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Psst... If you have an existing campaign with (almost) the same settings, we recommend you clone the campaign instead of creating a new one. Do that by clicking the three dots in the Campaign settings overview and selecting Clone.
You are actually able to create a Campaign in two different ways:
a) From the Dialer view - click on the Create button in the top right-hand corner:
b) Or go to Settings and choose Campaigns in the menu on the left. In the top-right corner, click Create new campaign:
Now, you need to give your campaign a name and select which teams should have access to it.
*Note: By selecting a Team, you can customize the user's campaign access (and thereby lead access)After you click Submit, you're guided to the Campaign settings.
Now, let's get into the nitty-gritty details of all the campaign settings.
Settings
General
Name
The name of your campaign. Always possible to edit.
Tags
You can use tags to label various elements, making them easier to organize and track. Learn more about Tags and how to use them here.
Show in overview
If you choose "Show in overview," the campaign will be displayed in the Dialer overview for agents with access to the campaign.Allow users to create leads manually
Choose if agents can create leads manually.
Display as default view in Dialer
Choose what agents see when they enter the campaign. As the default setting, we show lead data, but if you create an iframe or manuscript, it's possible to show that instead.
Phone
Dialer method
Select which dialing method you want to use on the campaign.Manual: Agents manually press the call and hang up (click-to-dial).
Progressive: Adversus calls automatically and continues if the lead doesn't answer the phone - also automatically.
Predictive: The predictive method simultaneously calls multiple leads to minimize wait time for agents. Read more about predictive here.
Inbound: If you only want to use the campaign to receive inbound calls. Need help creating an inbound account? Click here.
Country code
If you make international calls and the lead has no country code or prefix, insert it here to let Adversus know from which country you're calling.
Outbound number
Select which number is shown when you make outbound calls on the campaign.
Enable call transfers
Allow agents to make call transfers on the campaign.
Inbound
Number for inbound calls
This will be the number you receive inbound calls to on the campaign. You can only use numbers bought from Adversus.
Number for forwarding
If no agents are available, inbound calls are forwarded to the number you input.
Max waiting time in queue
If you have chosen a number for forwarding, decide the maximum time that leads can be in the queue before you forward to another number (input in seconds).
Record conversations
Activate recording on the inbound number here. Choose between:Always.
Never.
If permitted - record from start: Agents have to manually choose whether to record the conversation while being in the call. The recording will begin at the start of the conversation.
If permitted - no recording from start: Agents have to manually choose whether to record the conversation while being in the call. The recording will begin as soon as the agent allows recording.
NB: If either one of the If permitted options are chosen, agents can start recording by clicking the recording button in the dialer.
Store recordings
Specify how many days Adversus stores the recorded conversations.30 days
90 days
180 days
365 days
545 days
Recording channels
Define how much of the conversation you want to record and store.Agent and callee channel
Agent channel only
When should calls be answered
Choose how the dialer should answer an inbound call. There are two options:Answer automatically: Picks up the inbound call directly after the agent receives the lead
Search lead and pick up: Let agents access the lead in the dialer and manually click to pick up the phone
Inbound ringtone
Activate an inbound ringtone if an inbound call is queued and the agent is not currently in a conversation.
Use in create lead mode
Enable inbound calls while an agent uses the dialer to manually create new leads. If agents are primarily using the dialer to generate their own leads, this is likely something you want to enable.
Upload welcome messages
You can upload two different kinds of welcome messages for inbound calls.An introductory message that is played before the on hold dialer tone starts
A message played, if there are no available agents on the campaign
Recordings
Record conversations
Choose when to record conversations. The possibilities are:Always.
Never.
If permitted - record from start: Agents have to manually choose whether to record the conversation while being in the call. The recording will begin at the start of the conversation.
If permitted - no recording from start: Agents have to manually choose whether to record the conversation while being in the call. The recording will begin as soon as the agent allows recording.
NB: If either one of the If permitted options are chosen, agents can start recording by clicking this button in the dialer:
Store recordings
Specify how many days Adversus stores the recorded conversations.30 days
90 days
180 days
365 days
545 days
Recording channels
Define how much of the conversation you want to record and store.Agent and callee channel
Agent channel only
Call
Standard callback type
Choose whether a callback should be assigned to the same agent or shared between agents (as the default when saving as a callback).
Callback by no later than X days
Set the maximum timeframe for scheduling callbacks.
Hours between automatic callbacks
Select the minimum number of hours that should pass until a lead can be called again.
Answering machine - close on contact attempt X
Select how many times a lead can be assigned the status Answering machine before the lead is closed.
Callbacks - close on contact attempt X
Select how many times a lead can be assigned the status Callback before the lead is closed.
Answering machine - max. contact attempts reached
Automatically set a lead status if the lead is saved as "answering machine" after max call attempts are reached.
Call attempts - invalid number
Select how many times Adversus should call invalid numbers before the lead is assigned a status.
Invalid number - Max. call attempts reached
Automatically set a lead status when max. invalid call attempts are reached.
Leads
Default contact pool
New contacts will be created in this contact pool. Applies to unknown inbound leads and manually created leads.
Private callbacks expire
Choose whether the agents' private callbacks should be transferred to another agent after X minutes if they do not call back in time. If yes, set the number of minutes under Expiration in minutes.
Leads expire
Choose if leads should expire after X number of days since they were uploaded. This is a useful feature if you are using leads with limited permission time.
Time zone
Defines the time zone in which the campaign operates.
Timeslot settings
Choose whether you want agents to be able to edit the lead's timeslot setting, disable editing, or hide it entirely.
Require recording snippet on success
A brief recording extract of the lead confirming is required to save as a success. **Please note, this feature is only available by request.
Visibility and permissions
Project
Should the campaign add an existing project to the reporting?
Team permissions
Choose if you want to add teams to only allow specific agents access to the data on the campaign.
External campaigns in activity log
If the contact is added on other campaigns, you can choose to see activity from across campaigns here.
Remember to click Save settings.
Segments
Do you want to call specific leads on a campaign for a limited amount of time? Create a campaign segmentation and let agents call on relevant leads, e.g., specific zip codes. Read more about our Segment Builder here .
Booking
Fields
Lead fields
Lead fields are the information that agents can see on the lead when they enter the campaign, e.g., first name, last name, phone number, city, etc. Read more about lead fields here.
Result fields
Result fields are used to add more data on the lead. This is information that the agent receives during a conversation with the lead and is also used to log custom outcomes, such as booking calendars or sales. Read more about result fields here.
Sales
If you use Adversus for direct sales, you can add products to a campaign to enable agents to log sales directly from the dialer. Read more about sales and products here.
Messages
Email templates
Add email templates to the campaign for agents to send out manually. Read more about email templates here.
SMS templates
Add SMS templates to the campaign for agents to send out manually. Read more about SMS templates here.
SMS reminders
If you use the booking module, you can create SMS reminders. These reminders are automatically sent to leads before the meeting. Read more about SMS reminders here.
Call forwarding
Make it possible to transfer calls inside your team, and let agents hand over a call directly from the dialer. Read more about the setup here.
KPI's
You can insert daily KPIs in the dialer view for agents to see when they are making calls. Read more about inserting a KPI in the dialer window here.
Iframe
Save time and add relevant iframes to campaigns. Let agents work from the dialer window without having to jump back and forth between different programs. Insert the iframes that help agents do their job. Read about setting up iframes here.
Manuscripts
Help your agents remember the essential information by providing them with a direct reference in the dialer window. Read more about manuscripts here.
Upload leads
Upload leads from a spreadsheet directly to the campaign right here. Here is a nice video that shows you how to.