How to Create a Specific Campaign for Group on VICIdial

How to Create a Specific Campaign for Group on VICIdial
How to Create a Specific Campaign for Group on VICIdial

Introduction
how to create a specific campaign for group on vicidial is a common admin task for call-center engineers and administrators. This guide walks you through every step — from user groups and ingroups to campaign settings and list overrides — so your campaign will route correctly and agents only handle the intended group.

Table of Contents

Who this is for: VoIP engineers, call center admins, and technical users managing VICIdial.
Scope: Global (India, Pakistan, Philippines, US and similar VICIdial deployments).

Quick disclaimer: This guide is purely technical configuration guidance. It is not legal, financial, or medical advice. Always test changes in a staging environment before production deployment.

how to create a specific campaign for group on vicidial — quick overview

Why create a group-specific campaign?

A group-specific campaign ensures that a subset of agents, inbound queues (ingroups), and lists only interact with leads or calls intended for that business unit, product line, language, or region. It reduces agent confusion, prevents cross-talk between campaigns, and helps with accurate reporting and compliance.

VICIdial supports flexible routing using campaigns, ingroups, lists and user_groups. You can create one campaign per team or use shared campaigns and list overrides based on your operational needs. 

Prerequisites checklist

Before starting, confirm:

  • You have an admin account (admin level ≥ 8).
  • Server access for uploads and optional SQL changes.
  • Phone(s) and SIP/IAx configuration ready for agents.
  • CSV lead lists prepared (with unique lead IDs) for upload.
  • A backup or snapshot of your VICIdial database/config.
  • A test agent login and at least one test DID (for inbound tests).

If any of these items are missing, prepare them before continuing. Many step failures are caused by missing prerequisites. 

Key VICIdial concepts (brief)

  • Campaign: The main object that groups dialing behavior, lists, scripts, and agent permissions.
  • Ingroup: An inbound queue. Calls routed into an ingroup can be handled by agents configured to service that ingroup.
  • User Group: Logical grouping for organizational separation (permissions, limits, call quotas).
  • List: A CSV dataset of leads tied to a campaign. Lists can have overrides (status group override, ingroup override). 

Understanding how these pieces interact is essential before you configure a group-specific campaign.

Overview: Two ways to handle group-specific routing

  1. Separate campaign per group (recommended for strict separation): Create an independent campaign for each group. Assign only that group’s users, lists, and ingroups to the campaign. This is easiest to audit and troubleshoot.
  2. One campaign + multiple lists with overrides (recommended for scale): Use a single “umbrella” campaign and rely on list overrides (ingroup override, status group override, drop seconds) to direct calls to the correct ingroup and agents. This reduces the number of campaigns but requires careful list and status configuration.

Choose the approach that matches your scale, reporting needs, and agent login model.

Step-by-step: Create the user group and users

  1. Login to VICIdial admin with an admin account.
  2. Go to Admin → User Groups. Click Add A New User Group. Provide a short name and descriptive comments. Save.
  3. Go to Admin → Users. Create users (agents) and set user_level appropriate for agents (e.g., 0–1 for agents, higher for supervisors). Link each user to the new user group. Set the agent’s phone extension and login details.
  4. Create or confirm Inbound Permissions and allowed campaigns for each user in the user’s settings.

Tips: Keep usernames systematic (e.g., sales_north_001). Set the user_group field to the group code — this simplifies automation and reporting.

Step-by-step: Create ingroup (inbound group) for the campaign

If your group will handle inbound calls or blended calls, create an ingroup:

  1. Admin → Ingroups → Add A New InGroup.
  2. Fields to set:
    • InGroup ID: descriptive (e.g., sales_north_ingroup).
    • Queue priority, Music on hold, Maximum queue size — set to desired values.
    • Linked campaign(s): add the campaign (you can add later if campaign not yet created).
  3. Save the ingroup and note its ID. Associate any DID routes to this ingroup (Admin → DID → Route DID to IN_GROUP).

Why this matters: Inbound calls routed to this ingroup will be seen by agents who are members of the campaign and have permission for that ingroup.

Create the campaign (UI steps)

  1. Admin → Campaigns → Add A New Campaign.
  2. Required fields:
    • Campaign ID: short and unique (e.g., CAMP_SALES_NORTH).
    • Campaign Name / Active: enable the campaign.
    • Dial Statuses / Campaign Statuses: configure dispositions you will use.
    • Dial Method: set to MANUAL, PREDICTIVE, RATIO, BLENDED, etc. (choose based on your use case).
    • Auto Dial Level: determines predictive aggressiveness. Test in QA first.
  3. Under Agent Restrictions/Options set agent_allow_inbound if blended/inbound is needed.
  4. Save the campaign.

