In this section, Admin can configure the following settings in Campaign.
- Campaign Name
- Campaign Name Description
- Caller ID
- Default 3-Way Caller ID
- Custom Caller ID
- Status of the Campaign
- Campaign Type
- Show Layout Options
- Call Recordings
Step 1: Log In to the URL https://admin-lax.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 Section, click on the (A)”Action Button”, then select (B)”Settings” in the drop down.
Step 4: In the campaign settings page, go to (A) “General” tab.
Step 5: You may now configure the Campaign Generals settings.
Campaign ID: System generated ID when campaign was created.
Campaign Name: Name of campaign.
Description: Additional info or notes about the campaign.
Caller ID: Campaign's default caller ID when doing outbound or manual calls.
Default 3-Way Caller ID: Select the caller ID when doing a 3-way call
- Use Campaign Caller ID
- Use Main Call as Caller ID
- User Agents Extension as Caller ID
Custom Caller ID: Area Code Based Caller ID is an Add On Feature which you can use a specific caller ID per Area Code.
Status: Turn campaign on or off
- (See FAQ How to activate a Campaign)
Campaign Type: Additional Campaign Types such as Survey / Broadcast Campaigns are available upon upgrade. Contact your sales representative or call support for more information.
Show Layout Options: Put a check to see which layout is set for the campaign.
Recording Call: How the system records calls in the campaign.
Step 6: Click on “Apply Changes” button in the bottom part of the page to save your changes.