Q: How can I create a campaign (for the call module)?
A: Admin users are able to create campaigns (eg. for call agents) which contains outlets to contact in Data Outlet. There are 3 ways of creating campaigns:
1 Extended Search
The first way to create campaigns is via Extended Search. With use of an extended search you can create a desired selection (eg on contacts, agenda, customer information) in the database. After the selection is created select “Selection to campaign” as a result. (if you want to see your query later on first save it)
You can add the results of your query to an existing campaign or create a new campaign.
If you choose to create a new campaign, you should fill in the characteristics of the campaign. Give your campaign a name, begin date, end date (the campaign will not be visible anymore after the end date) and number of attempts*.
*after the maximum number of attempts is reached by the call agent, the outlet will not appear in the campaign anymore.
After pressing “Next”, the following screen will appear:
Here can be selected:
A: Random selection. In here you can change the default number (total of search) to a number you want to change it to. (if desired)
B: All found companies (all total outlets from your search will be added to the campaign)
C: Time boot with standard times. By default these times are connected with the table "call_times" from the public database and ensures that companies can only be displayed in the call module at times when they should be called. (eg. A bar should probably not be called in the morning)
It is possible to copy the time table and change the call times.
2 Upload csv
This method is used when you have an address file in Excel and saved in CSV.
1. Click campaign in the menu bar.
2. Choose New (or select an existing campaign).
3. Specify the characteristics of your campaign (name, etc.) Next
4. Load the address file (CSV format) Next
5. Go to the following URL: http://www.data-outlet.com/campaign/call.php or use the Call button (if you have been awarded the caller policy).
6. Leave the admin mode and select your campaign
Please note: only the outlets which are active in Data Outlet (i.e. with a status of 1 or higher) can be added to a campaign.
3 Company card
There’s also a possibility to add an individual outlet to a campaign. This can be done via the company card.
Follow these steps:
1. go to the customer overview of the outlet of interest.
2. Add screen “Campaign Details”.
3. Then you can add the company of interest to an existing campaign.
There is a possibility to put a quota on main activities on campaign level. When the quota for a specific main activity has reached, no more outlets with this main activity will appear to the call file.
A form has been created to fill this table. The form is accessible via the Admin/Overviews menu.