VICIdial & agents · Campaign setup

Create a campaign and attach a list

Create LAB01 and list 90001, then permit an existing test agent’s group to use the campaign.

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By Vicigeek Editorial DeskStep-by-step guide3 minute readUpdated November 4, 2026

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1. Create the campaign

These steps target VICIdial Admin 2.14-969a, SVN 4037 / database schema 1748. Substitute unused IDs for LAB01, LABTEAM, learner1, 8001, 90001, SALESDEMO and DEMOIVR if any already exist. Labels and options may differ on other builds. The configuration checks below do not establish that a call, audio, or carrier route has been tested.

Create LABTEAM and learner1 in the linked agent lesson, and phone station 8001 in the phone lesson, before starting this campaign.

In Admin, open Campaigns → Add A New Campaign.
Enter LAB01 and Lab campaign, a short Campaign Description, and the Admin User Group allowed to administer the lab. Set Active to N and Auto Dial Level to 0, then submit once.
Read CAMPAIGN ADDED, then open LAB01 from Show Campaigns. On the saved record set Dial Method to MANUAL and submit; reopen it to confirm the saved method.

Campaign ID: LAB01 (or an unused substitute)
Campaign Name: Lab campaign
Campaign Description: Synthetic lab campaign
Admin User Group: The administrative group permitted to manage this lab
Active / Auto Dial Level: N / 0 on the add form
Dial Method: MANUAL on the saved campaign screen

Create the real LAB01 campaign

0:16

Real VICIdial recording

Steps and result4 steps

Watch the actual VICIdial form being filled, submitted and confirmed. The campaign is kept inactive, with Auto Dial Level 0.

Observed resultVICIdial returned CAMPAIGN ADDED: LAB01. An independent database check confirms Active N and Auto Dial Level 0.

Read the chapter notes

Open Add A New Campaign
Open the actual Administration form.
Enter LAB01 and the campaign name
Type Campaign ID LAB01, Campaign Name Lab campaign and the synthetic demo description.
Set Active N and Auto Dial Level 0
Keep this synthetic campaign inactive throughout the import demonstration.
Submit and read CAMPAIGN ADDED
Submit the real form and read the returned confirmation for LAB01.

November 4, 2026 · VICIdial Admin 2.14-969a · SVN 4037. Synthetic lab records; campaign LAB01 stays inactive. ViciGeek watermark is burned into the recording. Use fullscreen to read the original field labels.

View a still screenshot

Native Add Campaign filled with LAB01, Lab campaign, Active N, Auto Dial Level 0 and Allow Closers N. — Initial Add form with LAB01, Active N, Auto Dial Level 0 and Allow Closers N entered as unsaved practice examples.
Capture details
Review the Local Call Time for your actual window. LAB01 already exists in the capture lab, so no duplicate was submitted. The earlier saved-workflow recording retains separate confirmation evidence. November 4, 2026; Admin 2.14-969a build261102-0125.

You should seeThe recorded add form returned CAMPAIGN ADDED: LAB01, with Active N and Auto Dial Level 0 confirmed separately. Reopen your own record to check MANUAL; the recording alone does not prove that later setting.

Create the user group and agent

Create the phone station

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2. Permit the test agent

The user group controls campaign access; creating the campaign does not grant every user permission.

Open User Groups and select LABTEAM.
Under Allowed Campaigns, uncheck ALL-CAMPAIGNS, check LAB01 and submit. Reopen LABTEAM to confirm the selection.
Open Users → Show Users → learner1 and confirm User Group is LABTEAM.

Find the agent manual-call permission

0:04

Real form entry · not saved

Steps and result4 steps

Actual native VICIdial controls, filled with example values in the browser. This recording stops before submission. Use the field notes to distinguish lab fixtures, missing prerequisites and deployment-specific values.

Entry shownReal native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.

Read the chapter notes

Actual native form — not submitted
Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.
Set Agent Call Manual to 1
The native Modify User control uses 1 for the course manual-call permission. This is an unsaved example, not a learner1 account creation.
Review inherited manual-dial controls
Other policy controls depend on the campaign and installation. No permission was saved.
Review the unsaved example
Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.

November 4, 2026 · VICIdial 2.14-969a build 261102-0125. Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed. ViciGeek attribution is encoded in the video and poster. Use fullscreen to read the original field labels.

Select only LAB01 in Allowed Campaigns

0:04

Real form entry · not saved

Steps and result4 steps

Actual native VICIdial controls, filled with example values in the browser. This recording stops before submission. Use the field notes to distinguish lab fixtures, missing prerequisites and deployment-specific values.

Entry shownReal native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.

Read the chapter notes

Actual native form — not submitted
Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.
Clear ALL-CAMPAIGNS
The browser-only example clears all campaign checkboxes before selecting LAB01. The course instead uses its own restricted LABTEAM group.
Select the actual LAB01 option
Only LAB01 is checked in the unsaved browser form. No access policy is saved.
Review the unsaved example
Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.

November 4, 2026 · VICIdial 2.14-969a build 261102-0125. Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed. ViciGeek attribution is encoded in the video and poster. Use fullscreen to read the original field labels.

View still screenshots

Agent Call Manual 1 on a native Modify User form. — Agent Call Manual 1 on a native Modify User form.
Capture details
The crop intentionally omits the test account identity and private values. It identifies a permission control without establishing a saved learner1 record, login or call. Actual browser capture, November 4, 2026; VICIdial 2.14-969a build 261102-0125.

