Campaigns: Campaign Overview
Welcome to Campaign Overview in Outbound by Enreach.
Here you can get a total overview of all your Campaigns, as well as create and edit Campaigns.
To read this guide in Danish, click here.
Read through the article, or click a link below to get started.
In this article:
Campaign Overview
To access Campaign Overview, expand Campaigns in the left-hand menu and click Campaign Overview.
Use the Search bar to search through all of your Campaigns.
To search for Campaigns based on a specific Campaign Template, expand the Template Filter drop-down and select that Template you want to filter your results by.
Click the eye icon to filter the Campaign Overview by All, Active, or Inactive Campaigns.
Click the download icon to download an xlsx file containing all the data related to your Campaigns.
Click the purple plus icon to create a new Campaign.
The Project that the Campaign belongs to will appear in a grey box to the left.
Leads ready to dial and total open Leads will appear in green.
Need to troubleshoot? Visit our Campaign FAQs to browse a selection of the most common Campaigns-related questions.
Details
To view the Campaign and edit the details, click the one you wish to work on.
All of the Campaign information will expand. Toggle between the items to view different areas of your Campaign.
In Details, there are a number of options:
- Upload leads: Select to upload Leads. To read more about how to upload Leads, head to our guide on how to Upload Lead Pools.
- Lead pools: Select to view a list of all Lead Pools uploaded to the Campaign. Read more about Lead Pools here.
- Entry group data: Create Entry group data when your Campaign offers are too complex for a Picklist. Read more about Entry group data here.
- Clone: Click Clone to clone the Campaign and all its settings.
- Edit: Click the pencil icon to edit the Campaign. Read more about all the editing options here.
- On/Off: Toggle between On and Off to set the Campaign to Active and Inactive.
In Details, you will see all the details of the Campaign you selected, including the Project it belongs to, the Campaign Template it is based on, and details about call settings.
Scroll down to see an overview of the Leads in your Campaign, and a breakdown of all available and closed Leads.
Permissions
Toggle to Permissions to view and edit Team and User Permissions for this Campaign.
There are several ways to filter the view:
Use the Search bar to search for specific Users or Teams, or toggle between the Organisation icon to view the Organisation hierarchy, and Users icons to view a list of Users.
Assign Permissions to the Campaign by checking boxes next to Users or Teams.
Click Save to save the updated Permissions, and Cancel to finish without saving.
Please note that is User Permissions can't be updated here, it must be granted via Campaign Access Role.
Head to Organisation - User Roles to grant a Campaign Access Role.
Call Attempts
Toggle to Call attempts to view an overview of call attempts for this Campaign.
Here you can see a donut chart of all the call attempts and their outcomes on your Leads.
To see this information in a graph format, and a breakdown of what each colour represents, toggle to Distribution Graph in the top menu.
Lead Calculator
Toggle to Lead calculator to calculate the NET value of your Leads based on how many call attempts are associated with them.
Hover over Net Item Factor (%) to increase and decrease the numerical value with the arrows.
Based on the number in Net Item Factor, the new calculation will show in the Net Item Value column.
Distribution Graph
Toggle to Distribution Graph to view a colour-coded graph of all your Leads and their statuses.
The Distribution Graph is built like a funnel from left to right: the total number of Leads in the Campaign will be split into colour-coded strands representing all of the different call statuses.
