Documentation Index

Fetch the complete documentation index at: https://help.8x8.com/llms.txt

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Manage a campaign

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As an 8x8 Contact Center administrator, once you create a campaign in 8x8 Configuration Manager, you can perform the following functions:

  • Edit a campaign

  • Control a campaign

  • Copy a campaign

  • Delete a campaign

Edit a campaign

You can edit a campaign's settings before running it. Once a campaign runs, you cannot edit any of its properties except changing the supervisor assignments.

To edit a campaign:

  1. Click in the Configuration Menu.

  2. Choose the campaign you wish to edit, and click  Edit.

  3. Make the necessary edits, and click Save.

Control a campaign

After creating a campaign, you can  manually start or schedule the campaign. See Control a Campaign for details.

Copy a campaign

You might want to copy a campaign and run it again, in cases such as:

  • The campaign call list was not processed as expected.

  • There were too many dropped calls or skipped calls.

To copy a campaign:

  1. Click Campaigns in the Configuration Menu.

  2. Select a campaign you wish to copy, and click Copy.  A new copy of the campaign is created, and shows in the updated list of campaigns.

Delete a Campaign

After completing campaigns, you may want to remove them if you no longer need them. Deleting a campaign removes all historical information related to the campaign.

To remove a campaign:

  1. Click Campaigns in the Configuration Menu.

  2. Select a campaign from the list, and click Delete. The campaign is removed from the list.