Campaign

Campaign

Overview

The Campaigns module enables administrators to create, manage, and monitor call campaigns by adding new campaigns, defining routing, uploading leads, and setting business hours for efficient campaign management.

How to access Campaign 

  • Navigate via the Sidebar:

    • Campaign Icon

Screen Layout

  • Campaign: Displays the name of each campaign.

  • Status: Indicates the campaign's current state (e.g., completed, paused, or canceled).

  • Created at: Shows the date and time the campaign was created.
    Scheduled at: Shows when the campaign is scheduled to start (if applicable).

  • Actions: Icons to perform operations:

    • Edit: Modify campaign details.

    • Start/Stop/Cancel: Manage campaign lifecycle.

How to use the Campaign 

  • Add a New Campaign

Steps:

  1. Click + Add Campaign (via the button or from the dedicated page route).

  2. Complete the form fields:

    • Campaign Name: Enter a unique identifier.

    • Destination: Define the routing logic (e.g., queue, agent group).

    • Schedule Campaign: Choose Yes to set a future start time or No for immediate availability.

  3. Upload Leads via CSV:

    • Click to upload or drag-and-drop the CSV file.

    • Use the Download Sample File link to ensure correct formatting.

  4. Set Business Hours:

    • Select active days (Sunday–Thursday by default).

    • Uncheck days like Friday/Saturday if not in use.

    • Define start/end time per day.

    • Choose the correct Time Zone.

  5. Click Submit to create the campaign or Cancel to discard.

Note: All fields marked as required must be completed to proceed.

  • Edit an Existing Campaign

Steps:

  1. Locate the campaign and click the Pen Edit icon.

  2. Update the desired fields (e.g., name, destination, schedule).

  3. Adjust business hours or time zone if necessary.

  4. Click Submit to save changes.

Note: Only Active or paused campaigns can be edited. Completed campaigns are locked.

  • Can't replace the CSV file 

  • Start/Pause/Cancel Campaign

  1. Use the corresponding icons next to a campaign:

    • Start: Begin a campaign that is ready to launch.

    • Pause: Temporarily halt an ongoing campaign.

Note

  • Only users with admin permissions can access this module.

  • CSV files must follow the required structure—name and phone number columns are typically mandatory.

  • Campaigns do not automatically restart after pausing unless manually resumed.

  • Scheduled campaigns will start based on the system’s time zone setting, not the user’s local time.