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Creating a Campaign from Contact Manager

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You can proactively and quickly contact a set of customers by phone, email, SMS, or other means through a campaign. A campaign is a list of the contact records of those customers.
 

Example

Suppose that you want to communicate with customers who are located in New York. You can filter the contacts in Contact Manager based on your condition and then create a campaign.

Delete

To create a campaign from Contact Manager:

  1. Log in to the LiveVox Portal (LVP).
  2. On the Configure tab, click Contacts > Contacts.
    The Contacts window appears.
  3. On the Contacts tab, use the Search option or the Advanced Search option to filter the contacts for the campaign. 
  4. Click Make a campaign. The  Create Campaign window appears. 
    Delete

    The Filter field displays the filter that you ran.

  5. On the Basic and Advanced tabs, specify values in the fields. 
    Delete

    For information about the fields, see Campaign Basic Fields and Campaign Advanced Fields.

  6. Click Create.
    A message stating that the campaign has been created appears. The campaign is now available in the Campaigns window.
    Delete

    To access the Campaigns window, on the Configure tab, click Campaigns > Campaigns.

campaign create campaign from contact manager

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LiveVox Fall 2023 Release

About SmartReach

SmartReach a next-generation contact center platform that powers more than 14 billion interactions a year. By seamlessly integrating omnichannel communications, CRM, AI, and WFO capabilities, the Company’s technology delivers an exceptional agent and customer experience while reducing compliance risk. With 20 years of cloud experience and expertise, LiveVox’s CCaaS 2.0 platform is at the forefront of cloud contact center innovation.



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