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Routing in a Campaign

Here, you can create and manage the routing for both Inbound and Outbound Calls.

Routing

Figure: Routing

Routing for Inbound

The steps to create the routing plan for an inbound feature context has already been explained in the Chat Campaign Settings. Know more...

Routing for Outbound

In "Outbound: Feature Context" section, perform the following steps.

  1. Click "Add" to add a routing policy for the Outbound feature context.
  2. It creates a new row in the blank area.

    Outbound Routing Policy

    Figure: Adding an Outbound Routing Policy

  3. Select any of the following Policy Types.
  4. Make sure to not provide a name for the Routing for any "Outbound: Feature Context". The name will be assigned automatically after selecting the call contexts.

    The Outbound Routing with manual names will not work.

  5. Click "Assign" link under "Assignment" header to select a call context that you have assigned in this campaign in "Call Context" Tab. Following pop-up is displayed for "Basic Single Call Context Type" on the page.

    Call Context for Basic Policy Type

    Figure: Select Call Context for Basic Policy

    For "Phone Based Call Type", "Basic Multiple Call Context Type", and "Multiple Type Round Robin Call Context Type", the following pop-up appears to select the multiple call contexts.

    Call Context for Multiple Type

    Figure: Select Call Contexts for Multiple Type Policy

    Perform the following steps to assign call contexts to this new policy.

    1. Select the call contexts in "Available" section
    2. Click < icon to proceed to assign the selected call contexts.

      Assign or Unassign Call Contexts

      Figure: Assign or Unassign Call Contexts

    3. Click "Save" to assign the call contexts to this campaign.
      Rather, you can click "Cancel" to not assign the Call Contexts.

    To unassign a call context, click the link under "Assign" header for a new or existing Outbound Routing Policy, select a call context in "Assigned Call Contexts" section, click > icon, and click "Save" to unassign the selected call context from the campaign.

  6. Click "Save" to proceed to add the selected context to the routing policy.
  7. Click "Apply" to create the Routing Plan for Outbound.

You can create multiple routing policies for the Outbound Feature in the Interactive Voice Application (Inbound) Campaign.

Added Outbound Routing Policies

Figure: Added Outbound Routing Policies

You can only change the selected Call Contexts while modifying an Outbound Routing Policy. In addition to that, you can also delete a routing policy.