Contact lists and campaign launch ᴺᴱᵂ

Campaign contact lists are on the Contacts tab. The tab is available when you create a campaign and when you edit it. On this tab, you can add contacts, check the file for duplicates, and sort contacts. From this tab, you can send contact lists for dialing and launch the campaign.

1. In the general list of outbound campaigns, click the Action menu next to the desired campaign and select Manage contacts. You can also select Edit and go to the Contacts tab.

For a campaign in the Completed status, select View or Manage contacts.

2. The Edit automated campaign or Edit agent campaign page opens. For a completed campaign, the page is called Automated campaign settings or Agent campaign settings. You cannot edit the settings on this page.

The page shows the campaign name, status, and start date (if available).

3. On the Contacts tab, open Uploaded. The Uploaded tab shows the list of uploaded contact lists:

Possible contact list statuses on the Uploaded tab:

If you have not uploaded contact lists yet, the Contacts tab shows Contacts will appear here. The Uploaded tab shows No uploaded contacts. The Dialing tab shows No contacts in dialing. The Completed tab shows No completed contacts.

4. To upload contact lists, click Add contacts. The Select a file window opens. For more information, see Uploading contacts. After you upload a file or close the window, you stay on the Contacts tab.

Before adding contact lists to the dialing process, you can check them for duplicate contacts and sort them.

1. In the Action menu next to the desired contact list, select Check for duplicates and sort.

The Check for duplicates and sort window opens.

2. In the contact list settings on the right, click Check.

3. Choose which campaigns should be searched for repeating contact phone numbers. The system performs duplicate check based on the uploaded contact lists in the selected campaigns. You can select all campaigns (all campaigns in the Scheduled, Dialing, Paused, Completed statuses), all launched campaigns, all completed campaigns, or individual campaigns.

4. Select the time frame for searching duplicates. The specified period (up to a maximum of 6 months from the current date) determines the date the contact list was uploaded to the campaign. The fact of making a call to the contact or having successful/unsuccessful attempts is not considered in the search — what matters is the fact of uploading the contact to the campaign.

5. Click OK and then Apply.

The system searches for duplicates across the selected campaigns for the specified period. If at least one contact phone number was previously uploaded to another campaign, that contact is considered a duplicate.

A window displays showing the number of duplicates found.

6. Click Download to download the list of duplicates found in CSV or XLSX format to review them before deletion. After deleting duplicates, you can still download the list for analysis.
7. Click Delete to remove duplicate contact phone numbers or Cancel to keep the duplicates in the contact list.

You can also sort the contact list by a specific column. To do this, in the Sorting options on the right, select the desired column, set the sorting direction (ascending or descending), and click Save.

After the contact lists are set up, send them for dialing.

1. On the Uploaded tab, select Start dialing in the Action menu of the desired contact list.

2. If necessary, select all contact lists or several lists. If you select several lists, then a button appears at the bottom of the table. Use it to send the selected lists for dialing.

3. Drag and drop contact lists to set the required sequence of dialing after the campaign starts.
4. If necessary, download files in CSV or XLSX format using the Action menu next to the desired contact list.

5. After you add contact lists to dialing, they appear on the Dialing tab with the Uploading status.

If an error occurs while adding a contact list, a notification informs you how many contacts failed to upload. You can download the list of failed contacts in CSV or XLSX format.

Possible contact list statuses on the Dialing tab:

6. You can download or cancel contact lists using the Action menu.
7. Go to the Completed tab to view the list of completed or canceled contact lists or download them.

After adding contact lists to the dialing process, you can launch the campaign from the editing page.

1. On the campaign editing page, click Actions.

For a campaign in the Draft status, select Launch now. If a start date is set, then Launch on schedule is also available.

For a campaign in the Scheduled status, select Launch.

2. The Launch campaign? window opens. All contact files in the Draft status will be sent for dialing. After launch, you can no longer edit some of the settings.

3. Click Launch now. The campaign status changes to Ongoing, and dialing starts according to contact list priority and campaign strategy.

If a start date is set, then the window also includes Launch on schedule. The campaign starts on the scheduled date, and the status changes to Scheduled.

To close the window without launching, click Cancel.

You can also launch a campaign in the Draft or Scheduled status from the general outbound campaigns list. Select Go to campaign launch. The campaign launch side panel opens.

On the campaign editing page, the Actions button is on the right. The set of items depends on the campaign status. For example, for a campaign in the Paused status:

For a campaign in the Draft status:

For a campaign in the Scheduled status:

For a campaign in the Ongoing status:

For a campaign in the Paused status:

For a campaign in the Completed status, the Actions button is not displayed. The Automated campaign settings or Agent campaign settings page opens. You cannot edit the settings on this page. The Back and Duplicate buttons are on the right.