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A transaction campaign is a marketing campaign that aims to increase sales by promoting a specific product or service using discounts, promotions, or special offers that encourage customers to make a purchase.  The Campaigns editor helps you create a transaction campaign using campaign files that contain phone numbers and customer information for use on the LiveVox dialing systems.

This topic details the process of uploading a campaign and assigning dial characteristics from the Campaigns window.

Before you begin, ensure that you have an appropriate Transaction input filter available to process the campaign file correctly. For more information, see Creating an Input Filter.

To upload a campaign file manually:

  1. From the LiveVox Portal, navigate to Configure > Campaigns and click Campaigns.
  2. Click the Upload button in the lower-right corner of the Campaigns window. The Upload Campaign window appears.
  3. In the Upload Campaign window:

    1. Select the Basic tab to set service and campaign-level attributes.
    2. Select the Advanced tab to enable the Segmentation, scheduling, and append settings.


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    The service-level Scrub option auto-populates for the selected service. If the service-level scrub option is Select One (Null) for the particular service, then the client-level Scrub option is auto-populated for that particular service when you manually load the campaign.

    At this time, permitted users can override this setting by choosing another Scrub option from the drop-down. See the Product Documentation site for information about user roles and permissions.

    To assist clients with wireless number dialing strategies, LiveVox uses a database of wireless numbers from Interactive Marketing Solutions (http://www.ims-dm.com/). LiveVox is subscribed to the automated file delivery service from IMS for the following:

    • Wireless block identifier file. This is the list of area codes and exchanges or blocks of numbers assigned to wireless carriers active within the North American Numbering Plan in the US and Canada. This file is received from IMS on a monthly basis.
    • Ported number file. This is the list of numbers that appear to belong to wired landlines but are now assigned to wireless telephones and the list of numbers that appear to belong to wireless telephones but are now assigned to wired landlines. This file is received from IMS on a daily basis.

    For more information, refer to the FAQs from Interactive Marketing Solutions:

    While the IMS services are accurate, LiveVox cannot guarantee 100 percent accuracy at all times, given the update intervals and other factors.

  4. Click the Upload button in the Upload Campaign window to complete the process.
    A message appears in the portal stating that the campaign was successfully created.

The shelf life for campaign files is 14 days. Shelf life defines the number of days the campaigns are displayed on the LiveVox Portal Manager screen. This is a default setting.