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Campaign Templates are predefined dialing characteristics and schedules that are applied to campaigns based on filename. This page is where you setup and manage campaign templates.  You may search for campaign templates using the quick search filter, searching with text for a campaign template's Name, Service or Dialing Strategy as well as by applying filters of Voice, AM Option, Schedule or Scrub option.

Campaign Templates support E.164 formatting in the Operator Phone, Callback Phone, and Caller ID fields. 

  1. Click the Add Campaign Template button at the bottom right of the window. This will bring up the Campaign Template Details window.
  2. Specify a file name in Matching Name and select the Type of the campaign from the drop-down menu.
  3. Select a service from the Service drop-down menu or click the magnifying glass icon to bring up the Select Service screen. In the Select Service screen you can search for services by Service Name, Call Center, Service Type, and Preview Mode.
  4. Adjust or accept the following three phone options.
    1. The Operator Phone is the number first dialled when extension-based agents are called to tether into the system.
    2. Caller Id can be selected from the drop-down list. If the Local Caller ID feature is enabled, [Local, rotated] option is the default option. Modify the available CID list from the Services editor.
    3. The Callback Phone is the number left on answering machines or live person messages by the portal.

  5. Select the desired voice talent from the Voice drop-down menu. 

    1. Julie  - American Female
    2. Kate  - British Female
    3. Bob - American Male
    4. Scarlet – American southern Female
    5. Juanita - Spanish Female
    6. Gisele – Portuguese Female
    7. Gruff M – American Male
    8. Gruff F – American Female
    9. Lee – American Male
    10. Claudine – French Canadian Female

    Not all voice talents may be available. Please check with your account team about what may be available to your company.

  6. Select an answering machine messaging option from the AM Option drop-down menu.
  7. Select a dialing strategy from the Dial Strategy drop-down menu.
  8. Scrub option allows to scrub all wireless phone numbers, all landline numbers, or segment wireless phone numbers from a campaign. Select the required option from drop-down menu. The available options are below:
    • None(0) - This is the default option and if selected, no scrub occurs.
    • Wireless(1) - Scrubs all wireless phone numbers so that all landline numbers can be dialed.
    • Landline(2) - Scrubs all landline numbers so that all wireless phone numbers can be dialed.
    • Segment Wireless(3) - Scrubs all wireless phone numbers from positions 1-15 and place them starting at position 16.


If the scrub option is selected as Select One (Null) for the particular service, then the client-level Scrub option will be auto-populated for that particular service when manually loading the campaign. At this time, you can override this setting by choosing another scrub option from the drop-down.


   9. Click the check box next to Allow Append to allow campaign files to be appended to an active campaign.

10. Specify the days of the week you want to setup a schedule for by selecting or deselecting the check boxes underneath the desired days. You can setup unique schedules for different days by clicking the Add button underneath the Schedule panel on the left hand side.

  11. To manually control the campaign's dialing select the radio button next to OnDemand. Otherwise, the Schedule a run radio button will be selected to allow for scheduling. By default Start Time and End Time are ASAP and End of Day, respectively. 

  12. ASAP - Start the campaign as soon as possible.

  13. End of Day - The campaign will end by curfew, depletion, or if a manager stops the campaign.

  14. To specify either Start Time or End Time deselect the check boxes to the left of ASAP or End of Day and select the hour and minute from the drop-down menus.

  15. Once all dialing characteristics and schedules have been setup click the Save button at the bottom of the Campaign Template Details window.

To setup a campaign template for requeue campaigns, click the Add Requeue Campaign Template button at the bottom right of the window.

 Subsequently requeued files are appended by a file extension of “.r1” representing each prior requeue. For example:

  • Requeue of original file = .r1
  • Requeue of first requeue (.r1) = .r1.r1
  • Requeue of second requeue (.r1.r1) = .r1.r1.r1

Not building a subsequent requeue off of the previous file’s outcomes will append a sequential file extension such as .r2, .r3, etc.

Follow the same steps as for setting up a new campaign template.

Double-click an existing campaign template to adjust the settings from the Campaign Template Details window. The Campaigns tab displays campaigns that have had the campaign template applied. The Change History tab tracks and displays changes made to the campaign template.

Select an existing campaign template and click the Delete button at the bottom right of the window to delete the selected campaign.

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