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| en:module_manual:campaign:campaigns [2014/05/20 01:20] – [Advanced] solo | en:module_manual:campaign:campaigns [2015/09/16 03:42] (current) – [Campaigns] liuxl | ||
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| - | ======Campaign====== | + | ====== |
| - | Go to [[: | + | Go to [[: |
| {{: | {{: | ||
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| Assign this campaign to some agents, which customers the agents will be calling, which fields of the customer information can be seen or edited by the agents, or by the background administrator; | Assign this campaign to some agents, which customers the agents will be calling, which fields of the customer information can be seen or edited by the agents, or by the background administrator; | ||
| - | =====Add===== | + | ===== Add ===== |
| {{: | {{: | ||
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| * Adv-setting: | * Adv-setting: | ||
| - | ====Basic==== | + | ==== Basic ==== |
| * **Campaign：** name this campaign. | * **Campaign：** name this campaign. | ||
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| * **Default status：** the default status when agent get a customer popup. | * **Default status：** the default status when agent get a customer popup. | ||
| * **E-commerce：** bind a e-commerce to this campaign, you can choose products, generate an order in the customer popup page. | * **E-commerce：** bind a e-commerce to this campaign, you can choose products, generate an order in the customer popup page. | ||
| - | ====Advanced==== | + | ==== Advanced ==== |
| * **Dial Way**: Select how to dial in this campaign | * **Dial Way**: Select how to dial in this campaign | ||
| * Default: Agent need to open the customer and click the dial icon to dial | * Default: Agent need to open the customer and click the dial icon to dial | ||
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| * **Server IP**: If you want to use API to this campaign from external system, you need put the source ip | * **Server IP**: If you want to use API to this campaign from external system, you need put the source ip | ||
| - | ====Adv-Setting==== | + | ==== Adv-Setting ==== |
| Adv-setting is used to configure & check pre-dictive dialer(PD) | Adv-setting is used to configure & check pre-dictive dialer(PD) | ||
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| * **ACW(seconds)**: | * **ACW(seconds)**: | ||
| * **ACW(times)**: | * **ACW(times)**: | ||
| - | =====Edit Campaign===== | + | ===== Edit Campaign ===== |
| When a campaign is set up, click save, and it will be shown in the list. | When a campaign is set up, click save, and it will be shown in the list. | ||
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| You can give each field a name, and if leave it blank, the default names will be used. This applies to [[: | You can give each field a name, and if leave it blank, the default names will be used. This applies to [[: | ||
| - | ====Customer Fields==== | + | ==== Customer Fields ==== |
| * In a campaign, we have "Agent Fields" | * In a campaign, we have "Agent Fields" | ||
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| * In the window, you can drag a field to control the display sequence. | * In the window, you can drag a field to control the display sequence. | ||
| - | ====Customer Assign==== | + | ==== Customer Assign ==== |
| * System provides two assign method | * System provides two assign method | ||
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| * Manually Assign: Good if you want to do precisely assign | * Manually Assign: Good if you want to do precisely assign | ||
| - | ====Auto Assign==== | + | ==== Auto Assign ==== |
| * Click "Auto Assign Customers", | * Click "Auto Assign Customers", | ||
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| * In auto assign, you can assign by percentage or by number | * In auto assign, you can assign by percentage or by number | ||
| - | ====Manually Assign==== | + | ==== Manually Assign ==== |
| * Click **Manually Assign Customers** button, it will popup a new window so you can assign customers to agents manually. | * Click **Manually Assign Customers** button, it will popup a new window so you can assign customers to agents manually. | ||
