Softdial Campaign Manager™

Toolbar Options

From V10.6.847 - the legacy Softdial Campaign Manager™ Windows client is no longer available, via install or download.

The toolbar provides easy access to the most-used actions a user might wish to apply to a campaign. Depending on what is happening to a campaign, only a selection of all the actions is accessible at one time. The toolbar intelligently reflects this by disabling (greying out) those buttons whose actions cannot be currently performed.

The following actions are available from the Softdial Campaign Manager™ client window toolbar:

Button	Action	Available when campaign is...
	Create a new campaign	N/A
	Delete a campaign.	stopped
	Edit a campaign's settings.	stopped
	Rename a campaign	stopped
	Start the campaign. If it is properly configured, the campaign will be visible in the Agent Interface.	stopped suspended
	If you use Linked Campaigns, start the currently-selected campaign and all campaigns linked to the same master campaign.	suspended stopped linked
	Suspend (pause) the campaign.	running
	Reload the campaign's contacts. This action is useful if changes have been made to the contact database of the campaign after the campaign has been started, and the changes need to be accounted for during the campaign (for example, extra contacts have been appended to or removed from the database, or contact data has been altered).	running suspended
	Stop the campaign. A campaign may be stopped and restarted with no loss of data or risk of redialing numbers already dialed, when the campaign is restarted it will simply pick up from where it left off in the contact database (To start a campaign again from scratch, reset tables and statistics to clear the results already recorded. See Reset below). A campaign may not be able to stop immediately if some agents are on calls or some numbers are in the process of being dialed. In this case, the campaign will enter a state of stopping. The campaign will stop when the last agent has completed their call.	not stopped
	If you use Linked Campaigns, use to stop the currently-selected campaign and all campaigns linked to the same master campaign.	not stopped
	Terminate the selected campaign with immediate effect. All agents are logged out, regardless of whether they are in a call or not, and the campaign is stopped. This should only be used in extreme circumstances.	not stopped
	Pre-process the campaign by applying time zone data. If you are using time zones, you will need to pre-process the list before starting the campaign or time zone data will not be applied to the list. See Pre-Processing a Campaign	stopped
	Reset either: Campaign Database Tables - Clear the audit table and the database output fields. This resets the campaign's list as if it had never been dialed. Campaign Statistics - Reset the statistics seen in the Softdial Campaign Manager™ list of campaigns.	stopped
	Import a list of contacts.	N/A
	Export a list of contacts.	N/A