CATI (Campaign) Manager - Builder

CATI (Campaign) Manager - The INVADE CATI & Campaign Manager, this section allows you to load sample stored in a .csv style document such as Microsoft Excel. This section works directly with CATI Interviewer section allowing the interviewer to interact with the sample loaded. Supported dial methods are Predictive, Preview, Manual (Manual Dial Solution). Not all CATI has the same information available

NOTE. The ability to Monitor, coach & barge is not available in this section

Once in the CATI (Campaign) Manager, the left-hand side will display a list of campaigns that are configured using CATI (Campaign) Manager. The list is providing CampaignName, Ready state and Live state of the campaign.

• Ready - represents the state of the campaign configuration values. Ready - true means that the parameters are locked in and can not be changed. Not Ready state will enable to change the campaign configuration parameters.
• Live - represents the campaign status on the dialler. If the campaign is started and active this value will be true, otherwise false.

As seen at the top there is a button "Create new campaign" used to create a new campaign object.

When the campaign is in a Ready state it will have parameters locked in and uneditable 'Campaign is in Ready state' below.

Campaign is in UnReady state

When the campaign is in UnReady state, the wizard-like stepper will guide you through the campaign creation process.

Parameters section

The configurable campaign parameters are:

• Campaign name - the name of the campaign 
• No Answer timeout - timeout used to determine when the Ringing call can be treated as No Answer.
• Abandon target - preferred abandon target rate
• CLID - Caller Line Identification (Optional) 
• Dial Method - the starting dialling method to be used when the campaign starts
• Call Recording - whether call recording is enabled or not  when the campaign starts
• AMD - whether to enable AMD 
• Start Activity - predefined campaign activity start time (These are for information only)
• End Activity - predefined campaign activity end time (These are for information only)
• Create and Next - Saves Campaign metadata and moves to Sample 

Sample section

This section will allow you to upload the sample. Sample upload file has to be in .csv format and be named with the following format {CampaignName}_Upload.csv

"Upload sample file" button will let you select such sample file. 

Once the sample file is selected the list of files ready to upload will appear. Clicking on "Upload" will attempt to upload the file.

When the file is uploaded and parsed successfully the sample list should appear.

Quota section

This section will allow you to upload the sample. Sample upload file has to be in csv format and be named with the following format {CampaignName}_Upload.csv

"Upload sample file" button will let you select such sample file. 

Once the sample file is selected the list of files ready to upload will appear. Clicking on "Upload" will attempt to upload the file.

When the file is uploaded and parsed successfully the sample list should appear.

Completion code section

This section provides with the editable list of completion codes to be used by this campaign.

Right-clicking on any of the records you will be able to perform certain actions:

• Add - will create blank completion code entry, all values need to be filled in. Double-clicking on the individual cell will make the cell value editable.
• Duplicate - will duplicate selected completion code. The new record will have Code number incremented by one from biggest Code value in the table. Description will have suffix "_copy" added.
• Delete - will delete the completion code record

In order to save the changes "Update" button needs to be pressed. If there are no errors the update was successful.

Recycle rule section

Recycling rules can be edited by double clicking on the "MaxTries" value, save by clicking enter.

Review section

This section has the button to Ready to make the campaign ready on the dialler and lock in the parameters.

Campaign is in Ready state

Parameters section

The default campaign parameters are:

• Campaign name - the name of the campaign 
• No Answer timeout - timeout used to determine when the Ringing call can be treated as No Answer.
• Abandon target - preferred abandon target rate
• Dial Method - the starting dialling method to be used when starting the campaign
• Call Recording - whether call recording is enabled or not initially
• AMD - whether to enable AMD 
• Start Activity - predefined campaign activity start time (not yet implemented)
• End Activity - predefined campaign activity end time (not yet implemented)

The set of buttons at the bottom of the card enables you to:

• Start - start the campaign on the dialler
• Stop - stop campaign on the dialler
• UnReady - unready campaign configuration fur further editing

Sample section

Sample section will provide you with a list of the loaded sample.

Clicking on the "+" on sample record will allow you to see associate call stat records

Quota section

This section will allow you to see campaign associated Quota records

Completion code section

This section will allow you to see campaign associated Completion code records

The column for Dialler shows what codes are fixed within the dialler, you can add additional completion codes to use with the as completion codes within the CATI Interviewer