How to Set Up Telvoip Campaign Manager

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.

The Campaign Manager contains several key sections:

• Line Console
• Campaign
• Leads
• Lists
• Agents
• Reports
• Settings

Each section plays a role in managing and optimizing campaign operations.

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

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

1. Navigate to Campaign Manager.
2. Select Lists & Leads.

Creating a New List

Purpose

Lists help organize contacts for different campaigns or marketing objectives.

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.

Example List Names

• Insurance Leads – March Campaign
• SME Business Owners
• Follow-up Leads

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

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 “CHOOSE CSV FILE,” then click “IMPORT CSV” and your leads will now be accessible from the campaign manager dashboard.