Campaign Schedules allow you to assign multiple campaigns to a Campaign Schedule. Utilizing a Campaign Schedule for campaigns gives sales leaders the ability to manage campaigns in one schedule with specific start and end times throughout the day, enabling sales agents to focus efforts on sales related activities.
Campaign Schedules List
The campaign schedules list contains a list of all campaigns available on the account. The list includes columns for the following:
- Campaign Schedule Name
- Total Campaign Slots – the number of Campaigns included in the Master
- Actions – Icon buttons for Edit and Delete
Add a New Main Campaign Schedule
To add a new campaign schedule, go to the Add Main Campaign Schedule button on the top right corner.
The Add Main Campaign Schedule screen displays and includes the following configuration settings:
Name the Campaign Schedule.
Enable Skill Group - Records can be served to a specific Skill Group in the same way that an inbound call can be routed. Choose a skill group from the dropdown. Certain conditions apply. The campaign schedule setting will override any child campaign setting.
The schedule setting allows you to add multiple campaigns to the schedule, along with setting the start and end time for each of the campaigns. From the dropdown under Campaign Slot 1, select an existing campaign. Set the start and end time for that campaign. To add another campaign, click on the Add a Campaign Slot button. You will be presented with the same configuration options for adding an additional campaign. Remove campaigns from this list by clicking on the trash icon. Continue this process until all the desired campaigns are add to the campaign schedule.
Priority of the campaigns being presented to the agent are determined by the start time of a campaign. For example, if Campaign A starts at 8:00am and ends at 10:00am, and Campaign B starts at 8:30am and ends at 11:00am, and it is now 8:35am, the agent will only be dialing prospects in Campaign A unless there are no prospects to dial in Campaign A. In this case, Campaign B prospects will be presented to the agent.
Note: The agent's local time is determined by their browser settings and is used for the start/end times set on the campaign. So for a campaign with a start time set to 11, if the agent is in EST, the campaigns will be available to dial at 11 EST. If the agent is in PST, the campaign will be available to dial on at 11 PST.
Provides the option to assign a campaign schedule to individual agents or agent groups.
Once you’ve configured all the settings for the campaign schedule, click Save. The new campaign schedule will be added to the campaign schedules list.
View Campaign Schedules
To view the campaigns included in a campaign schedule, click on the arrow icon to expand the table row of a specific campaign schedule. All campaigns included in the campaign schedule will be displayed, along with their individual start and end times. From here, you also have the ability to add additional campaigns to the list, along with removing campaigns from the list.
This concludes the Campaign Schedules Admin Guide. If you have any further questions, contact your Customer Success Manager or email@example.com.
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