Campaign
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    Campaign

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    Article summary

    A Campaign is a set of rules. In a campaign, you can upload contacts, define dialing priority, schedule strategies, and perform various other tasks. You can also use campaigns to handle callbacks, which are initiated based on the request of customer to be called back or automatically initiated by the system due to a failure to contact the intended person. A campaign functions as a collection of lists, where each list comprises, the contacts uploaded.

    This section allows you to integrate your campaign with that of the partner product. This section allows you to integrate with the campaign of the partner product (Dialer specific) or with the Queue (non-dialer specific) to fetch details. Additionally, this section allows you to assign a campaign to a group.

    Prerequisites

    The following are the mandatory requirements to create a campaign:

    Mode:

    A Mode refers to the different communication channels available to reach a customer. Examples include home phone, mobile, work phone, SMS, email, and social media platforms like WhatsApp, Twitter, and Instagram. Each campaign must be associated with a specific mode.

    Note:

    SIP, SMS, Call Guide, Email and Social Media modes (WhatsApp, Twitter, and Facebook Messenger will be available in a future release.)

    Contact Strategy: The Contact Strategy is about configuring a set of rules for various modes. This set of rules decides the mode on which a contact is reached (usually based on  weight assigned to the mode), the time at which a contact is reached on a specific mode, the time when retries are dialed out on configured modes, and so on. See Contact Strategy for more details.

    Time Zone : The list of time zones configured for the outbound campaign. This is relevant for campaign execution as also dialing out contacts in their respective time zone. See Time Zones for more details.

    Note:

    1. Your campaign names must not exceed 60 characters in length.

    2. Do not use special characters in your campaign name.

    • Campaign Percentage is calculated using the formula:

      TotalPercentage = CompletedCalls * 100 / TotalCalls

    • The completed calls are calculated as follows:

      CompletedCalls = Count (Closed) + Count (Other)

    Campaign Home Page

    Click Campaign to view the campaigns details. The screen displays the following details:

    Fields

    Description

    Channel

    Displays Channel such as Voice, Email, SMS or a combination of voice and non-voice.

    Campaign Name

    Displays the campaign name.

    Group Name

    Displays the configured group name. For Shared List campaigns, no specific campaign group is listed; only shows as Shared List.

    Start Date, Daily Start Time

    The start date for the campaign and the daily start time for the campaign.

    End Date Daily

    The end date for the campaign and the daily end time for the campaign.

    Status

    This displays the current status of the campaign as explained:

    • Created - A campaign is created and yet to start dialing contacts. The status bar is light blue.

    • Executing - Campaign in a running state, that is, dialing contacts. The status bar is green.

    • Starting - When you start one or more campaigns using the Page Actions buttons, the status shows as Starting. Click the Refresh button to confirm the campaign has started and status has changed to Executing.

    • Stopping - When you stop one or more campaigns using the Page Actions buttons, the status shows as Stopping. Click the Refresh button to confirm the campaign has stopped and the status has changed to Stopped.

    • Stopped - A campaign is not running. The status bar is red.

      Note

      Campaign in the Stopped state does not automatically change to Executing at the configured campaign operation time. An Administrator should start such campaigns manually

    • Group Stopped - The mapped parent campaign group is disabled by the administrator. All campaigns in the disabled group are in the Group Stopped state. The status bar is red.

    • Time Suspended - Campaign is suspended (in a temporarily stopped state). A campaign is automatically time-suspended outside the configured hours for execution, holidays, campaign weekends, inoperative Day of Week, etc. At the configured campaign operation time, the state automatically changes to Executing. The status bar is beige.

    • Elapsed - Campaigns that are past the configured end date and time are marked with the status Elapsed, and the status bar is brown.

    • Completed - The percentage shown at the end of the status bar indicates the percentage of contacts dialed out (from the total number of contacts uploaded for the campaign).

    • Estimated Completion Time (ECT) - The ECT for all the dialable contacts in the campaign to be dialed out. This is calculated based on history and current day data of total records processed and total duration processed.

    • Marked For Deletion - It indicates that the campaign is flagged for deletion but it is not yet permanently removed.

    Campaign Statistics

    Total

    The total number of contacts uploaded for the campaign. Total Contacts is calculated using the following formula:

    Total Contacts = Open Contacts + Closed Contacts + Other Contacts

    Open

    The number of contacts in an open state. Contacts with status 0.

    Fresh

    The number of fresh contacts that are yet to be dialed out the first time. Contacts with status 0 and IsFresh equals 1 in the database.

    Scheduled

    The number of contacts that are scheduled for dialing. Contacts with status 0 and IsFresh equals 0 in the database.

    Closed

    The number of closed contacts. Here you cannot make dialing attempts on closed contacts unless it is reopened. Contacts with status 1.

    Others

    The number of contacts in states other than open, fresh, scheduled, or closed.

    Action

    You can perform the following actions here:

    • Edit: Edit any property in the campaign.

    • Copy: creates a new campaign with all properties of the selected campaign (except Campaign Name) retained as is.

      Notes:

      • Whenever you duplicate a campaign, the application does not replicate the dialer settings. Users need to manually create the dialer settings in the campaign for a copied campaign.

      • For a copied campaign, using the same name as a deleted campaign is allowed, subject to a rider. The historical data pertaining to the old campaign is deleted from the database when a new campaign is created using the same name as a deleted campaign.

