You can proactively and quickly contact a set of customers by phone, email, SMS, or other means through a campaign. A campaign is a list of the contact records of those customers.
 

To create a campaign from Contact Manager:

1. Log in to the LiveVox Portal (LVP).
2. On the Configure tab, click Contacts > Contacts.
   The Contacts window appears.
   
   

   
   

3. On the Contacts tab, use the Search option or the Advanced Search option to filter the contacts for the campaign.
   
   

   
   

4. Click Make a campaign.
   The Create Campaign window appears.
   
   

   
   

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   The Filter field displays the filter that you ran.

   
   

5. On the Basic and Advanced tabs, specify values in the fields.
   
   
   
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   For information about the fields, see Campaign Basic Fields and Campaign Advanced Fields.

   
   

6. Click Create.
   A message stating that the campaign has been created appears. The campaign is now available in the Campaigns window.
   
   
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   To access the Campaigns window, on the Configure tab, click Campaigns > Campaigns.