Creating an Outbound Call Wave Activity

When you run the outbound call list, it displays the introductory message that the customer service representative will say when talking with the customer. Merge fields can be used in this introductory text (for example, #pers_firstname#) so that the introductory text can be specific to the person you are making the call to.

Call lists are associated with Campaign Wave Activities and are set up from the Wave Activity page by selecting the Wave Activity Type Outbound Call. When this Type is selected, two new panels are displayed to add the Outbound Call details, and associated workflow buttons to schedule the calls are displayed when the page is saved. These steps assume you have already set up a campaign and campaign waves.

To create an Outbound Call Wave Activity:

1. Select the Marketing button, and click on the Campaign List tab.
2. Click on the hyperlink of the Campaign. The Campaign Summary page is displayed.
3. Click on the hyperlink of the Wave.The Wave Summary page is displayed.
4. Select the New Wave Activity button. The Wave Activity page is displayed.
5. Type in the Wave Activity Name and select Outbound Call from the Type field. The Wave Activity page is expanded to display the Outbound Call Details panel and Default Communication Details panel.

6. Enter the details on the Wave Activity page and select the Save button. The Outbound Call Summary page is displayed, showing workflow buttons relevant to the Wave Activity Type Outbound Call on the lower right-hand side of the page.