Requires administrator rights or one of the following permissions:
Campaign administration, Settings


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 from the Campaign settings overview and choose Clone.


  1. Go to Settings and choose Campaigns in the menu on the left.

  2. In the top right corner, click Create campaign.

  3. Now, you need to give your campaign a name and choose which teams should have access to the campaign.

  4. 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.

  • Show in overview
    If you choose to show in overview, the campaign will be shown in the Dialer overview for agents with access to the campaign.

  • 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 method you wish to dial on the campaign.

    • Manual: Agents manually press 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 calls several leads at the same time to minimize wait time for agents. Read more about predictive here.

    • Inbound: If you only want to use the campaign to receive inbound calls.

  • Country code
    If you make international calls and the lead has no country code or prefix, insert it here to let Adversus know which country you're calling.

  • Outbound number
    Select which number is shown when you make outbound calls on the campaign. If you choose a verified number (a number purchased outside of Adversus), you need to provide an underlying Adversus number to route the calls properly.

  • 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 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 call while an agent uses the dialer for creating new leads manually. If agents are primarily using the dialer to create their own leads, this is probably something you want to activate.

  • 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 music 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 default when saving as 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" on max call attempts 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 if they are not contacted within X days.

  • Time zone
    Defines which time zone the campaign is working in.

  • 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 success.

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.


Booking

Wanna get started using the booking module? Read more here or watch our CX team explain it here.


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 when having a conversation with the lead and is also used to log custom outcomes, e.g., booking calendar or sales. Read more about result fields here.


Sales

If you use Adversus for direct sales, you can add products on a campaign to let the agents 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.


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 the setup of iframes here.


Manuscripts

Help your agents remember the essential things by giving them something to lean on directly in the dialer window. Read more about manuscripts here.


Upload leads

Upload leads from a spreadsheet directly to the campaign right here.


Did this answer your question?