Manage campaign

Available in VPC

You can learn about the interface of the Manage campaign menu and how to add, edit, and delete campaigns.

Manage campaign

You can add and manage campaigns.

Manage campaign interface

The Manage campaign interface includes the following components:

clovacarecall-campaign-mgmt-screen_ko

Component	Description
① Menu name	Current menu name.
② Number of items	Number of items displayed on the list.
③ Basic features	Manage campaign features. [Add campaign]: Click to go to the Add campaign page. [Delete campaign]: Click to Delete campaign. [View options]: Click to select the number of rows to be displayed on the list. [Detailed search]: Click to filter the list using the search option you selected. [Select organization]: Click to filter the list using the organization you selected. This feature is only available to some users. [Download]: Click to download the list as an Excel file. [Change chatbot settings]: Click to change the selected campaign’s chatbot settings. [Control batch execution]: Click to control the execution of selected campaign.
④ List	View the list of all registered campaigns. Organization name: Organization name you selected during creation. Campaign name: Campaign name entered at creation. Campaign type: Campaign type selected at creation. Registration date and time: Creation date and time of the campaign. Last execution date and time: Last execution date and time of the campaign. Outgoing call interval: Outgoing call interval of the selected schedule. Call start time: Call start time of the selected schedule. Outgoing number: Outgoing numbers of the selected schedule. Number of targets: Number of selected schedule’s target. Progress status: Displays the progress status of the campaign. Pre-progress: The campaign has not started. In progress: The campaign is in progress. Progress ended: The campaign has ended. Control progress: Control campaign progress status. [Start]: Click to start the selected campaign. [Stop]: Click to stop the selected campaign.
⑤ Additional features	Hover to Edit campaign or Delete campaign.

Add campaign

Note

Create a schedule before adding a campaign.
For more information, see Add schedule.

To add a campaign:

Access the admin console (see Access admin console).
Click the Manage campaign menu.
Click [Add campaign].
On the Add campaign page, enter the basic information of the campaign.
- Campaign name: Enter a campaign name within 30 characters.
- Campaign type: Select the campaign type.
- Registered organization: Select a registered organization in the organization search modal window.
  - This feature is only available to some users.
Click the tab to enter the detailed schedule for the campaign.
- Set schedule: Set the schedule for the campaign.
  - Schedule
    - Select a schedule not yet added to the campaign from the schedule list modal window.
- Chatbot settings: Configure campaign’s chatbot options.
  - Greeting message
    - Default: Default greeting message
    - Manual input: Enter a greeting message within 140 characters.
  - Department
    - Organization name: Name of the registered organization you selected.
    - Manual input: Enter an organization name within 20 characters.
  - Opening message
    - Default: Default opening message
    - Manual input: Enter an opening message within 140 characters.
  - Closing message
    - Default: Default closing message
    - Manual input: Enter a closing message within 140 characters.
  - Number of utterances: Select the number of conversation turns (1-20).
- Result notification: Select the user notification for the campaign.
  - User notification
    - Enable: Enable the addition of user information.
      - Send notification emails to selected users when the campaign ends.
    - Disable: Disable the addition of user information.
- Purposeful conversation: Select the purposeful conversation for the campaign.
  - Disaster/Weather notification
    - Enable: Enable registered organization addresses.
      - Provide disaster/weather notifications during conversations or identify damage.
    - Disable: Disable registered organization addresses.
Click [Save].
- A new campaign is now added.

Edit campaign

Note

You cannot edit a campaign in progress. Stop the campaign and try again.

To edit a campaign:

Access the admin console (see Access admin console).
Click the Manage campaign menu.
From the list, click on the campaign to edit, and click [Edit].
- You cannot edit a campaign in progress.
On the Edit campaign page, edit the campaign information.
- For more information about the editable items, see Add campaign.
Click [Save].
- The campaign information is now edited.

Delete campaign

To delete a campaign:

Access the admin console (see Access admin console).
Click the Manage campaign menu.
From the list, click on the campaign to delete, and click [Delete].
When the Delete campaign popup appears, read the notification and click [Delete].
- The campaign is now deleted from the list.

Start campaign

To start a campaign:

Access the admin console (see Access admin console).
Click the Manage campaign menu.
From the list, click the [Start] button on the campaign to start.
When the Start campaign popup appears, read the notification and click [Start].
- The campaign starts.
- You cannot start a campaign when its schedule is canceled or no target is added.

Stop campaign

To stop a campaign:

Access the admin console (see Access admin console).
Click the Manage campaign menu.
From the list, click the [Stop] button on the campaign to stop.
When the Stop campaign popup appears, read the notification and click [Stop].
- The campaign stops.
- When you stop a campaign, its schedule is canceled after 7 days.