You can view the detailed instruction on how to create a Campaign in Call Logic.

Create a Campaign

To create a Campaign in Call Logic, go to the Client Management > Setup > Campaigns section.

To create a Campaign, click the “Create New Campaign” button and fill in the following fields in the “Create New Campaign” pop-up window:

  • Name: Enter the name of the Campaign.

  • Product: Select which Product the Campaign will be assigned to.

  • Buyer: Select which Buyer the Campaign will be assigned to.

  • Campaign type: Select the Campaign type. Read more about the Campaign types in the article.

  • Timezone: Select the timezone of the Campaign from the drop-down list.

  • Min Price: Enter the minimum price of the Campaign.

Click the “Add” button to save.

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Configure a Campaign

To configure the Campaign, click the “Configure” button in the “Actions” column.

You must configure the Duplicate, Schedule, Integration, and Phone/IVR tabs of the Campaign; the remainder tabs are optional. To check if all required fields are set up, click the “Validate Campaign Settings” button to proceed.

Required Tabs

Duplicate

A duplicate lead is a lead that has already been seen in the system. Duplicate leads are identified by set criteria such as phone number or phone number+SSN. To set up the duplication rules, go to the Client Management > Setup > Campaigns section, choose the Campaign and click the “Configure” button in the “Actions” column, and select the “Duplicates” tab.

The Campaign Duplicates block allows you to configure the rules that filter out leads on the Campaign level based on the chosen duplicate filtration method and time frame. You can manage the following fields:

  • Duplicate Method: The duplicate method is used to identify which criteria determine a duplicate lead. For example, you can identify a duplicate lead by:

    • Email or Email+SSN for LMS SYNC.

    • Phone or Phone Number+SSN for Call Logic.

  • Duplicate Sold: This rule will not present a duplicate lead purchased by this Campaign within the selected time frame.

  • Duplicate Posted: This rule will not present a duplicate lead to this Campaign within the selected time frame.

The System Duplicates section allows you to set the system level duplication rule that defines the maximum number of times that a lead can be seen in the system within the selected time frame before it gets filtered out from the specific Campaign. Additionally, you can set the system level duplication rule expiration date. You can manage the following fields:

  • System Dup. Time frame: The time frame for checking lead duplication in the system. When OFF is selected, the system level duplication rule is disabled.

  • System Dup. Limit: The maximum number of times the lead can be seen in the system within the selected time frame before it gets filtered out from a Campaign. The default value is set to 1. If the value is set to 0, this duplication rule is disabled.

  • System Dup. Settings Expiration: Optionally, you can set the expiration date for the system level duplication rule.

Click the “Save Duplicate Settings” button to complete the duplicates configuration.

Schedule

The Schedule tab allows you to manage the Campaign schedule and set up limits for post and sold leads.

To configure the Schedule settings for a Campaign, go to the Client Management > Setup > Campaigns section, choose the Campaign and click the “Configure” button in the “Actions” column, and select the “Schedule” tab.

To add a new rule, click the “Add Schedule Rule” button on the right side of the screen.

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Fill in the following fields in the pop-up window:

  • Action: Post / Do Not Post.

  • Schedule Method: Days / Date Range. If the “Days” option is selected, you can select a day of the week using corresponding checkboxes. If the “Date Range” option is selected, you can select the “Start Date” and “End Date” for the rule in the fields.

  • Start and End time: Select the duration of time for the schedule rule.

  • Sold and Send lead limits: Enter the maximum number of sold and send leads for the schedule rule.

In the “Restrictions” block, you can set up the lead processing limits. You can manage the following values:

“Total Sold” - enter the maximum number of leads that can be purchased by the Campaign within a selected time frame in the “In Minutes” field.

“Total Posts” - enter the maximum number of leads that can be posted to the Campaign within a selected time frame in the “In Minutes” field.

To make changes to the rule, click the “Edit” button in the “Action” column. To delete an existing rule, click the “Delete” button.

To copy the schedule settings to other Campaigns, click the “Copy Schedule” button at the bottom of the page.

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Select the schedule settings of which Campaign you would like to copy in the “Select More Campaigns” field. (Only Campaigns with the “Active” status are available for selection).

Click the “Apply” button to copy the settings.

To bulk remove Schedule Rules, click the “Bulk change” button (1) and select the schedule rules (2) you want to delete. Click the red delete icon to delete the chosen Schedule Rules.

Integration

The “Integration” tab allows you to manage integration settings for the Campaign. There are four tabs available for the integration setup: “Integration,” “Campaign Pause Settings,” “Duration To Sell (Advanced),” and “Trigger Silent Campaigns.”

The “Integration” tab allows you to configure the integrations settings. Select the Integration in the “Integration” field, and fill in the required fields.

Global Placeholders are available for all Integrations and can be used in most integration fields except for some fields specific to an Integration.

{ %WMID% } - internal publisher ID in the system. You can find the Publisher ID in the Publisher List in the ID field column.

{ %WMSOURCEID% } - source name/ID sent by the Publisher. You can find it in the "Name" column of the Publisher Sources section.

{ %INTERNALWMSOURCEID% } - internal Publisher Source ID in the system. You can find it in the "ID" column of the Publisher Sources section.

{ %LEADID% } - internal Lead ID in your system. You can find it in the "ID" column of the Lead Details Report.

The “Campaign Pause Settings” tab allows you to temporarily pause a Сampaign based on a buyer’s response through API.

In the “Search response for” field, enter the text from the response that will trigger the system to pause the Campaign.

In the “Pause for'' field, enter the pause duration (in minutes) if the system triggers a Campaign pause based on the buyer's response.

