Softdial Campaign Manager™

Modifying a Campaign

Some settings may be modified while the campaign is running. See Dynamic editing below.

To modify a campaign, either:

The Edit Campaign tabbed dialogue box is presented (Fig. 1):

Edit Campaign - Web Client

Fig. 1 - Edit Campaign dialogue

The Edit Campaign dialogue is arranged as a series of tabbed pages, which together form the configuration of the campaign.

Follow the links below for guidance on each tab/ page:

It is possible to make changes dynamically to some campaign settings, including Data Selection (Filters), Retry Options and Dialing Tuning.

  • Web client - the Edit button is always active and a campaign may be opened for editing by double clicking it from the campaign list.
  • Windows client - the Properties button remains active while the campaign is running allowing the user to examine all campaign settings and to dynamically modify some of them.

Settings that cannot be modified dynamically are greyed out.

The following must be taken into consideration when making changes to these settings while the campaign is running:

Setting Comment
Dialing Tuning Changes take effect immediately i.e. Softdial CallGem™ will immediately adjust its algorithms to the new settings. However, there may be a time lag before the new targets are achieved.
Retry Options If a number
  • does not already have a Retry time set in the database, changes take effect immediately
  • does already have a Retry time set in the database, it will not be affected by the new Retry Options setting
Data Selection (Filters) Changes or additions will result in the database being reloaded with the contacts satisfying the new filter criteria. Calls will continue during this process but, depending upon loading speed, Softdial Campaign Manager™ may temporarily not have enough numbers in cache to keep Softdial CallGem™ busy

Below is an example of dynamic editing of filters used to adjust calling groups during a campaign.

  1. A new field is created in the database which marks groups of contacts, for example, a field called GROUP, with string values A to D, depending upon the contact.
  2. Before starting the campaign, a single filter is defined called 'Group setting', containing conditions:
    1. field GROUP is equal to A, and
    2. field GROUP is equal to C
  3. Upon starting the campaign, contacts in groups A and C are loaded. Whilst the campaign is running, there is a need to change the filter to groups B and D.
  4. By accessing the campaign properties dialog while the campaign is running, the conditions of the filter are altered such that the two conditions are now:
    1. field GROUP is equal to B, and
    2. field GROUP is equal to D
  5. When the OK button is pressed, the connection to the database is automatically reloaded with the contacts satisfying the new criteria.
  6. Calls will continue during this process, but depending upon loading speed, Softdial Campaign Manager™ may temporarily not have enough numbers in cache to keep Softdial CallGem™ busy.
  7. Once this process completes, contacts of groups B and D are tried.