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Omnia Admin: Campaigns

A Call Campaign allows you to systematically contact a list of numbers, managing details like scheduling, caller ID, and call handling. This is useful for sales, customer service follow-ups, and other organized call needs. This guide provides step-by-step instructions for accessing and managing call campaigns in the Omnia Admin Portal, including adding, scheduling, defining calling hours, handling connections, managing numbers, editing, searching, and exporting campaigns.



Alert: This document applies to the following user roles within Omnia:

  • Account Administrator
  • Partner Administrator

Accessing Call Campaigns

1. Navigate to Call Campaigns:

  • Go to the Admin Portal and sign in.

  • Click the Phone System tab to expand it, then select Campaigns.

Adding a New Call Campaign

2. Add a New Call Campaign:

  • Click Add New.
  • Click Voice.

General Settings

3. General Settings:

  • Always record: Check this box if you want to record all calls in this campaign.

  • Enter name: Type a descriptive name for your campaign (e.g., "June Sales Outreach").

  • State: Set the initial state of the campaign (e.g., READY, PAUSED).

  • Time zone: Select the appropriate time zone for your campaign. Default is "Use account default."

  • Select caller ID: Choose the caller ID that will be displayed to call recipients.

Schedule the Campaign

4. Schedule the Campaign

  • Start Date / Time: Set the start date and time for the campaign.
  • End Date / Time: Set the end date and time for the campaign.

Note: Don't forget to select a time!

Define Calling Hours

5. Define Calling Hours:

  • Start time: Select the time when calling should begin each day.
  • End time: Select the time when calling should stop each day.
  • Enter call frequency: Specify the frequency of calls, including how many seconds to wait between calls. This helps manage the pacing of the campaign.

Handle Call Connections

6. Handle Call Connections:

  • Enable Voicemail Detection: Check this box to have the system detect and handle voicemail when a call connects.
  • Destination Type(s): Select the action to take when a call connects (e.g., play a message, forward to an agent).
  • Select Destination: Choose the specific action or endpoint for the connected call based on the selected destination type(s).

Manage Numbers

7. Add Individual Numbers:

  • Click Manage Numbers.
  • Number: Enter a phone number you wish to include in the campaign.
  • Description: Enter a description for the number. This could include the contact's name or any relevant notes.
  • Click Reset to remove an entry.
  • Click Add number "+" to add the number.
  • Continue to add multiple numbers by following this process. Added entries will appear in the list below.

8. Remove an Entry:

  • If you need to remove a number from the list after selecting add, clicking Remove number (-) will remove an entry before saving.

9. Search the List:

  • Enter a number or description in the Search field to find a specific entry.
  • Sort: Click the sort icons next to column headers to arrange items in ascending or descending order.

10. Save the Call Campaign:

  • Once you have completed adding entries, click Create.
  • Click Yes to confirm and save.

Import Numbers from a CSV File

11. Import from CSV:

  • Hover over Import from csv and click Download example csv to get a template. Complete the template, save it, and click Import from csv to upload the spreadsheet.

12. Map CSV Fields:

  • Select Number and Description from the dropdown menus for each corresponding column.
  • All listed fields must be selected to continue.
  • Click Reset to remove the CSV and reupload if needed.
  • Click Add.
  • Added entries will appear in the list below.

13. Remove an Entry:

  • If you need to remove a phone number entry from the list after selecting add, clicking Remove number (-) will remove an entry before saving.

14. Save the Call Campaign:

  • Once you have completed adding entries, click Create.
  • Click Yes to confirm and save.

Set Campaign State to READY

15. Set Campaign State to READY:

  • Click READY to ensure the campaign is ready to begin.

Edit a Call Campaign

16. Edit a Call Campaign:

  • Click on the campaign you want to edit or click the Edit button next to it.
  • Make your edits.
  • Click Save.
  • Click Yes to confirm.

Deleting Call Campaigns

17. Delete a Call Campaign:

  • Click the Delete button next to the Call Campaign.
  • Confirm the deletion by clicking Yes.

Search and Sort

18. Search for a Call Campaign:

  • Search Bar: Quickly find specific items by typing the name or a keyword in the search field. The system will filter the list based on your search input, displaying the relevant results.
  • Sort: Click the sort icons next to column headers to arrange items in ascending or descending order.

Export Call Campaigns

19. Export Call Campaign List:

  • Click the Export button next to the search field.
  • The system will download a list of the items in CSV format.