Campaigns

 

The selected Workflow that will have campaigns added or changed. The selected Workflow can be changed by clicking on the Switch/Edit button.

 

Click on the Switch/Edit button to change the selected Workflow.

 

Click Add to create a new Campaign.

 

Active Campaigns will have this marker next to their name in the list.

 

This icon is displayed next to any External Campaign defined through an Integration and the External Links. The Campaign's configuration is viewable, but only certain options are editable for external campaigns.

 

This is where the Campaign name is defined, which is both displayed to Agents on the desktop and used as an identifier.

 

Activate or deactivate the Campaign. Inactive Campaigns aren't visible on the desktop.

 

External campaigns can't be disabled through this window, and would need to be unlinked instead.

 

Controls whether or not the Campaign allows pop attempts that don't specify a reference, and (if the Visible on Agent Desktop setting is enabled) determines whether the agent is able to create a new record from the Campaign's entry on the Desktop.

 

Determines whether agents will receive notifications in the outstanding tasks section of the Desktop for this campaign. This option is only relevant if Outstanding Task Notifications are enabled within the Desktop Application Settings.

 

Determines whether the campaign is visible on the Agent Desktop or not.

 

This is only offered for External Link campaigns, and internal campaigns will always be displayed on the Desktop if active.

 

If Preview Timer is enabled, the maximum preview duration can then be specified. When the agent previews a record before calling the preview timer will display and countdown to zero, at which point the Workflow will launch.

 

External campaigns can't make use of the Preview Timer functionality.

 

If this option is selected, then scripts will always start from the Start page (excluding transferred scripts). For example: if an agent re-launches a record, it won't resume from the previously reached page.

 

Any Campaign Aliases linked to a Workflow will be displayed here.

 

Groups with access to the Campaign can be defined here. A group may have access to multiple campaigns, and multiple groups may have access to a campaign. The System group will always have permission to all campaigns. Members of assigned groups will be able to interact with the Workflow in the Desktop Campaign List via the configured Campaign, as well as receive transfers or reschedules for the Campaign.

 

If the current user has a Reporting licence assigned, then any configured and linked Report Schedules will be displayed in this list. This list can be filtered by the reports' current status by clicking the button at the top-right corner, the schedule can be directly run or paused/resumed by clicking the triple-stacked dots at the right of the entry, or the schedule can be managed by clicking on its name to go to it in the Reporting Scheduler module.