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en:real_case_guidance:step_of_popup_survey_in_a_campaign [2012/01/31 02:46]
wangl created
en:real_case_guidance:step_of_popup_survey_in_a_campaign [2017/12/12 03:05] (current)
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-**Step One :**+==== Step One : ====
  
 Create a survey which is needed by the campaign, open the Survey Management list category in the left list ,you can see the Surveys link ,click it and you will see the page on the right and click the add button on the top. Create a survey which is needed by the campaign, open the Survey Management list category in the left list ,you can see the Surveys link ,click it and you will see the page on the right and click the add button on the top.
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 Fill in the surveyname (* required), click the save button to save the survey,then it will display in the list of survey page and add the content for this survey. Fill in the surveyname (* required), click the save button to save the survey,then it will display in the list of survey page and add the content for this survey.
  
-**Step Two :**+==== Step Two : ====
  
 Create a campaign for popup,you need to change the list category to **CallCenter Outbound** ,open it and you will see the Campaigns link , click it and you will see the page on the right and click the add button on the top. Create a campaign for popup,you need to change the list category to **CallCenter Outbound** ,open it and you will see the Campaigns link , click it and you will see the page on the right and click the add button on the top.
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 If you want to show field and can edit the field,​please check the edit checkbox. If you want to show field and can edit the field,​please check the edit checkbox.
  
-**Step Three :**+====Step Three :====
 Make sure your campaign’s CustomerpackageType,​ if it is individual,​you need to add a individual customer in the Outbound Individuals page , if it is enterprise,​you you need to add a enterprise customer in the Outbound Enterprises page. Make sure your campaign’s CustomerpackageType,​ if it is individual,​you need to add a individual customer in the Outbound Individuals page , if it is enterprise,​you you need to add a enterprise customer in the Outbound Enterprises page.
  
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 After completing,​click the save button to save the customer. After completing,​click the save button to save the customer.
  
-**Step Four:**+==== Step Four:====
 Need to add a customer for the customerpackage which has been added, because the customerpackage (automatically created or created by yourself) is empty. Need to add a customer for the customerpackage which has been added, because the customerpackage (automatically created or created by yourself) is empty.
 {{:​en:​customerpackage_list_en.jpg|}} {{:​en:​customerpackage_list_en.jpg|}}
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 {{:​en:​editCustomerForCustomerpackage_two_en.jpg|}} {{:​en:​editCustomerForCustomerpackage_two_en.jpg|}}
  
-**Step Five:**+==== Step Five: ====
 After create the campaign, need to add the Cvnumber for this campaign,​like this: After create the campaign, need to add the Cvnumber for this campaign,​like this:
  
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 Fill in like above,then click the save button , then the campaign will have a Cvnumber,so when the customer ‘asterccIndividualCustomer’ call in ,it will popup the campaign ‘stepOfCampaign’ by the Callerid. Fill in like above,then click the save button , then the campaign will have a Cvnumber,so when the customer ‘asterccIndividualCustomer’ call in ,it will popup the campaign ‘stepOfCampaign’ by the Callerid.
  
-**All Above:**+==== All Above: ​====
 Set up the above steps, we has create a campaign ‘stepOfCampaign’ which has been binded a survey ‘stepOfPopupSurvey’ and has a Cvnumber ‘asterccCampaignStep’,​ and the customer ‘asterccIndividualCustomer’ has been added in the campaign’s customerpackage ‘stepOfCampaign’ . Set up the above steps, we has create a campaign ‘stepOfCampaign’ which has been binded a survey ‘stepOfPopupSurvey’ and has a Cvnumber ‘asterccCampaignStep’,​ and the customer ‘asterccIndividualCustomer’ has been added in the campaign’s customerpackage ‘stepOfCampaign’ .
  
 So when the customer ​ asterccIndividualCustomer call in,it will popup the survey stepOfPopupSurvey. So when the customer ​ asterccIndividualCustomer call in,it will popup the survey stepOfPopupSurvey.
  
en/real_case_guidance/step_of_popup_survey_in_a_campaign.txt · Last modified: 2017/12/12 03:05 (external edit)
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