Create a manual campaign

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1. Create the campaign

The campaign holds the rules for the lab exercise. Create it inactive while you configure it.

1. Click Campaigns in VICIdial Admin.
2. Click Add A New Campaign.
3. Complete the fields below and submit.
4. Open LAB01 from Show Campaigns.

Campaign ID

LAB01The course campaign ID.

Campaign Name

Lab practiceA readable name.

Campaign Description

Manual practiceA short description.

Admin User Group

Lab owner’s valueControls administrator visibility, not agent access.

Active

NKeep it inactive while configuring.

Start the practice campaign

Open image to zoom

You should seeLAB01 appears in the campaign list.

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2. Configure manual dialing

Use these settings only with the isolated internal route prepared in lesson 3. The lab owner must confirm that 19001001 reaches the internal test destination and does not use a carrier.

1. On the saved LAB01 campaign, find the manual dialing settings.
2. Enter the values below.
3. Save your changes.
4. Check Local Call Time includes your planned practice time.

Dial Method

MANUALThe agent initiates each call.

Manual Preview Dial

PREVIEW_AND_SKIPLets the agent inspect a lead before choosing DIAL LEAD.

Dial Prefix

xThe course fixture uses no added prefix.

Manual Dial Prefix

Leave emptyThe campaign falls back to Dial Prefix.

Omit Phone Code

NIncludes the phone code in the dialed digits.

Pause After Each Call

YReturn to pause after saving a disposition.

You should seePhone code 1 and number 9001001 produce 19001001 for the prepared internal route. Leave Manual Dial List ID until list 90001 exists.

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3. Give the group access

1. Click User Groups and open LABTEAM.
2. Under Allowed Campaigns, leave ALL-CAMPAIGNS unchecked and check only LAB01.
3. Save, then reopen LABTEAM to confirm the selection.
4. Return to LAB01. Once the lab owner confirms the internal route, set Active to Y and save.

You should seeLABTEAM is allowed to use LAB01, and the campaign is active. Selecting an Admin User Group on the campaign does not grant this access.

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4. Check before continuing

1. Reopen LAB01 and check its Active and manual dialing settings.
2. Reopen LABTEAM and confirm LAB01 is in Allowed Campaigns.

You should seeThe campaign is ready for its empty list. If the route is not confirmed, set Active to N and save.

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If it fails

If LAB01 is missing from Allowed Campaigns, confirm the campaign saved and reopen the group. Ask the lab owner to check permissions if it still does not appear.

If the route is unconfirmed, leave the campaign inactive. The prefix settings do not create a route. Do not add a carrier or test with an outside number.