Text box

Use to search a campaign strategy by its name.

Click Advanced to perform advanced search.

The following fields are displayed when you click Advanced.

Drop-down list

Click the following search criterion:

• Name

Drop-down list

Click the operator you want to use with the search criterion. You can use any of the following operators:

• Equal to (=)

• Not Equal to (!=)

• in

• like

• not like

Text box

Type the text based on which you want to search the campaign strategies.

Search

Click to start the search.

Clear search

Click to clear the search.

Quick

Click to return from advanced search.

Show

Type the number of records to be displayed per page.

Page

Displays the current page number out of the total pages.

First Page

Click to go to the first page.

Previous

Click to go to the previous page.

Text box

Type a particular page to navigate.

Go

Click to navigate to the specified page number.

Next

Click to go to the next page.

Last Page

Click to go to the last page.

Name

Displays the names of the existing campaign strategies.

State

Displays the state of the campaign strategy. A campaign strategy can be in a Draft or Completed state.

A Draft state indicates that the campaign strategy configuration is not complete. A campaign strategy in Draft state cannot be used in any campaign.

A Completed state indicates that the campaign strategy configuration is complete and can be used in campaigns.

Task Types

Displays the following:

• Agent : Indicates that the strategy includes an agent.

• Voice : Indicates that the strategy includes a Call action node.

• Mail : Indicates that the strategy includes a Mail action node.

• SMS : Indicates that the strategy includes an SMS action node.

• Custom : Indicates that the strategy includes a Custom action node.

Action

You can use the following options:

• Save Campaign Strategy as : To create a copy of the campaign strategy or save the campaign strategy as a template.

• Campaign Strategy Overview : To view the campaign strategy summary. You can view the summary of only those campaign strategies that are in a Completed state.

• Export : To export the campaign strategy.

• Delete : To delete the campaign strategy.

Add

Click to create a new campaign strategy.

For more information, see Creating a campaign strategy.

Import

Click to import a campaign strategy in your POM server. You can only import a campaign strategy .xml file that is exported from a POM environment. You cannot import a file after making changes to it. After importing the file, save the strategy in a draft state. Save the strategy after making the necessary changes.

Import Strategy

The Import Strategy area is displayed after you click Import.

New name

Type a new name for the file. If you do not specify a name, POM saves the strategy with the name of the file which you are importing. If a strategy with the same name already exists, POM displays an error message.

File to upload

Specify the path of the file. Click Choose File to navigate to the file.

Import

Click to import the campaign strategy.