Profile

Upload Type

Type of upload to be performed.

Upload Contacts

Allows to upload contacts to deliver to the dialer.

Scrub Contacts

Allows to clear contacts in the application database before a fresh upload.

Compliance

Allows to upload DNC/NDNC/PEWC contacts.

AreaCode

Allows to upload area code.

ZipCode

Allows to upload zip codes.

Profile Name

Name of the profile .

Campaign ID

Displays list of campaign IDs.

Profile path

Path of profile.

Formatted File

The contacts are available in a formatted file with various fields separated by a separator like pipe (

Data base

The contacts are available in a database table or View and can be uploaded directly to the campaign from the database. Currently the application supports uploads only from an SQL database. Uploading contacts through database table or view can be scheduled only once in a day at the time configured in the field Profile Execution Time.

Salesforce CRM

Contacts available on a Salesforce campaign are downloaded into application campaigns. These contacts are dialed out and outcomes received from the Cisco CCE dialer are updated back to the Salesforce CRM application.

SF Campaign Name

All the campaigns created by the logged-in user on the Salesforce CRM are populated here. Select one from the dropdown list. If the logged-in user is an administrator, all the campaigns created on the Salesforce CRM are populated.

SF Member Status

Contacts (members) on the Salesforce CRM are associated with various statuses like Sent, Uploaded, Responded, Error, etc. These statuses are shown here as checkboxes. Select the member statuses that you want imported to the Campaign Manager campaign. You are allowed to select multiple member statuses.

Delimiter

List of character that separates various fields in contact upload file

Server Name

Name of database server name

Priority

The priority you want to set for this contact. The higher the priority, the earlier the contact is delivered to the dialer. If you do not select a priority, by default all the contacts are treated with the same priority. After the dial out, the priority of these contacts change based on the contact strategy.

Zone Name

Map the time zone for the contacts; dialing is based on the customer time zone. Select from Timezone (user-defined), Campaign-specific Time Zone, Zip Code-specific Time Zone, and Area-specific Time Zone, State-specific Time Zone, and Area-Zip Code Specific Time Zone.

Timezone

This is a user-defined field in the contact list upload file. The name of the field is dependent on the header as set by the user in the contact upload file. The contacts are dialed out based on this time zone.

Campaign Specific Time Zone

The contacts are dialed out in the time zone that the campaign operates in.

Zip Code Specific Time Zone

The contacts are dialed out based on the time zone that the contact zip code and additional zip code (if provided) intersection is located in. For this, the application also checks for any Additional Zip Code specified.

Area Specific Time Zone

Area Specific Time Zone - The contacts are dialed out based on the time zone that the contact area and mode-level zip code (if provided) intersection is located in. For this, the application also checks the zip code configured in the Mode Mapping section.

State Specific Time Zone

The contacts are dialed out based on the time zone that the contact’s geographical state.

Area-Zip Code Specific Time Zone

The contacts are dialed out based on the time zone that the combination of contact area and the zip code location.

Area Delimiter

The delimiter used to separate components of a contact telephone number. This is enabled only if your Zone Name is Area-specific Time Zone.

State Name

The geographical state to which these contacts belong.

Area Code

The area code applicable to the contacts. Select a Start from the number panel. This is the first character from where the area code starts. For example, if your phone number contains 12 digits, and the area code commences in the first digit, select 1 from the number panel. Select a Length from the number panel. This is the number of characters in your area code from the Start. For example, if your phone number contains 12 digits, and the area code is three digits long from the first digit, select 3 from the number panel.

Zip Code

The zip code applicable to the contacts.

Additional Zipcode

The additional zip code applicable to the contacts.Note: A configuration file setting controls permission to the Additional Zip Code feature.

Additional Zip Code

The application offers the capability to map a contact with multiple zip codes and identify a callable window which intersects with all the time zones associated with these zip codes. The system allows a maximum of two zip codes associated at a record level and one zip code at each contact phone number level, uploaded for calling. The system dials these numbers at a mutually interceding time interval across all the mapped zip codes at a record level and phone number that is being called.

Contact Moment

specific date and time to dial out a contact.

Moment Date Format

The date format for the Contact Moment. Available options for the date format are dd-MM-yy, dd/MM/yy, MM-dd-yy, MM/dd/yy, yy-MM-dd, yy/MM/dd, dd-MM-yyyy, dd/MM/yyyy, MM-dd-yyyy, MM/dd/yyyy, yyyy-MM-dd, and yyyy/MM/dd.

Agent ID

The agent ID for the contact.

Lead Score

Helps in identifying the most prospective customer to be reached out from a campaign. This score is available as part of contact selection strategy and can be set at the time of upload or wrap up, while defining the business / telephony outcome.

Device ID

The unique ID of the device, to which the identity authentication notifications are sent. A Device ID can be a mobile number, application ID, or a mobile equipment identity.

Subject

The subject line of the Email message.

Body

The Email message body.

Attachment

The path to the attachment file that goes with the Email. Ensure the contact upload file contains a field showing path of attachment file is located in the path mapped.

SMS Fields

Map a field from the Message dropdown list.

Time to Live

Time to Live is the validity period for this list of uploaded contacts to be eligible for dialing, subject to various other configurations on the Campaign Manager Console. From the calendar, select a Start Date for Time to Live. The Time to Live is calculated by the number of days given in the corresponding field in the mapped campaign.

Overwrite

At Campaign level, all existing contacts across lists are closed and uploads are treated as fresh contacts. At List level, all existing contacts pertaining to this list are closed and uploads are treated as fresh contacts for this list.

Append

If upload level is Campaign, a new list is created. If upload level is List, contacts are appended to the existing contacts in the list. The Duplicate Filter checkbox is activated for selection. The Duplicate Filter searches the file and uploads unique contacts, leaving out duplicates, filtered on the basis of business fields.

Update

If upload level is Campaign, updates the business fields for the filtered contacts.

NDNC Filter

Ensures that the contacts marked as National Do Not Call are not uploaded.

DNC Filter

Ensures that the contacts marked as Do Not Call are not uploaded.

Type

field on which NDNC or DNC filters are applied.

Interval (Min)

specify time an application to search for Salesforce CRM contact file

Time Slot

Specify the time at which the Campaign Manager application has to look for the Salesforce CRM contact file.