FAQs – Advanced Admin

  • Advanced Admin
  • How do I manage and assign users to multiple campaigns?

    The PCT calling system uses TEAMS to assign phoners to campaigns.  Each campaign has one team assigned to it.  This is found on the "Agent Options" tab when you are editing Campaign settings.

    You can manage which users are assigned to which teams in the Administration | Users Options section of the calling system's admin area.

    To adjust the team(s) that a specific user is assigned to, go to Administration | Users Options | Users.  Click on the user's row, then on the Edit button.  You can then add or remove team assignments for the user, and click Save.

    To adjust the users that are assigned to a team, go to Administration | Users Options | Teams.  Click on the team's row, then on the Edit button.  You can then add or remove users, and click Save.

    NOTE - be careful about assigning the same user to more than one team that will be active at the same time.  This can be confusing to the user, who will get a mixture of calls from more than one campaign, and can make it difficult for the calling system to maintain appropriate pacing for the campaigns.

  • I have more than one list loaded in my campaign. How do I turn them on and off?

    Calling campaigns can hold a single list of targets, or there can be multiple lists loaded into a campaign.  This can be helpful when you have several tiers of priority, and want to work one list first, while having the next list ready to go instantly.

    You can access the lists on the Projects | Monitor page.  Click on the campaign name.  This will take you to a page that shows all of the lists that you have loaded into the calling campaign.  Lists that are currently turned on will have a green icon; lists that are stopped will have a red icon.

    Click on a list row to select the list, and then click on the button above to start or stop it.

    You can have more than one list active at the same time.  The system will pull leads from all active lists.  You can turn lists on and off without interrupting the phoners.

  • How do I change the Caller ID number that voters see?

    When you create the calling campaign in PDI, you will fill in a phone number that you want voters to see when you call them.  If you want to change that number, in the calling system's admin area, on the Projects | Monitor page, click on the row of the campaign to select it and then click on the green "Edit" button above.

    In the center-right area of the campaign settings screen, enter the new 10-digit phone number in the "Campaign CID" box, and then click on "Save" in the upper right.