Before you start
You need a number for outbound calls and contacts. Set up your questions first, see .
1. Create the campaign
Create a campaign as described in Create a campaign and choose Data survey as the purpose under Campaign goal.
2. Choose topics
Choose 1 to 6 topics your agent asks about, for example address or marital status. For each topic, the agent asks the questions you created under Configure › Organization › Call settings.
3. View the answers
- After each call, a result of the kind Data survey appears under Interact › Results.
- The advisor also gets the answers by email.
- You see all answers for the campaign in the campaign's Evaluation tab under Data update.
Frequently asked questions
No, each campaign has one purpose. For appointments, create a separate campaign.
In the language you created the questions in.