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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  1. II. System Features
  2. 9. Settings
  3. 9.7 Campaign management
  4. 9.7.1 Outbound call campaign

Steps to participate in a campaign

PreviousSetup a campaignNextCampaigns

Last updated 7 months ago

  • Step 1: Admin creates a campaign in the Outbound Call Campaign menu in the Campaign Management section. After creation, campaigns defaults to Unapproved status. The details on how to create a campaign vary depending on the dial type (manual, preview, progressive, predictive). Admin see more details on how to install the campaign .

  • Step 2: Admin clicks to approve the campaign, now the campaign status is approved.

  • Step 3: Admin clicks Start campaign, now the campaign status is Running.

  • Step 4: Agent on the list of agents in the campaign click Run campaign

  • Step 5: Agent selects the campaign to execute. In the campaign implementation interface, the agent selects the campaign to start receiving calls/customers from the system. The agent executes the campaign and notes the information in the survey form at this interface. When the agent is busy and needs to temporarily stop receiving calls from the campaign, the action agent closes the campaign execution window. Note: if the admin has started the operation out of the campaign start time, the agent can choose to carry out the campaign. The system will only dial the number until it is time to start.

  • Step 6: Agent executes the campaign. Here the difference with each type of campaign is as follows:

    • Manual campaign: the agent needs to perform the operation Get customers (see picture) at the campaign implementation interface. Each time the agent operation receives a customer and can only receive another customer when the previous customer has been processed (called / scheduled to call back / did not call back)

    • Preview, progressive and predictive campaigns: agent requires no further action. The system automatically allocates customers and performs dialing. Agent only needs to receive calls to connect with customers and enter information into the campaign script (if needed).

    • Auto Callback Campaign: The agent doesn't need to take any additional actions. The system automatically assigns customers and initiates the dialing process. The agent only needs to answer the call to connect with the customer. If a callback is not required, the agent should select "Do not call back" in the "Campaign Information" section.

  • Step 7: Complete the campaign call

    • Completed calls: normally completed calls or calls with customers with no need

    • Callback/no-callback timer call:

      • Callback appointment: In the campaign implementation interface (see picture), the agent sets up a callback appointment by clicking the Callback Appointment button and choosing an appropriate time. At the appointment time to call back, the system will distribute the customer to the agent and dial the number. Particularly for Manual dialing, at the scheduled callback time, the system will push that customer back to the agent after the agent clicks to receive the customer.

      • Do-not-call-back appointment: In the interface to execute the campaign (see picture), the agent sets up not to call back the customer by clicking the do not call back icon. After the agent does not call back, the time to mark no callback will be displayed in the campaign management interface (Customer List tab). After a period of no callback (from the time the agent marked no callback), if the campaign is still running, the system continues to distribute customers to the agent as usual. Note: the no-callback time is configured by the admin at the Create campaign step.

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