Overview
In this article, we will go over Call Launch Settings for a Campaign. This means that when a call comes in, you have the option of having a Script or a Web Form pull up.
This is very useful to Agents because they can view information or instructions when a call comes in or have certain forms pop up when they have a call.
Contents
Configure Call Launch Settings
1.) Click the Call Center main menu.
2.) Click the Campaigns menu option.
The Campaigns page will open.
3.) Open Campaign settings by clicking the Name or selecting Settings from the Action gear-wheel drop-down.
The Campaign page will open on the General tab.
4.) Click the Additional Configuration option in the Advanced Configurations drop-down.
The Additional Configurations page will open.
5.) Configure the settings in Script & Web Forms as needed.
-
(A) Auto Call Launch:
This determines whether the Agent sees a Script or a Webform when a call connects. -
(B) Auto View Launch:
This determines whether the Agent sees a Script or a Webform whenever they view a Lead's details. -
(C) Script:
This drop-down is where Admins will choose the Script they want to use with the Campaign. -
(D) Webform URL:
This field is where the Admin enters the Webform URL they want to use with the Campaign. -
(E) Webform Height:
This field is where the Admin enters the preferred height for their Webform. -
(F) Webform Width:
This field is where the Admin enters the preferred width for their Webform. -
(G) Append Data to Webform URL:
This drop-down allows the Admin to specify an Adaptor that will populate the webform with Lead data. -
(H) Always open in new tab on Auto Call Launch:
When the Script launches a new tab will open if this toggle is set to Yes.
6.) Scroll down and click the Apply Changes button.
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