State Contact Schedule
The State Contact Schedule allows dialing your leads based on their state.
You can indicate the time when leads in the defined state will be dialed. To create a contact schedule for the specific state, use the 'Create State Contact Schedule' option. To create assign a contact schedule to multiple states, use 'Create Bulk State Contact Schedules'.
- Schedule Name: The name associated with the Contact Schedule. To preview the State Contact Schedule, hover your mouse over the Schedule Name.
- Schedule State: The state(s) linked to the Contact Schedule.
- Active Days: The days and times when the Contact Schedule is active.
- Actions:
- image8-png-1 Associations: Hover over the icon to view the campaigns and queues using the schedule.
- image2018-10-29 12_39_54-png-3 View Activity Log: Click on the icon to view a summary of events. Learn More About the Activity Log
- image2018-10-29 12_40_45-png-2 Modify: Click on the icon to open the modify the customer contact schedule screen. Learn More About Modifying Customer Contact Schedules
- image3-png-1 Delete: Click on the icon to delete a schedule. A confirmation screen will appear to confirm the deletion.
Create State Contact Schedule
Step 1. Click on the 'Create State Contact Schedule' button on the top right to create a new state contact schedule. Complete the required fields in the pop-up window, and click on 'Create' to proceed. You will see a confirmation once the State Contact Schedule has been created successfully and will be redirected to the State Contact Schedule details page to complete the setup process.
- State Contact Schedule Name: Enter a unique name.
- State Contact Schedule Description: Enter a brief description.
- State Contact Schedule: Select to which state you want to link the contact schedule.
Step 2. Configure the settings on the State Contact Schedule details page. To adjust the time range, double-click on any row to modify or drag the blue bar across the columns. When done, click on 'Save' and then 'Submit' to save your changes.
- State Contact Schedule State: The state linked to the contact schedule. To change the state, use the drop-down menu.
- Timeslots: The blue bar represents the days and time when the schedule is active.
Create Bulk State Contact Schedule
Using the 'Bulk State Contact Schedules' option allows you to create a contact schedule assigned to multiple states.
Step 1. Click on the 'Create Bulk State Contact Schedule' button on the top right to create a new bulk state contact schedule. Complete the required fields in the pop-up window, and click on 'Create' to proceed. You will see a confirmation once the Bulk State Contact Schedule has been created successfully and will be redirected to the Bulk State Contact Schedule details page to complete the setup process.
- State Contact Schedule Name: Enter a unique name.
- State Contact Schedule Comments: Enter a brief description.
Step 2. Configure the settings on the Bulk State Contact Schedule details page. To adjust the time range, double-click on any row to modify or drag the blue bar across the columns. When done, click on 'Save' and then 'Submit' to save your changes.
- Timeslots: The blue bar represents the days and time when the schedule is active.
- States: The states where the State Contact Schedule is enforced. You can adjust the list of states by clicking on this section.
Modify State Contact Schedule
Click on to modify the state contact schedule.