Modifying an existing campaign

 

Dealer Administrators can update the configuration information of a non-default campaign. There are two ways to access the configuration fields:

  • On the Dashboard page, click in the associated campaign tile.
  • Alternatively, click Campaigns at the top of any page then select the campaign type and campaign name as described in Configuring campaigns.

Update the configuration information as described in Campaign settings, then click "Save". Changes appear in the configuration change log as described in Campaign History tab.

Refer to Setting up campaign scripts for steps to update a call script.

 

Dealer Administrators can remove unnecessary or finished tasks from any campaign using the Clear Task page.

Note: The Dealer Administrator can quickly clear just selected (checked) tasks in a single campaign using the "Clear Tasks" button on the Tasks page as described in Clear tasks.

Click Campaigns at the top of any page then select the campaign type and campaign name.

Select the Clear Task tab to set the parameters.

On the Clear Task page:

  1. Check 'Clear Only Tasks Created Between Particular Dates' to specify a Start and End Date . All tasks with a creation date within that date range (inclusive) will be marked for removal.

    and/or
  2. Check 'Clear Only Tasks Assigned to BDC Agent' to select the Appointment Coordinator's name from the list. All tasks assigned to that Appointment Coordinator in this campaign will be marked for removal.

Click "Apply" to close the tasks and remove them from the campaign.

Note: Cleared tasks are closed with a disposition of 'Task Cleared by User' and cannot be reopened. They are included in reports only as closed tasks. Note that the customer/vehicle can potentially be added back into the campaign at the next refresh if they still meet the criteria.

 

Dealer Administrators can delete campaigns that are not default campaigns. Click Campaigns at the top of any page then select the campaign type and campaign name as described in Campaign settings.

Click "Delete" to delete the campaign. You will need to confirm deletion.