To enable your campaign for a survey or broadcast campaign simply follow the steps below:
1. Log into the manager and select Campaigns from the Launchpad or by selecting Program Management > Campaigns
2. Choose the campaign you wish to enable broadcast by clicking on the Edit button
3. Navigate to the Dialer Tab then locate Dialer Routing Method
4. From the drop down menu select either 'Send call to broadcast / survey route without AMD or Send calls to broadcast / survey route after AMD
5. Navigate to the Survey tab > Autodial Survey Settings
Welcome Message and Instruction: This allows you to configure your Welcome Message\Instructions for your callers to follow when calling in (Note) you will have to upload your own welcome message via Prompts and Messages
Digit Accepted for Survey: Enter the digits that will be accepted by your survey without spaces, for example, 1238 as shown below is entered meaning options number 1, 2, 3 and 8 will only be accepted by the system
Description for Each Digit: Enter a description for each digit accepted by the survey in the following format as shown below for example, for option number 1 & 2 we will enter (1-DEMOCRAT|2-REPUBLICAN) using the '|' sign to separate
Default Message After Opt-in: This will allow you to play a Message if the caller chooses to opt-in
Default Option if Not Selected: This allows you to determine the default action that will be applied if a caller does not select an option
6. Not Interested Digit Rules
Digit Pressed to Indicate Not Interested: Enter the digit that will determine that your customer is not interested
Message to Play When Not Interested: This option will allow you to select a message to play when the Not Interested digit is selected (Note) you will have to upload your own message via Prompts and Messages
Disposition to Apply When Not Interested: This will allow you to set a pre-determined disposition when a customer chooses to opt-out
7. Optional Rules for Digit: This allows for two additional optional rules to apply to any digit you deem necessary
When the Following Digit is Pressed: Enter the digit you wish to assign a rule to
Play the Following Message: This allows you to select a pre-uploaded message when the specified digit is pressed
Apply the Disposition Below: This will allow you to set a pre-determined disposition when a customer chooses the specified digit
Then Route to this Number: Allows you to control how to route the caller based on the digit selected. Enter an Extension or Number
8. Routing Options: This allows you to control how the calls are routed based on the option selected (NOTE) This does not include the "Not Interested: digit.
After Caller Has Agreed to Survey: Choose what happens after a caller has agreed to the survey by selecting from the drop down list of pre-selected routes:
- Send caller to next available agent after opting-in to survey
- Send caller to the specified voicemail box after opting-in to survey
- Send caller to the specified extension after option-in to survey
- Hang-up after caller has opted-in to survey
- Allow caller to record a response after opting-in to survey
- Send caller to the specified IVR after option-in to survey
- Send caller to the specified ACD Queue after opting-in to survey
Route to Queue: Choose the queue you wish to route your caller to
Route to IVR: Choose the IVR you wish to route your caller to
Route to Extension: Enter the extension you wish to route your caller to
