Step 1 |
Click the Floating Action Button (FAB).
|
Step 2 |
Click Upload Contacts FAB to upload contacts.
|
Step 3 |
In the SourceType field, select FormattedFile to specify that the contacts are available in a formatted file with various fields separated by a common separator or a comma-separated
file.
The Database Table and Database View options are not applicable in this release.
|
Step 4 |
Complete the following:
-
Click the ChooseFile button and choose a file that contains the contacts for upload.
-
From the Delimiterdrop-down list, select a delimiter that separates various fields in your contact upload file.
|
Step 5 |
If you have a Profile for this upload, select one from the Profile drop-down list. Selecting a Profile ensures all further mapping for this contact list file is automatically accomplished as configured in the Profile.
Skip this step if you do not have a Profile for mapping.
Profiles can be used as shortcuts to work with contact-related uploads. Using these saved profiles, you can upload (including
Global Upload), scrub, or upload DNC/ NDNC/PEWC(compliance) contacts without having to go through the entire process of setting
parameters and conditions. In other words, each Profile is an auto uploader. For more information, see Profile.
|
Step 6 |
For all the uploaded contacts, complete Field Mapping.
-
Priority—The priority you want to set for this contact. The higher the priority, the earlier the contact is delivered to the Dialer.
Do not make a selection if you want all the contacts to be treated equally.
-
Zone Name—The zone name applicable to the contacts. Available choices are: Campaign-specific Time Zone, Zip Code-specific Time Zone,
and Area-specific Time Zone.
-
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.
-
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 this feature.
|
There are many instances that some contacts have different modes to reach (say Home, Mobile, Work). It is also quite possible
that all these modes are at different locations. LCM offers the flexibility of configuring different zip codes for each mode.
This enables calls to be dialed out based on the time zone in which the zip code is located, taking due care to avoid any
statutory restrictions in dialing.
Note
|
-
It is not mandatory to enter an additional zip code. Where an additional zip code has not been entered, the primary zip code
applies.
-
When an invalid zip code is entered for a contact, the specific contact is rendered invalid and is not dialed out.
-
When an invalid zip code is entered for a mode, the specific mode is rendered invalid and is not dialed out.
|
-
Contact Moment—A specific date and time to dial out a contact.
-
Moment Date Format—The date format for the Contact Moment.
-
Agent ID—The agent ID for the contact.
|
Step 7 |
Proceed to Mode Mapping.
-
Modes—All Modes configured for the campaign are displayed for mapping.
-
Fields—Select an appropriate Field for this mode from the uploaded. Complete mapping for all displayed modes.
-
Zip Code—Select an appropriate Zip Code for this mode from the uploaded. Complete mapping for all displayed modes.
|
Step 8 |
Map Business Fields next. All Business Fields defined for this campaign are displayed in the first column. The fields forming part of the contact upload file are displayed
in the Value drop-down list. Map each Business Field to a Value in the contact field.
|
Step 9 |
The Optional Business Field column contains all the fields forming part of contact file. Select check boxes for fields that you want to be treated as
Optional Business Fields for this campaign.
|
Step 10 |
Ignore the settings in the Message Mapping section. Email and SMS are not supported in this release.
|
Step 11 |
Complete the Configuration section next.
|
Step 12 |
Define the level for which this upload is applicable.
-
For campaign-level upload, select the Campaign button.
-
For list-level upload, select the List button.
|
Step 13 |
Define the Time to Live for this list. 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 LCM Console. From the calendar, select a Start Date and an End Date for Time to Live.
|
Step 14 |
Select an Operation from Overwrite or Append/Update. Operation performs the following task:
-
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 check box is activated for selection. The Duplicate Filter looks for and uploads unique contacts, leaving out duplicates, filtered on the basis of business fields.
Note
|
The application first looks for duplicates in the local file or database table that is ready for upload and, from such records,
keeps the first record for upload. Once done, from records already uploaded for this campaign, the application scans all open
contacts using the same filters. If any open contact matches the record in the upload file, such record is NOT uploaded. The
records not uploaded are shown in the error table with the remark DUPLICATE.
|
-
Update—If upload level is Campaign, updates the business fields for the filtered contacts.
|
Step 15 |
Filter—Contacts from lists can be filtered on the basis of two business fields.
-
Business Field1—The primary field based on which you want to filter for duplicates/update operation. All campaign business fields are listed
for selection.
-
Business Field2—The secondary field based on which you want to filter for duplicates/update operation. All campaign business fields are listed
for selection.
Note
|
You may select one or both business fields. If you select both fields, contacts are filtered using the AND operator, that
is, based on BOTH business fields.
|
|
Step 16 |
You can, at the time of upload, mark DNC and NDNC contacts by completing the DNC/NDNC section.
-
Selecting the NDNC Filter check box ensures that contacts marked as National Do Not Call are not uploaded.
-
Selecting the DNC Filter check box ensures that contacts marked as Do Not Call are not uploaded.
-
Type is the field on which you apply the NDNC/DNC Filters, This field could be a Phone Number, or any of the business fields,
and so on.
|
Step 17 |
Click the Upload button to complete the Contact List upload.
|