To create a campaign, the following must be considered: 

1. Contact Lists, is the list of contacts to call, a single list can be created and used in multiple campaigns. 

2. Disposition Groups, very important since the groups are created to typify the result of each call. 

3. Form, a form is created where additional data can be associated to the data imported in the Contact List. 

4. Queues, in order to store event history for each agent it is necessary to create queues, and these are associated to the campaign. 

Here is the most logical order to create a campaign from scratch. 

• Text, accepts any type of text. 
• Email, only accepts valid emails. 
• Select, shows multiple selections. They come predefined: 

• Country, list of all countries in the world. 
• US States, list of all U.S. states. 
• Gender, male, female. 
• Months of the year, months of the year. 
• Days of the week, days of the week. 

• Number, accepts only numbers. 
• Checkboxes, accepts only true or false. 
• Radio Buttons, accepts only one selection. 
• Date, accepts only date format. 
• Time, accepts only time format. 
• Textarea, like Text with the difference that it accepts multiple lines. 

All fields are read-only and required, which is optional when creating the field in the form. 

To create a disposition group, go to Campaigns/Disposition Groups.  

The default layout categories are: 

• Negative, can be associated when the call did not give the expected result. 
• Positive, can be associated when the call gave the expected result. 
• Call Later, can be associated when the contact person told us to call you back. 

The following is an example configuration: 

To create lists, go to Campaigns/Contacts Lists. The following formats are supported: 

• CSV 

And the headers must be included in the first line of the form since they will indicate the content of each field. You can add up to 3 telephone numbers in a list. 

To configure Queues, go to Campaigns/Queues: 

The data to be configured are as follows: 

• Queue Number, number under which all the events in the queue will be logged. 
• Description, brief description. 
• Dial Mode 

• Automatic Preview, dialing displays the contact to the Agent and a few seconds later dials the number automatically. 
• Manuel Preview, the dialer displays the contact to the Agent and when the Agent is ready presses a button to place the call. 

• Members, are the Agents that are going to belong to the queue. These agents should have had their extensions created previously in Users/Users. 

• Forms, have created the form. 
• Disposition Groups, have created at least one disposition group. 
• Contacts Lists, you have imported at least one contact list. 
• Queues, have created at least one queue with the Agents who will manage the campaign.  

Once these 4 requirements are fulfilled, go to Campaigns/Campaigns and the following form will be displayed: 

The data to be configured are as follows: 

• Name, short name to identify the campaign. 
• Queue, queue to which the campaign will be related. In this queue are the agents that belong to the campaign, as well as the type of marking. 
• Start Date, campaign start day. 
• End Date, end date of the campaign. 
• Start Shift Time, campaign start time. 
• Shift End Time, end time of the campaign. 
• Contact List, list of contacts associated with the campaign. 
• Form, form associated with the campaign. 
• Dispositions Group, campaign partner disposition group. 
• Weight, campaign weight, e.g., if an Agent manages two campaigns at the same time: 

• Campaign A, weight: 20 
• Campaign B, weight: 40 

It means that for every 20 contacts managed in campaign A, you must manage 40 in campaign B. This value is a percentage, i.e. you must manage twice as many contacts in the B campaign. 

• Active on Create, by selecting this option, the campaign will be activated immediately. 
• Script, very important. Here you configure the text that the Agent should transmit to the customer. It is also possible to use this script to help the agent to answer the customer during the call.