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The management of campaigns is done under Campaigns → List Campaigns. You will see a window similar to the one below with the different options to modify the campaign.
The table below summarizes the different columns in the view:
| Field | Description |
|---|---|
| ID | Unique numeric identifier to easily distinguish between the different campaigns |
Campaign Name | Short name to briefly describe purpose of the campaign |
| CallerID | Business Name Caller ID to use for that campaign |
| Creator | Name of uploader of campaign |
| Actions | Lists the various possible actions to modify the campaign. More |
| details below |
Campaign Chart
The campaign chart action will result in a display similar to the screenshot below. Selecting this action will display two different pie chats. One of the charts is categorized according to the type (status) of the leads in the campaign and the second pie chart is the display of the leads according to their dispositions.
The Per Type chart divides the circular graph according to their status. The different types/status are listed in the table below.
| Types | Description |
|---|---|
| Open | Leads in the campaign that haven't been worked on and actioned |
| Closed | Leads that have been closed and will no longer be fed to the agents working on the campaign |
| In Progress | Leads that have been worked on or actioned at least once before and haven't been closed |
| Conversations | Leads that have been converted into conversions (sales or potential sales) |
The Per Disposition chart divides the graph according to the last disposition set on the lead. The disposition type will all depends on the different dispositions one has created in his DaFeeder.
Top Up
The Top Up option allows you to add more leads to an existing campaign. Selecting this option will prompt to upload a .csv file which will subsequently add further leads to the campaign.
Note:- When topping up the campaign, make sure that the columns of the uploaded file matches the one used to originally create the campaign.
Recycle
When you recycle a campaign, you have the option to select which disposed leads to recycle from that campaign. For instance, you can recycle all leads that have been dispositioned as No Answer and the affected leads will all go back to being in an "untouched" state.