The native LAB01 checkbox is selected in Allowed Campaigns. — The native LAB01 checkbox is selected in Allowed Campaigns.
Capture details
Only two cropped campaign rows are shown. All other campaign choices were cleared in unsaved browser state on AGENTS; the course uses its separately created restricted LABTEAM group. No access policy was saved. Actual browser capture, November 4, 2026; VICIdial 2.14-969a build 261102-0125.

The native ALL-CAMPAIGNS checkbox is unchecked. — The native ALL-CAMPAIGNS checkbox is unchecked.
Capture details
This isolated row belongs to the AGENTS browser-only example. The separate LAB01 row shows its one selected campaign; the course’s LABTEAM group must be configured and reopened independently. Actual browser capture, November 4, 2026; VICIdial 2.14-969a build 261102-0125.

You should seeThe group lists the intended campaign and the test user belongs to that group. If the campaign is absent, save the campaign first and reopen the group.

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3. Attach a list and check the rules

A campaign groups dialing settings; a list holds its leads.

Open Lists → Add A New List, enter List ID 90001, List Name Practice list and List Description Fictional practice contacts, select LAB01 as Campaign, and set Active to Y.
Save and reopen the list to confirm the campaign and Active setting.
On the campaign detail screen review Dial Statuses, Local Call Time, dial prefix and caller ID with the system owner before activation.

Create and verify list 90001 in VICIdial

0:24

Real VICIdial recording

Steps and result8 steps

See the real List ID, name, Campaign and Active controls, followed by SUBMIT and the saved list.

Observed resultVICIdial returned LIST ADDED: 90001. Its saved Campaign is LAB01 and Active is Y. The list is empty at this stage.

Read the chapter notes

Actual Add A New List form
Campaign LAB01 already exists and remains inactive.
Open Add A New List
This is the actual VICIdial Administration form. Campaign LAB01 was created inactive in the preceding recording.
Enter List ID 90001
Enter the unused numeric ID 90001.
Name the list
Enter Practice list and Fictional practice contacts.
Select campaign LAB01
Select LAB01 as Campaign, then set the list Active to Y. The campaign remains inactive.
Submit the real list form
Click SUBMIT once.
Verify the saved list
The actual result says LIST ADDED: 90001. Reopen the list to verify its campaign and Active value.
Reopen the saved list
The actual modify form confirms list 90001, Campaign LAB01 and Active Y. The list is still empty before the upload.

November 4, 2026 · VICIdial Admin 2.14-969a · SVN 4037. Synthetic lab records; campaign LAB01 stays inactive. ViciGeek watermark is burned into the recording. Use fullscreen to read the original field labels.

Check list 90001 campaign and active controls

0:07

Real form entry · not saved

Steps and result5 steps

Actual native VICIdial controls, filled with example values in the browser. This recording stops before submission. Use the field notes to distinguish lab fixtures, missing prerequisites and deployment-specific values.

Entry shownReal native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.

Read the chapter notes

Actual native form — not submitted
Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.
Name the practice list
This example name is entered only in browser state on the existing list detail form.
Select LAB01 and Active Y
LAB01 is a real native campaign option. These unsaved changes do not prove lead eligibility.
Do not reset called status
Reset Lead-Called-Status remains N. Nothing is submitted.
Review the unsaved example
Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed.

November 4, 2026 · VICIdial 2.14-969a build 261102-0125. Real native Modify controls with example values entered only in browser state. The form was not submitted; no configuration, route, permission, registration or call was changed. ViciGeek attribution is encoded in the video and poster. Use fullscreen to read the original field labels.

View still screenshots

Native Add List filled with 90001, Practice leads, campaign LAB01 and Active Y. — Initial Add form with unsaved example values.
Capture details
LAB01 and 90001 already exist in the capture lab, so no duplicate was submitted. Check for an unused ID in your own lab. The earlier saved-workflow recording has its separate actual confirmation. November 4, 2026; Admin 2.14-969a build261102-0125.

Native list controls filled with Practice leads, campaign LAB01, Active Y and called-status reset N. — Native list controls filled with Practice leads, campaign LAB01, Active Y and called-status reset N.
Capture details
Unsaved entries on list 90001. Campaign association and Active are configuration checks; this view does not establish counts, callability or hopper eligibility. Actual browser capture, November 4, 2026; VICIdial 2.14-969a build 261102-0125.

You should seeThe list points to the intended campaign; no leads are implied by the list’s existence.

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4. Check before activation

Load only approved synthetic leads using the CSV guide. Confirm the agent, phone and destination separately; a saved campaign does not prove registration or a call path.

Record the current settings and obtain approval for the test destination and calling window.
Activate only when the test is ready; keep the agent paused until instructed to proceed.

You should seeIf the campaign is unavailable at agent login, recheck Active and the agent’s user-group Allowed Campaigns. Restore Active to N if setup should remain idle.

Checks and sources

What was checked

These steps target VICIdial Admin 2.14-969a, SVN 4037 / database schema 1748. Substitute unused IDs for LAB01, LABTEAM, learner1, 8001, 90001, SALESDEMO and DEMOIVR if any already exist. Labels and options may differ on other builds. The configuration checks below do not establish that a call, audio, or carrier route has been tested.
Admin form captures are visual orientation only; no live call, audio, or carrier drill was performed for this guide.

Primary references

Sources

VICIdial source and documentationVICIdial · accessed November 4, 2026
VICIdial Non-Agent API referenceVICIdial · accessed November 4, 2026
VICIdial statuses referenceVICIdial · accessed November 4, 2026