Engage Voice
Creating a custom campaign criteria group

Last updated on June 30, 2021

Table of contents

Since you’ll need to create a group that houses and organizes your custom campaign criteria-based dial plans, let’s discuss how to do that first.
You can create a custom campaign criteria group by taking the following steps:
1. Navigate to Dialing > Advanced Settings > Campaign Criteria via the left-hand navigation bar.
2. Click the Add Criteria Group button at far right to open the Edit Criteria Group window.
3. Enter a name for your criteria group in the Criteria Group Name field.
4. Click Save to exit the window.

Custom campaign criteria group actions

Once you’ve created a group, it will appear in a list below the search bar. Each group you create will offer a list of options via the Actions button at far right of the group’s name. The first option you’ll see is Add Plan. You can use this option to add and configure dial plans that will live within the current group. 

The next option, Edit Group, lets you edit the group’s name, and the last option, Delete Group, lets you delete the entire group — and all the dial plans it contains! — altogether.
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