This section lists the sequence of tasks required to enable LiveVox Campaign Management for campaigns and campaign monitoring reports.
| Sequence | LVP UI Navigation | Task |
|---|---|---|
1 a. | Configure > Input/Output> Input | Configure the Input Filters for transaction campaigns and contacts. For more information, see Input Filter. Contact your LiveVox system administrator for assistance. |
1 b. | Configure >Input/Output> SFTP Browser | Ensure that the SFTP Browser configurations allow you to upload campaign files in bulk. For more information, see Uploading Files Using SFTP Browser. Contact your LiveVox system administrator for assistance. |
| 2 a. | Configure > Services > Services > Double-click on the service to access the General tab | Configure the required Services for each call center. For more information, see Move Services to a Different Call Center. |
| 2 b. | Configure > Services > Client > Settings tab | Enable the Campaign Updates Contact Manager checkbox. This allows contact records from built campaigns to appear in Contact Manager. |
| 2 c. | Configure > Services > Client > Messaging tab | Set a default input filter if a campaign file name does not match any input filter filename pattern. This step ensures that campaign files do not get corrupted when built. Do not leave this field blank. |
| 3. | Configure > System > User | Assign the correct permissions to administrators and managers. For more information, see User. |
| 4. | Configure > Contacts > DNC | Ensure that compliance tools such as Do Not Contact (DNC) lists are in place. For more information, see Do Not Call (DNC) Tools. |
| 5. | Configure > Voice > Profiles | Create profiles for compliant contact policies. For more information, see Profile Editor. |
| 6. | Configure > Voice > Strategy | Create contact (dial) strategies. For more information, see Dialing Strategies. |