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Introduction to Campaign Data Fields

Campaign Data Fields are similar to Data Fields, except they are assigned specifically to a campaign. Each record in a campaign can have its own values for the defined Campaign Data Fields within that campaign.

Key Features of Campaign Data Fields​

  • Creation: Campaign Data Fields can be created in the Data Fields tab within a campaign.

CCF Form CCF Table

  • Usage: Once created, they can be added to records via the Dialer Records form in the Records tab.

  • Display: All Campaign Data Field values for a record will appear in the Data field for that record. Records Table

Arbitrary vs Existing Campaign Data Fields​

In the Dialer Records form:

  • All Campaign Data Fields created for the campaign can be toggled visible or hidden by clicking Show Data Fields or Hide Data Fields.

Show CCFs Hide CCFs

  • You can also add dynamic fields defined on the fly and not pre-configured as Campaign Data Fields:
    • Adding Dynamic Fields: Click Add Dynamic Field, fill in the values, and submit.
    • Deleting Dynamic Fields: Dynamic fields can be deleted at any time.
    • Dynamic fields can only by created and modified if Allow Dynamic Fields is checked for the campaign.

Add CCF

Required Campaign Data Fields​

Campaign Data Fields can be set to required using the checkbox in the form.

Key Behaviors for Required Fields​

  • Mandatory Values: A value must be provided for every record in the campaign; it cannot be left blank.
  • CSV Imports:
    • The uploaded CSV file must include a header for the required field.
    • Every row in the CSV file must contain a value for that header.
  • Optional Fields: Campaign Data Fields that are not marked as required are optional:
    • They can be left blank in the records form.
    • They are not mandatory in uploaded CSV files.