TxHelpdesk

  • Login
  • Submit a Ticket
  • Knowledge Base
© 2025 TxHelpdesk
Knowledge Base
  • Knowledge Base
  • TxDialer
  • How to create a campaign…
How to create a campaign in Txdialer?
0 recommendations  | 612 views
Go to TxDialer -> Campaigns

Click on the  new  button at the top right end of the page.

Once the user clicks the New button, the page will redirect user to the Wizard (New Campaigns) page as shown in the image below.


Click on ‘add’ button  to create a new campaign.

Once the campaign is created, the campaign will be show in the Campaign listing page.




Click on the campaign name, the page will redirect user to the Campaign Settings page.






Campaign Settings The Settings page lets the user edit campaign configuration values such as dial options, contact details etc.

● Name : Name of the campaign.
● Campaign ID : Auto generated unique ID for campaign 
● Type : The dialer is set up to function in various modes namely - Auto, Preview, Progressive, Predictive and Manual. One can select the type of the dialing mode here.
● Status : Indicates whether the campaign is active or inactive
● Timezone : It is the timezone in which campaign schedule is set.
● Priority : This sets the priority of the campaigns.
● Dial Prefix and Suffix : It is the configuration required for making calls as required by the gateway.
● Call Server : The PBX(call servers) IP address that can be used to make calls or auto dialing campaign.
● Retry : The number of times the contact should be dialed, if the call fails when dialed first.


Click on Save button to save the details.


Note : Select the type of the Campaign as Auto
 
Did you find it helpful?
Share
Other TxDialer Articles
  • How to add contacts to the DNC registry?
  • What are the different modes of Dialling?
  • How to achieve auto rechurn?
  • How to improve connect rates / productivity ?
  • How to fix when CRM disposition fails?
Categories
  • C - Tools
  • Chirp
  • CRM Integrations
  • General
  • Headset troubleshooting
  • TxChat
  • TxContact App
  • TxDialer
  • TxHelpdesk
  • TxRecord
  • TxReport
  • TxScreenCapture
  • TxSmartQ
  • TxTalk
  • TxTalk Web
  • User Manual