Dispatch

The Dispatch feature allows you to send automated campaigns and messages to your contact lists. You can create new dispatches, manage existing ones, and track their performance all in one place.

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Getting Started

To get started with Dispatches, navigate to the Dispatches page from the main menu.

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Key Features

The Dispatches page is organized into several tabs and includes powerful tools for creating and managing your campaigns.

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Main Actions

On the top of the page, you have two main actions:

• Create List: This opens a modal where you can create a new contact list. You can either add contacts manually or upload a CSV file.
• New Dispatch: This opens a modal to create a new dispatch. Here you can configure the dispatch name, select the target contact list, assign an agent, and set up a CRM scenario and initial step.

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Tabs

The Dispatches page is divided into the following tabs:

• Active: This tab displays all the dispatches that are currently active and running.
• Scheduled: Here you can find all the dispatches that are scheduled to run at a future date and time.
• Completed: This tab shows a history of all the dispatches that have been completed.
• Saved Lists: This tab shows all the contact lists you have created. You can manage your lists from here.

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Creating a New Contact List

To create a new contact list, click on the “Create List” button. This will open the Create List Modal.

In this modal, you can:

• Give your list a name.
• Upload a CSV file with your contacts. You can map the columns in your CSV to the name and phone fields.
• Manually add new contacts to the list.
• Review and edit the contacts before saving the list.

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Creating a New Dispatch

To create a new dispatch, click on the “New Dispatch” button. This will open the New Dispatch Modal.

In this modal, you can configure the following:

• Name: A descriptive name for your dispatch.
• List: Select one or more contact lists to send the dispatch to.
• Agent: Assign an agent to handle the dispatch.
• CRM Scenario: Select a CRM scenario to associate with the dispatch.
• Initial Step: Choose the initial step in the CRM scenario that will be triggered.
• Scheduling: You can schedule the dispatch to be sent at a specific date and time, or send it immediately.

Once you have configured your dispatch, you can start it by clicking the “Start Dispatch” button. You can monitor the progress of the dispatch in the Active tab.