Summary
This document is meant as a guide on all necessary steps for creating an OmniOut campaign with Salesforce as the campaign’s data source. Please use the table of contents before to navigate to the appropriate section.
Terminology
OmniOut - The outbound cadence tool.
Campaign - The container for the cadence stages. Also the mechanism by which outbound interactions are delivered to a queue for handling.
Cadence - The order of activities in a campaign.
Stage - A step in the campaign cadence.
Preview Dialing - A type of step in the campaign cadence where interactions are queued up for agents to answer and then place a call, text, or email out to a lead.
Agentless - A type of step in the campaign cadence in order to send SMS, Email, or Calls-to-IVR without agent intervention.
Q Classifications - Used to identify the result of an interaction. Synonymous with ‘End Result’, ‘End Type’, and ‘Disposition’
Queues - Identifies where outbound interactions will be handled by agents.
Use the links below to get started: