Copy customers from existing campaigns

To copy Not handled customers from existing campaigns to a new one:

  1. From the campaign table, select the campaigns from which you want to copy the Not handled customers.

  2. Click the Copy Customers button.

  3. In the Template Campaign field, select the campaign from which you want to copy campaign settings. If you also want to copy access rights from this campaign, select Copy Access Rights from Template Campaign.

  4. In the Name of New Campaign field, enter a name for the campaign.

    If you want to:

    • Copy customers that have been filtered out of the original campaign, select Include Filtered Customers

    • Copy customers that have been called as many times as redialing settings allow in the campaign, select Include Customers With Max. Calls

  5. Click Copy.

    A confirmation popup opens. You'll see the name of your new campaign and the number of customers that will be copied from each selected campaign. In some cases, the number may not be available.

  6. To create the new campaign, click Yes.