Create an Engagement

Engagements allow for multi-channel, large-scale, rules-based interactions with your organizations' Contacts.  The Omnigage platform supports the following Engagement types:

• Voice Blasts - allow for the delivery of Voice Messages to any landline phone or mobile handset
• Text Blasts - allow for the delivery of Text Messages and optional MMS media content over cellular SMS/MMS networks
• Email Blasts - allow for the delivery of Email Message and optional attachment to recipients with a valid email address
• Click-to-Dial - allow for a User to work through a queue of Contacts placing calls using a browser-based Terminal and allow the quick drop of Voice Messages to recipient voicemail inboxes

Engagements are flexible and allow for the definition of chaining rules and transition Activities.  The ability to automatically transition from one Activity to a related Activity within a single Engagement is one of the more powerful aspects of the Omnigage platform.

We will walk through the creation of a simple Voice Blast Engagement Activity showing the definition of two possible outcome/trigger conditions, and a transition Activity.

To create a new Engagement:

1. Click the Engagements icon in the main navigation.
2. Click the ADD ENGAGEMENT button.
3. Provide a Name, select the Direction of Outbound, and select one or more List(s) of Contacts which you would like to Engage with.
4. Click the SAVE ENGAGEMENT button.
5. Click the Step 2. Activity tab.
6. Click the Voice Blast Activity type. 
7. Edit the Name for the Activity (optional)
   Select a Caller ID (will be displayed to recipients as the calling number, only those Caller IDs to which you have Collaborator access are displayed)
   Set the Retry Attempts (the default value of 0 will try each call attempt 1 time).
8. Click the SAVE ACTIVITY button.
9. Click the Triggers sub-tab with the Voice Blast Activity.
10. On the Human trigger tab, select the Kind drop-down of Play Message.
11. Use the Select Message field to search for and select a Voice Template (only those Voice Templates to which you have Collaborator access are displayed).  We will call this Message A.
12. Click the SAVE button on the Human trigger tab.
13. Click the Machine trigger tab, select the Kind drop-down of Play Message.
14. Use the Select Message field to search for and select a Voice Template different from the one chosen for the Human trigger tab.  We will call this Message B.
15. Click the SAVE button on the Machine trigger tab.
16. Click the Completed trigger tab, select the Kind drop-down of Activity.
17. Click the ADD ACTIVITY button on the Completed trigger tab.
18. Click the Email Blast Activity type.
19. Edit the Name for the Activity (optional)
    Select a Message Email Template (only those Email Templates to which you have Collaborator access are displayed)
    Select an Email ID (will be displayed to recipients as the From email, only those Email IDs to which you have Collaborator access are displayed)
20. Click the SAVE ACTIVITY button.
21. Click on the Step 3. Delivery tab.
22. Choose the default Delivery Type of Immediately.
23. Click the SAVE DELIVERY button.
24. Click on the Step 4. Submit tab.
25. Click the SUBMIT FOR PROCESSING button.

So, what have we created at this point?

• Omnigage will place a voice call each of the Contacts specified on your List(s)
• If the Contact picks up the phone, the system will recognize it as a human and play the content of Message A.
• If the call goes to a voicemail, the system will recognize it as a machine and play the content of Message B.
• In either case, the system will follow up with all Contacts by sending out an Email Message.

Depending on whether or not your Account has Compliance Reviews enabled, your Engagement will be processed immediately after being submitted, or only after being approved by a Compliance Admin.