Create a campaign

To establish a set of conditions that select specific recordings, create a campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads..

Procedure 

  1. On the Recording Management > Campaigns > Settings page, click Create.

  2. Type a Campaign Name and enter an optional Description of the campaign.

  3. For campaign Type, choose Central Contact Campaign.

  4. Check Enabled to have the campaign available to assign to Archive drives.

    If you click Save without checking the Enabled option, a message warns that Campaign will only be effective if enabled. Do you want to continue saving the Campaign?
    You can create campaigns without enabling them. A campaign must be enabled, however, to be assigned to archive drives.

  5. In a multi-tenant system, select the Tenant for which the campaign will archive recordings.

  6. Optional. Set the time period for the campaign to run.

    Use the calendar controls to set the Start Date and the End Date for the campaign to run.

    • To select a date, click the date on the calendar.

    • Use the << and >> controls to move forward or back through the years.

    • Use the < and > controls to move forward or back through the months.

    • Click to select the unit of time (hour or minute). Then, type in the value or use the up and down controls for the field to set it. U.S. time formats also include AM and PM. The arrow controls (and Space bar) switch between the two.

    • Use the Tab key to move through the time fields.

    • Click Set to use the selected date and time.

  7. Select Apply Schedule to apply a schedule to all recorders associated to this campaign.

  8. Click Save.

    Once you have the campaign created, you can edit it to add conditions. You cannot add views to or remove views from a campaign.

Start dates for campaigns

Campaign conditions

Add conditions to campaigns

Edit a campaign

Delete a campaign