Acknowledgements are used to pass on important information or updates to representatives working on the different campaigns. Instead of team leads/managers having to provide the information to every agents individually, they can simply send an acknowledgement to all users who will then receive the acknowledgement the next time they try to get a lead for the campaign.
Below are the steps on how to create and manage acknowledgements once created.
Step 1 - Access Acknowledgement Page
To create an acknowledgement, hover over CAMPAIGNS and select ACKNOWLEDGEMENTS.
Step 2 - Create Acknowledgement
Table 1 below provides a brief description on the possible options and parameters on how to create an acknowledgement.
Table 1. Acknowledgement Creation Parameters...
Specify whether the acknowledgement applies to a specific campaign or if it will be shown globally for every campaign.
Global - The acknowledgement will be shown on all campaigns.
Individual Campaign - The acknowledgement will be shown only to the campaign selected.
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Specify whether acknowledgement will be shown only when the agent access the campaign for the first time or if the acknowledgement will be shown daily.
One time only - The acknowledgement will not be displayed again once it is read and accepted.
Daily - The acknowledgement will pop up every day when the agent access the campaign.
...
To create an acknowledgement, you have several options to choose from for every parameter. For instance, you could create an acknowledgement that will be displayed to the agents for every single campaign or you could make it visible to a specific campaign. The table below summarizes the purpose and the different options for every fields in the form.
To complete the set up. Click on the Add Acknowledgement button on the above screenshot.
Step 3 - Add Acknowledgement
After adding the acknowledgement, you can check it was successfully created by viewing the list of acknowledgements at the bottom of the page. From there, you can see a summary of the settings of the acknowledgement, further modify the acknowledgement as well as delete it.
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