Engage Voice | Creating a campaign

Last updated on June 30, 2021

Table of contents

Campaigns are a way to organize and manage the different types of outbound calls leaving your contact center. You can configure campaigns by creating custom agent dispositions, uploading lead lists, setting schedules for dialing, activating compliance-supporting tools, and more. 
 
Once you’ve created and configured your dial group, you can begin creating campaigns within that group to segment and configure your outgoing calls. Remember that all the campaigns within any given dial group will use the dialing mode you selected in your dial group configuration settings.

Creating a campaign

  1. Navigate to Dialing > Campaigns.
  2. Hover your mouse over the dial group you wish to add a campaign to and select the New campaign plus icon that appears at far right to navigate to the campaign’s configuration settings.
  3. Use the General configuration page to choose a Name for your campaign (required).
  4. Provide a Start Date and End Date for your campaign (required).
  5. Use the Dialer Settings section to enter a Caller ID for your campaign (required).
  6. Configure any other desired settings in the General configuration page for the campaign.
  7. Click the Save button at bottom right to save your changes.

Campaign configuration options

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