StringeeX
StringeeXContact UsIntegration
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  • I. Introduction
    • 1. Register a new account
    • 2. Log in - Log out
    • 3. Change user information
    • 4. Making outbound calls
    • 5. Receive inbound calls
    • 6. Actions in the call
    • 7. Account Status
  • II. System Features
    • 1. Dashboard
      • 1.1. Inbound calls
      • 1.2. Outbound calls
      • 1.3. Chats
      • 1.4. Tickets
      • 1.5. Campaign
    • 2. Company
      • 2.1. Company management
      • 2.2. Company details
      • 2.3. Create a company filter
    • 3. Contact
      • 3.1. Contact management
      • 3.2. Contact details
      • 3.3. Create contact filter
    • 4. Ticket
      • 4.1. Ticket management
      • 4.2. Ticket details
      • 4.3. Advanced filter for tickets
    • 5. Advanced filter
    • 6. Reports
      • 6.1 Statistical reports
        • 6.1.1 Call
          • Call reports
          • Call history reports
          • Report on call center performance by time
          • ACD(Automatic Call Distributor) performace
          • History of call distribution to agent
        • 6.1.2 Chat
          • Chat statistics
          • Chat history
          • Agent's chat performance
        • 6.1.3 Agent
          • Agent activity report
          • Agent performance
          • Agent status change history
          • Agent status report
          • Report agent by ticket fields
        • 6.1.4 Ticket
          • Ticket report
          • Deleted ticket report
          • Report of ticket by drop-down field
        • 6.1.5 SMS
          • SMS report
          • SMS history report
        • 6.1.6 SLA
        • 6.1.7 Outbound call campaign
          • Customer report
          • Call report
        • 6.1.8 Email campaign
          • Email campaign report
          • Survey summary report
        • 6.1.9 eKYC
      • 6.2 Real-time monitoring
        • 6.2.1 Call monitoring
        • 6.2.2 Chat monitoring
        • 6.2.3 Agent monitoring
        • 6.2.4 Queue monitoring
    • 7. Chat
      • 7.1. Chat details
      • 7.2. Chat notes
    • 8. Knowledge base
    • 9. Settings
      • 9.1 Service management (Customer service)
        • 9.1.1 Details
        • 9.1.2 Role & Permission
        • 9.1.3 Personnel list
        • 9.1.4 Configure receiving channels
          • Channels
            • Queue
            • IVR Tree
            • Hotline numbers
            • Routing
            • Greeting message file
            • Blacklist numbers
            • Call settings
            • SIP account
          • Internet calls
          • Email
          • Live chat
          • General configuration
          • Facebook
          • Zalo
        • 9.1.5 Ticket configuration
          • Ticket field configuration
          • Marco
      • 9.2 HR & Team management
        • 9.2.1 Personnel
          • Agent list management
          • Set up personnel information
        • 9.2.2 Group
          • Group list management
          • Create a group
      • 9.3 Field configuration
        • 9.3.1 Contact field
        • 9.3.2 Company field
        • 9.3.3 Contact data entry field
        • 9.3.4 Ticket field
      • 9.4 Trigger configuration
        • 9.4.1 Trigger introduction
        • 9.4.2 Trigger list management
        • 9.4.3 Create a new trigger
      • 9.5 SLA & Automation Configuration
        • 9.5.1 Definition of SLA - Automation
        • 9.5.2 List Management
        • 9.5.3 Create new SLA/ Automation
      • 9.6 Other configurations
        • 9.6.1 Custom status
        • 9.6.2 IPs Configuration
        • 9.6.3. Display permission
        • 9.6.4 Portal configuration
          • Time zone & Language
          • Login Method
        • 9.6.5 Working time
      • 9.7 Campaign management
        • 9.7.1 Outbound call campaign
          • Types of campaigns
          • Setup a campaign
          • Steps to participate in a campaign
          • Campaigns
          • Customers
          • Agents
          • Survey template
          • Survey answers
          • Customer warehouse
        • 9.7.2 SMS Campaign
          • Campaigns
          • Customers
          • Campaign history
        • 9.7.3 Email campaign
          • Campaigns
          • Customers
          • Survey template
          • Email template
          • Sendgrid account list
          • Survey answers
          • Do-not-send email list
      • 9.8 Integration
      • 9.9 Knowledge base
      • 9.10 Payment
        • 9.10.1 Topup
        • 9.10.2 Plans
        • 9.10.3 Payment history
      • 9.11 Stringee connection
  • III. Mobile app
    • IOS APP
      • 1. Log in
      • 2. Ticket
      • 3. Contact
      • 4. Make a call
      • 5. Call history
      • 6. Setting
      • 7. Set up call notifications on the phone app
    • Android APP
      • 1. Log in
      • 2. Ticket
      • 3. Contact
      • 4. Make a call
      • 5. Call history
      • 6. Settings
      • 7. Set up call notifications on the phone app
  • IV. Frequently asked questions
    • 1. Forget a password
    • 2. Change a language
    • 3. Permissions for devices (headset/microphone)
    • 4. Setting the method of call distribution for agents
    • 5. Convert contacts from one account to another completely
    • 6. Note when uploading contacts via excel file
    • 7. Delete contacts in bulk
    • 8. Merge duplicate contacts
    • 9. Check a current balance of a portal
    • 10. Manage app notifications
    • 11. Clear browser cache
    • 12. Configure IP Phone connection with Stringee contact center
    • 13. Common errors when making calls
    • 14. Log in and report Captcha Invalid error
    • 15. How to create multiple business hours
    • 16. File formats supported on StringeeX
    • 17. Instructions for getting call code (call ID)
    • 18. Using Google and Microsoft Accounts for Registration, Login, and Account Linking
    • 19. Two-factor authentication
    • 20. Incoming calls have popup but no ringtone
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On this page
  • Campaign list interface
  • (1) Search a campaign
  • (2) Campaign list
  • Operation with a campaign
  • Change a status in a campaign
  • Edit campaign configuration
  • Add customers to a campaign
  • Delete a campaign
  1. II. System Features
  2. 9. Settings
  3. 9.7 Campaign management
  4. 9.7.1 Outbound call campaign

