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Managing Campaigns

In a call center, campaigns refer to targeted initiatives or projects designed to achieve buisness goals through outbound calling or other communication methods. Certain key aspects of campaigns include:

  • Campaign Objectives: Each campaign has a clear and well-defined objective. For example, an earthquake energency appeal campaign may aim to raise donations for a sudden earthquake.

  • Target Audience: Call center campaigns target specific groups of individuals based on demographics, behavior, or other criteria relevant to the campaign's purpose. For example, a customer feedback survey campaign may target recent customers to gather their opinions and experiences.

In Engage, agents, grouped together in teams, can work under various campaigns.

tip

Call center managers have access to view and manage all campaigns.

1. Click Communications in the top menu bar and then Call Center in the quick navigation section to view the Call Center screen.

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2. On the Call Center screen, click the three(...) dots and select Manage Teams and Campaigns. The Campaigns tab shows a list of all existing active campaigns with defined parameters.

ParametersDescription
ReferenceUnique identification number of each campaign.
NameName of the campaign.
Created ByUser who created the campaign.
StatusCurrent condition of the campaign.
First Call OnDate on which the first call was made.
Last Call OnDate on which the last call was made.
TotalTotal number of calls made under a campaign.
FreshNumber of new calls made under a campaign.
In ProgressNumber of calls in progress.

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