A campaign is a powerful tool for your organization to reach customers following a structured plan with specific goals. The intense competition along with a myriad of different alternatives cause the customers to be exposed to promotions quite frequently. Businesses that have analyzed their customers' buying journey thoroughly and built their operations according to the rules based on the results of this analysis will be able to reach their customers in the most effective way.
With this in mind, we introduce a new field named "Maximum Schedule Days" in the campaign settings menu. The appointments cannot be set to a date later than the limit you specify here in terms of days.
Thus, the agents can only set the appointment dates according to a rule defined throughout the operation. This will bring the following advantages;
Ensuring the agents will engage customers again within an optimal amount of time will boost the results for the operations such as sales, support, debt collection, and so on
To prevent inefficient appointment dates due to mistakes, misuse, inexperience, etc.
Bolstering the brand image by providing coordinated feedback throughout the operation.
Setting up Max Schedule Days
Go to the Administrator menu, then select Campaigns.
From there you can either start a new campaign or edit an existing one.
Enter the value you wish in the field of Max Schedule Days.
The latest date that the agent can set an appointment is determined by the limit specified in this field, in terms of days. Let's suppose the value entered in this field is 5.
In this case, the agent will only be able to define an appointment within the time period specified in the campaign settings, as seen below.
We hope that the Max Schedule Days will contribute to your operations! If you need any further information or have questions, please do not hesitate to contact us.