Campaigns Part 4 - Targeting

Updated: May 7, 2024

In our last article, Campaigns Part 3, we covered creating a name, description, and activation. This article moves along the campaign settings page into "Targeting."

Targeting Section

Live Filter. A live filter is a grouping of contacts that will be dialed in a campaign. From the drop-down menu, select an active live filter. Click the pencil icon to edit an existing live filter. Click the plus icon to create a new live filter.

Click here to read about Live Filters.

Bucket. A bucket is a grouping of contacts that will be dialed in a campaign. From the drop-down menu, select an existing bucket. Click the the pencil icon to edit an existing bucket. Click the plus icon to create a new bucket.

Click here to read about Buckets.

Note: Only a bucket or a live filter can be used at a time.

Sales Funnel. A sales funnel is a system automation feature that allows contacts to be redialed and triggered for other system automations. From the drop-down menu, select an existing sales funnel.

Click here to read about Sales Funnels.

Next Article: Campaigns Part 5 - Agent Options