Step 1: Login to the URL https://admin.convoso.com/login using your Admin Credentials.
Step 2: From the Dashboard, click on (A) “Call Center” and select (B) “Campaigns” from the drop down.
Step 3: In Show Campaigns, click on (A) “Action” button and select (B) “Settings” from the drop down.
Step 4: In Campaign Settings, click on (A) “Advanced Configurations” Tab and select (B) “Additional Configuration” from the drop down.
Step 5: Scroll down to “Script & Web Forms” section and configure these settings based on your preference.
- Launch Script Automatically
- (A) Auto Call Launch: Select Script
- (B) Script: Select the Script to Auto Launch when a call is received
- Launch a Webform Automatically
- Auto Call Launch: Webform
- Web Form URL: type in your Webform URL
- Web Form Height: select your preferred webform height:
- Web Form Width: select your preferred webform width
- Append Data to Webform URL: select the Adaptor to populate Webform with leads information (see FAQ for Adaptors)
Step 6: Scroll down to the bottom right and click on Apply Changes.