Campaign Management
Details how to build and manage queue, campaigns, add scripts, and schedule appointments across the agency.
10 articles
- Managing Queues in the Call Routing SystemAdmins can configure and manage call queues to control how calls are routed to agents and ensure efficient handling of incoming leads.
- Understanding Number PoolsWhat number pools are, why we use them, how rotation works, and what to expect for setup, warmup, and ongoing performance.
- Disposition Report — How to Read ItThe Disposition Report shows how your calls broke down by outcome across queues, agents, and time periods. This guide explains where to find it, the columns, filters, and export options.
- How to Add or Edit an Enrollment Code from Call DetailsAgents and Admins can now add or correct enrollment codes after the call ends from the Call Details page.
- Editing a Call Disposition in the DialerAdmins can update the disposition of any agent's call to correct errors, unblock incorrectly-DNC'd numbers, or re-enter cleared SEP codes.
- Managing Appointments Across the AgencyAs an admin, you have full visibility and control over all appointments scheduled within your agency.
- Creating and Managing Scripts in the DialerThis guide provides step-by-step instructions for creating, editing, and managing scripts in the EnrollHere Dialer. Scripts help agents stay compliant, consistent, and efficient during calls with clients.
- How to Run an Outbound Calling CampaignCampaigns help organize outbound calls by assigning lead lists, controlling call order, and tracking results.
- Managing Dispo StatusesCreate, edit, and assign dispo statuses for queues and campaigns. Includes troubleshooting for when agents aren't seeing newly added dispositions.
- Adding a Custom Disposition in the DialerCustom dispositions let you tailor call outcomes to your agency's workflow, including counting Ancillary or Hospital Indemnity sales, building a Block Caller workflow, or tracking custom transfer outcomes.