How to Update Your Campaign Settings

The Settings section in Campaign Manager allows administrators to configure how campaigns handle call outcomes (dispositions) and retry attempts. These settings help define what happens after a call is completed and how the system should handle leads that require follow-up attempts.

The section is divided into two main components:

• Disposition Management
• Retry Policies

1. Disposition Management

What It Is

Dispositions represent the outcome of a call after an agent interacts with a lead. Agents select a disposition at the end of each call to indicate the result of the interaction.

Examples include:

• Busy
• Callback
• Do Not Call
• Interested
• No Answer

This helps the system track campaign progress and determine the next action for each lead.

How It Works

When an agent finishes a call, they select a disposition that describes the outcome. The system then uses this information to:

• Update the lead’s status
• Determine if the lead should be contacted again
• Trigger retry rules if necessary

Some dispositions can be marked as Final, meaning no further calls will be attempted.

Fields Explained

• Name – The label used for the call outcome.
• Code – Optional internal identifier.
• Category – The type of call result (e.g., Busy, Callback, DNC).
• Final Disposition – Stops further calls to the lead.
• Default Disposition – Automatically applied if none is selected.
• Updated – Shows when the disposition was last modified.
• Actions – Allows editing of the disposition.

Creating or Editing a Disposition

1. Navigate to Campaign Manager and select Settings.
2. Locate the Edit Disposition section.

3. Enter or modify: Name, Code, Category

The category can be adjusted using the dropdown menu

4. Select if it should be Final or Default Disposition

You can select both options if you want your default disposition to be your final disposition.

You can also use the “EDIT” option under the Actions column to modify individual dispositions as needed.

5. Click Update to save changes.

Administrators can also select Seed Defaults to load standard system dispositions.

2. Retry Policies

Retry Policies define how the system attempts to call a lead again if the initial call attempt fails or requires follow-up.

This ensures leads are contacted multiple times without overwhelming them with repeated calls.

How It Works

If a lead receives a disposition such as Busy or No Answer, the retry policy determines:

• When the next call should occur
• How many times the system should retry

This automation improves campaign efficiency and increases the chances of reaching leads.

Fields Explained

• Name – Identifies the retry policy.
• Description – Optional notes about the policy.
• Retry Delays (minutes) – Time intervals between retry attempts; 15, 45, 60, 240
• Max Attempts – Maximum number of call attempts allowed.
• Default Policy – Sets the policy as the default for campaigns.

Creating a Retry Policy

1. Navigate to Campaign Manager Settings.
2. Locate the Retry Policies section.

3. Enter:
4. • Name
   • Description
   • Retry delays
   • Max attempts
4. Select Default Policy if required.
5. Click Create.

You may also select Seed Defaults to automatically populate standard retry settings.

Best Practices

• Use Final dispositions for outcomes where further calls are unnecessary (e.g., Do Not Call).
• Configure retry policies to avoid excessive calling attempts.
• Use retry delays that allow enough time between call attempts.
• Regularly review dispositions and retry policies to improve campaign performance.