Here’s the step-by-step guide on how to create a campaign from scratch in your eDialer Administration dashboard.
- Login to your eDialer Administration dashboard.
- Go to Campaigns.
- Click NEW CAMPAIGN WIZARD.
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General Settings — configure the following options:
- Campaign ID: Choose a unique ID using alphanumeric characters (no spaces), minimum 2 to 8 characters.
- Campaign Name: Enter a descriptive name for your campaign.
- Campaign Status: Set to ACTIVE to make the campaign live.
- Campaign Caller ID: Select the phone number your leads will see as the Caller ID.
- Allow Inbound Calling: Choose YES if the campaign should receive incoming calls, or NO for outbound-only.
- Agent Script: If you have already uploaded and activated a script, select it from the drop-down box.
Click Continue when done.
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Dial Settings — configure the following options:
- Dial Method: Choose how agents will dial. Ratio and Adapt are predictive modes; Manual or Inbound Man are manual dial methods.
- Lines Per Agent (Ratio Mode): Set the number of lines the system should use per active agent when using Ratio Mode.
- Answering Machine Detection (AMD): Choose whether AMD should be on or off when not in manual mode.
- Auto Alt-Number Dialing: Enable this if your leads have 2–3 phone numbers uploaded in eDialer.
- Scheduled Callbacks: Choose whether agents can schedule callbacks; these appear as notifications in the bottom-left of the agent interface.
- Lead Search: Choose whether agents can search for leads within the agent interface.
Click Continue when done.
- Review the Campaign Configuration Summary. Confirm all settings are correct, then click Submit.
- Assign a List: If you have already created a List ID and uploaded your leads, assign it using the drop-down option. If not, you can skip this step and follow our next guide on how to create a list ID and upload leads.
Need help setting up your eDialer campaign or VICIdial hosted call-center solution? Call our support team at 866-273-4639 or contact sales at 1 (800) 233-0234.