Assign the user group and users to the campaign

  1. Admin → Campaigns → Modify (select your campaign) → User Group or Agents.
  2. Add the appropriate user_group or individual users that will serve this campaign. If your VICIdial build supports adding user groups directly, prefer that — it’s easier to maintain. Otherwise add users individually.

Note: If you intend to keep strict separation, do not add other user groups or users to this campaign. Use separate campaigns for different teams where possible.

Assign lists and configure list overrides

Lists connect leads to campaigns. For group-specific behavior you have options:

Option A — Dedicated list per group

  • Create a list for the group and attach it to the campaign. This is simplest.
    1. Admin → Lists → Add A New List. Set list_id, list_name, and default status_group.
    2. Upload CSV leads to the list (Admin → Load Leads).
    3. Always backup before running SQL commands.
    4. Assign the list to your campaign (Campaign → Lists → Add).
  • Pros: Clean, easy reporting. Cons: More lists to manage.

Option B — Shared list + list overrides (ingroup override, status group override)

  • Create lists across campaigns and use drop inbound group override or status group override to control which ingroup or status set is used for that list. This lets a single campaign serve multiple groups depending on the list. Use this when you want to reduce campaign count.

How to set a status group override (UI): Edit the list → set Status Group Override to the status group id associated with the group. Test carefully — wrong overrides break reporting.

SQL Option (advanced): To assign an existing list to a campaign in bulk (use with caution):

Always backup before running SQL commands.

				
					UPDATE vicidial_lists SET campaign_id='CAMP_SALES_NORTH' WHERE list_id IN (101,102);
				
			

 

Configure campaign routing & dial options for group behavior

The campaign settings control real behavior. Important settings to review:

  • Dial Method: PREDICTIVE / RATIO / MANUAL / BLENDED. Blended allows inbound + outbound mix.
  • Auto Dial Level: For predictive campaigns. Start low when testing.
  • Drop Seconds / Drop Inbound Group Override: Use to control how dropped inbound calls are handled (useful with shared campaigns). 
  • Agent Pause Codes and Wrapup: Ensure agents have correct pause codes to prevent premature dialing.
  • Campaign Time Zone / Call Time Restrictions: Honor local calling laws. Configure call_time_id.
  • Recording / Monitoring Options: Set recording and live_monitor policies.

Document your settings in a change log. Changes to dial method or auto dial level should be tested during off hours to avoid live call issues. 

Mapping DID and Inbound routing to a group-specific campaign

For inbound routing:

  1. Admin → DIDs → Add/Modify DID. Point the DID route to IN_GROUP and select the ingroup created earlier.
  2. Confirm Asterisk dialplan routes are loading. Test by dialing the DID and watching the agent screen.

Important: If you have multiple ingroups per campaign, ensure agents are only allowed to accept the ingroups you want them to handle. Use user permissions or campaign configurations to enforce this.

Testing checklist (do not skip)

Before going live, perform tests with a staging agent account:

  1. Agent login test — confirm agent sees only assigned campaign.
  2. Outbound call test — place test leads in test list and verify agent dispositions and call recordings.
  3. Inbound call test — dial test DID and confirm call lands in correct ingroup and agent.
  4. Blended test — if BLENDED, confirm inbound and outbound priorities behave as expected.
  5. Overflow and queue test — ensure queue timeouts and max queue sizes are correct.
  6. Reporting test — run reports and confirm calls/dispositions map to the expected campaign and ingroup.

Document everything and rollback changes if tests fail. Logging and Asterisk console monitoring help trace problems.

how to create a specific campaign for group on vicidial — troubleshooting & QA

Common pitfalls and how to fix them

  • Agents receiving calls from other campaigns: Check campaign user assignments and user_group memberships. Also verify agent_allow_inbound and ingroup permissions. 
  • Inbound calls not ringing agents: Check DID routing, ingroup configuration, and agent campaign membership. Also confirm phone registrations. 
  • Wrong dispositions / statuses in reports: Verify list status group overrides and campaign statuses. Status mismatch commonly causes reporting errors.
  • High drop rates after changing dial method: Rollback to previous dial levels, reduce auto dial level, and monitor.

