User Guide

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Manage Campaign Call Lists

Manage Campaign Call Lists
This view is reached by going to Campaign Management  --> Outbound Manager --> Select your Campaign...
1

Search for Call List

1. Search for Call List
Start typing the name of the call list to locate it in the list.
2

Existing Call Lists

2. Existing Call Lists
A list of available call lists within the currently selected campaign.  Double click a call list to view its content.
3

Create Call List Button

3. Create Call List Button
Click to add a call list.  Enter a name and then click the Add Button.  You will be taken to the Manage Call Lists screen where you will see the following message:
 
"There is no data to display in the current call list and filter configuration"
 
Once you have created the call list, you must create an Outbound Template to map the fields in your call list data with the fields in the script.  See Outbound Template Setup Wizard
4

Manage Call Lists Button

4. Manage Call Lists Button
Toggle call lists on or off.  This makes them active or inactive within the campaign:
 
5

Delete Call List Button

5. Delete Call List Button
Delete the currently selected call list.  This will not only delete the call list, but will also delete all call records associated with that call list.
6

Manage Data Sets

6. Manage Data Sets
Data Sets can be applied to entire or sections of a call list in order that calling rules can be applied.