Campaigns

PreviousSteps to participate in a campaignNextCustomers

Last updated 7 months ago

Campaign list interface

(1) Search a campaign

  • Campaign name: filter search by campaign name

  • Start time: filter for campaigns by how long the campaign started running

  • End time: filter campaigns by campaign end time

  • Status:

    • Create: campaign is in initialization (not approved)

    • Approved: the campaign has been approved but not yet launched (until the specified time to start the campaign)

    • Running: the campaign is running

    • Paused: the campaign is on pause

    • End: the campaign has ended (manipulated by the admin to end / run out of data / until the specified time to end the campaign)

(2) Campaign list

  • Campaign ID: campaign identifier on the system

  • Campaign name: the campaign name is set when creating the campaign

  • Status: campaign status

    • New: campaign is in initialization (not approved)

    • Approved: the campaign has been approved but not yet launched (until the specified time to start the campaign)

    • Active: campaign is running

    • Paused: the campaign is on pause

    • Completed: the campaign has ended (manipulated by the admin to end / run out of data / until the specified time to end the campaign)

  • Description: campaign description

  • Start time: campaign start time

  • End time: the end time of the campaign

  • Creation time: campaign creation time

  • Action: see more at the action section of the campaign below

Operation with a campaign

Change a status in a campaign

  • Approve: Unapproved campaigns after being approved will change to Approved status

  • Start a campaign: admin can trigger the start of a campaign that is in Approved or Paused status. After this operation, the campaign is changed to Active status

  • Paused: admin can pause a running campaign by clicking Pause. After this action, the campaign is moved to Paused status

  • Completed: admin can actively end an Active or Paused campaign before the campaign end. After this operation, the campaign is moved to End status

Edit campaign configuration

Admins can edit some configurations of an undone campaign by clicking the Edit action. The configurations allowed to edit include: campaign name, campaign description, start time, end time, hotline number, working hours, maximum number of calls, break time between two calls (minutes) , no-callback time (date), call type,....

Add customers to a campaign

Delete a campaign

Admin can delete a campaign by clicking Delete. Note, after deleting a campaign, campaign data such as agent, customer, report is no longer on the portal.

Create a campaign: initiate a new campaign. See details in

Call type: the campaign dial type. Stringee supports Manual, Preview, Progressive, Predictive dial styles. For details see

Companies can manipulate adding or removing customers to the campaign through the Customer List interface. For more details see

Campaign Setting
s
here
the customer list