Advanced: shared campaigns, API, and automation

  • Shared campaign dialing: Useful for reducing campaign count. Use list-level ingroup overrides and status overrides. Monitor complexity; it increases troubleshooting time. 
  • API automation: VICIdial has APIs and database tables you can script against to automate campaign creation, list uploads, and user assignments. Review your VICIdial build’s API docs and test on staging. 
  • Automation example: scripted CSV upload → list create → assign list to campaign → set list overrides. This pipeline reduces manual errors.

Security and compliance best practices

  • Limit admin-level accounts. Log all changes and store backups.
  • Ensure recordings are stored securely and access is restricted. Mask PII in recordings if required.
  • Configure call_time_id and caller ID according to local telemarketing laws. Document consent capture procedures for voice calls.

Legal/Compliance note: This guide does not replace your legal/compliance processes. Consult your legal/compliance team for jurisdictional requirements.

Troubleshooting quick-commands & SQL snippets (advanced)

List assignment to campaign (SQL):

				
					-- Assign list 101 to campaign CAMP_SALES_NORTH
UPDATE vicidial_lists SET campaign_id='CAMP_SALES_NORTH' WHERE list_id=101;

				
			

Add a user to campaign (SQL):

				
					INSERT INTO vicidial_campaign_agents (campaign_id, user, user_level) VALUES ('CAMP_SALES_NORTH','agent123',0);
				
			

Set list status group override (SQL example):

				
					UPDATE vicidial_lists SET status_group='SG_SALES_NORTH' WHERE list_id=101;

				
			
  • Always take a database backup before running SQL. Incorrect queries can break routing and reporting.

    Example: End-to-end scenario (Sales North campaign)

    1. Create USERGROUP_SALES_NORTH and add agent_sales_n001..agent_sales_n010.

    2. Create INGROUP_SALES_NORTH. Route DID +1-555-3000 to this ingroup.

    3. Create campaign CAMP_SALES_NORTH with Dial Method=BLENDED, Auto Dial Level=0 (start in manual), recording=enabled. Link USERGROUP_SALES_NORTH users to this campaign.

    4. Create LIST_SALES_NORTH1 and upload CSV. Assign list to CAMP_SALES_NORTH. If using shared campaign model, set list status_group_override and ingroup_override accordingly.

    5. Test with staging agent. Monitor Asterisk CLI for call flow. Verify reports map calls to CAMP_SALES_NORTH and INGROUP_SALES_NORTH.

    Resources & further reading

    • VICIdial “VICIdial for Dummies” PDF — core overview and architecture.
    • Step-by-step campaign creation tutorials (community blogs & videos).
    • VICIdial community threads on shared campaigns, ingroups, and overrides.

    KPI & Reporting: What to measure for group campaigns

    To prove the campaign is working and to catch issues early, track these KPIs:

    • Answered Rate (Answer Rate): Percentage of connected calls that were answered by prospects. Low answer rate can signal bad leads or dialing time issues.
    • Drop Rate: Percentage of calls disconnected by the system before agents answer (includes abandoned calls). Keep this within legal limits for your jurisdiction. Adjust Auto Dial Level to control drop rates.
    • Average Handle Time (AHT): Time an agent spends per call including wrap-up. Use this to set realistic Auto Dial Levels.
    • Occupancy: Percent of time agents are on active calls. High occupancy risks agent burnout; low occupancy may signal inefficiency.
    • Service Level / ASA (Average Speed of Answer): For inbound groups, track ASA to ensure acceptable wait times.
    • First Contact Resolution / Conversion Rate: Business KPIs that measure campaign effectiveness.

    Use VICIdial’s built-in reports and CSV exports for long-term analysis. Tie reports back to user groups and ingroups to compare performance between groups. 

    Change control and rollback plan (SOP)

    Implement a formal change control to reduce risk:

    1. Create a ticket with a change description, expected impact, and test plan.
    2. Apply changes in staging environment and run the testing checklist above.
    3. Schedule a maintenance window for production changes. Notify stakeholders.
    4. Apply change and monitor for 30–60 minutes for regressions.
    5. Rollback plan example (SQL / UI rollback steps):
      • Revert campaign dial method and auto dial level to previous values.
      • Reassign lists back to previous campaigns or status groups.
    6. Document the change and outcomes in the ticket.

