In this section you can manage the different campaigns that have been uploaded to the DaFeeder. Following the addition of a campaign and after assigning agents to that campaign, you can return to it, modify and manage the campaign at a later time.
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 above 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 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 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.
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.
For instance, you can recycle all leads from a campaign that have been dispositioned as Not Interested and the affected leads will all go back from being in a Closed state to being Open once more.
When you select the Recycle option, a window similar to the screenshot below will pop up and you will then have the ability to recycle the leads based on the dispositions you have selected.
An example of how the lead history of a recycled lead will look as follows:
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.
Report
- export a .csv file which lists all the leads in the campaign and sorts the leads based on their status; Open, In Progress or Closed.
In Progress
- export a .csv file which lists the leads that are in progress and will also provide information on the callback type (public or private) and also the scheduled callback time
Event
- export a .csv file which lists the all the leads in the campaign with the last 4 calls/dispositions set
Appointments
- export a .csv file which lists the all the leads in the campaign with the last 10 calls/dispositions set
Today
- Export a .csv file which lists all the leads that have been actioned today displaying the last 10 calls/dispositions set
Yesterday
- 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).
In this window, several options of the campaign can be modified including the calling script, the Caller ID Display and the Phone Number. Moreover, an Email Marketing mail can also be created and added to the campaign which will be sent whenever the Email Marketing disposition is used the the representatives working on the campaign.
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.
