Series: Create a campaign setting

Configure PureCloud campaign setting information


Note: This article applies to PureCloud for Salesforce.

When you create a campaign setting, an Information section appears. In this section, you add general information about the campaign setting that you are creating.

  1. Select PureCloud Campaign Settings from the menu in the top toolbar. (You previously created a tab in the Salesforce toolbar for easy access to your campaign settings. For more information, see Create a campaign setting.)
  2. In the Recent PureCloud Campaign Settings section, click New.
  3. Enter information for the following items:

    The integration populates the Lookup fields and lists with data synced from your PureCloud organization when you clicked Retrieve Options. For more information, see Retrieve PureCloud campaign options.

    Tip: If you do not see items that you expect in the Lookup fields or lists, confirm that the items exist in your PureCloud organization and then click Retrieve Options on the Campaign Management page in Salesforce.
    Note: Depending on the Dialing Mode selected, the following fields are required or optional.

    • PureCloud Campaign Setting Name: Name of the campaign setting.
    • Division: Division of users in your PureCloud organization that you want to limit access of campaign data to.

      Defaults to the Home division. For more information, see Divisions overview and Retrieve PureCloud campaign options.

    • Dialing Mode: Determines how contacts are dialed.
    • PureCloud Queue: Queue in your PureCloud organization that you want to route the campaign calls through.

      For more information, see Queues views.

    • Skip Preview: Indicates whether agents see a contact’s information and the script before dialing.

      For more information, see Accept or skip a previewed call.

    • Caller ID: Phone Number: Phone number that you want to appear to people contacted during the campaign
    • Caller ID: Name: Name that you want to appear to people contacted during the campaign.
    • PureCloud Script: Script in your PureCloud organization that you want agents to use.

      For more information, see About scripting.

    • PureCloud DNC List: Do Not Call list in your PureCloud organization that you want to use.

      For more information, see Do not call lists view.

    • PureCloud Callable Time Set: Time zone and time definition in your PureCloud organization when the integration calls people.

      For more information, see About outbound dialing.

    • PureCloud Edge Group: Association of Edge devices in your PureCloud organization that you want to use to route calls.

      For more information, see About Edge groups.

    • PureCloud Call Response: Settings in your PureCloud organization that determines how the campaign responds to live persons, answering machines, and other scenarios.

      For more information, see Call analysis responses page.

    • PureCloud Call Rule Set: Settings in your PureCloud organization that trigger actions based on certain conditions.

      Select one or more rule sets and then click the right arrow. For more information, see Call rules view

    • Sort List Numerically: Indicates whether the integration sorts the PureCloud contact list in numeric order.

      Order is based on a value that you add to the Sort Order field on campaign members records. For more information, see Configure the sort order of campaign members

    • Sort List Ascending: Indicates whether the integration sorts the PureCloud contact list alphabetically in ascending order.

      Order is based on a value that you add to the Sort Order field on campaign members records. For more information, see Configure the sort order of campaign members

  4. Click Save. The information you entered is saved as the PureCloud Campaign Setting Detail section.

Campaign settings in Salesforce

For more information, see About Campaign Management.

For more information about the integration, see About PureCloud for Salesforce.


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