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Outbound Call Center - Create Campaign

Written by B3Networks Academy

Updated at June 6th, 2023

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Table of Contents

How to create an Outbound Campaign? 1. Create an Outbound Campaign: 2. Set Working Hours: 3. Start the campaign: 4. Process with the call: 4. Call log can be found at: 5. Other actions: Demonstration:

Wallboard Outbound call feature allows you to make call to bulk of destinations with one click.

Make sure you have the Outbound add-on in Wallboard subscription.

 

As the feature is available in Outbound only, you need to go to Workspace tab> Switch to Outbound

 

How to create an Outbound Campaign?

1. Create an Outbound Campaign:

In order to use the function, go to Wallboard > Number List > Create a list of destination numbers and load them in. Click HERE for more instruction.
After you have successfully loaded the numbers in, go to step 2.

2. Set Working Hours:

Go to Settings > Work Time to configure working hours for your outbound call center.

3. Start the campaign:

  • Click Start to start the campaign immediately / Click Schedule to schedule start dates for the campaign.
  • The campaign can only start and pause based on the Work Time:

The campaign status will change to In process if you choose to start Now:
Or Scheduled if you choose Schedule:

4. Process with the call:

  1. The assigned agents will receive the calls to their logged-in devices (IP phone, Mobile or Desktop).
    • The caller ID shown on the agent's device is the customer's phone number.
    • For example: the customer's phone number is +84906695528. It is displayed on the agent's IP Phone:
  2. The agent picks up the call.
  3. The agent is connected to the customer, which is the number in the list.
    • CallerID shown on the customer's device is the callerID selected when you create the list.
    • Example: CallerID chosen is +6565861305. It is displayed on the customer's mobile phone:

4. Call log can be found at:

  • Wallboard > Number List > View detail:
  • Wallboard > Workspace > Outbound:

5. Other actions:

  • You can pause an In process campaign if you find it inconvenient to let it continue:
  • The campaign is Paused until you Resume/Start it:
  • You can also Edit, Duplicate or Delete a campaign:

Demonstration:

campaign call center

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