Objectives
What a successful call looks like for this campaign.
Products
Call Centre Campaign Management Software
Coordinate campaign setup, agent workflows and performance reviews with a clearer view of how each outbound programme is operating.
- Unlimited users
- Open API & integrations
- Browser-based, nothing to install
Planning
Plan campaigns around the right outcomes
A campaign works better when its purpose is written down before the first call. Decide these points first, then configure the platform to match.
Audience
Which approved contacts belong in the campaign.
Dispositions
The outcome codes agents will use after each call.
Schedules and rules
When calling happens and which rules apply.
Setup
Configure campaigns and users
Set up each campaign in the dashboard and decide who works on it. Invite your entire team and use granular permissions to decide who can see and change what.
- Campaign setup options, confirmed in a demo
- Agent assignments by campaign
- Roles and permissions for supervisors and managers
- Unlimited users on every account
Control lists, retries and dispositions
The rules behind a list decide how contacts are treated. The table shows what each control does and what to confirm for your account.
| Control | What it does | Confirm for your account |
|---|---|---|
| Suppression | Keeps contacts out of a campaign. | How suppression lists are loaded and updated. |
| Segmentation | Splits a list into groups with their own treatment. | Which fields can be used to segment. |
| Retry policy | Decides when an unanswered contact is tried again. | Retry limits and time windows available. |
| Outcome codes | Records what happened on each call. | How codes are defined and reported. |
Controls vary by configuration. Confirm the ones you need in a demo.
Dialling
Select appropriate dialling workflows
Link each campaign goal to a dialling approach and its pacing controls. Multimode AI Dialing explains the modes and how answering machine detection fits in.
- Match the mode to list quality and agent availability
- Review pacing with your supervisors before launch
- Test a new mode on a small list first
Live monitoring
Supervise activity during campaigns
Watch active campaigns and agent activity as it happens, then adjust. The dashboard shows active calls, ASR and average duration at a glance, and supervisors can act on what they see.
- Active calls and agent status
- Campaign-level live view
- Fast adjustments by authorised supervisors
KPI definitions
Measure performance by campaign
Compare campaigns on the same definitions. Full views are in reporting and analytics.
Contacts
How many people were reached.
Connections
How many calls became conversations.
Outcomes
Dispositions by campaign and by agent.
Activity
Calling volume over time.
Integrations
Integrate campaigns with your data stack
Bring lists in, and send results out. Call data can reach your CRM and data warehouse through the voice API and webhooks, and AI and automation can start follow-up work. Each integration is scoped with the team.
- List imports, confirmed in a demo
- Exports and call detail records
- CRM sync through the API and webhooks
- Streaming to BigQuery or cloud storage
Product demonstration
See campaign management in a product demonstration
A demonstration walks through campaign setup, controls and live monitoring using a scenario close to yours. Check the compliance controls that support your policies and the flow in how it works.
- Campaign setup and permissions
- Lists, retries and dispositions
- Live monitoring and reporting
- Integration requirements
Campaign Management: frequently asked questions
What is call centre campaign management software?
Call centre campaign management software helps teams plan, run and review outbound calling programmes. It brings lists, rules, agent assignments, dispositions and reporting into one place, so each campaign has defined settings and results can be compared. It is the layer that connects dialling, people and data in a controlled way.
Can teams manage multiple calling campaigns?
Yes. Teams can run several campaigns, each with its own lists, rules and agents. Supervisors and managers can be given access with their own permissions, so everyone who needs visibility has it.
Can campaign lists be imported?
Lists are brought into campaigns before dialling starts. The supported import methods, file formats and field mapping depend on your configuration, so confirm the ones you use in a demonstration. Use approved contacts only, and keep suppression files current, because list quality and consent have a large effect on results.
How are call outcomes recorded?
Agents record a disposition for each call, and outcomes are available in reporting and in call detail records. You can review results by campaign, send them to your CRM with webhooks and stream records to your own analytics tools. Defining the outcome codes before launch keeps reporting consistent across campaigns and teams.
Can supervisors view campaign activity?
Yes. The browser dashboard shows active campaigns, active calls, agent activity and key measures such as ASR and average duration. Supervisors with the right permissions can review what is happening and adjust settings. The exact live views available to your account are confirmed in a demonstration before you commit, so ask to see the ones your supervisors will use every day.
Does Dialog integrate with CRM platforms?
Dialog connects to CRM platforms through its API and webhooks, so call events can update records and start workflows. These connections are built with the API rather than packaged connectors, and each is scoped with the team, with a short test using your own data before go-live. Technical detail is described under Voice API & Integrations.
See how Campaign Management would fit your operation
Discuss your use case, existing systems, calling volumes and integration requirements with the Dialog team.
Tailored demo · Unlimited users