Before starting your campaign you will need to create a customer group(s). See: How to create a Customer Group
Note: You will want to create and name the groups you want to include as well as exclude from the campaign.
- Navigate to the "Marketing tab" and click the New Desired Campaign type.
- Now you will need to configure the campaign by:
-Choose a campaign name
-Select the campaign category
-Select a start date
-Select a Reporting End Date
-Select the Include Groups (this will be the group you've created as your target audience)
-Select any groups to exclude from the campaign
- Now you will configure the Call Campaign settings
-Set a cost per call if there is one
-Select a phone script (if you desire you agents to use a specific phone script)
-Select the agents to be callers in the campaign
Note: you will want to ensure all callers have the Call Campaign pod on their dashboard
-Choose how the calls are distributed in the call campaign
-Select the call results available and which result will qualify as a completed call
-Select "Save Campaign"
-If you choose the same day as the start date you will now click "Start" to run the campaign. If you chose a future date it will automatically be run on that date.