Business Parameters
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Business Parameters
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A Business Parameter is specific data used to tailor the Campaign Manager to the unique needs of a business. These parameters enhance functionality in various ways, such as associating relevant data with contacts during upload, defining custom conditions in Contact Selection Strategy (CSS) to prioritize contacts, and querying contacts based on these parameters for efficient management. Some of its uses include:
Associating data to contacts at the time of upload.
Defining custom conditions for CSS to establish a dialing strategy to prioritize contacts.
Querying contacts based on these parameters and managing them using the Manage Contacts functionality.
Displaying these parameters on the agent's desktop as a Screen Pop during a call.
You can create up to 25 business parameters in total. This limit includes any parameters used by any dialer. For example, if you are using 4 custom fields in the dialer’s import rule, you can create an additional 21 business parameters.
Note:
By default, all fields defined in the import rule table are created as business parameters.
Create Business Parameters
Click Add to add a business parameter.
Select a Business Parameter Name from the dropdown list. It lists down the parameters configured in Global Business Parameters. To add a new parameter, see Global Business Parameters.
From the Data Type dropdown list, select a Data Type for this business parameter. Available options are:
Number, for numeric data.
Float, for numbers with decimal values.
DateTime, for values that represent date and time. If you select this data type, select a desired date format in the Format field.
String, for alphanumeric data that includes any character.
Turn the Large Data switch ON to define this business parameter as a bulk field. Business Parameters defined as bulk fields have no restriction on the field length for data that goes in as business parameter.
Enter the number of characters allowed for data in the Character Length column.
Turn the Agent View switch ON to show this business parameters to the agents on their desktop.
Turn the Agent View/Edit switch ON to allow agents to edit.
Turn the DNC switch ON, if required. This allows the application to determine that a call to a contact based on this Business Field is subjected to Do Not Contact (DNC) rules.
Select a Customer Master field from the dropdown that is appropriate with the Business Parameter Name.
Note:
The Customer Master field is enabled only when at least either of the P2P and BTTC switches is turned ON in the Configuration Options section in the Configure Campaign page. Refer to Configure Campaign for more information.
Click Save to complete creating a business field.
Note:
The application does not index business fields’ data because the usage of the 26 business fields (including the Unique Identifier) is customer-dependent and not uniform across customers. We recommend that users take help from Support to create additional indexes based on business requirements.
The number of business fields created and the number available are displayed in the top right corner of the grid.
You can also create a unique identifier. Ideally, there may be identical business fields across campaigns that may be required to be grouped for various purposes.
For example, Customer ID can be a business field across campaigns for which grouping is necessary in reports. However, Customer ID can be the first business field in Campaign A; sixth in Campaign B; and tenth in Campaign C - this makes grouping a challenging task. Instead, you can create this business field as a Unique Identifier field and group data from the Unique Identifier field. Follow the steps listed below to create a Unique Identifier.
Click Add Unique Identifier to add a unique identifier.
Enter the required details and click Save.
Note:
The application does not index business fields’ data because the usage of the 26 business fields (including the Unique Identifier) is customer-dependent and not uniform across customers. We recommend that users take help from Support to create additional indexes based on business requirements.
Set Campaign Key
Campaign Fields are static fields used for the BTTC feature (refer to AI Configuration). The application allows you to set up to five Campaign Fields. To configure these fields, follow these steps:
Go to Campaign Key.
Access the Campaign Key tab under the Business Parameters module.
Enter the Campaign Field parameter name in the Key field.
Enter the corresponding value in the Value field.
Click Save to save the details.
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