In this section you will learn how phone campaigns work in our system.
Campaigns allow you to make outbound calls in an organized manner, e.g. for sales or customer feedback surveys. The purpose of campaigns is to automate routine activities performed by consultants in order to use their working time more efficiently (for real conversations with customers and not for sales-related activities).
In Thulium you can set the parameters of the campaign so that it is as effective and efficient as possible.
The effectiveness of the campaign largely depends on the correct choice of dialer. There are three types of dialers: Preview, Progressive and Predictive.
In the campaigns we prepared, we used the Preview dialer, which is the easiest to start.
Step 1: Add agents to the campaign.
You can find information about campaigns in the Campaigns tab under the Management category. Select the button there: Campaigns.
We have created two campaigns for you to check out the most important features.
The "Ręczne rozmowy wychodzące" Campaign is used to report calls that were made "from your finger" (from a customer card/ticket, etc.) - you add agents there, but do not import customers or add call statuses. Remember that such a Campaign should have the Dialer field set to: None - manual calls.
As part of such a Campaign, you can add a message that plays before the Agent's conversation with the Customer itself:
Your first step will be to add the agents who will make the calls in a given campaign. Go to Campaigns and select the button, then
.
You will open a tab where you need to select: