How to attach a QC webform to a campaign or list

A QC webform is an outside web page you put one click away from a reviewer while they score a call. Think of it as the verification script, scoring aid, or checklist your team already uses, opened with the exact lead loaded into it. You define a URL once on the campaign, list, or ingroup, and from then on the link shows up in the lead-info section of the QC screen for every call under that entity.

Where the URL goes

The QC webform field lives wherever you already set QC options, which means it follows the same three-level structure as the rest of QC. You can set it on a Campaign, on a list, or on an Ingroup. The value is a URL (in VICIdial) — your own web page, hosted wherever you like — and VICIdial just renders it as a link for the reviewer. It does not host the page or validate what it contains; that part is yours to build.

What to put in the webform

The page is whatever helps the reviewer finish the call faster and more consistently. Common uses are a verification script that lists the points a sale or signup had to cover, a scoring aid that explains how to grade an ambiguous checkpoint, or a compliance checklist for a regulated Campaign. Because it is your own page, you can pass lead values into it through the URL so it opens already filled with the right account, much like a standard Web form does on the agent screen.

How scope decides who sees it

flowchart TD
  A[Reviewer opens a QC call] --> B[VICIdial finds the entity the call belongs to]
  B --> C{QC webform defined on ingroup}
  C -->|Yes| D[Show ingroup webform link]
  C -->|No| E{Defined on list}
  E -->|Yes| F[Show list webform link]
  E -->|No| G{Defined on campaign}
  G -->|Yes| H[Show campaign webform link]
  G -->|No| I[No webform link shown]

Scope is the part worth thinking through. A webform set on a campaign reaches every call under it, which is handy for a single house-wide verification script. A webform set on one list or one ingroup reaches only those calls, which is what you want when a particular product or queue needs its own script. Set the broad one on the campaign and override it for the lists that need something different, the same way other QC settings layer ingroup over list over campaign, covered in applying QC settings to a list or ingroup.

A QC webform is a small setting that pays off every review: instead of reviewers digging up the right script in another tab, it is one click from the lead they are scoring. For how it fits with the rest of the review screen, read the quality-control guide.

VICIfast runs a managed VICIdial box where you can wire QC webforms straight onto your campaigns, live in under 40 seconds. See our plans and pricing.