How to Edit Campaign Groups
Campaign Groups allow Agents or User to login to multiple campaigns at a time. This will give Users the ability to take calls on multiple campaigns. Follow the steps below to edit your campaign group.
- Log In to the URL https://admin.convoso.com using your Admin credentials.
- From the Dashboard, click on Dialer and select Campaign Groups from the drop down.
- In the Show Campaign Groups page, click on the Name of the campaign group you want to configure to access its settings.
- In the General Tab, we can see all the campaigns assigned to the campaign group. From here we can configure the settings for each of the campaigns.
- There are four columns to look at in the list of campaigns we have in the campaign group. Starting from the right column we have:
- Name Column - Contains the names of all the campaigns added in the campaign group
- Dial Method - Select the dial method of each campaign added in the campaign group.
- Power Dial
- Predictive Average
- Predictive Hard Limit
- Predictive Tapered
- The Dial Level is the number of lines the system will dial per agent on ready or available status. The Total dial level of all the campaigns assigned to the campaign group cannot exceed the Max dial level that is set to your account.
- NOTE: An error will appear if you try to save your campaign group settings that has a dial level that is more than your allowable max dial level
- The Remove button can be used to remove a campaign out of campaign group.
- Click on Apply Changes to the bottom right side of the page save the settings.
After setting up our campaign group's general settings, we can now assign users or agents to the campaign group. Follow steps below to assign users to your campaign group.
- Go to Assigned Users Tab and assign Users to this Campaign Group.
- Search and select the name of the User you want to assign from the right box [Agents NOT within this campaign]
- Click the directional buttons in the middle of the two boxes to move users and assign them to the campaign group.
- Users that were successfully assigned to the campaign group would appear under the Agents within this campaign box.
- Click on Apply Changes in the bottom right side of the page to save the settings.