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Creating an outbound call wave activity

User Requirement: Information Manager rights

When you run the outbound call list, it displays the introductory message that the customer service representative will say when talking with the customer. Merge fields can be used in this introductory text (for example, #pers_firstname#) so that the introductory text can be specific to the person you're making the call to.

Call lists are associated with campaign wave activities and are set up from the Wave Activity page by selecting the Wave Activity Type Outbound Call. When this Type is selected, two new panels are displayed to add the Outbound Call details, and associated workflow buttons to schedule the calls are displayed when the page is saved. These steps assume you have already set up a campaign and campaign waves.

  1. Click Marketing, then the Campaign List tab.
  2. Click a campaign.
  3. Click a wave.
  4. Click New Wave Activity.
  5. Type in the Wave Activity Name and click Outbound Call from the Type field. The Wave Activity page expands to display additional panels.
  6. Enter the details on the Wave Activity page and click Save.