Crear reglas de campaña

Para crear reglas de campaña:

1. Hacer clic Administración.
2. Por debajo Saliente, haga clic Gestión de reglas.
3. Haga clic en el Reglas de campaña pestaña.
4. Hacer clic Crear nuevo.
5. Type a descriptive name for the rule.
6. In the Campaign Rule Name box, click the Campaigns to Run Conditions On box. Select a campaign.
7. Repita el paso anterior para seleccionar otras campañas.
8. (Optional) Click the Sequences to Run Conditions On box. Select a sequence.
9. Repita el paso anterior para seleccionar otras secuencias.

10. Seleccione un Escribe de condición para que la regla se evalúe.

    Type of condition	Descripción
    Campaign Agent Count	Bases the rule condition on the number of active agents. If you select this option, you are prompted to select a comparison operator and to supply a numeric value. For example, a rule might check to see if the current number of campaign agents is less than five.
    Campaign Progress	Bases the rule condition on the Campaign Progress Percentage. If you select this option, you are prompted to specify a percentage, from one to 100, and a comparison operator. For example, a rule might check to see if the campaign progress percentage is greater than 80%. The calculation of the percentage of contacts dialed is (current contacts processed / total contacts) x 100.
    Campaign Valid Attempts	A valid attempt that counts against the attempt control limits, displayed as a percentage. This percentage is calculated by the number of valid attempts divided by the number of records that the campaign processed. In the Valid Attempts Percentage box, enter a value greater than or equal to zero. The percentage cannot be 100 if the operator is Greater Than.
    Count of Contacts Attempted	The number of contacts attempted. Enter an integer greater than or equal to zero.
    Count of Failed Business Outcomes	The number of right party contact wrap-up codes mapped to failed business outcomes for the campaign. Enter an integer greater than or equal to zero.
    Count of Neutral Business Outcomes	The number of right party contact wrap-up codes mapped to neutral business outcomes for the campaign. Enter an integer greater than or equal to zero.
    Count of Right Party Contacts	The number of right party contact wrap-up codes for the campaign. Enter an integer greater than or equal to zero.
    Count of Successful Business Outcomes	The number of right party contact wrap-up codes mapped to successful business outcomes for the campaign. Enter an integer greater than or equal to zero.

11. (Optional) To add another rule condition, click Add New Condition.
12. To allow conditions grouping and to view and edit the current condition groups, switch the Advanced Rules toggle to Yes. This setting allows access to other capabilities for advanced campaign rules. Use the condition editor to build conditions from multiple groups. Each group can contain one or more conditions. Use And or Or to join these conditions to a single group, or into multiple groups. 
    
    Note: After you save an advanced rule, you cannot go back to the previous rule conditions.
13. If the rule has more than one condition, toggle the Match any or All Conditions switch to select whether actions run if any condition is met, or only when all conditions are met. The default is All.

14. Under Actions

    With Advanced Rules, Execute Actions allows you to control the frequency of the actions’ execution when campaign rule conditions are met. For Advanced Rules, select one of the following Execute Actions:

    • On Each Triggering—Set of actions executes on each triggering for the target campaign or a set of target campaigns, every time the conditions are met. 
    • Once Per Day—Executes a set of actions for each target campaign or a set of target campaigns once each day, today—the first time the conditions are met—and do not repeat until tomorrow, even if the conditions are met again. The time zone used by the Advanced Rule is determined by the time zone setting of the browser when the Advanced Rule is created.

    Select a type of action for the rule to carry out. The available actions are:

    • Change Campaign Queue—Sets the queue of agents that you want to participate in this campaign. To filter the list, type all or part of a name in the Queue filtered box. If you do not type filter text, the Queue box lists all queues.
      This action can only be applied to non-running campaigns.
      In the Campaigns box, select the campaigns to run the action for. You can also apply this action to the campaign that the condition of the rule has been triggered for, toggle the Use Triggering Campaign switch to Yes.
      

    • Reciclar campaña—Recicla la campaña, de modo que la marcación comience de nuevo comenzando con el primer contacto. Si recicla una campaña que está apagada, la campaña se inicia en el primer registro cuando se enciende. Si se recicla una campaña completa, el reciclaje es innecesario ya que la campaña comienza en el primer registro de contacto de todos modos.

      

      Select campaigns to recycle from the Campaigns box, or to apply this action to the current campaign toggle the Use Triggering Campaign switch to Yes.
      

      Nota: Cuando configure una regla de reciclaje para que una campaña se recicle una vez que se haya completado el 100%, debe configurar la campaña como Siempre en ejecución para que el reciclaje se active sistemáticamente sin que la campaña se desactive.

