Campaign Templates
Campaign Templates determine what information your agents will be working with.
Projects
A Project is essentially a container for campaigns in Outbound. In Projects you can define essential settings such as deletion rules and dynamic display numbers.
Campaigns Templates
Campaign Templates serve as the foundational blueprint for creating campaigns. They are essential for defining the structure and data requirements for your campaigns, enabling you to efficiently organise and manage multiple campaigns with similar characteristics.
Data Fields & Types
Data fields are the cornerstone of Campaign Templates in Outbound by Enreach. They define the structure of information collected and utilised during campaigns, ensuring that all relevant data is accurately captured and organised. There are two primary types of data fields in Campaign Templates: Master Data Fields and Result Data Fields. Understanding these fields and their types is crucial for setting up effective and efficient campaigns. By the end of this lesson you will have learned just that.
Dependencies
Field dependencies allows you to tailor the data collection process based on specific criteria. By configuring field dependencies, you can control the visibility and requirements of certain fields based on the responses provided by leads during a campaign. This ensures a more streamlined and relevant data collection process, reducing clutter and focusing agents on the most pertinent information.