How to setup campaigns based on post codes

In some situations you may wish to take a telephone list and assign those numbers with certain post codes to specific agents to work on. This blog will explain how to take a full dialing list and split it up into individual campaigns based on the post code.

In Acarda Outbound a campaign has an associated calling list and the agents are assigned to teams which work on the designated calling list. To split the lists based on post code first import the calling data into a campaign e.g. Master List. Then make up the other campaigns using the post code number for easy identification e.g. Code 10001, Code 10012, Code 10016. Campaigns are set up under menu Setup then Campaigns. Note, when you import you must import the post code to the DialList field called PostCode.

Postcode campaigns

Figure 1: Campaign Name Setup

Once the Master List has had the calling list imported then you can use the List Management tools to shift data from that campaign to another one using the post code as the criteria. To do this, take the following steps.

  1. Open the Modify Campaign List Management Tool.
    1. In Acarda Outbound Team: open Acarda Outbound Manager click on the Manage tab then in the List Management group of icons, click on the Modify Campaign icon.
    2. In Acarda Outbound Solo: click on the Administration tab (rather than the Agent View tab) and click on the Manage tab, then in the List Management group of icons, click on the Modify Campaign icon.
  2. On the left-side, click on the master list campaign you imported the calling list to.
  3. On the right-side, in the Filter Criteria panel, enter the Post Code for the calling list records you wish to move to a specific campaign. You can leave the original records in the master list if you want to and just copy the selected records into the new campaign. Do this by checking the “Retain original records” box.
  4. Now click the Modify button.

Modify campaign

Figure 2: Modify Campaign

You can view the records in the campaign the usual way by clicking View in the Campaign group of icons under Manage. For more information on how to import calling lists please contact us.

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