To view the Campaign Attempt Management screen:
From Home, select the Management dropdown and select Campaign Attempt Management.
Here, it will show you all your active campaigns with remaining customers. You can search by organization or campaign name at the top.
Dialing can be toggled on and off for eligible campaigns. Clicking on the attempt for your campaign will turn dialing on and off.
- Green = On
- Red = Off
- Blue = N/A, these attempts do not exist for this campaign
To get more granular, select the blue number in the total column. Here you can see the remaining customers in the queue by attempts, the attempt and added order settings for this campaign, and allow you to view each individual customer.
- Attempt Order: The attempt order determines the order in which records in this campaign are dialed. Do you want the calls to be queued up for records that have higher attempts or lower attempts first?
- Highest to Lowest will help to close out records more quickly via max attempts. On a short-term campaign (a campaign that only lasts a few days), you may want to use
- Lowest to Highest, to run through all your first attempts first and get closes via final disposition.
- Added Order: The added order determines the order in which records in this campaign are dialed. Do you want the freshest records to be queued up first, or the records that were loaded first (the oldest records) to be queued up first?
- Unassign All Customers: Selecting this button will remove any customers that are currently being held by an agent. It will allow your agents to automatically be fed new customers.
- Search: You can search for customers by Name, Email Address, Phone Number, Vehicle, or by Attempt Number.
You can expire individual customers using the red Expire icon on the right. If you wish to expire the entire queue by all attempts or individual attempts, select the blue totals at the top. It will give you the opportunity to manually expire all remaining customers.
