Unaric Voice
Depending on permissions, a user, a campaign administrator, or the Salesforce administrator can mass import records for group or personal call campaigns.
1. Use Views
Create a View for
•Leads
•Accounts
•Contacts
Then select the records you want to assign to a campaign and select the button: Add to Call Campaign
Then select an existing Call Campaign. If you add a date/time, the call will be put in the scheduled call list
Alternatively, you can create a new call campaign
Depending on your permissions, you can create call campaigns for Groups or only personal call campaigns. A group call campaign requires assigning a queue, which consists of several users.
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2. Use Salesforce Campaigns
To import a large number of users or import with complex conditions, use a Salesforce Campaign.
After importing into the Salesforce campaign (e.g., using a report), select the campaign and then use the button Add all members to call campaign.
Thereafter, you get a screen that displays the number of members to be imported. You can
•Select the campaign
•Add a date/time when the campaign starts
•In a group campaign, you can assign the selected campaign members to a specific user. Only the users from the campaign call queue are displayed.
The maximum number of records which can be imported is 10.000
3. Use Data Import Wizard
After creating a campaign and queues, you can make a mass import of members to the object: Mirage Call Campaign Member using the data import wizard.
