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ContactNow: Add a Campaign
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ContactNow: Add a Campaign

Overview

Creating a new campaign is a convenient way to keep the data organized when using the service for multiple products. Each Campaign gets a separate set of database fields, datasets, queues, and outcome codes. Agents are shared across all.

Important Note: Campaigns are permanent. This is to preserve data integrity on the service.

Once created, a campaign cannot be removed from the service, and will always appear in all features which require the selection of a campaign.

How to Add a New Campaign

  1. Navigate to DataDatabase Management.
  2. Click Add Campaign located at the top-right corner of the page.

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  1. In the Add Campaign window, enter a Name for your new campaign.
    • Note that the name can only contain numbers, letters, and the underscore character. Spaces are not allowed.
  2. At this point optional custom fields can be added. These fields will appear on the Agent page during calls, only for call queues that are assigned to the specific campaign.
    • Custom Field 1 Name: Add custom fields by typing a field name in the box. A new blank custom field will automatically appear underneath each custom field created.
    • Agent Prompt: This is the name of the field when displayed to the agent. This can be different from the name of the actual field.
    • Input Type: This determines the type of field you are adding. Input types range from a simple text box to radio buttons plus date and time fields.
    • Hidden: Determines whether or not the field will be visible to the agent on the agent page.
    • Read Only: Defines whether agents will to be able to edit this field or just view its content.
    • Search on inbound: Allows agents to search for customer records based on information contained in this field.
    • Required: Determines whether an agent can disposition the call without the need to enter a value in this field.
  3. Once you are satisfied with the campaign name and any custom fields you added, click Add to save your settings.

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