campaign
116 posts.
From signup to your first campaign on VICIfast
The exact path from creating an account to launching your first VICIdial campaign — sign up, provision, add leads, connect your carrier, and dial.
Read postResizing your dialer for a bigger campaign
When a campaign scales up, you can resize your VICIfast VPS to more CPU and RAM from the dashboard. The resize is near-instant and snapshot-backed, and is not available on BYOI plans.
Read postHow to migrate from Dialpad to VICIdial
Dialpad's AI-powered transcription and coaching features work well for inside sales teams. When outbound volume requires a true predictive dialer with full campaign control, VICIdial is the move. Here is what the migration looks like.
Read postHow to Bulk-Delete Area-Code Caller IDs From a Campaign
AC-CID Bulk Delete removes area-code caller IDs from a campaign or CID group, with a Clear All CIDs option that wipes the whole list at once.
Read postWhat the Status (ACTIVE / INACTIVE) field on a Remote Agent does
The Status field on a VICIdial remote agent is the on/off switch that controls whether the dialer sends calls to it. Here is exactly what each value means.
Read postHow call recording works for a Remote Agent
Remote Agents in VICIdial can be recorded just like any other agent. Two settings control it: the campaign recording mode and the user record flag.
Read postWhat the Campaign field on a Remote Agent does
The Campaign field on a Remote Agent record controls which campaign the agent logs into — and for inbound, only a CLOSER campaign type will work.
Read postUsing Remote Agents for broadcast and survey campaigns
Remote Agents are one of the two recommended ways to run VICIdial broadcast and survey campaigns. Here is how the multi-line setup works.
Read postWhat the Server IP field on a Remote Agent does
The Server IP field ties a remote agent record to one specific VICIdial server. Here is why that matters and what happens if it is wrong.
Read postHow to delete a Remote Agent
Deleting a VICIdial Remote Agent is a two-step process on purpose. This guide walks you through both clicks so you do not remove the wrong record.
Read postHow to assign an Email Group to a campaign so agents can staff it
An email group does nothing until a campaign is allowed to use it. Here is how to add it under Allowed Inbound Groups so agents can log in and take email.
Read postHow to assign a Music On Hold class to a campaign
A short walkthrough for building a Music On Hold entry in VICIdial and pointing a campaign at it so held callers hear the right audio.
Read postHow to use a TTS entry in a campaign audio field
Replace any campaign audio prompt with a text-to-speech entry by typing TTS followed by the entry id into the audio field.
Read postWhy an agent can't see their own callbacks
If a VICIdial agent set a callback but it never shows on their list, one of four campaign settings is almost always the reason.
Read postHow to write a filter that excludes recently called leads
Use a small SQL fragment in a VICIdial lead filter to skip leads you have already dialed in the last few days, then test it before going live.
Read postAnyone vs user-only callbacks in VICIdial
ANYONE callbacks rejoin the campaign pool for any agent; USERONLY callbacks stay locked to the rep who set them. Here is when to use each.
Read postVICIdial scheduled callbacks explained
A plain-English guide to VICIdial scheduled callbacks: ANYONE vs USERONLY, how to set them, the campaign and user options that turn them on, and how managers run them.
Read postHow to write a filter that calls only certain area codes
Use a VICIdial lead filter to match phone-number prefixes so your campaign dials only the area codes you want, then test it before enabling.
Read postHow to turn on scheduled callbacks for a campaign
Flip the campaign Scheduled Callbacks option so agents can disposition leads as CALLBK and book them for a later date and time.
Read postHow to write a filter on a custom lead field
Filter VICIdial leads on a custom field like vendor_lead_code so your campaign dials only the segment you choose, and test it before enabling.
Read postHow to write a filter that calls only certain states
Build a VICIdial lead filter with a one-line SQL fragment so your campaign dials only the states you choose, then test it before going live.
Read postHow to test a filter with Test On Campaign before enabling it
The Test On Campaign tool previews how many VICIdial leads remain dialable under a filter, so you never starve a live campaign by mistake.
