Outbound campaign functions

This article covers the key functions available for managing Outbound Campaigns, including how to start, reset, delete, download, add data, and force complete a campaign.

Start / Stop Campaign

• To start a campaign, click the Start/Stop toggle when the campaign status is Ready.
• To stop a campaign, click the same toggle when the campaign status is Running.

This control helps manage when a campaign should be actively dialing or paused.

Reset Campaign

The Reset function clears customer record statuses so they can be redialed.

Steps:

1. Click the Reset button.
2. Select filters like Date, Status, Reason, Disposition, Priority, Agent, or Skill to target specific records.
3. Confirm the reset action.

After a successful reset:

• The campaign status updates to Ready.
• The campaign can be started again with refreshed records.

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Note:

Campaigns can only be reset if they are in a Stopped or Completed state—not Running or Ready.

Delete Records

Admins can permanently delete customer records from a campaign..

Steps:

1. Click the Delete tab.
2. Confirm the deletion via the pop-up prompt.

Once confirmed, records are permanently removed and must be re-uploaded if needed again.

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This is a non-reversible action—use with caution.

Download Records

Use the Download option to export campaign data.

• Available when the campaign is in Ready or Completed state.
• Data can be downloaded in CSV, Excel, XML, or PDF formats.

This is useful for audits, backup, or analytics.

Add Data

Admins can append customer records to a campaign using the Add Data feature.

• Available only when the campaign is in Ready or Completed state.
• Upload files in the same format as originally defined in the Mapping headers.

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This option is not available when the campaign is Running.

Force Complete

The Force Complete function ends a campaign prematurely.

• All pending or unprocessed records are marked as Completed.
• Campaign status updates to Completed immediately.

Use this to stop any further dialing attempts, especially during urgent shutdowns or data changes.