Campaigns

Modified on Mon, Mar 16 at 11:01 AM

Overview

Campaigns in Readymode iQ let administrators control how outbound calls are handled from end to end, including call routing rules, retry conditions, lead file management, variables, and call outcomes. Using campaign rules, you can define what happens to a call in specific scenarios, such as how many times to retry, when to stop dialing a lead, or which outcome to apply.

Before you configure a campaign, you must create at least one cadence of pre-recorded messages in Readymode iQ and assign it to the campaign. For detailed steps on creating and managing cadences, see Using Cadences in Readymode.

Navigating Campaigns

All campaigns in Readymode Starter and Readymode iQ are shown in the Campaigns table. To view all current campaigns:

In Readymode iQ, click the General > Campaigns.

Campaigns table

Users can search for campaigns by name using the search field. By default, 20 rows are displayed per page. This can be adjusted using the dropdown menu, with options ranging from 20, 50, or 100 rows. If you navigate away from the page and return, the rows per page setting will reset to the default value of 20.

Campaigns details

There are two areas in the campaign details page.

A common area that includes a general breakdown of the campaign.
A tab area containing a detailed breakdown of the campaign and configurable features.

Common area

At the top of the details page in the common area is:

The campaign name.
The total number of lead files for the selected campaign.
The total number of leads in the campaign from all uploaded lead files.
The number of leads remaining that have not been contacted.
Percent of the leads contacted. For a campaign with no leads, this will be 0%.
The current status of the campaign includes:
- Active: outbound campaigns with active lead data.
- Inactive: campaigns have no usable lead data.
- Deactivated: campaigns that had activity but are no longer active.
- Unused: campaigns with no activity.

Campaigns tabs

The tab area shows a more detailed breakdown of the campaign by components, with management features to configure and customize the campaign. The available management tabs in a campaign are:

Settings
Files
Cadencing
Variables

Settings

The Settings tab is the default tab selected when opening a campaign. You can update the campaign name or assign other resources to use specifically with the campaign. After configuring your settings, click on the Save Settings button at the bottom of the page. The Save Settings button is only enabled when unsaved changes are detected.

Campaign Name

Campaign names are unique within Readymode iQ. If an administrator updates a campaign name to a name already in use, an error icon will be displayed, and the Save Settings button will be disabled until the error is corrected. Names cannot exceed 64 characters, cannot be an empty string, or contain only spaces. To change the name of the campaign:

In the campaign details page, enter a new name in the Campaign Name field.
Click Save Settings.

Assigned DIDs

This campaign will only use the selected groups of DID phone numbers, and unrecognized inbound calls will generate a new profile in this campaign when answered.

Assigned Dispositions

The call logging page will display the selected disposition, in addition to all dispositions that are not locked to another campaign.

Voicemail Responder Cadence

Calls detected as voicemails from the machine detection system will have a pre-recorded message played back after the voicemail ends. This is based on the cadence chosen for this campaign. For more information, see the Cadence tab in your campaign details page.

Assigned Scripts

The profile view page contains the selected scripts used in Readymode. Otherwise, the profile view page will contain scripts that have not been selected on any other campaign. Scripts can be edited in Readymode Starter. For more information, see Scripts.

Profile Leads

The profile fields in this list are the only available profile fields for this campaign. Contact information fields are always displayed. For more information, see Understanding Lead Profiles in Readymode iQ.

Files

The Files tab shows the lead files table, displaying all the files uploaded for the campaign. Similar to the campaign list, Readymode iQ provides features to effectively manage lead files.

The lead files table shows the following information:

File name: The name of the lead file
Status toggle showing whether the file is Active or Deactivated.
Deactivated at: The timestamp of when the file status is set to Deactivated. For an active file, this field will show as N/A. The timestamp reflects your local time.

Table filtering

The default display will always be alphabetically ascending by name, but can be sorted by clicking File name or searched using the Search File Name field. By default, 20 rows are displayed per page. This can be adjusted using the dropdown menu, with options ranging from 20 to 100 rows. If you navigate away from the page and return, the rows per page setting will reset to the default value of 20.

Update File Name

Users can update a file name by clicking the File name field in the table, which turns it into an editable input. After entering the new name, press Enter to save; the change takes effect immediately. File names must be unique and comply with the following file name rules:

Permitted characters: A–Z, a–z, 0–9, hyphen (-), underscore (_), period (.).
Maximum 128 characters (including extension).
CSV file extension will be automatically appended if not provided.

Toggle file status

Users can use the toggle to activate or deactivate a lead file in a campaign. Changes are reflected in Readymode iQ immediately.

Upload a lead file

Users can upload a new lead file to a campaign in the Files tab, using the Upload button. Clicking the Upload opens a three-step workflow. Before uploading, a correctly formatted lead file must have:

CSV format with a header row and column descriptions
1 lead per row
A phone number for each lead

To upload a lead file:

In your campaign's details area, select Files > Upload.
Click the upload icon or drag and drop a local CSV file into the middle area. Only the first file is accepted if multiple files are dragged. There's an option to opt out of auto-enabling the lead file.
Click Confirm > Next.

Configure file mapping

To configure mapping, provide all inputs and settings for the upload.

Settings Area

Displays key lead file information, including the original file name and upload timestamp.
Assign a display name for use within Readymode iQ.

File Name Rules

Allowed characters: A–Z, a–z, 0–9, hyphen (-), underscore (_), period (.).
Maximum 128 characters (including extension).
CSV file extension will be automatically appended if not provided.

