Profile

Profiles manage the upload and scrubbing of contacts, as well as the handling of Compliance lists such as DNC, NDNC, or PEWC contacts. They streamline various activities related to these tasks, including setting parameters and mapping fields. By configuring these settings at the profile level, you avoid the need to repeat them each time you perform an upload, ensuring consistency and efficiency in managing contact data.

Create a Profile

To add a profile:

1. Click + Add to create a new profile.

2. Select the Profile Type from the dropdown list. Select one of the following:

   1. Select Upload Contacts to upload contacts to deliver to the dialer.

   2. Select Scrub Contacts to clear contacts in the database before a fresh upload.

   3. Select Compliance to upload DNC/NDNC/PEWC/CPT contacts.

      Note:

      Contact Cisco CSM to activate PEWC and CPT configurations.

   4. Select AreaCode to upload area codes.

   5. Select ZipCode to upload zip codes.

3. Enter a Profile Name and select a Campaign ID to map with profile.

   Note:

   Campaign ID is applicable for upload contacts and scrub contacts profile type.

4. Enter a Profile Path. If you are placing contacts from Amazon S3, refer to Placing Contact in Amazon S3.

   Note:

   In the on-premises environment the profile path is editable, but in the cloud environment it is not editable.