| Step 1 |
Click the Profile icon.
The Profile screen opens.
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| Step 2 |
The Profile screen shows a listing of all the Profiles. Click the Create Profile button to add a new Profile.
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| Step 3 |
Enter a Profile Name.
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| Step 4 |
From the Campaign ID drop-down list, select a campaign to which this profile is attached.
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| Step 5 |
Enter a Profile Path.
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| Step 6 |
Select an Upload Type for this profile from the following options:
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Upload Contacts—to upload contacts for CM to deliver to the Dialer
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Scrub Contacts—to clear contacts in the CM database before a fresh upload
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Compliance—to upload DNC or NDNC or PEWC contacts
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| Step 7 |
Click OK.
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| Step 8 |
There are two possible sources from where you can upload contacts:
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Formatted File—The contacts are available in a formatted file with various fields separated by a common separator or a comma-separated file.
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Database—The contacts are available in a Database Table or View and can be uploaded directly to the campaign from the database.
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| Step 9 |
If you are uploading from a formatted file, complete the following:
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Clicking the Choose File button, choose a file that contains the contacts for upload.
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From the Delimiter drop-down list, select a delimiter that separates various fields in your contact upload file.
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| Step 10 |
If you are uploading from a database, complete the following:
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Enter the database Server Name.
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Enter the Database Name from which you intend uploading contacts.
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Enter the Username for the application to access the database server.
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Enter a Password for the above user to complete authentication.
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Click the Connect button to establish contact with the database server.
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From the Table Name drop-down list, select a table that contains the contacts to upload.
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Click the Upload button to upload the contacts from the database table.
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| Step 11 |
For all the uploaded contacts, complete Field Mapping.
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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.
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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.
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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.
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State Name—The geographical state to which these contacts belong.
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Zip Code—The zip code applicable to the contacts.
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Additional Zipcode—The additional zip code applicable to the contacts.
| Note
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A configuration file setting controls permission to this feature.
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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
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It is not mandatory to enter an additional zip code. Where an additional zip code has not been entered, the primary zip code
applies.
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When an invalid zip code in entered for a contact, the specific contact is rendered invalid and is not dialed out.
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When an invalid zip code in entered for a mode, the specific mode is rendered invalid and is not dialed out.
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Contact Moment—A specific date and time to dial out a contact.
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Moment Date Format—The date format for the Contact Moment.
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Agent ID—The agent ID for the contact.
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| Step 12 |
Proceed to Modes Mapping.
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Modes—All Modes configured for the campaign are displayed for mapping.
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Fields—Select an appropriate field for this mode from the uploaded. Complete mapping for all displayed modes.
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Zip Code—Select an appropriate Zip Code for this mode from the uploaded. Complete mapping for all displayed modes.
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| Step 13 |
Map Business Data Mapping 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.
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| Step 14 |
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.
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| Step 15 |
Complete the Message Mapping section by mapping both Mailing Fields and SMS Fields.
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Subject—The subject line of the Email message.
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Body—The Email message body.
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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
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SMS Fields—Map a field from the Message drop-down list.
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| Step 16 |
Complete the Configuration section next.
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| Step 17 |
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.
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| Step 18 |
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.
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| Step 19 |
Select an Operation from Overwrite or Append/Update. Operation performs the following task:
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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.
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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
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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.
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Update—If upload level is Campaign, updates the business fields for the filtered contacts.
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| Step 20 |
Filter—Contacts from lists can be filtered on the basis of two business fields.
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Business Field1—The primary field based on which you want to filter for duplicates/update operation. All campaign business fields are listed
for selection.
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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
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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
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| Step 21 |
You can, at the time of upload, mark DNC and NDNC contacts by completing the DNC/NDNC section.
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Selecting the NDNC Filter check box ensures that contacts marked as National Do Not Call are not uploaded.
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Selecting the DNC Filter check box ensures that contacts marked as Do Not Call are not uploaded.
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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.
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| Step 22 |
Click Save Profile to complete creating a Profile.
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