Apply QC Settings to a VICIdial Campaign

Once your QC statuses and scorecards exist, here is exactly where to attach them to a campaign so its calls become reviewable.

Building a QC status template and a scorecard is only half the job. Nothing gets reviewed until you attach those pieces to something that produces calls. The first and most common place to attach them is the Campaign — the outbound dialing project your agents work all day. This post walks through where those settings live and how to turn them on.

The QC settings only appear once the master QC system setting is enabled. If you do not see a QC link anywhere, that switch is off and nothing below will show up.

Where the campaign QC settings hide

For lists and ingroups the QC fields sit right among the other settings, but a campaign is different. You have to open the campaign in Detail view first, then look in the upper-right corner of the screen for a small link labelled QC. That link is the door to two settings: QC Statuses and QC scorecards. Everything you do for a campaign happens behind that link.

Open the campaign and switch to Detail view mode. The compact view does not show the QC link.
Click the QC link in the upper-right of the campaign settings page.
Pick which call results to review under QC Statuses. A Disposition you choose here becomes a QC-eligible Status (lead status) — only calls that ended with one of these results can be claimed for review.
Choose the QC scorecards the reviewer will fill in. The scorecard is the checklist your QC staff scores the call against.

The apply flow at a glance

flowchart TD
  A[Enable QC system setting] --> B[Open campaign in Detail view]
  B --> C[Click QC link upper right]
  C --> D[Pick QC Statuses]
  C --> E[Pick QC scorecards]
  D --> F[Matching calls become claimable]
  E --> F
  F --> G[Reviewer claims and scores call]

What happens after you save

There is no submit button to hunt for — these settings save as you change them. Once a campaign carries a QC status and a scorecard, any call on that campaign that ended with a matching Disposition becomes a candidate for review. Those calls then surface under the QC Calls by Campaign page, where a reviewer can claim one and open its Call recording alongside the scorecard.

A campaign sits at the bottom of the priority order. If a call also belongs to a list or an ingroup that has its own QC settings, those win over the campaign. Read the priority post before you assume campaign settings are the ones being applied.

Choosing which statuses to review

The QC Statuses field is where you decide which calls are worth a reviewer's time. You will rarely want every result reviewed. Sales calls, callbacks, and anything where money or a promise changed hands are the usual picks. Pure no-answers and busy signals add nothing to review, so leave their statuses out. The narrower your list of reviewable statuses, the tighter and more useful the queue stays, because every claimed call is one you actually meant to check.

Keep in mind that a status only makes a call reviewable from the moment you assign it. Calls already dispositioned before you turned QC on are still eligible as long as their result matches what you choose, so you are not just reviewing future calls — you are opening the recent backlog too, within the expiry window your system uses.

If you have not built the status template and scorecard yet, start with our walkthrough of how to set up VICIdial QC step by step in the full QC setup guide, which covers the templates and scorecards this post assumes you already have. For the big-picture view of how every piece fits together, see the VICIdial quality control overview.

Wiring QC into a campaign is quick once you know the link is hidden in Detail view. VICIfast ships a managed, hardened VICIdial box with QC ready to switch on, live in under 40 seconds. See our plans and pricing.