Enable outbound campaigns and Customer Profiles - Amazon Connect

Enable outbound campaigns and Customer Profiles

To enable Amazon Connect Customer Profiles and Amazon Connect outbound campaigns

  1. When creating an Amazon Connect instance, when you get to Step 4 - Data storage, keep Enable Customer Profiles selected, as shown in the following image. This option enables  Amazon Connect Customer Profiles and outbound campaigns.

The Data storage page the Enable Customer Profiles option.
  1. Select Customize data storage (advanced) to select a customer managed key for Customer Profiles and outbound campaigns from a dropdown list. An AWS owned key is used if you don't provide a custom key. 

  2. When a Amazon Connect instance is created successfully, outbound campaigns and Customer Profiles is enabled by default. 

Existing customers enable outbound campaigns

To enable Amazon Connect Outbound campaigns
  1. Select the Amazon Connect instance you wish to enable outbound campaigns for.

  2. Choose Outbound campaigns in the left navigation pane.

  3. If you are setting up outbound campaigns for the first time, you will see an Enable button.

    Outbound campaigns page showing the Enable button for first-time setup.
  4. Choose Enable to go to the KMS configuration page for outbound campaigns. 

    KMS configuration page for outbound campaigns showing encryption options.
    Note

    The KMS configuration will only be used for the outbound campaigns configuration and the KMS key cannot be updated once it is created.

  5. Choose Enable outbound campaigns. Upon enabling outbound campaigns, a Customer Profiles domain, and an Amazon Q in Connect knowledge base with KnowledgeType MESSAGE_TEMPLATES will be created if none existed previously.

  6. You will be redirected to the home page and see a notification bar indicating that resources are being created.

    Notification banner indicating resources are being created for outbound campaigns.
  7. A success banner will be display upon successfully enabling outbound campaigns.

    Success banner confirming outbound campaigns have been successfully enabled.
  8. After successfully enabling an outbound campaign, and configuring a KMS key, the KMS (AWS Key Management Service) key that was previously selected for the campaign will be displayed.

  9. Choose Manage email to be redirected to the AWS Connect Email console. In the AWS Connect Email console, you can set up and configure your email domain, including verifying the domain, creating email addresses, and managing email sending and receiving settings.

  10. Choose Manage SMS to be directed to the AWS End User Messaging SMS console. In the AWS End User Messaging SMS, you can configure and set up SMS phone numbers for your application, including purchasing numbers, managing sender IDs, and configuring SMS messaging settings.

  11. Choose Manage voice to be redirected to the Amazon Connect admin website. In the Amazon Connect admin website, you can claim and manage voice phone numbers for your contact center, set up call routing, and configure various voice-related features.

To upgrade outbound campaigns if you have a Amazon Connect instance with outbound campaigns enabled

  1. Select the Amazon Connect instance you wish to upgrade outbound campaigns for.

  2. Choose Outbound campaigns.

  3. If outbound campaigns was previously enabled, the Upgrade button will be displayed.

    Note
    • Upgrading outbound campaigns will allow you to use segmentation and orchestration capabilities in the Amazon Connect admin website

    • Upgrading outbound campaigns will update the current outbound campaigns page to new experience.

Outbound campaigns page showing the Upgrade button for previously enabled campaigns.
  1. Choose Upgrade.

Upgrade confirmation dialog for outbound campaigns explaining new capabilities.
  1. After successfully upgrading an outbound campaign, the KMS (AWS Key Management Service) key that was previously selected for the campaign will be displayed.

  2. Choose Manage email to be redirected to the Amazon Connect Email console. In the Amazon Connect Email console, you can set up and configure your email domain, including verifying the domain, creating email addresses, and managing email sending and receiving settings.

  3. Choose Manage SMS to be directed to the Amazon End User Messaging console. In the End User Messaging console, you can configure and set up SMS phone numbers for your application, including purchasing numbers, managing sender IDs, and configuring SMS messaging settings.

  4. Choose Manage voice to be redirected to the Amazon Connect admin website. In the Amazon Connect admin website, you can claim and manage voice phone numbers for your contact center, set up call routing, and configure various voice-related features.

How to delete Outbound campaigns configuration

You can delete the Outbound campaigns configuration by using the Outbound campaigns DeleteConnectInstanceConfig API. The option to toggle the Outbound campaigns configuration on/off has been removed. The only way to turn off the Outbound campaigns feature in the UI is to delete your Amazon Connect instance.

Error state and troubleshooting

When creating instance if you see a warning banner, you are either missing some permissions to enable these features or some failed to be created. You can configure those permissions at a different time. 

Warning banner showing permission issues or failed resource creation during instance setup.

If you navigate to the Outbound campaigns Settings page and see the following banner, you do not have the required permissions to access total communications limits.

Warning banner showing total communications limits permission issues.

In order to enable total limits permissions, you can navigate to the Amazon Connect admin website and under Outbound campaigns, choose Upgrade permission.

Upgrade permission button in the Outbound campaigns section of the Amazon Connect admin website
Error message Cause Resolution Screenshot
Already associated with another customer profiles domain, cannot be associated with multiple domains. An Outbound campaign can only be associated to one customer profile or one knowledge base at a time.  You can either use the associated Customer Profiles domain, go back to the Customer Profiles domain page, and re-associate the domain, or you can find out which domain is associated by using the connect-campaign:ListConnectInstanceIntegrations API to find the Customer Profiles domain Arn. If needed, you can delete the integration between Outbound campaigns and Customer Profiles and re-associate it by deleting the integration by using the connect-campaigns:DeleteConnectInstanceIntegration API.
Error message indicating a campaign is already associated with another customer profiles domain.
Outbound campaigns has been created. However, some features may not work as expected. Please check your settings and try again. A resource failed to configure correctly. However, some resources succeeded. The error message will help indicate to the customer what went wrong. Follow the instructions on the warn/error banner.
Warning message showing partial success with outbound campaigns creation but with potential issues.