The three campaign types
What to set up for each type
Setup order
Follow this order to avoid errors. Components must exist before they can be linked inside a campaign.1
Create supporting components
Build the Lead Group, DID, Call Queue, Ring Group, IVR, Audio Prompt, Web Form, or Messaging Queue you need.
2
Create the main campaign
Fill in Name, Dial Method, Outgoing Rules, and other basic fields.
3
Link supporting components
Open the Advance Fields section and link the components created in step 1.
4
Enable the campaign
Set Status to Enable to make the campaign live.
Go deeper
Inbound campaigns
Route customer calls to agents.
Outbound campaigns
Auto-dial customer lead lists.
Blended campaigns
Handle inbound and outbound together.
