[et_pb_section fb_built=\”1\” _builder_version=\”4.5.1\” _module_preset=\”default\” custom_css_main_element=\”border-radius: 8px;|| background-color: #fff;|| padding: 32px;|| -webkit-transition: 300ms all cubic-bezier(.4,0,.2,1);|| transition: 300ms all cubic-bezier(.4,0,.2,1);|| margin-top: 24px;|| box-shadow: 0 8px 60px 0 rgba(103,151,255,.11), 0 12px 90px 0 rgba(103,151,255,.11);\”][et_pb_row _builder_version=\”4.5.1\” _module_preset=\”default\” custom_padding=\”0px||||false|false\”][et_pb_column type=\”4_4\” _builder_version=\”4.5.1\” _module_preset=\”default\”][et_pb_video src=\”https://www.youtube.com/watch?v=458cqmhyTPI\” thumbnail_overlay_color=\”rgba(0,0,0,0.6)\” module_class=\”vp_video1\” _builder_version=\”4.9.0\” _module_preset=\”default\” custom_css_main_element=\”text-align:center;||display:block;||margin:auto;\” border_radii=\”on|8px|8px|8px|8px\”][/et_pb_video][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_text_color=\”#375174\” text_font_size=\”16px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||2em||false|false\” hover_enabled=\”0\” admin_label=\”Text\” sticky_enabled=\”0\”]
This is how to setup a campaign from scratch in the vicidial interface.
- From the vicidial administration page, go to campaigns.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-21.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\” custom_css_main_element=\”-webkit-transition: 300ms all cubic-bezier(.4,0,.2,1);||transition: 300ms all cubic-bezier(.4,0,.2,1);||visibility: visible;||opacity: 1;\” border_radii=\”on|8px|8px|8px|8px\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” link_font=\”Lato||||||||\” link_text_color=\”#ff4a9e\” link_font_size=\”17px\” link_line_height=\”1.8em\” custom_margin=\”2em||2em||false|false\”]
2. Then click add a new campaign on top
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-22.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text admin_label=\”Text\” _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
3. Fill up the following field information:
a. Campaign ID – campaign short name. 2 to 8 alphanumeric characters (you cannot make changes to the ID after you click submit)
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-24.png\” title_text=\”setup campaign\” align=\”center\” admin_label=\”Image\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text admin_label=\”Text\” _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
b. Campaign Name – Campaign name description (6-40 character limit)
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-45.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
c. Campaign Description – you can leave this blank. This is for campaign memo or additional info.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-27.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
d. Admin User Group – this allows admin viewing of this campaign as well as the lists assigned to this campaign to be restricted by user group.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-28.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
e. Active – To enable the campaign.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-29.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
f. Park Music-on-Hold – this will be for the hold music that plays when the agent puts a call on hold.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-30.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
g. Web Form – this is where you can set the custom web page that will be opened when the user clicks on the WEB FORM button.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-31.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
h. Allow Closers – This is where you can set whether the users of this campaign will have the option to send the call to a closer.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-32.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
i. Minimum Hopper Level – number of leads the hopper loading script tries to keep in the hopper table for this campaign.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-33.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
j. Auto Dial Level – This is where you set how many lines the system should use per active agent. zero 0 means auto dialing is off and the agents will click to dial each number.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-34.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
k. Next Agent Call – This is how the next live call will be connected to the agent.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-36.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
l. Local Call Time – This is where you set during which hours you would like to dial, as determined by the local time in the area in which you are calling.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-37.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
m. Voicemail – this is for the voicemail drop.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-38.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _modu
le_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
n. Script – If you have uploaded a script in the dialer system and set it to active, you will be able to assign the script to run to this campaign and see it from this drop down option
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-39.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
o. Get Call Launch – This menu allows you to choose whether you want to auto-launch the web-form page in a separate window, auto-switch to the SCRIPT, EMAIL, or CHAT tab ,emails and chats must be allowed to have those options available, or do nothing when a call is sent to the agent for this campaign.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-40.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
4. Then, click submit
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-41.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
5. Now, look for the field, “Dial Method”
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-42.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]
a. Set this to Ratio or Adapt, if you want to dial on predictive.
b. Manual or Inbound Manual for manually dialed calls.
6. Then, click submit.
[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-44.png\” title_text=\”setup campaign\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section]