    • Establecer el modo de marcación de campaña: Cambia el modo de marcación utilizado para realizar llamadas en una o más campañas en ejecución. Se le solicita que especifique el modo de marcación. Para obtener más información sobre los modos de marcación, consulte Modos de marcación.  No todos los modos de marcación son intercambiables. Los cambios de modo de marcación permitidos son:

      Cambia desde	Para previsualizar	A progresivo	Prender	A predictivo	A Agentless	A llamadas externas
      Avance
      Progresivo	X
      Poder	X	X		X
      Profético	X	X	X
      Sin agente
      Llamada externa

      Nota:  Si selecciona esta acción para cambiar una campaña del modo de marcación progresiva a predictiva o de potencia, asegúrese de conocer cualquier Ajustes de configuración de DNC.com que podría verse afectado, como GRAMO y H para teléfonos inalámbricos.

      Select campaigns from the Campaigns box, or to apply this action to the current campaign toggle the Use Triggering Campaign switch to Yes.

      
    • Set Campaign Max Calls Per Agent—Limit the maximum number of outbound campaign calls that the system can place for an agent at a time, for the specific campaign. If no value is entered, the default value in Outbound Settings is used. This setting can be less than or greater than the value specified in Outbound Settings, if the value entered is within the allowed boundaries. In the Campaigns box, select the campaigns to run the action for. To apply this action to the campaign that the condition of the rule has been triggered for, toggle the Use Triggering Campaign switch to Yes.
      
    • Set Campaign Number of Lines—Select the Lines value to set the total maximum number of lines that this outbound campaign can consume.
      This action switches all target campaigns into Lines Distribution by Reserved Number of Lines mode. This action is only applicable to auto-dialing campaigns. For more information, see step 10 in Outbound Lines Distribution. In the Campaigns box, select the campaigns to run the action for. To apply this action to the campaign that the condition of the rule has been triggered for, toggle the Use Triggering Campaign switch to Yes.
      

    • Set Campaign Priority—sets the importance of a campaign relative to others that are running. You are prompted to assign an integer between one and five inclusive. This setting helps outbound dialing determine how many calls to place for each campaign for each agent.

      Select campaigns from the Campaigns box, or to apply this action to the current campaign toggle the Use Triggering Campaign switch to Yes.

      

    • Set Campaign Weight—Select the Weight value to set the relative share of lines that a campaign is assigned. This action switches all target campaigns into Lines Distribution by Weight mode. This action is only applicable to auto-dialing campaigns. For more information, see step 10 in Outbound Lines Distribution. In the Campaigns box, select the campaigns to execute the action for. To apply this action to the campaign that the condition of the Rule has been triggered for, toggle the Use Triggering Campaign switch to Yes.
      
    • Set Compliance Abandon Rate—Set the maximum percentage of abandoned calls allowed for the campaign. Enter a value with the precision to the tenths of a decimal, for example, 0.2, 3.1, or 4.0. The default value is 5.0. This action is only applicable to campaigns in Power and Predictive dialing modes.
      The value entered is automatically rounded to the tenth of a decimal if the precision is greater than a tenth. For example, 5.77 is automatically rounded to 5.8. For more information, see Outbound abandoned calls.
      In the Campaigns box, select the campaigns to run the action for. To apply this action to the campaign that the condition of the rule has been triggered for, toggle the Use Triggering Campaign switch to Yes.
      

    • Turn Campaign Off—Halts outbound dialing for campaigns that you select, or for the current campaign, if you toggle the Use Triggering Campaign switch to Yes.

      

    • Turn Campaign On—Starts outbound dialing for campaigns you select, or for the current campaign if you toggle the Use Triggering Campaign switch to Yes.
    • Desactivar secuencia: Realiza la marcación saliente para cada campaña actual en secuencias seleccionadas. Posteriormente, no se realiza ninguna marcación para esas secuencias, ya que todas sus campañas están desactivadas.
    • Activar secuencia- Inicia secuencias de campañas encadenadas. La siguiente campaña de cada secuencia comenzará a marcar inmediatamente cuando la campaña anterior haya intentado marcar todos sus contactos. Si una secuencia se completó previamente, se activa la primera campaña de la secuencia. De lo contrario, la secuencia intenta reanudar la campaña previamente activa en su última ubicación en la lista de contactos.
15. (Opcional) Haga clic en Agregar nueva acción para agregar otra acción.
16. Hacer clic Ahorrar. La regla se agrega a la Vista de reglas de campaña.

17. Para que surta efecto, una regla de campaña debe activarse estableciendo su interruptor en la vista Reglas de campaña. Busque la nueva regla en la vista Reglas de campaña. Luego establezca su Estado en Sobre.

    

    Si una regla de campaña tenía su campaña correspondiente eliminada y se intenta volver a habilitar esa regla de campaña, aparece un mensaje de brindis para indicar que la campaña ya no existe. El mensaje es: