Spring24 Admin Guide

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You can proactively and quickly contact a set of customers by phone, email, SMS, or other means through a campaign. A campaign is a list of the contact records of those customers. A contact campaign is a campaign that is created from Contacts Management.

Depending on the configuration, you can create the following types of campaign through Contact Manager:

  • 10DMT (10-Digit Manual with Transfer)
  • Email
  • HCI (Human Call Initiator)
  • Messaging
  • Outbound
  • SMS

Only the contacts for which the Email and SMS checkboxes are selected (on the Channels tab) are included in the email campaign and SMS campaign, respectively.

To create a campaign from Contact Manager (contact campaign):

  1. On the Configure tab of the LiveVox Portal, click Contacts > Contacts.
    The Contacts window appears.

  2. On the Contacts tab, use the Search or Advanced Search option to filter the contacts for the campaign.

    For information about how to filter contacts, see Copy of Search and Advanced Search.

  3. Click Make a campaign.
    The Create Campaign window appears.

    The Filter field displays the filter that you ran. If you did not run a filter, the All value appears in this field.

  4. On the Basic and Advanced tabs, specify values in the fields.

    For information about the fields, see ContactCampaignFields.

  5. Click Create.
    A message stating that the campaign is created appears. The campaign is available in the Campaigns window. 

    To access the Campaigns window, on the Configure tab, click Campaigns > Campaigns.

Next Step

Build the campaign.

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