Jeff,
Taking #3 for a minute. If You have three Campaigns and a rule to, say, switch dialing modes based on the number of Agents, then you could have one Rule that applies to all three campaigns and you would want "Use Triggering Campaign" to that the rule is applied to the Campaign that caused the rule to fire.
If, however, you have a campaign that is high priority, and a second one that is low, you might want to apply a rule to the first one that, based on some metric (like, say number of Agents) could pause the other one. In this instance, since one campaign is effectively controlling a second one, you would not want to use the Triggering campaign.
I hope that makes sense?
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Paul Simpson
Views expressed are my own and do not necessarily reflect those of my employer.
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Original Message:
Sent: 06-05-2024 09:29
From: Jeff Humphreys
Subject: Campaign Rules and Sequences
Hi,
I've got a few questions about ouitbound calling particulary the use of Campaign Rules and Sequences. I've looked thyrough the online resources several times and couldn't find what I was looking for in terms of explanation.
- When creating/applying a Campaign Rule to a Sequence, is it necessary to associate the Rule with both the Sequence and the Campaigns in that sequence? Was wondering if this was necessary and if it is ok to just associate it with just the Sequence? The logic being the Sequence will already include the campaign and so the Rule would apply to both the campaigns and Sequences.
- In the Actions section of a Campaign Rule, is it necessary to list the campaigns or is it just OK that the Rule is associated with Sequence that contains these campaigns?
- What does the Use Triggering Campaign toggle do and in what context is it useful?
#Outbound
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Jeff Humphreys
RCN, Royal College of Nursing
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