_ExcerptCampaignMember

Owned by Helen Griffith
Last updated: Nov 14, 2017

used in /wiki/spaces/PUB/pages/226046666, /wiki/spaces/PUB/pages/232202365, /wiki/spaces/PUB/pages/226046665

Creating a Dial List of Campaign Member type

If you are creating a Dial List of Campaign Member type, you will most likely want to add all campaign members for a single campaign to the Dial List. To do this, in the filtering section:

  • In the first field, select Campaign ID.
  • In the second field, select Equals.
  • In the third field, type or search for the campaign for which you are creating your Dial List.

Optionally add additional filters, perhaps to include only campaign members who have not already responded.

Campaign members in a campaign represent contacts, leads, or both. When an agent clicks to make a call to the campaign member in a Dial List, Connect pops the related contact or lead rather than the campaign member. Connect associates the task created in relation to the Connect call with the contact or lead record.

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