Campaign Template Details
Campaign Templates allow you to configure reusable settings for Dialer Campaign.
Each time you import a CSV (Excel) file you can just select an existing Template and it will define the following:
- Dialer settings
- Screen Layouts
- Fields
- Dispositions
- Disposition Actions
- Email Templates
- Transfers
The tabs across the top of the screen allow you to control each aspect of the Campaign Template.
Most settings can be changed whilst your team are dialing and will take affect almost immediately. Settings under the above Fields tab (don't confuse this with the list of fields below which can be changed at any time) are the only aspect of the Campaign Template that cannot be changed whilst staff are dialing.
Fields
| Field | Description |
|---|---|
| Name | A unique name for this Campaign Template. |
| Description | A description of the purpose of this Template which will help you or someone else remember the purpose of this template in 2 years time. |
| Callback Availability | Controls how Client Approved Callbacks are handled when staff are working on Allocations from this Campaign Template. NOTE: this setting controls whether callbacks from 'Other' Allocations are presented to the agent. If a Client Approved Callback is due in Allocation 'A' and Agent that owns the Callback is working on Allocation 'B' the Callback Availability setting will determine whether the callback is delivered to the Agent. There are three Availability settings: Global - Callbacks from any Allocation (regardless of Campaign Template) will be delivered to the Agent when working on Allocations from this Campaign Template. Template - Callbacks from Allocations owned by this Template will be delivered providing the Agent is working on an Allocation that belongs to this Campaign Template. Standard - the Callback will only be delivered if the agent is working in the same Allocation that the Callback belongs to. You can also suspend callbacks completely from the Allocation screen. |
| Disposition Set | The disposition set that will be made available to Agents to select from when dialing. |
| Stop code Set | The Stop code set that will be made available to Agents to select from when the stop the dialer. |
| Hide CallerId | If check then the all calls from Allocations belonging to this Campaign Template will not show a Caller Id. Note: for this to work your telephone Trunk must be configured correctly. Contact Noojee support if you are unsure. Also note that in some circumstances it is illegal to hide your caller id. |
| Caller Id | The Caller ID to display when calling from Allocations belonging to this Campaign Template. Note: for this to work your telephone Trunk must be configured correctly. Contact Noojee support if you are unsure. |
| Voicemail Route | Noojee Campaigner has the ability to deliver a pre-recorded message to a customer if their answering machine answers the call. If a Voicemail Route is selected the Agent will be given the ability to click a 'Voicemail' button when a call is answered by them but they note that they have been connected to a Voicemail box. Clicking the voicemail box will send the call to the selected route and free the Agent to move on to the next lead. You must have first configured a valid route. The route would normally just play a message and hangup the call. |
| Callback priority threshold for reporting. | A number of reports display information regarding callbacks. This threshold will basically exclude any callbacks that have a priority below the given threshold. |