To configure these settings, select Administrator > Call Campaigns in the Features Configuration section. The configuration screen has three different configuration tabs:
The first screen shown is where you configure default campaign settings.
On this screen, you can set the following default values for a Call Campaign:
When complete, click save on the Action Bar.
This screen is where you configure Call Campaign rules which specify the follow-up actions to be assigned and recorded, as well as the records to be collected depending on the result of any one phone call. These latter records are called Dispositions.
The screen image shown below is contracted and shows only a few campaign rules.
While a little complex to set up, this is one of the most important system features because it is what determines the efficiency and productivity of your call campaigns.
There are two separate Email Performance Notification Templates
These report can be configured by automatically inserting Merge Fields related to: 1) Employee, 2) Call Campaign, and 3) Report data.
To configure a report, select the Merge Field categories in turn, and insert the required Placeholders where you want them shown in the report.
The available placeholders for Employee, Call Campaign, and Data are shown in the following table.