    • Stop or start: Allows to stop or start a campaign. All contacts, except active delivered contacts, are closed in the dialer. The status for such contacts is changed to Open in the application.

    • Flush: Allows to close all pending contacts that are available in the dial list.

      Note:

      The contacts that are active in the dialer are not flushed.

    • Delete: Allows to delete a campaign. A campaign can be deleted only when it is not in the Executing state. The delete button is activated only if the campaign is not in the Executing state. When the user clicks on Delete, a pop-up opens and displays the following warning message to notify the user about the delete operation:

      This action marks the campaign for deletion. The campaign is permanently deleted once all related campaigns reach a non-executable state.

      Note

      Campaign deletion is irreversible and cannot be undone. After initiating the delete operation, the campaign's status changes to MARKED FOR DELETION to reflect the pending deletion process.

    Page Action

    • An Actions button panel at the top left of the page above the headers is provided to perform various actions. This button is displayed only if an administrator has configured this to be displayed.

      Note:

      Multiple campaign selection works only for the active page and not for campaigns across pages.

      • If you select multiple campaigns, you can use only the Start and Stop buttons, as applicable. The whole palette of buttons is available if you select a single campaign.

    • Edit: Allow to update the campaign.

    • Copy: Creates a new campaign with all properties of the selected campaign (except Campaign Name) retained as is.

      Note:

      For a copied campaign, using the same name as a deleted campaign is allowed, subject to a rider. The Historical data pertaining to the old campaign is deleted from the database when a new campaign is created using the same name as a deleted campaign. We advise you to use this after exercising due care, since this results in loss of historical data.

    • Start / Stop: allows you start or stop the campaign.

    • Flush: Allow to close all available pending contacts in the dial list.

      Note:

      The contacts that are active in the dialer's cache are not flushed.

    • Delete: Allows to delete a campaign. A campaign can be deleted only when it is not in the Executing state. The delete button is activated only if the campaign is not in the Executing state. When the user clicks on Delete, a pop-up opens and displays the following warning message to notify the user about the delete operation:

      This action marks the campaign for deletion. The campaign is permanently deleted once all related campaigns reach a non-executable state.

      Note

      Campaign deletion is irreversible and cannot be undone. After initiating the delete operation, the campaign's status changes to MARKED FOR DELETION to reflect the pending deletion process.

    Special Characters

    Do not use the following special characters while adding a name:

    Backtick

    `

    Tilde

    ~

    Exclamation mark

    !

    Number sign / Hash / Pound

    #

    Dollar sign

    $

    Percent sign

    %

    Caret

    ^

    Ampersand

    &

    Asterisk

    *

    Bracket

    ( )

    Plus sign

    +

    Equal sign

    =

    Curly Bracket

    { }

    Square Bracket

    [ ]

    Apostrophe

    '

    Semicolon

    ;

    Comma

    ,

    Full Stop

    .

    Slash

    / \

    Vertical Bar / Pipe

    |

    Colon

    :

    Quotation

    "

    Less than

    <

    Greater than

    >

    Question Mark

    ?

    Contact Status Details

    Each contact that is uploaded to the application is tagged with a status.

    Status

    Name

    Description

    0

    Open

    Open Contact.

    1

    Closed

    Closed Contact.

    2

    Temporarily Locked

    Contact temporarily locked, will not be delivered.

    3

    Upload in Progress

    Contact in the midst of upload process.

    4

    Delivered to Dialer

    Contact delivered to the dialer.

    5

    Overwrite

    Contact overwritten during upload.

    6

    List Stopped

    Contact from a list that is stopped.

    7

    Closed Through Managed Contacts or Flushed

    Contact closed using the Manage Contact functionality / flushed contact.

    8

    Contact Stopped and Closed

    Contact stopped and closed, will not be delivered to the dialer.

    9

    Contact Scrubbed

    Contact from a list that is scrubbed.

    10

    Contact Moved to Other Campaign

    Contact moved from one campaign to another chained contact.

    11

    Permanently Stopped

    Contact permanently stopped which will not be delivered to the dialer.

    20

    Delivered Contact Stopped

    A contact that is delivered to the dialer is stopped from dialing.

    21

    Locked for PCB Delivery

    Contact that is locked and will be delivered only for a Personal Callback (PCB) call.

    22

    Locked for CSS Contacts Delivery

    Contact that is locked for delivery via a Contact Selection Strategy (CSS) schedule.

    23

    Locked for AEM Delivery

    Contact that is locked for Agent-Executive Mapped delivery.

    24

    Locked by Reschedule to Reschedule Contact

    Contact locked by the rescheduler to be delivered as rescheduled.

    25

    Locked by Reschedule to Close Contact

    Contact locked by rescheduler to be closed.

    30

    Contact blocked by DNC

    Contact blocked as Do Not Call contact.

    31

    Contact blocked by NDNC

    Contact blocked as National Do Not Call contact.

    32

    Contact Blocked by DNC Scrub

    Contact blocked during the process of DNC scrub.

    33

    Contact blocked by Litigation

    Contact blocked due to a litigation requirement.

    34

    Expired

    Expired contact.

    Sort and Search

    The Campaign listing data can be sorted by any column. Click a column header to sort the data by ascending order of the column. You can use the Search box at the top right of the Campaign listing page to search and fetch the required data.


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