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Strategies

Last Update hace 8 meses

Call Status Strategy Lead Filter Strategy State Dialing Strategy Time Zone Strategy

Call Status Strategy

Automate your customer outreach efforts with DCDial

Call Status Strategy allows you to automate your customer outreach efforts based on the outcome of every call.

Actions


  • image2019-6-10 11_3_19-png Associations:
Hover over the icon to view the campaigns using the strategy.
  • image2018-11-12 9_17_36-png Active:
The strategy is active. Click on the icon to deactivate the strategy.
  • image2018-11-12 9_19_29-png Inactive:
The strategy is inactive. Click on the icon to activate the strategy.
image2018-11-12 9_20_30-png View Activity Log:
Click the icon to view a summary of events. Learn More About the Activity Log
image2019-6-10 11_3_40-png-1 Modify:
  • Click the icon to modify the strategy. Learn More About Modifying Call Status Strategy
  • image2019-6-10 11_4_5-png Delete:
  • Click on the icon to delete a strategy. A confirmation screen will appear to confirm the deletion.

Create a Call Status Strategy


Step 1. Click on the 'Create Call Status Strategy' button on the top right to create a new strategy. Complete the required fields in the pop-up window and click on 'Create' to proceed. You will see a confirmation once the Call Status Strategy has been created successfully, and you will be redirected to the strategy details page to complete the setup process.

  • Call Status Strategy Name:
Enter a unique name.
  • Call Status Strategy Description:
Enter a brief description.



Step 2. Configure the Call Status Strategy settings on the strategy details page. Start by selecting which statuses the system is allowed to call. Once you enable dialing for a lead status, you can define further whether the system can redial that status automatically at specific intervals. You can also define whether the system should continue calling alternative numbers for that lead. When done, click on ‘Submit’ to save your changes.

  • Status:
The abbreviation for the System Status.
  • Description:
A description of the status.
  • Dialable:
This column indicates whether the status is dialable or not. Enable a specific status for dialing by checking the box.
  • Dial Alternate Number:
To enable dialing an alternate number, click on the shield icon. If Dialing Alternate Numbers is enabled, then the system will continue calling other numbers that belong to the same lead if the call outcome matches the status. The system will automatically disable any remaining number for a lead if the call outcome on one of the numbers is a status that prevents it from dialing an alternate number.
  • Lead Recycle:
To enable re-dialing leads, click on the shield icon. If Lead Recycle is enabled, you must set the maximum number of allowed call attempts for that status as well as the time interval between each attempt. When the number of maximum attempts is reached, the system will no longer call that lead.
  • Maximum Attempts:
If Lead Recycle is enabled for a status, you will need to assign a maximum number of times a lead can be re-dialed. When the number of maximum attempts is reached, the system will no longer call that lead.
  • Interval (minutes):
Once you indicate the maximum number of attempts, select the time intervals between call attempts.

Associations

  • Campaigns:

The campaigns that use the Call Status Strategy.

Modify Call Status Strategy

Click on the image2019-6-10 11_3_40-png-1 icon to Modify the Call Status Strategy.

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