Campaign Calling List
G5 Report Documentation Template
This can be used on screen in G5, but it functions as a calling list best when exported.
Report Name:
Campaign Calling List
Report Template:
Blank Activity Plan
Detail Tab
Fields
- Campaign Stages
- For
-
For>Preferred Communication
Note:
- If a phone number is not Set as Preferred in the Communications Card of a household or Contact, then this will not work as a calling list for that person.
- For>Default Home Phone (These are designed for and work when running a campaign at the Contact level rather than the Household level)
- For>Default Mobile Phone (These are designed for and work when running a campaign at the Contact level rather than the Household level)
- For>Default Business Phone
Optional Additional Fields
Filters
-
Campaign (ID) <Name of the campaign you want the calling list for>
- This must be adjusted for each new campaign you run it on, to the name of that campaign.
Sorting
Field to Sort
Campaign>Stage
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