Deduplication Mode

Select how duplicates are handled (default: System settings). For more information, see How to Configure Import Settings in Readymode.
This mode is unavailable when using the Skip Tracer App.

File Mapping Area

Map CSV fields to internal fields for storage after importing data.
All Standard and Custom Fields from the lead file appear on the left.
For each field, choose the matching CSV field, or select Don’t import to skip.
Click Next to continue.

Confirm upload settings

After a final file check for errors, click Upload to proceed. A success message displays upon completion.
Click Done to close the overlay and return to the files list.

Cadencing

Cadencing your campaign is done through the Cadencing tab and is split between two types of rules:

A default rule set by administrators.
Custom rules are created to override the default rules for specific call attempts.

Before you configure cadencing in a campaign, you must create at least one cadence of pre-recorded messages in Readymode iQ and assign it to the campaign. For detailed steps on creating and managing cadences, see Using Cadences in Readymode.

Default rule

The default rule matches the same value as the campaign rule in Readymode Starter. Administrators can configure the default rule, but only within the minimum and maximum lock time set by Readymode. The standard lock time, or time before the campaign can be restarted, is four hours. Readymode can adjust the standard lock time to exceed the four-hour minimum. For more information, contact [email protected].

Durations in the default rule are the combined values of the answering machine, no answer, and abandoned parameters, and must be less than or equal to the lock time of four hours.

The default rule includes the following parameters:

Where the answering machine takes a call.
Where there is no answer.
Where a call is abandoned.

The system does not convert durations, for example, 65 minutes, into one hour and five minutes. When an administrator enters an incorrect duration, an error icon will be displayed, and the Save button will be disabled until the error is corrected to prevent invalid durations from being saved.

Answering machine parameter

This parameter determines system behavior when an answering machine picks up a call and defines the period between calls. The default value for the Answering Machine parameter is Default to System. This is the minimum and maximum values set by Readymode. The default lock time is 4 hours, during which the system is locked, and no calls can be made during this period. To configure the answering machine duration:

Click to expand the Answering Machine dropdown.
Select Configure duration.
Enter values for Days, Hours, and Minutes.
Click Apply > Save.

No answer parameter

This parameter determines system behavior when there is no answer to a call, and can be configured in the same way as the answering machine parameter. To configure the No Answer duration:

Click to expand the No Answer dropdown.
Select Configure duration.
Enter values for Days, Hours, and Minutes.
Click Apply > Save.

Abandoned parameter

This parameter defines system behavior when a call is abandoned before it is answered by an answering machine or when a call times out. To configure the abandoned duration:

Click to expand the Abandoned dropdown.
Select Configure duration.
Enter values for Days, Hours, and Minutes.
Click Apply > Save.

Custom rules table

Administrators can add custom rules to campaigns that will override the default rule. The maximum number of custom rules possible is 10. To create a new rule, click +Add Rule. After creating or modifying a rule, click Save to save your changes.

When adding a custom rule, the default parameter values will match the default rule. Administrators can change these values, provided they do not conflict with the default rule. For example, .

Call Attempt From and Call Attempt To

The dialer will set the cadence for the next tentative call time based on the configured Call Attempt From and Call Attempt To values, based on the last call activity. This applies whether the call was answered by an answering machine, there was no answer, or the call was abandoned. The call attempt parameters must follow this logic:

Call Attempt To can be of the same value or greater than Call Attempt From.
The values for Call Attempt From and Call Attempt To should be unique per custom rule and should not overlap.
To set a custom rule for a first-call attempt, set Call Attempt From to 1.

When Call Attempt From is set to more than one, the first call attempts will use the default rule.

An administrator can leave Call Attempt To blank, indicating the value is anything above the corresponding Call Attempt From. When this is true, the rule is considered the last rule to apply, regardless of row position.

Configuring custom rules

In Readymode iQ, click General > Campaigns.
Enter the Call Attempts From and Call Attempts To values for your rule.
Set Answering Machine, No Answer, and Abandoned values.
Click Save.

To add, delete, or duplicate a custom rule:

In Readymode iQ, click General > Campaigns.
At the end of the row on your custom rule, use the icons to perform the following operations.

Delete/Remove- Delete the specific row for the selected custom rule.
Duplicate Row- The custom rule is duplicated and added below.
Add Rule- Adds a new custom rule below. This is different from Duplicate row, as the parameters will match the default rule and not the rule above.

Variables

Campaign variables let you insert campaign-specific information into Scripts or Email Templates. All variables for the campaign are listed in the Variables tab, with the name on the left and its value on the right.

Create a variable

A new row entry is prepared and shown as the last entry, allowing users to quickly add a variable. Users can start by simply clicking on the variable name side of the new entry to start entering the name of the new variable, followed by clicking the value field and entering the value for the variables. With a valid variable name and value entry, press Enter to confirm to see the variables getting added to the campaign, or Esc to cancel. Variable names must adhere to the following:

Cannot contain the following characters: _ : ' " @ / .
Less than 64 characters long
Cannot have the same name within a campaign

To create a new variable:

In Readymode, navigate to Campaigns.
Select the campaign from the campaigns table to open the details.
Click Variables > Add new variable.
Enter the variable name and value in the fields provided.
Press Enter to confirm your changes, or Esc to cancel.

Edit a variable

To edit an existing variable, click on a current entry to start an edit. Press Enter to confirm your changes, or Esc to cancel.