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  • On the right side we can see a list of all call groups that have been created.  Click on “Add a Call Group” to create a new one or click on any call group to edit the settings.
    • Call Group Name- Give the call group a name such as “sample."


    • Import Numbers from CSV- You can optionally choose to upload a list of names and numbers from CSV at creation time.


    • Save- Press “Save” after picking a CSV to import or if you would rather enter the name and numbers manually you can skip to the Upload CSV step.


  • Once we save a call group we will be presented with a new screen. From here you can export your list, add entries manually or import additional lists from CSV to be added to this call group.
    • Add Entries- You can manually add name and phone numbers to this call group. Make sure you press the “Add Entry” button to add each manual entry.



    • Import CSV- You can use the import CSV feature to import a new list of names and numbers.


  • Make sure to press the “Save” button at the bottom when done making changes.


  • You can optionally set a URL to have the system use FTP or HTTP to retrieve a list.
    • URL Source- The FTP or URL link to your file.  Format would be "ftp://username:passsword@myserver.com/mylist.csv"
    • Delete after Retrieving-After pulling down the list should we delete the list from the FTP or HTTP directory?
    • Update Period- How often should we look for a new file and pull it down in seconds

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Info

 In our example above we are looking for a csv list called mylist.csv from our FTP server every 5 minutes and if we find the file we pull it down and delete it from the FTP server.

 

Toggle Campaign on or off remotely

  • Ay anytime you can toggle activate or deactivate any campaign by pointing a destination of your PBX to start and stop toggle.  For example we may have a campaign created that is not active that we use only when we need to notify parents that school is closing.  We would create a hidden IVR that we can dial into and press 134 to activate the School Closed Campaign and 234 to deactivate it.  This is no different then pressing the active check box in the campaign GUI page.

  • Go into IVR module and create the IVR as shown below.
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  • Now route a inbound DID to the IVR and you have full control to activate or deactivate your campaign.

    Info

    If you have the Dialer service stopped and you activate the Campaign through the toggle switches it will start the dialer service for you automatically.