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| − | + | = Account Manager= | |
| + | The Account Manager provides access to an individual account, and its associated campaigns, within the enterprise. | ||
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| + | __TOC__ | ||
| + | ==What can I do in Account Manager?== | ||
| + | |||
| + | In the Account Manager user interface, you can configure and manage your campaigns and sub-campaigns. Here are a few guides to get you started: | ||
| + | *[[Documentation:PSAAS:Administrator:OutboundSolPg:draft|Outbound Solutions Guide]] | ||
| + | *[[Documentation:PSAAS:Administrator:OutboundScenario:draft|Outbound Business Scenario]] | ||
| + | *[[Documentation:PSAAS:Administrator:ConfigOutbound:draft|Set Up Outbound Routing]] | ||
| + | *[[OCSQuickStart|Load a Sub-campaign and Make a Call]] | ||
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| + | |media1=Subcampaign_Profile.png | ||
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| + | Now you can go directly to [[Documentation:OCS:OCShelp:AcctMgr:Current|Account Manager Help]] to learn about these topics: | ||
| + | * [[Documentation:OCS:OCShelp:CampaignsPage:Draft|Campaigns and Sub-campaigns]] | ||
| + | * [[Documentation:OCS:OCShelp:Lists:Draft|Contact Lists]] | ||
| + | * [[Documentation:OCS:OCShelp:Comp:Draft|Compliance Tools and Suppression Lists]] | ||
| + | * [[Documentation:OCS:OCShelp:Scripts:Draft|Scripts]] | ||
| + | * [[Documentation:OCS:OCShelp:AMSettings:Draft|Settings]] | ||
| + | |||
| + | }} | ||
| + | |||
| + | ==== Still looking for answers? ==== | ||
| + | |||
| + | Check out these individual topics: | ||
| + | |||
| + | * Run a [[Documentation:OCS:OCShelp:MultiChannel:Draft|multi-channel campaign]] to include both agent-assisted and automated communications. | ||
| + | * [[Documentation:OCS:OCShelp:Campaigns:Draft|Create a campaign strategy]] to define default campaign settings. | ||
| + | *[[DialingModes|Configure a dialing mode]]. | ||
| + | * Create and upload [[Documentation:OCS:OCShelp:Lists:Draft|contact lists]], using the Account Manager user interface or the [[OBAdapter|Salesforce Adapter for Outbound]]. | ||
| + | * Suppress contacts using [[Documentation:OCS:OCShelp:CompTools:Draft|compliance tools]] and [[Documentation:OCS:OCShelp:Suppression:Draft|contact suppression lists]]. | ||
| + | * [[Documentation:OCS:OCShelp:Scripts:Draft|Create a script]] for text and email campaigns. | ||
| + | * Define [[Documentation:OCS:OCShelp:AutoManage:Draft|AutoManage Rules]] and monitor active issues and alerts. | ||
| + | * View a log of all system [[Documentation:OCS:OCShelp:Events:Draft|events]] for the account or enterprise. | ||
| + | |||
| + | [[Category:V:PSAAS:Public]] | ||
Revision as of 13:47, August 10, 2017
Account Manager
The Account Manager provides access to an individual account, and its associated campaigns, within the enterprise.
What can I do in Account Manager?
In the Account Manager user interface, you can configure and manage your campaigns and sub-campaigns. Here are a few guides to get you started:
- Outbound Solutions Guide
- Outbound Business Scenario
- Set Up Outbound Routing
- Load a Sub-campaign and Make a Call
Now you can go directly to Account Manager Help to learn about these topics:
Still looking for answers?
Check out these individual topics:
- Run a multi-channel campaign to include both agent-assisted and automated communications.
- Create a campaign strategy to define default campaign settings.
- Configure a dialing mode.
- Create and upload contact lists, using the Account Manager user interface or the Salesforce Adapter for Outbound.
- Suppress contacts using compliance tools and contact suppression lists.
- Create a script for text and email campaigns.
- Define AutoManage Rules and monitor active issues and alerts.
- View a log of all system events for the account or enterprise.
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