects from now on, because each building block is an instance of something (a schedule, for example).  A campaign is itself an object; it contains other objects and settings that apply only to a campaign. The diagram below shows objects that a campaign can reference. 

Campaigns refer to objects by reference

You can create many Dialer objects, each with its own set of properties. Later, when a campaign is defined, you select objects for the campaign to use. For example, a schedule tells Dialer when to run the campaign. The building blocks of a campaign are:

Object

Description and related feature overview

Contact List

Required

Tells Dialer which contact list to dial for the campaign.

Schedule

Optional

Tells Dialer when to run the campaign.

Script

Optional

Tells Agents what to do. Scripts display information to agents and update the information in your contact list.  Scripts are optional, since Dialer can conduct agentless campaigns, which do not use scripts.  See Screen Pop and Agent Scripts.

Rule Set

Optional

Rules carry out actions at the campaign level, in response to events.

Zone Set

Optional

Assigning a Zone Set to a campaign implements time zone blocking, a feature that prevents calls from being placed to particular time zones, during particular times of day.

Information in a zone set helps the Central Campaign server decide whether or not to select a record for outbound calling, based upon time of day. 

For example, most call centers do not want to disturb customers who are sleeping.  Time zone blocking can also prevent auto-scheduled calls and agent-owned callbacks from being placed at inappropriate times. See Time Zone Blocking for more information.

Stage Set

Optional

Tells Dialer what the steps of a campaign call are, so it can make better predictions and operate more efficiently. See Stages and Stage Sets for background information, and Stage Sets View for user interface details.

Skill Set

Optional

Assigning a Skill Set to a campaign implements skills-based dialing, a feature that matches skill requirements in contact records with available agent's skills before calls are placed, to dial only those contacts that can be handled by the available agent pool.

Policy Set

Optional

Policies define conditions and behaviors that provide granular control over the processing of individual contact records. 

Filter

Optional

Applies a SQL Filter to the selection of contact list records.

DNC Source

Optional

Assigning a DNC Source implements DNC Scrubbing for the campaign—a feature that prevents contact numbers from being dialed by a campaign by scrubbing the contact list against a do-not-call database prior to dialing.

Related Topics

 Define a Campaign

Copy a Campaign

Paste a Campaign

Remove a Campaign