Vishing Campaign Manager
The campaign manager assists admins in launching vishing simulation campaigns to the end users. The settings such as Save for Later, Send Now, Schedule, Target Groups, Distribution, or Call Settings are set up from here before launching the campaign to end users.
Vishing Simulator Campaign Manager
This section explains the vishing campaign manager page. The components of the Campaign Manager page are explained below.
Campaign Name
The name of the vishing campaign
Target Users
The number of target users who will receive the vishing call
Status
The sending status of the vishing campaign
Created By
The company that the vishing campaign was created by
Template
The name of the vishing template used in the campaign
Date Created
The creation date for the campaign
Actions
You can delete, stop, view the report, and preview the campaign on the campaign manager page under the Actions column.
Launch
If the campaign is saved as Scheduled or Save for Later, click this Launch button to start the campaign immediately.
View Report
Delete
Delete the campaign report permanently
Stop
Terminate an active campaign. The users who haven’t received the call will be terminated and will not receive the call
Preview
Preview the steps of the campaign
How to send a Vishing Campaign
Click on + NEW on the Vishing Simulator > Campaign Manager page to create a new vishing campaign within these simple steps:
Campaign Settings
Vishing Templates
Target Audience
Call Settings
Campaign Summary
Campaign Settings
Select a name for the campaign, when it will be sent, and if you want this campaign to be excluded from your reports.
The components of the Campaign Settings page are explained below.
Campaign Name
The name of the campaign
Schedule
The date and time campaign launch:
Send now: Check this box if you want to launch the campaign right away
Save for later: Check this box if you want to send the campaign later
Schedule for: Check this box to begin the campaign on a specific date. You can also choose the timezone for the launch date
Mark As Test
Check this if you wish to exclude this campaign from your reports
Vishing Templates
The vishing templates page allows you to choose the vishing template you wish to send from the available list of templates. The components of the Vishing Templates page are explained below.
Vishing Template Name
Name of Vishing Template
Preview
Preview the selected Vishing Template Steps
Target Audience
All of the details of the target groups that you wish to launch your vishing campaign are easily accessible on one page, along with a preview of the target users.
The components of the Targe Audience page are explained below.
Group Name
The name of the target group you wish to send the campaign to
Priority
Specify the priority information of the target user. If the priority is high, the user will get the email first.
Date Created
The date the user was created
When you select a specific target group you will see a table with the users information from that specific group.
First Name
User’s first name
Last Name
User’s surname
Phone Number
User’s phone number
Once you have selected the target group you wish to launch the camping to, click Next.
Call Settings
Set up the following fields correctly.
Select the phone number from the dropdown menu that the end user will see when receiving the vishing call.
Set up the call Distribution settings. You can call target users over a set of days and hours and a specified time period.
Click Next.
Campaign Summary
All of the details of the vishing campaign are easily accessible on one page, along with a preview of the vishing call steps.
The components of the Campaign Summary page are explained below.
Campaign Name
The name of the campaign
Language / Voice
The selected AI language and voice for the template
Target Users
The target users who will receive the vishing call
Call Number
The phone number that end users will see when receiving the vishing call
Starting
The date and time that the vishing campaign will start distribution
Click Launch to start sending the campaign.
Click Cancel to rescind all of the actions, then click Quit in the pop-up window. If you want to make additional edits, click Continue Editing.
Video Tutorial
This tutorial explains the vishing campaign manager page which allows admins to launch vishing campaigns to target users.
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