Modifying a Campaign
From V10.6.847 - the legacy Softdial Campaign Manager™ Windows client is no longer available, via install or download.
Some settings may be modified while the campaign is running. See Dynamic editing below.
To modify a campaign, either:
- double click a campaign from the list, or
- select a campaign and press the Edit button on the toolbar
The Edit Campaign tabbed dialogue box is presented (Fig. 1):
Fig. 1 - Edit Campaign dialogue
The Edit Campaign dialogue is arranged as a series of tabbed pages, which together form the configuration of the campaign.
Follow the links below for guidance on each tab/ page:
- General Settings
- Linked Campaigns
- Telephony Settings
- Dialing Tuning
- Retry Options
- Campaign Scheduler
- Database Input
- Database Output
- Data Selection (Filters)
- Time Zone Management
- Do Not Call (DNC) Lists
Dynamic editing
It is possible to make changes dynamically to some campaign settings, including Data Selection (Filters), Retry Options and Dialing Tuning.
- Web client - the Edit button is always active and a campaign may be opened for editing by double clicking it from the campaign list.
- Windows client - the Properties button remains active while the campaign is running allowing the user to examine all campaign settings and to dynamically modify some of them.
Settings that cannot be modified dynamically are greyed out.
The following must be taken into consideration when making changes to these settings while the campaign is running:
| Setting | Comment |
|---|---|
| Dialing Tuning | Changes take effect immediately i.e. Softdial CallGem™ will immediately adjust its algorithms to the new settings. However, there may be a time lag before the new targets are achieved. |
| Retry Options | If a number
|
| Data Selection (Filters) | Changes or additions will result in the database being reloaded with the contacts satisfying the new filter criteria. Calls will continue during this process but, depending upon loading speed, Softdial Campaign Manager™ may temporarily not have enough numbers in cache to keep Softdial CallGem™ busy |
Show example - dynamic editing
Below is an example of dynamic editing of filters used to adjust calling groups during a campaign.
- A new field is created in the database which marks groups of contacts, for example, a field called GROUP, with string values A to D, depending upon the contact.
- Before starting the campaign, a single filter is defined called 'Group setting', containing conditions:
- field GROUP is equal to A, and
- field GROUP is equal to C
- Upon starting the campaign, contacts in groups A and C are loaded. Whilst the campaign is running, there is a need to change the filter to groups B and D.
- By accessing the campaign properties dialog while the campaign is running, the conditions of the filter are altered such that the two conditions are now:
- field GROUP is equal to B, and
- field GROUP is equal to D
- When the OK button is pressed, the connection to the database is automatically reloaded with the contacts satisfying the new criteria.
- Calls will continue during this process, but depending upon loading speed, Softdial Campaign Manager™ may temporarily not have enough numbers in cache to keep Softdial CallGem™ busy.
- Once this process completes, contacts of groups B and D are tried.
Windows Client details
To modify a campaign, either:
- Select the campaign, and press the Properties button on the toolbar:
- Select the campaign and press the Edit Parameters option from the Campaign menu,
- Select the campaign and press Ctrl-E on the keyboard.
The Edit Campaign tabbed dialogue box is presented (Fig. 1):
Fig. 2 - Edit Campaign - Windows client
The content of each tab is identical to corresponding page in the campaign creation wizard.
The control buttons along the bottom of the popup perform the following actions:
- OK - persists the changes the user has made, and closes the popup
- Cancel - cancels the popup. Any configuration made within the wizard is lost, but the campaign will not be removed. To remove a campaign, see Deleting a Campaign.
- Apply - persists the changes the user has made, without closing the popup.
- Help - presents help specific to the current configuration page.