Read postWhat the "Show QC Campaigns" screen shows
The Show QC Campaigns screen lists every QC-enabled campaign, its review statuses, and links straight into the leads waiting in audit.
Read postHow to apply QC settings to a campaign
Once your QC statuses and scorecards exist, here is exactly where to attach them to a campaign so its calls become reviewable.
Read postHow to read the Campaign Status List Report
The Campaign Status List Report shows a campaign's lead statuses broken down by list, plus total calls, duration and handle time.
Read postHow to read the Lists Campaign Statuses Report
The Lists Campaign Statuses Report gives a per-list breakdown of lead statuses within a campaign, from total leads down to each status flag.
Read postHow to read the Outbound Lead Source Report
The Outbound Lead Source Report breaks down call counts and statuses by source_id or vendor_lead_code across every list in a campaign.
Read postHow to assign a script to a VICIdial campaign
Setting the Script field in Campaign Detail tells VICIdial which agent-screen script to load on every outbound call in that campaign. This guide walks through exactly where to find that field and what happens after you save.
Read postHow to give agents multiple script tabs on one call
VICIdial can display more than one SCRIPT tab when both a campaign script and an in-group script apply to the same call. Here is when that happens and how to control it.
Read postHow to assign a script to a single VICIdial list
A VICIdial list can carry its own Script setting that overrides the campaign-level script for every lead in that list. This post explains how and when to use it.
Read postCamp script vs in-script: which VICIdial script wins on a call
VICIdial stores two script references on every call — camp_script from the campaign and in_script from the in-group. Understanding which one the agent sees prevents blank SCRIPT tabs and confused agents.
Read postHow to set Drop Call Seconds for Safe Harbor compliance
Drop Call Seconds controls when VICIdial classifies a call as dropped. Setting it to 5 aligns with the FTC's 2-second transfer-to-agent requirement.
Read postCampaign Recording modes explained: NEVER, ONDEMAND, ALLCALLS, ALLFORCE
VICIdial offers four campaign recording levels. Here is exactly what each one does and which behavior to expect from agents under each.
Read postCampaign Rec Filename: every variable you can use
The Campaign Rec Filename field builds the name of each saved recording from a set of variables. Here is the full list and how each one resolves.
Read postHow to turn on call recording in VICIdial
Recording in VICIdial is a per-campaign setting. Here is where it lives, what each level does, and how to confirm calls are actually being captured.
Read postHow to add a Mute Recording button to the agent screen
A short setup guide for enabling the Mute Recording button on a campaign, plus the one setting that quietly turns it off.
Read postHow to record every call on a campaign
To capture every call on a VICIdial campaign, set automatic recording and stop relying on the agent button. Here is the exact configuration.
Read postWhat ALLFORCE recording does and when to use it
ALLFORCE records every call and removes the agent's ability to stop it. Here is exactly what that means and the compliance cases where it is the right call.
Read postHow to let agents start and stop their own recordings
VICIdial can hand recording control to the agent so they capture only what matters. Here is how to enable manual recording and when it makes sense.
Read postHow to name recordings by campaign, date, and phone number
A practical recipe for building a Campaign Rec Filename out of campaign, date, and customer phone so every recording is easy to find later.
Read postONDEMAND vs ALLCALLS recording: which to pick
ONDEMAND puts the agent in charge of recording; ALLCALLS records by default. Here is how to choose based on compliance, coverage, and storage.
Read postServer Trunks: Assigning Carrier Lines at the Server Level
VICIdial Server Trunks let you reserve and cap outbound lines per campaign so one busy campaign cannot starve the others on the same box.
Read postUsing a Dial Prefix to Pick a Carrier in VICIdial
A dial prefix is a routing digit VICIdial adds in front of a number. Used well, it lets each campaign choose which carrier its calls go out.
Read postWhat the List ID on a Lead Actually Means
Every lead carries a list_id. Here is what that number controls, why it cannot change, and how it ties a lead to a campaign.