    Maintaining a rollback plan is essential when you change dial method or list assignments. These settings affect real-time call flow.

    Performance tuning & scaling VICIdial for group campaigns

    When campaigns grow, the system must scale. Consider these performance tips:

    • Database tuning: Ensure MySQL/MariaDB has adequate buffers (innodb_buffer_pool_size) and indexes on high-volume tables (vicidial_campaigns, vicidial_lists, vicidial_log). Large vicidial_live_agents churn can slow queries.
    • Separate database and dialer hosts: Offload the web server and Asterisk to separate hosts when call volume increases.
    • Lead loading strategy: Use smaller list chunks for large uploads and avoid loading all leads at once during peak windows. Use lead_order_randomize if needed.
    • Cron jobs and housekeeping: Make sure cron jobs that expire leads, update statuses, or clear dead calls run efficiently. Review their schedule to avoid peak windows.
    • Archiving: Archive old data (logs and call recordings) to keep DB size manageable.

    For specific configuration details consult VICIdial community tuning guides and the core documentation.

    Integrations: CRM mapping and webhooks

    Many deployments push lead and disposition data to CRMs (Salesforce, HubSpot, custom systems). Two approaches:

    1. Database-level integration (pull/poll): External systems poll vicidial_log and vicidial_list tables for updates. This is simple but can be resource heavy.
    2. API / Webhook integration: Use VICIdial callbacks or custom scripts triggered on disposition to push data to CRM. This is more real-time and efficient.

    Example pseudocode (post-disposition webhook):

				
					# Pseudocode: send disposition to CRM
def on_disposition(lead_id, status, agent):
    payload = {"lead_id": lead_id, "status": status, "agent": agent}
    r = requests.post("https://crm.example.com/webhook/vicidial", json=payload, timeout=5)
    return r.status_code

				
			
  • Test webhooks under load. Ensure retry logic for transient failures and secure endpoints via tokens/IP allowlists.

    Agent training & quality assurance (QA)C

A technical setup succeeds only with well-trained agents:

  • Provide agents with a one-page quick reference for campaign login, pause codes, and wrap-up codes.
  • Schedule a short demo call showing inbound and outbound flows.
  • Run roleplay scenarios for common call types and objections.
  • QA team should sample calls within the first 48 hours and provide targeted coaching.
  • Use live monitoring features and whisper modes for new agents.

Create a feedback loop between supervisors and engineers for fast fixes (e.g., incorrect dispositions or scripts).

Case studies: Common real-world fixes (community sourced)

Case 1 — Agents logged into one campaign hear calls from another: Admin accidentally added a global user group to multiple campaigns. Fix: Remove the extra user group from the campaign and reassign agents to correct user group. Monitor logs to confirm. 

Case 2 — Ingroup routing failing for a DID: DID was routed to wrong ingroup in the DID settings. Fix: Modify DID route and reload Asterisk dialplan; confirm with test calls. 

These examples mirror common forum threads and community fixes — they illustrate how minor misconfigurations create service disruptions. Refer to community threads for similar troubleshooting patterns. 

FAQs :  

1: Can I run multiple groups inside the same campaign?


Yes. Use lists with ingroup or status group overrides to route leads to different ingroups or status sets. This reduces campaign count but increases configuration complexity. 

2: Should I use BLENDED or separate inbound/outbound campaigns?


Use BLENDED only if agents need to handle both inbound and outbound calls. For strict separation, separate campaigns are simpler to manage. Consider agent skill sets and service levels. 

Q3: How do I reduce drop rate after increasing Auto Dial Level?


Lower the Auto Dial Level, increase agent count, or reduce lead pacing. Monitor the drop metric and stay within legal thresholds. 

Q4: Can I automate campaign creation?


Yes — via API or scripted SQL operations. Test every script in staging before production. 

Q5: How do I audit which agents handled which group?

Use vicidial_log and vicidial_agent_log reports filtered by campaign_id, user, or ingroup. Export CSVs for audits.

Q6: My campaign shows wrong statuses in reports — why?


Check list status group overrides and campaign status configuration. Mismatched status groups will scatter dispositions across reports. 

Q7: Is there an official VICIdial manual?


The community maintains documentation and the “VICIdial for Dummies” PDF is a practical starting point; also review the forums for latest tips.

Q8: How do I keep agents from accessing PII?


Limit permissions, use access controls on recordings, and consider redaction/masking tools where required by law. Consult your compliance team.

