How To Set Inbound Calls In Campaign

How To Set Inbound Calls In Campaign

How To Set Inbound Calls In Campaign
User guide

 

In this guide we will learn how to take inbound calls in campaign and how to route the DIDs to relevant inbound groups. Please follow below steps to complete DID route

 1. Route The DIDs to INBOUND Group

First we need to check if DID is routed towards respective inbound group.

Go to Admin Panel -> Inbound -> Inbound Numbers
-> Edit ; this route will show all the DID numbers assigned to your account.




Route the DID towards Inbound group.

 


Select respective inbound group where you want to route the numbers.



DID routing to Inbound group is completed here.

2.  Inbound Group Settings

 

In this step, we learn how to change the color of the inbound call and how to allow different agents to take inbound calls.



Here you can enter colors to differentiate between inbound group calls. If you have more than one inbound group, then colors will help agents tell apart different inbound groups. 


Scrolling down to Agent ranks, you will have different ranks for the agents.
If no agent is selected than all agents will be able to take inbound calls from this ingroup.
If you want to select some specific agents for inbound calls, check the box and submit. 

  



  3.      Select the relevant inbound group under campaign.


In this step, we need to make sure the relevant campaign is selected under campaign.

Go to campaigns- > campaigns -> Edit Campaign


To take inbound calls, we need to make sure Allow Inbound and Blended is set to ‘Y’.
Allow closers ‘Y’ will allow Closers to get transfers from agents as well.


By scrolling down, we step upon Allow Inbound Group setting.



Check the box of respective inbound group where DID number is routed.
Here we allowed PrimoTestttINB group as DID is routed towards this group.
Allowing transfer groups with that inbound group will allow agents to transfer the calls as well.

Check the boxes and submit.

 4. Select Inbound Groups when Logging in as Agent

Make sure to select appropriate inbound groups, when logging in as agent.
This agent will be able to take inbound calls while outbound dialing.



 Agents will be able to take inbound calls in campaign now.

 

Thanks!





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