How to Set Up Telvoip Campaign Manager
The Campaign Manager contains several key sections:
The Campaign Manager contains several key sections:
The Campaign Manager is used to organize, run, and monitor outbound calling campaigns. It allows administrators and supervisors to manage campaign dialing lines, assign agents, upload lead lists, and track campaign performance.
Line Console Campaign Leads Lists Agents Reports Settings Each section plays a role in managing and optimizing campaign operations.
List and Leads2
List and Leads2
The Lists & Leads section is used to manage campaign contact data. It allows administrators to organize contacts into lists and manage individual lead information within those lists.
This section ensures that agents have accurate and organized contact details when running outbound campaigns.
How It Works
A List is a group of contacts used in a campaign. Each Lead is an individual contact within that list. For example:
List: Nairobi SME Prospects
List: Nairobi SME Prospects
Leads inside the list:
John Kamau – 0712345678 Mary Wanjiku – 0723456789 Peter Otieno – 0734567890 Campaigns then use these lists to generate outbound calls.
How to Access
Navigate to Campaign Manager. Select Lists & Leads.
Creating a New List
Creating a New List
Purpose
Lists help organize contacts for different campaigns or marketing objectives.
Steps
Steps
Click Create List to set up your campaign.
Enter the List Name, Owner, and Source, then add a small description in the notes section if required.
Click “STAGE LIST” to save the list, and proceed to the next step.
Click “STAGE LIST” to save the list, and proceed to the next step.
Example List Names
Insurance Leads – March Campaign SME Business Owners Follow-up Leads
Adding Leads to a List
Adding Leads to a List
Purpose
Leads represent the individual contacts that agents will call during a campaign. Before this process, ensure your lead list is in CSV format.
Steps
Steps
Open the Lists & Leads section and select the list you want to add contacts to.
Open the Lists & Leads section and select the list you want to add contacts to.
Click Import Leads, and then choose your contact file from your computer. Use the dropdown menu to select a different list
Click Import Leads, and then choose your contact file from your computer. Use the dropdown menu to select a different list
Click “CHOOSE CSV FILE,” then click “IMPORT CSV” and your leads will now be accessible from the campaign manager dashboard.
Click “CHOOSE CSV FILE,” then click “IMPORT CSV” and your leads will now be accessible from the campaign manager dashboard.
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