Appendix: Checklist templates and change log (copy/paste)

Campaign Creation Checklist:

  • Create user group and users.
  • Create ingroup and route DID (if inbound).
  • Create campaign and set dial method.
  • Create and upload lists.
  • Assign lists to campaign and set status/ingroup overrides.
  • Test outbound, inbound, blended flows.
  • Verify reporting and run KPI baseline.
  • Schedule monitor window and collect QA feedback.

Change Log (example):

Date

Change

Author

Rollback plan

Outcome

YYYY-MM-DD

Created CAMP_SALES_NORTH, assigned LIST_SALES_NORTH1

admin

revert campaign_id in vicidial_lists

Success/Fail

Deep dive: Field-level explanation for key VICIdial admin pages

When creating a campaign for a specific group, take time to understand each admin field. Below are the common pages and key fields to configure correctly.

Campaigns — important fields (UI field name → recommended action)

  • Campaign ID / Campaign Name: Short unique ID and descriptive name. Use an organizational prefix (e.g., CAMP_) for clarity.
  • Active: Enable only after testing.
  • Dial Method: MANUAL (agent clicks dial) for QA; PREDICTIVE or RATIO for outbound efficiency; BLENDED when mixing inbound/outbound. Start with MANUAL or low Auto Dial Level.
  • Auto Dial Level: Controls how aggressively VICIdial will attempt to keep agents on calls. For small teams, set low (e.g., 1–3). For larger teams, test incrementally. Monitor drop rate closely.
  • Dial Statuses / Campaign Statuses: Add custom dispositions used by the campaign; align these with CRM mapping if integrating.
  • Manual Dial Only / Preview: Use Manual Preview when agents require context before call.
  • Agent Greedy: Controls whether agents can be simultaneously placed on multiple calls (rarely used; default false).
  • Agent Only Route: Controls inbound behavior for agents in this campaign. Set carefully for blended setups.
  • Wrapup Time: Small seconds of wrap time after calls to record notes. Set based on AHT.
  • Recording Options: recording=Yes/No, recording_agent_only etc. Audit recording storage quotas and retention policies.

Lists — important fields

  • List ID / List Name: Unique ID and name.
  • Campaign ID: The default campaign for dial attempts from this list.
  • Leads to call per agent / lead_order_randomize: Controls priority/order of leads. For group-specific routing, assign lists directly to the campaign or set overrides.
  • Status Group Override / Ingroup Override: Critical for shared-campaign setups; use these to remap dispositions and ingroups for the list. 

Ingroups — important fields

  • InGroup ID / InGroup Name: The queue identifier.
  • Queue Priority / Music on Hold / Max Queue Size: Tune for expected inbound volume.
  • Linked Campaigns & Agent Wait time: Decide which campaigns and agents handle this ingroup and how long calls stay queued.

Understanding these fields reduces misconfigurations that cause routing and reporting problems.

Asterisk dialplan snippet: routing a DID to an ingroup (example)

Below is an example Asterisk dialplan snippet that maps a DID to a VICIdial ingroup. This is a conceptual example; adapt to your dialplan conventions and test in a staging environment.

exten => _X.,1,NoOp(Routing DID ${EXTEN} to VICIdial INGROUP 7001)

 same => n,Set(VICIDIAL_IN_GROUP=7001)

 same => n,Goto(from-internal,900,1)

In most VICIdial builds, DID routing is handled via the VICIdial DID admin which writes appropriate dialplan entries. After changing DID settings, reload the Asterisk dialplan: asterisk -rx “dialplan reload” and monitor CLI while making test calls (asterisk -rvvv). 

Logs and where to look when things go wrong

When a call flow fails, check these sources:

  • Asterisk CLI (asterisk -rvvv): Real-time call progress and error messages.
  • /var/log/asterisk/messages and /var/log/asterisk/full: Historic Asterisk logs.
  • VICIdial web logs and var/log/ on the web server: PHP warnings or web errors.
  • vicidial_log / vicidial_xfer_log tables: Call and transfer history in the DB.
  • vicidial_agent_log: Agent session and login events.

Common errors: registration failures (SIP trunk issues), failed AGI scripts (permission/ownership), or DB connection errors (wrong credentials). Log timestamps are crucial for correlation.

