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  • List view
    • ID
    • Campaign Name
    • Caller ID
    • Creator
    • Buttons
      • Campaign Pie Chart
        • Describe details of the charts
      • Top Up - What is it how does it work - describe template and purpose.
      • Recylcing
      • Reports - Describe all reports and their differences. (ask Botond)
      • EDIT - Editing campaign
        • How to modify
        • Call Scripts with WYSIWYG Editor details.
        • Caller ID rules and Province Selection
        • Email Marketing - how it works if they use
        • Assigned Users - Purpose how it works
        • Field Editor and (Visible)
        • DELETE Campaign
    • Spanish Queue Report


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 view:

FieldDescription
IDUnique numeric identifier to easily distinguish between the different campaigns

Campaign Name

Short name to briefly describe purpose of the campaign
CallerIDBusiness Name Caller ID to use for that campaign
CreatorName of uploader of campaign
ActionsLists 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

OpenLeads in the campaign that haven't been worked on and actioned
ClosedLeads that have been closed and will no longer be fed to the agents working on the campaign
In ProgressLeads that have been worked on or actioned at least once before and haven't been closed
ConversationsLeads 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.

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 restore previously disposed leads back to an untouched state and the lead will look as if it hasn't been worked on before. All previously

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.

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, you are unable to modify the .csv file imported once it has been imported.

In this window, several settings 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.




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