Campaign Overview

The campaign feature allows lenders to create a list of borrower contacts that meet certain criteria, for consumption by auto-dialer systems. For example, if the "Auto-create collection cases" procedure is configured along with the auto-close feature you can create a query that looks at the open collection cases to understand what borrowers you consider to still be delinquent after starting collections on them. You can then layer on which cases have been snoozed, do not have scheduled calls, and/or have promise to pay outstanding. The campaign feature has two basic components. The Campaign, is a query that collects a list of borrowers to contact that can be triggered at predefined intervals. The Contact Exporter defines how and where the contacts are delivered. Multiple Campaigns can use a single Exporter. The lender can create and maintain a list of Campaigns and Contact Exporters as needed.