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Campaigns

The Campaigns Management section defines how outbound (and optionally inbound) campaigns are configured, executed, and controlled. It governs dialing behavior, agent interaction, and operational rules applied to groups of leads.

Campaign Definition

A campaign is a structured set of communication activities within the system, created with a spec...

List of Campaigns

Once you are inside Crocodial, you will see the menu bar on the left-hand side. In this bar, you ...

Create campaign

Once you are inside Crocodial, you will see the menu bar on the left-hand side. In this bar, you ...

Edit Campaign

There are two ways to edit a campaign. One is by clicking on the campaign name, which is highligh...

Delete Campaigns

To delete a campaign, you only need to select the Action menu and choose the Delete option.

How to Pause a Campaign

To pause or resume a campaign, it is important to note that On indicates the campaign is active (...

How to turn off a Campaign

Go to edit the campaign and locate the option called Active, where you will have the choice betwe...

Lead Selection Rules

This section explains how leads are selected from the pool and loaded into the lead hopper. Leads...

Scheduling and Time Windows

This section defines when the campaign is allowed to run, ensuring that calls are made only wit...

Agent Assignment

This section defines how agents are linked to campaigns and how their participation is managed wi...

Scripts and Agent Interface

This section defines what agents see and interact with during calls, ensuring they have the neces...

Call Routing and Handling

This section defines what happens once a call is answered, ensuring that it is properly managed a...

Compliance Controls

This section ensures that campaign operations follow legal and regulatory requirements, helping m...

Integrations

This section defines how the campaign interacts with external systems, enabling data synchronizat...

Performance and Scalability

This section covers the key factors that ensure the campaign runs efficiently and maintains optim...

Edge Cases

This section outlines common situations that may occur during campaign operation and how they imp...