5.2 Creating and choosing Allocations

An allocation can be created from the Campaign Control Panel by clicking the 'Allocate' button.

The Campaign Lead Allocation screen will display the list of disposition codes for the Campaign type chosen with the number of leads allocated to a disposition. Therefore, when you do the first allocation for a campaign there will be a number against the disposition ‘None’ which represents the number of leads imported and not yet called.

You can create multiple allocations for a campaign by using the filter screen. The filter screen search option is based on the header fields of the file imported and filter conditions.

On creation of the allocation it will be displayed in the control panel ready for the Campaign Manager to start the campaign. Therefore, if you are breaking your campaign into a number of allocations on the first pass you will need to select each allocation individually to start.

To choose an allocation we click on the Allocation button on the control panel screen which will take you to a list of campaigns, choose the appropriate campaign and click on the Allocation button. Choose the allocation you want to activate and click on the ‘Set Allocation’ button.

When the allocation is chosen it will display in the control panel and you click on the ‘Start’ button to make it active. To make the allocation inactive click on the Stop button on the control panel.