Business Campaigns / Processes in Jodo

Author: TeamJodo 215 views

OVERVIEW

CAMPAIGN allows you to create defined steps/activities to execute predefined business tasks by Jodo users (business processes)
Every campaign is created under an ORGANIZATION in Jodo.

Before your start creating a business campaign in Jodo, please ensure that you have executed the below steps:

Step 1 : Create an ORGANISATION in Jodo.

Step 2: Create TEAMS in Organisation

Step 3 : Create / Select TEMPLATES for workflows / actions (this will be assigned / selected during CAMPAIGN creation.

CAMPAIGN screen lists the business campaigns created and allows you to Edit the campaign, view the teams associated with the campaign or duplicate an existing campaign and create a new campaign quickly or you can delete a campaign from the Jodo system.

Creating Business Processes (Campaigns) in Jodo

Assigning User Teams (Groups) to Campaigns

Mapping 3rd Party / External Business applications in Jodo

Select Predefined workflow actions (Templates) for Email and SMS

Configuring Jodo Chat

Configure Incoming Email handling

Configure sending Email in Jodo

Configure SMS details in Jodo

Configure Voice Traffic handling in Jodo

Configure Business Process Permission Details

Channel Allocation Details

Voice Outbound Details

Voice Inbound Details

Disposition Details

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