Predictive dialing tuning — conservative example

Predictive dialing uses statistical estimates to queue calls so agents have less idle time. A conservative tuning progression:

  1. Start in MANUAL or PREVIEW mode to verify scripts and dispositions.
  2. Move to RATIO dialing (e.g., dial 1.2x agents) to observe behavior.
  3. Gradually increase Auto Dial Level in small increments, watching the drop rate metric.
  4. Monitor agent occupancy and AHT — if occupancy >90% for long periods, risk agent burnout.
  5. Adjust based on real-world AHT and answer rates; every market behaves differently.

Note: There is no universal “perfect” Auto Dial Level; it must be tuned for your call list quality, agent skill, and legal norms.

Call recording storage and retention planning

Call recordings consume significant disk space. Plan a retention policy:

  • Short-term storage (weeks): Keep recent recordings on fast storage for QA.
  • Long-term archival: Compress and move older recordings to cold storage (object storage like S3 compatible buckets).
  • Retention policy: Define retention by legal/compliance or business needs (e.g., 30/90/365 days). Automate cleanup with cron jobs that delete recordings older than retention threshold.

Sample cleanup cron (conceptual):

				
					# delete recordings older than 90 days
find /var/spool/asterisk/monitor/ -type f -mtime +90 -exec rm {} \;

				
			
  • Secure deletion and access controls are essential if recordings contain PII.

    Capacity planning: calls per second and server sizing (high level)

    Estimate server sizing using simple rules of thumb:

    • A single Asterisk instance can handle hundreds of simultaneous RTP streams depending on CPU, memory, and network bandwidth.
    • Predictive dialing increases SIP trunk load during call initiation spikes; ensure trunk provider can handle bursts.
    • Monitor RTP packet loss and jitter; poor network performance directly impacts call quality.

    For high volumes, distribute workload across multiple dialers and use shared databases or replicated DB architectures.

    Example automation script (bash pseudocode) for list upload + assign

    This example shows a conceptual automation flow. Adapt to your environment and secure credentials appropriately.

				
					#!/bin/bash
# upload leads.csv, create list, assign to campaign via mysql
CSV="/tmp/leads_sales_north.csv"
LISTNAME="LIST_SALES_NORTH1"
CAMPAIGN="CAMP_SALES_NORTH"

# create list entry
mysql -u vicidial -p'PASSWORD' -D asterisk -e "INSERT INTO vicidial_lists (list_name, campaign_id, list_id) VALUES ('$LISTNAME','$CAMPAIGN',NULL);"

# get last inserted list_id
LIST_ID=$(mysql -u vicidial -p'PASSWORD' -D asterisk -se "SELECT MAX(list_id) FROM vicidial_lists;")

# load leads using vicidial's load lead UI/API or direct insert (preferred: use vicidial's loader)
# sample: mysqlimport or LOAD DATA INFILE (requires secure file privileges)
mysql -u vicidial -p'PASSWORD' -D asterisk -e "LOAD DATA INFILE '$CSV' INTO TABLE vicidial_list ..."

echo "Uploaded leads to list $LIST_ID and assigned to $CAMPAIGN"

				
			
  • Supervisor tools: monitoring, whisper, barge

    Supervisors can monitor live calls, whisper to the agent, or barge in. These features are enabled in campaign settings or user permissions. Use these for agent coaching and escalations. Ensure that supervisors have proper privacy agreement if monitoring calls.

    Multi-tenant or multi-brand setups

    If you host multiple brands or clients on a single VICIdial instance, adopt strong tenant isolation:

    • Use distinct user_group per tenant.
    • Prefix campaigns and lists with tenant codes.
    • Restrict access to recordings and logs by user_group.
    • Consider separate databases if clients require absolute separation.

    Tenant isolation reduces the risk of data leakage between clients and simplifies reporting.

    Final technical checklist (expanded)

    • Create staging environment and mirror production DB schema.
    • Test DID routing and ensure Asterisk CLI shows correct call flow.
    • Validate lead upload encoding and correct field mappings.
    • Validate CRM integration endpoints and retry logic.
    • Schedule training and initial QA sampling for first 48 hours.
    • Implement monitoring alerts for error thresholds (e.g., high drop rate, DB slow queries).

    Conclusion

    Implementing a group-specific campaign in VICIdial is primarily a configuration exercise, but its success depends on careful planning, testing, and operational discipline. Choose the model that fits your operations: many small campaigns for strict separation, or a single umbrella campaign with list overrides for scale. Document changes, test thoroughly, and monitor KPIs after go-live

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