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| 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 can be accessed using the first action button in the above screenshot. This action will result in a display similar to the screenshot below. Selecting this action will display below figure with 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. Furthermore, hovering over one of the slices of the pie chart will provide the exact number of leads in that type or disposition.
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 or 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 provides the ability to add more leads to an existing campaign. Selecting this option will prompt to upload a .csv file which will subsequently add further more leads to the campaign.
Using the DOWNLOAD TEMPLATE button will create a .csv file that will have the different fields set in the original .csv file. The .csv file will have empty rows and using the empty template will be an easy way to populate it to avoid errors. The step process to use the DOWNLOAD TEMPLATE button is listed below:
- Click on the DOWNLOAD TEMPLATE button to download the empty .csv file with only the header row.
- Populate the columns in the downloaded .csv file with the values to be added to the campaign.
- Save and upload the completed .csv template to top up 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
Recycling of a campaign provides the ability to remove specific dispositions from a lead's history. When you recycle a campaign, you have the option to select which specific dispositions in the lead to recycle from that campaign.
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The below screenshot is an example of a lead from a campaign that had the disposition of Not Interested recycled. The disposition is removed completely from the Lead history and is not longer visible. Instead, a Recycled action will now be seen in the lead history with the timestamp at which the recycling was made.
Reports
In this section, you are able to view various reports describing the status, progress, dispositions and several information about the different leads.
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- Export a .csv file which lists all the leads that have been actioned yesterday displaying the last 10 calls/dispositions set
Edit Campaign
Campaigns can be modified and edited in this section of the DaFeeder. However, modifying the .csv file imported can no longer be changed. It can only be topped up (see Top Up section).
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This is also the section in which agents/representatives will be assigned to work on the specific campaign. Agents can be added to the campaign by switching the toggle buttons next to the agents' names.
Delete Campaign
Deleting a campaign is permanent and cannot be reverted. After deleting the campaign, it will not be possible to retrieve the dispositions, the notes and any other actions performed in the leads of the campaign. Moreover, all the callbacks (both private and public) will no longer appear in the calendar.
To delete a campaign, select the Delete Button
You will then receive a confirmation window and selecting YES will permanently remove the campaign from the DaFeeder.
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