# Advanced Telemarketing Module

# What is the Advanced Telemarketing Module?

To create a Telemarketing campaign with vtenext, first, go to the **Campaigns** module and click on the sequence of buttons: **More > + Telemarketing**. This section is designed to facilitate and better organize telephone interviews.  
The **Telemarketing module** helps manage the various pieces of information collected during calls, storing them in customer records and categorizing them by questionnaires.

[![telemarketing_schema.jpg](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/scaled-1680-/telemarketing-schema.jpg)](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/telemarketing-schema.jpg)

# Advanced Telemarketing Module Configuration

The creation and use of the module are easy to manage by following these steps:

**1. Creating a New Telemarketing Campaign**

To create a new Telemarketing campaign, go to the **Campaigns** section and then select **More > +Telemarketing Campaign**.

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/scaled-1680-/laXimage.png)](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/laXimage.png)

A window will open where you can enter all the relevant details for the new campaign.

**1.1 Selecting Recipients**

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/scaled-1680-/cdUimage.png)](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/cdUimage.png)

In the first section, set the **name** and **recipients** of the campaign (Targets, Companies, Contacts, Leads). Based on the selected entity, choose the desired records using filters or the search box if needed.

**1.2 Instructions**

In this section, you can enter a text that will be visible in all telemarketing activities created from this campaign. This helps guide the conversation with the customer.

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/scaled-1680-/djdimage.png)](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/djdimage.png)

**1.3 Steps**

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/scaled-1680-/pYMimage.png)](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/pYMimage.png)

The final step allows you to generate the **questionnaire** to use during the customer call. You can also define the type of questions (multiple choice, boolean, text entry, etc.).

# Advanced Telemarketing Module Usage

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/scaled-1680-/pmqimage.png)](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/pmqimage.png)

By accessing the dedicated **“Telemarketing”** page, you will see a complete list of all telemarketing campaigns created for the company, identified by the **"Telemarketing Number"**. To view all relevant information, open the window located in the **"Action"** column, which corresponds to the **"Questionnaire to be completed"**.

Once opened, this window will display all the assigned data from the campaign creation phase, including the questionnaire, script, and related questions.

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/scaled-1680-/tQuimage.png)](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/tQuimage.png)

All previously entered data can be consulted and utilized later through filters and/or reports.

For each questionnaire entry, there are two save options available:

- **Send**: The questionnaire is not saved as it still needs to be completed.
- **Save Questionnaire**: The questionnaire is finalized, and the collected data can no longer be modified. (In the **Telemarketing module list view**, note that the questionnaire icon will appear disabled).

[![image.png](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/scaled-1680-/9uBimage.png)](https://usermanual.vtenext.com/uploads/images/gallery/2025-02/9uBimage.png)