Read postIn-group vs campaign: what's the difference
In-groups handle calls coming in. Campaigns make calls going out. Here is the plain difference and how they work together.
Read postTimer Action: nudging agents after a set time
Timer Action fires something on a live call after a set number of seconds — a screen message, a hangup, a transfer to an IVR or in-group. Here is what each option does and how to set the timer.
Read postAgent Select Territories explained
Agent Select Territories lets a logged-in agent pick which regions they dial, instead of you locking them to one. Here is what it does, the two settings it depends on, and when it actually helps.
Read postOwner Only Dialing: keeping leads with their rep
Owner Only Dialing makes each agent see only the leads they own — by user, territory, or group. Great for account books and warm follow-ups, with a couple of prerequisites.
Read postNo Hopper Dialing mode explained
No Hopper Dialing turns off the lead pre-loading buffer for a campaign. It enables owner-based dialing — but it also switches off recycling, alt-number dialing, and list mixing.
Read postMax Logged-In Agents: capping a campaign's seats
Max Logged-In Agents sets a hard ceiling on how many people can be on a campaign at once. Handy for licensing, training, and keeping campaigns from poaching each other's seats.
Read postAgent Search Method Override explained
LB, LO, SO — the Agent Search Method Override tells VICIdial how widely to hunt for a free agent when a call connects. One setting can spike your dropped calls.
Read postRouting Extension: where unanswered calls go
The Routing Extension decides how a connected call gets handed to an agent — same server, local-first, or any server. Pick the wrong one and you get more dropped calls.
Read postDial Timeout too short: the symptoms
If your campaign hangs up on people before they pick up, the Dial Timeout is probably set too low. Here is how to spot it and where to land the number.
Read postSetting dial level for a small agent team
Predictive dialing assumes a crowd to average over. With three or four agents, the usual advice backfires. Here is how to set dial level when your team is small.
Read postPredictive dialing best practices for new operators
Turning on predictive dialing for the first time is where new VICIdial operators get burned. A short list of habits keeps your drop rate legal and your agents busy from day one.
Read postHow to slow down VICIdial dialing
Calls are stacking up faster than your agents can take them, and customers are getting dead air. Here is how to ease off the gas in VICIdial without breaking anything.
Read postHow to make VICIdial dial faster
If your agents have idle gaps between calls, VICIdial can dial more aggressively. Here are the four dials that move the most: dial level, dial method, dial timeout, and the hopper, plus the one number that keeps it legal.
Read postAgents idle but no calls coming: dialing-strategy causes
The campaign is active and the hopper has leads, yet agents sit waiting. This is usually the dialing math, not a broken dialer. Here are the strategy settings that quietly throttle calls to a trickle.
Read postWhy VICIdial isn't dialing: the first things to check
Agents logged in, phones quiet, and no idea why. Before you panic, VICIdial almost always stops dialing for one of a short list of plain reasons. Here is the checklist to run, top to bottom.
Read postCampaign Presets: saving manual-dial shortcuts
Transfer Presets give your agents a ready-made menu of transfer and conference numbers instead of typing them by hand. Here is how to build the list, what each field does, and why hiding the number can keep agents honest.
Read postAllow Closers: letting a campaign take transfers
Allow Closers is the campaign setting that lets one agent hand a live customer to another agent inside VICIdial. Here is what it turns on, the fronter-to-closer flow it enables, and the one extra section it makes appear.
Read postActive: turning a campaign on and off
The Active setting is the master switch for a VICIdial campaign. Set it to Y and agents can log in; set it to N and the campaign goes dark. Here is exactly what flips when you toggle it, and when you actually want to.
Read postBasic View vs Detailed View in campaign settings
Every campaign opens in Basic View with a trimmed set of options. Detailed View shows everything. Here's the difference, why your account might be stuck on Basic, and the one user setting that flips it.
