Atmosphere® Engage Quick Start Guide

Overview

Atmosphere® Engage is a simple and effective way to run omni-channel campaigns powered by Atmosphere®  SmartFlows. With pre-built templates and flows, teams across the enterprise can build campaigns and manage the process of communicating with audiences all in one place. This ready-to-use application allows you to focus less on the technical side of building campaigns, and more on engaging with your target audience.

It’s becoming more and more difficult to attract the attention of your prospects and contacts. So, it’s important that your outreach is timely and precise. Pre-built templates and flows allow you to concentrate on the big picture and execution rather than on backend programs. This means you can keep your focus on your messaging and scheduling rather than spending time or resources on coding.


 

Getting Started

Log in to your IntelePeer account through the IntelePeer Customer Portal (https://customer.intelepeer.com). Click My Applications in the side bar to access the Marketplace.

 

You will see the Engage as an icon in the Marketplace.


 

Learning the Landscape


Homepage

When opening Engage, you will be brought to the homepage.

 

At the top left-hand side of the screen, you will see three icons.

 


 

Create a Campaign

To create a new campaign, click the ‘Add New’ button on the homepage. It will pop up the New Campaign screen. Fill out the form. Fields with an * are required and your campaign will only save if they are filled out.

 


 

Schedule a Campaign

When you are creating a campaign, you are given the option to schedule it for future deployment.

After hitting the ‘Add New’ button, the screen below will appear.

 


 

Upload a List

To upload a new list, navigate to the “Lists” page from the Menu on the left-hand side of your screen.

Once you’re there, click the ‘Add New’ button. It will bring you to the page below. Fill out the form. Fields with an * are mandatory in order to be able to save your campaign.

 


 

Run a Campaign

Once you have created a Campaign and uploaded a list, navigate back to the Campaigns page. All existing campaigns will be listed on this page; campaigns marked as ‘Active’ will also have a green ‘Run’ button on the right. Clicking this button will begin execution of the campaign.

*Note that scheduled campaigns will not have a RUN button because they are already scheduled to deploy at a specified time.

 


 

Integrating with Atmosphere® SmartFlows

Engage works seamlessly with Atmosphere® SmartFlows to help create an end-to-end customer journey. With SmartFlows, you can build workflows that are integrated with your business processes, giving you control over the customer communications experience across voice and messaging channels and third-party business applications. Being able to build your own workflows in SmartFlows and manage your campaigns through Engage leads to a fully customized customer experience.

SmartFlows are added and configured through a SmartForm wizard embedded in the campaign.

SmartFlows users can create their own custom flow templates and use them in a SmartForm in Engage by following a few simple steps. The first step is to build the flow in SmartFlows by using the ‘Inbound API’ trigger.

No additional configuration is required for the trigger, but data elements from records in Engage (such as first name) can be specified as variables to be used in the course of the flow.

Depending on the design of the communications flow, the Inbound API trigger will be followed by either a ‘Dial’ action (for outbound calling campaigns) or an ‘SMS’ action (for outbound SMS notifications). Configure these changes in the configuration panel on the right side of the screen. The $ANI represents the phone number of the contact in a campaign and will be replaced by specific phone numbers in the selected list. The $DNIS represents the caller ID configured on the campaign.

SmartFlow fields can be configured to appear in a SmartForm. When selected for editing within a SmartForm, it will change as shown below.

Once the flow is complete, assign the flow an identifiable name, save and deploy it in SmartFlows.

Once the flow has been deployed in SmartFlows, it will appear in the dropdown menu of ‘Saved’ flows in the SmartForm in Engage and can then be used in an outbound campaign.