User Guide
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User Guide
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A user guide is a comprehensive document designed to help users understand and effectively utilize a product, application, or system. Based on the provided information about the Campaign Manager, a user guide includes detailed instructions, guidelines, and explanations to assist users in navigating and using the Campaign Manager efficiently. Here is the list of modules covered:
Campaign Manager Administration
The Campaign Manager is an administration module that allows you to perform various administrative tasks:
Configure Application Parameters
Manage Campaigns
Manage lists
Manage administrative and supervisory users
Maintain Call Strategies and Business Outcomes
Configure Email and SMS channels
Create Call guides for agents to use
Access Campaign Manager
Login Using Campaign Manager User Credentials
Go to the Campaign Manager sign-in page. The URL is provided with the Campaign Manager package.
Enter the User ID and initial password provided with the package. To add users or administrators, refer to the User section.
Login Using Windows Authentication
If the Administrator has configured Windows user authentication, log in to Campaign Manager using your domain credentials.
To add Windows users, see the Window Users section.
Login Using Single Sign-On (SSO) Identity Provider
If the Administrator has activated SSO authentication, log in using the Single Sign-On (SSO) identity provider.
To add SSO users, see the Create SSO Users section.
Password Guidelines
The following rules apply to passwords:
Passwords can be 8-10 characters long, but the length is set by the enterprise administrator, so the minimum number of characters may be greater than 8.
Passwords cannot start or end with a space.
You cannot use an underscore (_) as the last character in a password.
Valid characters for passwords are A-Z, a-z, 0-9, the special characters $-_. +!*'(), and spaces.
While other special characters can be used, they may create problems when entering passwords from a command line or in a web address, so they should be avoided.
Strong passwords contain a mix of letters, numbers, and special characters. Passwords associated with secure enterprises must contain at least one of each.
Change Password
To change your password:
On any page, click the User icon and select Change Password.
Enter the current password.
Enter the new password and confirm it by entering it again.
Click Submit.
Language Support
Campaign Manager supports multiple languages, including English, Chinese (Traditional), Thai, German, Japanese, Italian, French, and Spanish. Users can select the language at the time of installation.
Note:
TTS (Text-to-Speech) is supported and requires configuration adjustments based on the provider, such as Google or Amazon Polly. This applies to Twilio Flex.
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