Read postHow to copy a VICIdial campaign
Rather than rebuild a campaign from scratch, VICIdial lets you copy every setting from an existing one into a new ID. It's three fields and a click. Here's how to do it and what carries over versus what doesn't.
Read postHow to add a new campaign in VICIdial
Adding a campaign is a two-step affair: a short add form, then the full settings page. The two rules that trip people up are the campaign ID format and the fact that the ID is permanent. Here's how to get it right the first time.
Read postHistorical vs Summary campaign reports
VICIdial's Reports tab has outbound, inbound, and agent summaries that roll up a single day per campaign. Here's the difference between a quick summary view and a deeper historical dig, and when to reach for each.
Read postReal-Time Campaign Stats: reading the main screen
The Real-time link on a campaign shows you what's happening right now — dialable leads, hopper count, dropped calls, agents logged in. Here's how to read each number and what it tells you about your dialing.
Read postAgent Ready Max Seconds Logout explained
An agent stuck in READY for an hour with no calls is usually a sign something broke. Agent Ready Max Seconds Logout catches that case and logs the agent out, so a silent dialing problem does not hide behind a "logged-in" agent.
Read postAgent Pause Max Status: capping pause time
When an agent sits paused too long, VICIdial can auto-log them out — and Agent Pause Max Status decides what disposition gets stamped on whatever call they left open. Here is how the two settings work together.
Read postAuto Pause Pre-Call Work explained
Auto Pause Pre-Call Work keeps the dialer from dropping a call on an agent who is mid-task — looking up a lead, checking callbacks, entering a pause code. It auto-pauses them so the next call never lands on a distracted agent.
Read postWrapup Message: what to show agents between calls
The Wrapup Message is the bit of text agents see on the wrapup screen between calls. Small field, real value: use it for reminders, scripts, and the next thing they should do before the next call lands.
Read postWrapup Seconds: giving agents time after a call
Wrapup Seconds forces a short pause after every call so agents can finish notes before the next one lands. Here is what the setting does, when to use it, and how to keep it from quietly slowing your floor.
Read postCampaign Survey settings explained
A field-by-field tour of the Campaign Survey section in VICIdial: audio files, DTMF digits, opt-in routing, no-response action, and the extra digit paths that build a branching survey.
Read postHow to set up a broadcast (robo) campaign
A step-by-step setup for a broadcast campaign in VICIdial: record the message, choose a playback method, configure the remote agent, and start the run with no live agents.
Read postBroadcast dialing without live agents
Broadcast dialing plays a recorded message to a list with no live agent on the call. Here are the three playback methods, the trade-offs of each, and where it is allowed.
Read postHow to build a press-1 survey campaign
A step-by-step walkthrough of building a press-1 survey campaign in VICIdial: record the prompts, fill the survey fields, set the routing extension, and pick the right dial method.
Read postSurvey dialing: press-1 campaigns in VICIdial
Press-1 and survey dialing plays a recorded question and routes the call based on which key the person presses. Here is how the survey fields fit together and what to know before you run one.
Read postInbound No-Agents No-Dial explained
Inbound No-Agents No-Dial pauses outbound dialing on a blended campaign when too few inbound agents are free. Here is what the setting does, the threshold that controls it, and when it earns its keep.
Read postConcurrent Transfers: limiting simultaneous transfers
Concurrent Transfers controls how many answered calls can be sent to agents at once without waiting in line. On small teams it barely matters; on large ones it can change everything. Here is what it does and why AUTO is usually right.
Read postShared Dial Rank: prioritizing campaigns for shared agents
When several SHARED dial-method campaigns compete for the same agents, Shared Dial Rank decides which one dials first. A small number means higher priority. Here is how the round-robin works and how to set it.
Read postShared-Agent Campaign Dialing explained
Want one team of agents to auto-dial across two or three campaigns at once? Shared-agent dialing makes it possible, but it brings extra drop-rate risk. Here is when to use it and when list overrides are the simpler answer.
