Content Comparison

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• Click Omnichannel Setup in the left-hand navigation bar
  
  
  
• Click the Campaigns tab 
  
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• Click +New Campaign
  
• On the Create a New Omnichannel Campaign pop-up
  
  
  • Campaign Name: the label for your messaging campaign
  • Campaign Description: any other information you wish to include to help you identify the campaign.
    This information will appear in the Messaging Campaigns list.
  • Assign to Program: click the dropdown to display a list of available programs, and click the program name you wish to assign to.
     All three above options are REQUIRED for campaign setup!
    
    
  • Click Create Messaging Channel
    
    

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*The most recently created campaign will appear at the top of the Campaigns list.

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• Suspend/Activate the Campaign
• Edit Name & Description
• Edit Campaign Settings: takes you to the Campaign Settings page
  
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  • Campaign info
    • Name
    • Description
    • Assign to Program
    • App Id
      • Copy to clipboard
         Cannot be modified or deleted

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• Click Agent Management in the left-hand navigation bar
  
• Search for the agent you wish to add
• Click their agent number (blue button) to view their settings
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• Click the Teams tab
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• Scroll through the available programs/campaigns and click the Enabled checkbox on the chosen campaign
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• Click Update to save and return to the agent settings

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• Click the Configuration tab
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• Set the Number of concurrent sessions per agent [defaults to 3]
• Click Save Changes
  
  

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