As we have added more functionality to the product some of these videos are a little out of date, where this has happened links, and notes have been provided to give more information. Replacements will be recorded soon!

This video sequence will take you through the process of creating an Inbound Campaign:

1. Create an Inbound Campaign

Teams now need to be added to Campaigns

Assigned Teams

Go to the Assigned Teams Tab

  1. In the Is Assigned column select All

  2. Select the Teams you would like to add the Agent to

  3. Press the Add button in the header

  4. Press Save

If the relevant Team doesn’t display you can create in the Teams module in the Administration menu


The layout has changed since the video was made

All fields on the new screen are explained here:

Inbound Campaign Configuration Details

2. How to Create a Workflow

3. How to configure a Voice Channel

4. How to add a Transfer Pool to a Campaign

5. How to add Wrap Codes to a Campaign

6. How to add Agents to a Campaign

7. How to Create an Agent Script

8. How to Create a Callback for an Inbound Campaign