Campaign Templates

4 votes

It would be nice to be able to setup/create a campaign template and then be able to apply it to any campaign desired instead of having to go in to each campaign manually to adjust settings.

Done Clone / Copy Campaign Suggested by: Jeremy Ruston (03 Mar, '23) • Upvoted: 19 Jul, '23 • Comments: 8

Comments: 8

03 Oct, '21
ari hadar Merged
it is frustrating to set up the campaign all over again and it"s better to have defaul settings
17 May, '22
Ross Dillon Merged
Within the campaign section, I've noticed that for every campaign we have to setup all of the advanced features every time which is very redundant because we use the same settings for every campaign. Is there any way we can have a template save option?? This will save an incredible amount of time in the long run.
21 May, '22
Ross Dillon Merged
Every time we load up a new campaign, BatchDialer uses a select few tags that are the defaults. We use 14 tags and they are much different as they are specifically worded and zapped into the CRM via Zapier. Each campaign we upload, we have to sift through and delete and then add new call results/disposition tags and it is surely a time waster. I also haven't seen any option to delete any tags from the drop down either. If these default features were added on the drop down, it would save a tremendous amount of time along with making VAs completing redundant tasks- thank you!!
19 Jul, '23
Rahul D'Rozario Merged
Pre-set campaign settings with the ability of making a copy and renaming it based on a new campaign we may be setting up. Eliminates the need to go in and constantly revise campaign settings.
26 Mar
Dialer Admin Admin
"let the settings of each campaign be made by the user and stay as default" (suggested by <Hidden> on 2021-10-03), including upvotes (1) and comments (0), was merged into this suggestion.
26 Mar
Dialer Admin Admin
"Add Template and "Save Option" for Campaigns/Advanced Features" (suggested by <Hidden> on 2022-05-17), including upvotes (1) and comments (0), was merged into this suggestion.
26 Mar
Dialer Admin Admin
"Campaign Call Result Default Option on Dropdown" (suggested by <Hidden> on 2022-05-21), including upvotes (1) and comments (0), was merged into this suggestion.
26 Mar
Dialer Admin Admin
"Campaign Settings" (suggested by <Hidden> on 2023-07-19), including upvotes (1) and comments (0), was merged into this suggestion.