Creating and editing campaign alert rules

Follow these instructions to create or edit a campaign Collection of scheduling periods in WFM, which are defined time periods where specific employees target specific workloads. alert rule.

Procedure 

  1. Go to Tracking > Notifications > Campaign Rules.

  2. On the Campaign Alert Rules page, click Create.

  3. In the Campaign Name text box, type the rule name.

  4. To enable the rule, click the Enabled check box.

  5. If you are creating a rule, in the Rule area, select a rule type from the drop-down menu. Then, complete the information related to the selected rule type.

    This option is only available when creating a rule. If you are editing the rule, the Rule area of the page is read-only.

  6. To alert people by email, click the check box beside Action: Send E-Mail. Complete the To Whom, Subject Line, and Email Delivery Template fields.

  7. To alert people by desktop messaging alert, click the check box beside Action: Send Desktop Messaging Application that allows sending pop-up messages to employees by selecting the recipients' name, login or role within the organization. Alert. Complete the To Whom, Subject Line, and Desktop Messaging Delivery Template fields.

  8. To alert people by mobile alert, click the check box beside Action: Send Mobile Alert. Complete the To Whom and Alert Comment fields.

  9. To alert people by Desktop Process Analytics (DPA) alert, click the check box beside Action: Send DPA Alert. Complete the To Whom, Alert Comment, and DPA Delivery Template fields.

  10. Click Save.

When editing an existing alert rule, you cannot change the rule template that was initially selected from the drop-down menu.

Campaign alert rule screen reference

Campaign alert rule types

Working with campaign alert rules