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How to set up a recruiting campaign

Thandi Lebeta Updated by Thandi Lebeta

 

Introduction

The 'Recruiting' campaign must be set-up in TaskFlow by either the contact center manager or the team leader. The objective of the campaign is to enable the designated agents to recruit all the 'Leads' associated with it. After the campaign has been configured, the agents are then able to call the 'Leads'.

Responsible Team

  • ICT/ TaskFlow
  • Contact Centre Manager
  • Contact Centre Team Leader

Navigate to your TaskFlow dashboard and click on this application: Campaigns

Navigate as follows to get to the correct screen:

Taskflow/Campaigns

Once the Contact Centre manager or team Leader clicks 'Campaigns' she will be logged into the system and lands on a screen that looks like this:

If you remove the filter 'Started' from the filter bar, you will see the screen as shown below:

Process

To set up recruiting campaigns:

  1. Click [Campaigns].
  2. Click [Voice] on the dropdown.
  3. Click [Create].
  4. Enter Recruiting on 'Name' as a voice campaign as shown in the screen below:
Dataset: Model 'Recipients':
  1. Tick the [Lead/Opportunity] check box as shown on the diagram below:
  2. Click [Add a line].
  3. Click the dropdown arrow on [Field].
  4. Select [Sales Team] on the first (row and column) and [Stage] on the second (row and column).
  5. Click the dropdown arrow on [Operator].
  6. Select [is equal to] on both first and second (row and column).
  7. Click the dropdown arrow on [Value].
  8. Type [Recruitment] on the first row and third column and [Stage] on the second row and third column.
Dialer:

Call schedules:

  1. Click on [Dialer] and you will see the screen below:
Make sure that the 'Click-to-dial' check box is ticked.
  1. On the [Order based on] dropdown, select [Created on].
  2. On the [Order by], select [Ascending].
  3. On the [New record priority], enter 20.
  4. On the [Retry priority], enter 30.
  5. On the [Retry delay], enter 3.
  6. [Maximum dial attempts], enter 5.
    The numbers entered from 4 to 7 might differ depending on what the Manager's decisions are for the campaign.
  7. On Team Access, tick [Voice] check box.

Available Dispositions:

  1. Click [Add a line].
  2. Select the [Available Disposition] by ticking each check box on the list of dispositions as shown in the diagram below:
  3. Click [Select].
Schedule

On Schedule as shown in the diagram below:

  1. Select a date scheduled for Recruiting on the [Schedule date] dropdown.
    This schedule date is the start and end date of the campaign.
  1. Click [Save].
  2. Click [Add to queue].
  1. On Confirmation screen, click [Ok].
  1. The Recruiting campaign is now ready for calls. All the 'Leads' in this campaign will appear under 'Recruitment' in [CRM] 'Team Pipelines' as shown in the diagram below:

  1. To log out, go to your profile on the far top right.
  2. On the dropdown, click [Log out].
FAQS

How did we do?

How to set up dispositions

How to set up call teams

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