Read postHow to set up a blended VICIdial campaign
A blended campaign lets the same agents take inbound calls and dial outbound from one seat. Here is how to turn outbound dialing on for an inbound-enabled campaign without overwhelming your queue.
Read postBlended inbound/outbound dialing explained
Blended dialing keeps agents busy by mixing outbound calls with inbound ones: dial out when it is quiet, queue the inbound call when one arrives, then route it the moment an agent is free. Here is how the pieces fit.
Read postAllow Inbound and Blended: turning a campaign blended
Allow Inbound and Blended is the campaign switch that lets your outbound agents also take incoming calls. Flip it to Y and an Allowed In-Groups list appears so you can choose exactly which inbound queues they can pull from.
Read postOmit Phone Code: stripping a leading digit before dialing
If every lead carries a country code your carrier does not want to see, Omit Phone Code tells VICIdial to drop it before dialing. Set it to Y and the dialer sends the local digits without you editing every record.
Read postDial Prefix vs Manual Dial Prefix
Dial Prefix decides which path your auto-dialed calls take out of the system. Manual Dial Prefix lets manual calls take a different path. Knowing which one applies to which call saves you a confusing afternoon.
Read postLocal Call Time: keeping calls inside legal hours
Local Call Time tells VICIdial which hours it may dial a lead, based on the lead's own time zone, not yours. Set it once per campaign and the dialer stops calling people at 7am their time while you sip coffee at noon.
Read postDial Timeout: how long VICIdial waits for an answer
Dial Timeout sets how many seconds VICIdial lets a number ring before giving up. Set it too short and you hang up on people who were about to answer; too long and you waste lines. Here is how to pick a number.
Read postCampaign CID Name: setting your caller-ID name
Campaign CID Name sets the text label that can ride along with your number, like a business name. It only works through a CNAM-capable gateway. Here is what it does and what it does not.
Read postArea-code caller ID (AC-CID): matching a local number
AC-CID lets a campaign show a local number that matches the area code you are calling. People answer local numbers more. Here is how to turn it on and load your area-code-to-number map.
Read postCID Group Failover explained
A CID Group can run out of matching numbers when a lead's area code is not in the group. CID Group Failover is the backup group VICIdial uses for those leads. Here is how to set it up.
Read postCID Groups: rotating caller IDs across a campaign
A CID Group lets a campaign rotate through many outbound numbers and pick one based on the area code or state you are calling. Here is what a CID Group is and how it changes which number shows up.
Read postCustom Caller ID in VICIdial
The Custom Caller ID setting lets each lead carry its own outbound number instead of one campaign-wide number. Here is what Y, AREACODE, and USER_CUSTOM each do and when you actually want them.
Read postCampaign Caller ID: setting the number you dial from
The Campaign Caller ID field decides which number shows up on the screen of the person you call. Here is what it does, why the default of UNKNOWN is a bad idea, and how to set it correctly.
Read postDemographic Quotas explained
Demographic Quotas let VICIdial steer dialing toward goals — call this many people in this region, this many in that age band — by re-ranking leads as quotas fill. Here is what the feature does and how to switch it on.
Read postWhat Call Quota Lead Ranking does
Call Quota Lead Ranking is VICIdial's way of structuring recycle dialing: hit a lead a set number of times, across set time-of-day sessions, over consecutive days. Here is what it solves and when it is worth the complexity.
Read postCall Count Limit vs Daily Call Count Limit
VICIdial has two settings that sound the same: Call Count Limit and Daily Call Count Limit. One caps total attempts over the life of a lead, the other caps attempts per day. Mixing them up gets you complaints — or wasted dials.
Read postNext Agent Call: how VICIdial picks which agent answers
When two agents are free and a call comes in, who gets it? The Next Agent Call setting decides. Here is what each option does and which one to pick for fairness, speed, or rewarding your best closers.
Read postDial Statuses: which dispositions get redialed
The Dial Statuses on a campaign decide which call outcomes are eligible to dial again. Pick them well and you call the right leads back; pick them loosely and you re-call people you shouldn't. Here is how to choose.
