Call, SMS, and Fax Campaigns
Overview
The Call, SMS, and Fax Campaigns page creates outbound voice, SMS, or fax campaigns with scheduling, state, retry, and destination behavior. Open it from Configuration > Call/SMS/FAX Campaigns.
The page works against the tenant currently selected in the top bar. The screenshots and demo rows were captured in the Canistracci OIL tenant.
Working with objects
| Task | How to do it |
|---|---|
| Add | Select the New campaign action, complete the form, and select Save. |
| Edit | Open the campaign from the list by selecting its name, number, or row action. Change the form and select Save. |
| Delete | Select the row checkbox and use Delete Selected, or open the campaign and select Delete, then confirm. |
Page functions
| Action | Description |
|---|---|
| New Campaign | Opens the creation form for a new campaign. |
| Delete Selected | Deletes the selected rows after confirmation. |
| Find | Searches for the number or record entered in the find field. |
List columns
| Column | Description |
|---|---|
| Name | Display name used in lists and references. |
| Tech | Object setting shown by the form. |
| Start | Object setting shown by the form. |
| End | Object setting shown by the form. |
| Calls Running / Max | Object setting shown by the form. |
| Max Attempts | Object setting shown by the form. |
| # Numbers/Max | Dialed value, identifier, or matching value used by the PBX. |
| State | Mode selector that changes the behavior of the object. |
Demo records
The tenant contains 1 documentation demo record for this page: Docs Demo Campaign 1.
Deleting records
Before deleting a campaign, check references from call flows, destinations, schedules, reports, or provisioning objects. MiRTA PBX asks for confirmation before the delete is submitted.
Create and Edit Call, SMS, and Fax Campaigns
Use this page when creating a new campaign or editing an existing campaign from Configuration > Call, SMS, and Fax Campaigns.
The form screenshots below are separated by block where the application exposes separate sections. Complete the required values, review routing or destination references, and save the record.
Form sections
| Section | Description |
|---|---|
| Information | Core identity and routing fields for the object. |
| Voice | Voice calling behavior, caller handling, recording, and voice-specific limits. |
| Parameters | Additional runtime parameters used by the object. |
Information
Core identity and routing fields for the object.
Voice
Voice calling behavior, caller handling, recording, and voice-specific limits.
Parameters
Additional runtime parameters used by the object.
Main fields
| Field | Description |
|---|---|
| Name: | Display name used in lists and references. |
| CallerID: | Caller ID or caller matching value. |
| CallerID Name: | Display name used in lists and references. |
| Tech: | Object setting shown by the form. |
| Type: | Mode selector that changes the behavior of the object. |
| Start: | Object setting shown by the form. |
| End: | Object setting shown by the form. |
| Week Time condition: | Object setting shown by the form. |
| Max # of campaign numbers: | Dialed value, identifier, or matching value used by the PBX. |
| Dial timeout: | Timing value used by the service. |
| On connect callerid name: | Display name used in lists and references. |
| confirm | Object setting shown by the form. |
| Confirm message: | Object setting shown by the form. |
| Max Channels: | Object setting shown by the form. |
| Check queue for free agents: | Object setting shown by the form. |
| Allowed channels for each of the free agents: | Object setting shown by the form. |
| Min num of free agents: | Object setting shown by the form. |
| Max Attempts: | Object setting shown by the form. |
| Sum other campaigns | Object setting shown by the form. |
| Delay Between Attempts: | Timing value used by the service. |
| Always Record: | Recording behavior or recording delivery setting. |
| Email recording to: | Email address used for notifications, delivery, or mailbox access. |
| Minimum Size (bytes): | Object setting shown by the form. |
| Fax quality: | Object setting shown by the form. |
| Page size: | Object setting shown by the form. |
| Page rotate: | Object setting shown by the form. |
| File in PDF or TIFF format: | File upload or file name used by the object. |
| Message: | Object setting shown by the form. |
Saving and deleting
| Task | How to do it |
|---|---|
| Create | Select the new action from the Call, SMS, and Fax Campaigns list, fill the required fields, and select Save. |
| Edit | Open the existing campaign, update the needed fields, and select Save. |
| Delete | Before deleting a campaign, check call-flow, destination, schedule, report, provisioning, or integration references. Use the row delete action or the form delete action when available, then confirm. |