Changing the contact list, or contact list and filter template association in a campaign at run time

Last Updated : May 31, 2022 |
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You can change the contact list, or a contact list and filter template association in a campaign only if the campaign is in a running or callback state.
You can associate a filter template to a contact list, only if the attributes in the filter template are present in the contact list.
For an attribute-based campaign, ensure that the filter template you associate to the contact list of the campaign does not contain sort condition attributes that are already configured as attributes for attribute-based dialing in the Campaign Creation Wizard of the campaign in POM. This is because POM, by default, sorts the filtered contacts based on the attribute-based dialing attributes.
If the Contact Record Assignment to Agent option is set as Attribute or Agent ID or both for an attribute-based campaign in POM, ensure that the contact list you add contains the attributes that are selected for the attribute/agent ID-based record assignment.
  1. On the ribbon bar of the Supervisor Dashboard, click Active Campaigns.
  2. On the Active Campaigns page, click Actions Actions icon corresponding to the campaign and click Settings.
    ADDITIONAL INFORMATION:
    The Settings option is available only if the campaign is in a running or callback state.
    The Campaign Settings page is displayed.
  3. On the Job Parameters tab, in Filter Template Associations, click Edit.
    ADDITIONAL INFORMATION:
    The system displays the Contact List and Filter Selection page.
  4. Navigate to the contact list row that you want to edit and in the Contact List field, click the contact list that you want to use instead of the existing contact list.
  5. In the Filter Template field, click the filter template that you want to associate to the corresponding contact list.
    ADDITIONAL INFORMATION:
    If you do not want to associate a filter template to the contact list, do not select a filter template in this field.
  6. Click Save.