Read postAuto Alt-Number Dialing: calling a lead's second number
When a lead's main number doesn't connect, Auto Alt-Number Dialing automatically tries their alt phone or address3 field. Here is how to switch it on, which no-answer statuses trigger it, and the threshold that stops it.
Read postLead recycling: redialing no-answers automatically
Lead recycling redials a chosen status, usually Busy, after a set delay without resetting your whole list. Two numbers control it: how long before the lead comes back, and how many times it can be retried. Here is how to set it right.
Read postAuto Active List New: auto-activating fresh lists
Auto Active List New flips an inactive list to active automatically when your campaign runs low on fresh leads, so agents don't go idle waiting for someone to turn on the next list. Here is how it works and its catches.
Read postHow to use a Lead Filter on a campaign
A Lead Filter narrows which leads a campaign will dial using a small piece of SQL. It is handy for slicing a list by state, zip, or call count, but one stray character can quietly stop your dialer cold.
Read postWhat List Mix does and when to use it
List Mix lets you pull set percentages of leads from different lists and statuses into one dialing stream. Here is what it actually controls, why it can stall your dialer, and the rare cases where it earns its keep.
Read postVICIdial dialing strategies: the complete guide
Every VICIdial dialing strategy in one place: ratio, predictive, adaptive, manual and blended. How dial level, drop rate, the hopper, lead order and caller ID fit together, plus a troubleshooting map for when calls slow down or drops climb.
Read postManual Dial Hopper Check explained
Manual Dial Hopper Check stops the awkward double-call: an agent dials a number by hand just as the auto-dialer was about to dial the same one. Turn it on and VICIdial clears the queued copy first. Here's how it works and when to use it.
Read postHopper Drop-Run Trigger explained
The Hopper Drop-Run Trigger does one thing: for a single minute, it loads only your DROP leads at top priority, then resets itself. Great for quickly retrying abandoned calls — with one warning about list resets you need to read first.
Read postMultiple Campaign Drop Rate Group explained
If you run several campaigns at once, their drop rates are usually tracked separately. Multiple Campaign Drop Rate Group pools them into one shared number so the dialer manages your overall abandonment across the group. Here is how it works.
Read postAuto Dial Level Threshold: when predictive kicks in
Predictive dialing needs a crowd to work. Auto Dial Level Threshold tells VICIdial the minimum number of agents it needs before it trusts the prediction, and what to do when the room thins out.
Read postWhat auto dial level means in VICIdial
Auto dial level is the lines-per-agent number that decides how aggressively VICIdial dials. Here is what each value means and who controls it in each dial method.
Read postHow to set up a manual-dial VICIdial campaign
A manual-dial campaign lets agents control every call. Set the dial method to MANUAL, sort out the manual prefix and caller ID, and you are dialing by hand in minutes.
Read postHow to switch a VICIdial campaign to predictive dialing
Moving a campaign from click-to-dial to predictive is a handful of fields on the Campaign Detail screen. Here is the exact order and what each setting does.
Read postThe inbound_man dial method explained
INBOUND_MAN lets one agent place manual outbound calls and still catch inbound calls in between. Here is what it does, why dial level must be 1.0, and when to use it.
Read postManual dialing in VICIdial: when to use it
Manual dialing is the slowest mode VICIdial offers, and sometimes that's exactly what you want. Agents click to dial every number, nothing fires automatically, and you trade speed for control. Here's when that trade is worth it.
Read postWhat the VICIdial Dial Method setting does
The Dial Method dropdown on a campaign is the single most consequential setting you'll touch. It decides whether agents click to dial, dial a fixed multiple, or hand pacing to the predictive algorithm. Here's what each option means.
Read postHow to lower your VICIdial drop rate
Drop rate creeping above 3%? Nine times out of ten the only knob you need is Auto Dial Level. Here is how to tune it without killing throughput.
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