To add another rule, click the “Add Pause settings” button. Click the “Save Pause Settings” button to apply the changes.

The “Duration To Sell (Advanced)” tab allows you to set additional payouts depending on the call duration. Read more about this tab in the Knowledge Base.

The “Trigger Silent Campaigns” tab allows you to set up triggers for silent Campaigns. Read more about this tab in the Knowledge Base.

Phone / IVR

The Phone/IVR tab allows you to set up to which phone number or IVR a lead will be transferred if it was purchased by this Campaign, as well as manage additional dialling settings. To manage the settings, go to the Client Management > Setup > Campaigns section, choose the Campaign and click the “Configure” button in the “Actions” column, and select the “Phone/IVR” tab.

Fill in the following fields:

  • Transfer type: Select the transfer type that determines where purchased leads are transferred. Select the Direct Transfer type for calls to be forwarded to the phone number specified in the Phone field. Select the Custom IVR type for calls to be transferred to the custom IVR that may contain additional questions or perform additional validation.

  • Phone (for Direct Transfer): Choose the phone number you want to transfer the purchased leads to.

  • Name (for Custom IVR): Enter the name of the Custom IVR.

  • Recognition Type (for Custom IVR): Select the IVR recognition type (Keypad or Voice Recognition + Keypad).

  • Basic Language: Select the language for data reduction.

  • Numerical Data Redaction: Call Logic users who utilize the Call Recording feature can set up numerical data reduction, such as phone number, ZIP-code, credit card number, etc., from the audio recording of the conversation:

    • Select the “Use Product Setting” option to apply the product settings the Campaign is assigned to.

    • Select the “Enabled” option to enable numerical data reduction for this Campaign, regardless of the product settings.

    • Select the “Disabled” option to disable numerical data reduction for this Campaign, regardless of the product settings.

  • Keyword Search: Call Logic users who utilize the Call Recording feature can set up a keyword search that allows you to search for phrases or keywords in audio recordings:

  • Select the “Use Product Setting” option to apply the product settings the Campaign is assigned to.

  • Select the “Enabled” option to enable keyword search for this Campaign, regardless of the product settings.

  • Select the “Disabled” option to disable keyword search for this Campaign, regardless of the product settings.

  • “Prevent Call Recording”: Select the “Yes” option to disable call recording for this Campaign.

  • “Override Call Percent (0 = off)”: Set the percentage of the phone calls that will be recorded for this Campaign.

  • “Replace Client Phone Number”: Select the “Yes” option to replace a Customer’s phone number with the number entered in the “Client Phone Number for Showing” field when the call is transferred to the Buyer.

  • “Ring time”: Enter how long the system should wait for a Buyer’s agent to pick up the incoming call. The default value is set to 60 seconds.

  • “Play intro to answered buyer”: Select the “Yes” option if you want the responding buyer to hear an intro.

  • “Number for call attempts for "No Response" calls”: Enter the number of call attempts before the system marks the call with the “No response” label.

  • “Number of ring attempts for "Busy/Error" calls”: Enter the number of calls attempts the system will make to reach the Buyer if a “Busy” signal is received. (The call was dropped/the line was busy).

  • “Interval between call attempts”: Enter the value in seconds for the interval between call attempts. The default value is set to “0.”

  • “Interval between Busy/Error call attempts”: Enter the value in seconds for the interval between call attempts if the system receives the “Busy” signal. The default value is set to “0.”

  • “Redial if short call”: Select “Yes” to enable a callback to the Buyer if the call with the Buyer was shorter than specified in the “Call duration less then” field and was hung up by the Buyer.

Click the “Save” button to apply changes.

Additional tabs

  • The Global tab allows you to view general information about the Campaign and manage global campaign settings. Read more about this tab in the Knowledge Base.

  • The Create Offer tab allows you to configure an offer, which then can be displayed in the list of Publisher Offers. Read more about this tab in the Knowledge Base.

  • The Filters tab allows you to configure and manage additional filtering options for the Campaign. Read more about this tab in the Knowledge Base.

  • The DNPL tab allows you to set up a Present or Do Not Present Lists for the Campaign. Read more about this tab in the Knowledge Base.

  • The Tracking tab allows you to set URL tracking to send lead parameters to your third-party tracking system. Read more about this tab in the Knowledge Base.

  • The Rev-Share tab allows you to set up a custom payout scheme for a Publisher. Read more about this tab in the Knowledge Base.

  • The Notifications tab allows you to manage campaign notifications. Read more about this tab in the Knowledge Base.

  • The Campaign Groups tab allows you to manage campaign groups. Read more about this tab in the Knowledge Base.

  • The Filter by Pubs tab allows you to set up caps for Publishers, add Publishers to White and Black Lists, temporarily block Publishers and manage the traffic percentage settings. Read more about this tab in the Knowledge Base.

  • The Test Lead tab allows you to generate a test lead for the Campaign, get the system response, and analyze the log. Read more about this tab in the Knowledge Base.

  • The Logs allows you to view the Campaign changelog for the selected period. Read more about this tab in the Knowledge Base.

  • The Access Control tab allows you to manage access to the campaign settings for Buyer users. Read more about this tab in the Knowledge Base.

  • Post Call API tab allows the Buyer to accept data appended call leads. Read more details about tab configurations on the Knowledge Base.

  • The Revenue Additional Setting tab allows you to manage additional revenue settings. Read more about this tab in the Knowledge Base.

  • The Non-Accepts Notifications tab allows you to set notifications if the Buyer does not accept leads within the specified period. Read more about this tab in the Knowledge Base.

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