How to create a campaign

Chose setting and then Campaigns from the left-hand menu and then "Create campaign" in the top right corner. 

Settings

1. Next, select "Campaign Settings"  

Each campaign must be given a unique name.

  • Show in dialer overview

To hide a campaign so that the dialer doesn't see it and call through it, do so here:

Phone

  • Dialer method

There are three ways to call: 

In the manual dialer, the agent will need to manual dial and manual end the call. This method is effective if the agent needs time to enter the customer's information before contacting the customer.

In the progressive dialer, the system dials itself, and the agent must be ready to take the call.

The predictive dialer calls multiple leads at a time. Read more about the predictive dialer here.

  • Country code

If leads are abroad and do not have a country code entered as a part of their phone number, manually enter it here. 

  • Outgoing number

Here you choose which number you want to call from.

Inbound

  • Incoming call number 

This will be the number that the lead will call back to in order for it to enter the Adversus campaign. By default, you can select only Adversus numbers. If you need a new number, select "Order new number" on the grey button.

  • Forwarding Number:

If there is no phoner sitting on the campaign and calling, you can forward incoming calls to another number, which can be selected here.

  • Max Wait Time:

Here you can set how many seconds a customer may be queued before being forwarded to "forwarding number".

Record Conversations:
If you want to record conversations then it can be set here. The following options can be selected
-Always
-Never
-For permission record from Start-here, the phones must manually enter and choose whether to record the conversation when they are sitting and talking with the customer. Here it will be from the start.
-By permission start off-Here the phones must manually enter and choose whether to record the conversation when they are sitting and talking with the customer. Here it will be with the start of recording.

  • Recordings are saved in:

Here you can set how long the recordings should be saved.

  • Mix of conversation:

If you do not want to record the customer, but only the agent, then it can be set here.

  • Upload Welcome messages:

If you want to give a welcome message when a lead is calling back, it can be selected here. It can be selected both as waiting music until a phoner on the campaign is ready to talk, but also if there is no phoner active on the campaign.

Recordings:

Record conversations

    If you want to record conversations then it can be set here. The following options can be selected
    -Always
    -Never
    -For permission record from Start-here, the phones must manually enter and choose whether to record the conversation when they are sitting and chatting with the customer. Here it will be from the start.
    -By permission start off-Here the phones must manually enter and choose whether to record the conversation when they are sitting and chatting with the customer. Here it will be with the start of recording.

Here you can choose how long the conversations will be saved.

  • Mix of conversation

Here you choose whether it is both the phoner and the customer or only the customer to be recorded.

  • Agent can listen to recorded conversation

Choose whether or not to provide agents with recordings of previous conversations with leads here:

Calls:

  • Default redial type

Choose whether the redial is public by default or private.

  • Maximum future redial days

Define how many days in the future redialing may occur.

  • Hours between automatic redial

If a lead does not answer the phone, this feature determines when the lead can be called again. We recommend 25-26 hours as experience shows that some times are generally better for some leads than others.

  • Call attempts - normal

Set how many times a lead may be given the status "answering machine" before it no longer appears in the campaign. 

  • Call attempts - redial

Set how many times a lead may be given the status "call back" before it no longer appears in the campaign. 

  • Max call attempts 

Set whether leads that reach the maximum number of call attempts with a specific status should be closed.

  • Contact attempt - invalid number

Set how many times invalid phone numbers are called.

  • Max invalid contact attempts

Opportunities:

  • Default lead pool

Defines which pool new leads created in. This applies to unknown inbound leads, manually created leads.

  • Private redials expire

If "Yes" is selected: If an appointment has been made with a redialed lead but the call doesn't take place at the agreed time, it will automatically switch to an alternate phone number after X number of minutes. If "No" is selected: The same phone number will be used to contact the lead every time.

  • Leads expire

If you want leads to be closed after X number of days, then it can be defined here. This is most often used if, for example, you can only call leads for 7 days. Define the X number of days after which leads will be closed. 

  • Time zone

Defines which time zone the campaign is working in.

Visibility and Rights:

  • Projects

Summarize and consolidate campaigns for reporting here. Read further about this here.

  • Team rights

Divide agents into teams so that agents will only be able to call campaigns with which their teams are associated. Read more about teams here: teams

Select "Save Settings" when all settings have been adjusted as desired. Settings may always be changed and saved again.

Lead Master Data:

Next, decide which information the agent can see see as they call leads. At the same time, choose whether or not the agents are allowed to edit data.


Result data
In addition to the lead master data, choose which data the lead should be enriched with. For example, a history of purchased products or a calendar for appointment setting. 

Create a new field, choose which question should be asked, whether there should be a normal text box, a dropdown, a large text or booking calendar

Finally, choose which field should always appear, and which should be shown only from a specific status. Afterwards, select "Add Field".

Find further help here: result data fields


Booking

If you make appointment setting You can under "booking" Choose which information to enter in calendars.
(Booking calendar works only if you have a calendar integrated. Get help here: prepare your calendar for appointment setting 

You have the option to apply the merge tags that are on the campaign:

The above is an example of what it might look like.


Sales 

If you work with direct sales, you can through Adversus create products and add them to your customers. 

If you have created products, you can add them to promotions and sell them.
If you are interested in setting up the sales module you can use the following guide: How to set up the sales module?

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