Skip to main content

​
A Call Campaign allows you to systematically contact a list of numbers, managing details like scheduling, caller ID, and call handling. This is useful for sales, customer service follow-ups, and other organized call needs. This guide provides step-by-step instructions for accessing and managing call campaigns in the Omnia Admin Portal, including adding, scheduling, defining calling hours, handling connections, managing numbers, editing, searching, and exporting campaigns.

This document applies to the following user roles within Omnia:Account Administrator Partner Administrator

​
Accessing Call Campaigns

  1. Navigate to Call Campaigns: Go to the Admin Portal and sign in. Click the Phone System tab to expand it, then select Campaigns.

​
Adding a New Call Campaign

  1. Add a New Call Campaign:
  • Click Add New.
  • Click Voice.

​
General Settings

  1. General Settings: Always record: Check this box if you want to record all calls in this campaign. Enter name: Type a descriptive name for your campaign (e.g., “June Sales Outreach”). State: Set the initial state of the campaign (e.g., READY, PAUSED). Time zone: Select the appropriate time zone for your campaign. Default is “Use account default.” Select caller ID: Choose the caller ID that will be displayed to call recipients.

​
Schedule the Campaign

  1. Schedule the Campaign
  • Start Date / Time: Set the start date and time for the campaign.
  • End Date / Time: Set the end date and time for the campaign.
Note: Don’t forget to select a time!

​
Define Calling Hours

  1. Define Calling Hours:
  • Start time: Select the time when calling should begin each day.
  • End time: Select the time when calling should stop each day.
  • Enter call frequency: Specify the frequency of calls, including how many seconds to wait between calls. This helps manage the pacing of the campaign.

​
Handle Call Connections

  1. Handle Call Connections:
  • Enable Voicemail Detection: Check this box to have the system detect and handle voicemail when a call connects.
  • Destination Type(s): Select the action to take when a call connects (e.g., play a message, forward to an agent).
  • Select Destination: Choose the specific action or endpoint for the connected call based on the selected destination type(s).

​
Manage Numbers

  1. Add Individual Numbers:
  • Click Manage Numbers.
  • Number: Enter a phone number you wish to include in the campaign.
  • Description: Enter a description for the number. This could include the contact’s name or any relevant notes.
  • Click Reset to remove an entry.
  • Click Add number ”+” to add the number.
  • Continue to add multiple numbers by following this process. Added entries will appear in the list below.
  1. Remove an Entry:
  • If you need to remove a number from the list after selecting add, clicking Remove number (-) will remove an entry before saving.
  1. Search the List:
  • Enter a number or description in the Search field to find a specific entry.
  • Sort: Click the sort icons next to column headers to arrange items in ascending or descending order.
  1. Save the Call Campaign:
  • Once you have completed adding entries, click Create.
  • Click Yes to confirm and save.

​
Import Numbers from a CSV File

  1. Import from CSV:
  • Hover over Import from csv and click Download example csv to get a template. Complete the template, save it, and click Import from csv to upload the spreadsheet.
  1. Map CSV Fields:
  • Select Number and Description from the dropdown menus for each corresponding column.
  • All listed fields must be selected to continue.
  • Click Reset to remove the CSV and reupload if needed.
  • Click Add.
  • Added entries will appear in the list below.
  1. Remove an Entry:
  • If you need to remove a phone number entry from the list after selecting add, clicking Remove number (-) will remove an entry before saving.
  1. Save the Call Campaign:
  • Once you have completed adding entries, click Create.
  • Click Yes to confirm and save.

​
Set Campaign State to READY

  1. Set Campaign State to READY:
  • Click READY to ensure the campaign is ready to begin.

​
Edit a Call Campaign

  1. Edit a Call Campaign:
  • Click on the campaign you want to edit or click the Edit button next to it.
  • Make your edits.
  • Click Save.
  • Click Yes to confirm.

​
Deleting Call Campaigns

  1. Delete a Call Campaign:
  • Click the Delete button next to the Call Campaign.
  • Confirm the deletion by clicking Yes.

​
Search and Sort

  1. Search for a Call Campaign:
  • Search Bar: Quickly find specific items by typing the name or a keyword in the search field. The system will filter the list based on your search input, displaying the relevant results.
  • Sort: Click the sort icons next to column headers to arrange items in ascending or descending order.

​
Export Call Campaigns

  1. Export Call Campaign List:
  • Click the Export button next to the search field.
  • The system will download a list of the items in CSV format.