Customer Journey managers are responsible for setting up a campaign ("Team") in VanillaSoft, which is the list of the contacts that are available to be called on for the campaign. The manager is also responsible for assigning these contacts to BDTM.
The process for setting up a campaign team in VanillaSoft is shown in this video.
Contacts are assigned when:
Contacts are usually assigned alphabetically through the data list. Contact volume assigned to each BDTM is determined based on number of contacts. As a guide:
We use an asterisk symbol ( * ) in the VanillaSoft Team name to designate which campaigns are active. This includes active teams in an automated report every Thursday morning at 7:30am, which includes how many active contacts we have for each list. That report enables us to finalize BDTM schedules that are appropriate for the volume of contacts we have per campaign.
All lists must start with an asterisk. Once a list is completed the asterisk must be removed. List status/scenarios: