Overview

As we have added more functionality to the product some of these videos are a little out of date, where this has happened links, and notes have been provided to give more information.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 Outbound Campaign:

1. How to Create an Outbound 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 Campaign details page layout has changed since the video was made

This article covers what all the fields mean

Outbound Campaign Configuration Details

2. How to Load a Lead List

The layout has changed since this video was made

Click on this article to find more details

Leads article

3. How to Add a Wrap Code

4. How to Add Agents to a Campaign

5. How to Add Data Fields

6. How to Add a Transfer Pool to a Campaign

7. How to create an Agent Script