A Campaign quota is a particular target, specifically per status in a given Campaign as a required minimum for a specified period (daily and hourly).
The admin can monitor the agents to see if they have met their quota for the day.
This can help everyone to be updated whenever their account is doing well.
In the Dashboard. Go to Call Center and select Campaigns
Under Show Campaigns, Click on the Action Button and select Settings
In Campaign Settings, click on Advanced Configurations Tab and click on Quota.
In Campaign Quota Settings, select from the following and click on Apply Changes
- Active – Click on the Toggle Button to Activate / Deactivate Quota Settings
- Notify Agent When – select the conditions before sending notifications to agents.
- Never - Agents will not receive any notification
- Any Quota is reached - Agents will receive a notification if any quota is reached
- All Quotas are reached - Agents will only receive a notification if ALL quota is reached
- Disable Campaign When - select the conditions before disabling the campaign
- Never - Campaign will never stop dialing leads.
- Any Quota is reached - Campaign will stop dialing leads if any quota is reached
- All Quotas are reached - Campaign will stop dialing leads only if ALL quota is reached
To add Quota per hour, click on Add Hourly Quota Button
Select the Status and enter Required Quota and click on Add Quota
Item will be listed under Hourly Quotas List indicating the Quota Value, Progress and Remaining.
To add Quota per hour, click on Add Daily Quota Button
Select the Status and enter Required Quota and click on Add Quota
Item will be listed under Daily Quotas List indicating the Quota Value, Progress and Remaining.
Click on Apply Changes Button
Note: If Campaign Schedule is Inactive, an error message window will appear and you need to activate the Campaign Schedule first.
To know more on configuring Campaign Schedules, click on this link
How to Setup Campaign Schedules