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− | <!-- | + | = CX Contact= |
+ | |||
+ | CX Contact is a web-based application used to create and manage outbound campaigns. More specifically, you can use the application to do the following: | ||
+ | |||
+ | * Campaigns - Set up and manage outbound campaigns, and monitor the status of running campaigns. | ||
+ | * Contact Lists - Import contact lists, apply upload rules to a list, create list automation jobs, and define user field labels. | ||
+ | * Compliance - Restrict contact attempts to records within a contact list, and import or manage contact suppression lists. | ||
+ | |||
+ | Key tasks are outlined below. | ||
+ | |||
+ | {{CloudStep_Stack | ||
+ | |title=Introduction | ||
+ | |media1=CXC_LoginScreen3.png | ||
+ | |text= | ||
+ | *[[Documentation:CXC:CXCHelp:Terminology|Get to know campaign structure and terminology]] | ||
+ | *[[Documentation:CXC:CXCHelp:DialingModes|Learn about dialing modes and IVR modes]] | ||
+ | *[[Documentation:CXC:CXCHelp:PacingOptions|Learn about pacing and optimization]] | ||
+ | *[[Documentation:CXC:CXCHelp:TimeZones|Learn about time zone assignment options]] | ||
+ | }} | ||
+ | {{CloudStep_Stack | ||
+ | |title=Campaigns | ||
+ | |||
+ | |media1=CXC_DashboardStats_HLD2.png | ||
+ | |text= | ||
+ | * [[Documentation:CXC:CXCHelp:DialingProfile|Create a dialing profile]] | ||
+ | *[[Documentation:CXC:CXCHelp:Campaigns|Create a campaign template]] | ||
+ | *[[Documentation:CXC:CXCHelp:CampaignGrps|Create a campaign group]] | ||
+ | * [[Documentation:CXC:CXCHelp:CampaignsPage|Learn about the metrics displayed on the campaign dashboard]] | ||
+ | }} | ||
+ | {{CloudStep_Stack | ||
+ | |title=Compliance | ||
+ | |video=277148540 | ||
+ | |text= | ||
+ | *[[Documentation:CXC:CXCHelp:CompTools#AttemptRules|Suppress contact attempts based on the results of previous attempts]] | ||
+ | *[[Documentation:CXC:CXCHelp:CompTools#CustomTZ|Assign a time zone to phone numbers containing a specific country code or area code]] | ||
+ | *[[Documentation:CXC:CXCHelp:CompTools#LocationRules|Suppress contact attempts based on the location of contacts]] | ||
+ | *[[Documentation:CXC:CXCHelp:CompTools#TimesRegion|Define allowable calling windows for each day of the week for a given region]] | ||
+ | *[[Documentation:CXC:CXCHelp:CompTools#ContactDates|Suppress contact attempts by date]] | ||
+ | *[[Documentation:CXC:CXCHelp:Suppression|Add or manage a suppression list]] | ||
+ | }} | ||
+ | {{CloudStep_Stack | ||
+ | |title=Contact Lists | ||
+ | |text= | ||
+ | * [[Documentation:CXC:CXCHelp:AboutLists|Learn about list fields, file formats, and database tables]] | ||
+ | * [[Documentation:CXC:CXCHelp:Lists|Import or manage a contact list or contacts within a list]] | ||
+ | *[[Documentation:CXC:CXCHelp:ListWeighting|Set weights for contact lists]] | ||
+ | * [[Documentation:CXC:CXCHelp:ListRules|Define list rules]] | ||
+ | *[[Documentation:CXC:CXCHelp:FTPAutomation|Create List Automation tasks]] | ||
+ | *[[Documentation:CXC:CXCHelp:FieldLabels|Define or edit user field labels]] | ||
+ | |video=265455665 | ||
+ | }} | ||
+ | |||
+ | <!-- | ||
+ | <div class="map-box"> | ||
+ | ====[[Documentation:CXC:CXCHelp:Introduction|Introduction]]==== | ||
+ | *[[Documentation:CXC:CXCHelp:Terminology|Campaign structure and terminology]] | ||
+ | *[[Documentation:CXC:CXCHelp:DialingModes|Dialing modes and IVR modes]] | ||
+ | *[[Documentation:CXC:CXCHelp:TimeZones|Timezone assignment]] | ||
+ | </div> | ||
+ | |||
+ | <div class="map-box"> | ||
+ | ====[[Documentation:CXC:CXCHelp:CampaignsTab|Campaigns]]==== | ||
+ | * [[Documentation:CXC:CXCHelp:DialingProfile|Create a dialing profile]] | ||
+ | *[[Documentation:CXC:CXCHelp:Campaigns|Create a campaign template]] | ||
+ | *[[Documentation:CXC:CXCHelp:CampaignGrps|Create a campaign group]] | ||
+ | * [[Documentation:CXC:CXCHelp:CampaignsPage|Learn about the metrics displayed on the campaign dashboard]] | ||
+ | </div> | ||
+ | |||
+ | <div class="map-box"> | ||
+ | ====[[Documentation:CXC:CXCHelp:ComplianceTab|Compliance]]==== | ||
+ | * [[Documentation:CXC:CXCHelp:CompTools|Use compliance tools to restrict contact attempts]] | ||
+ | *[[Documentation:CXC:CXCHelp:Suppression|Add or manage a suppression list]] | ||
+ | </div> | ||
+ | |||
+ | <div class="map-box"> | ||
+ | ====[[Documentation:CXC:CXCHelp:ListsTab|Contact Lists]]==== | ||
+ | * [[Documentation:CXC:CXCHelp:AboutLists|Learn about contact list fields, formats, and database tables]] | ||
+ | * [[Documentation:CXC:CXCHelp:Lists|Import or manage a contact list or contacts within a list]] | ||
+ | *[[Documentation:CXC:CXCHelp:ListWeighting|Set weights for contact lists]] | ||
+ | * [[Documentation:CXC:CXCHelp:ListRules|Define list rules]] | ||
+ | *[[Documentation:CXC:CXCHelp:FTPAutomation|Create List Automation tasks]] | ||
+ | *[[Documentation:CXC:CXCHelp:FieldLabels|Define or edit user field labels]] | ||
+ | </div> | ||
+ | |||
+ | <div class="map-box"> | ||
+ | ====[[Documentation:CXC:CXCHelp:SettingsTab|Settings]]==== | ||
+ | * [[Documentation:CXC:CXCHelp:SettingsTab#GeneralSettings|Define or edit CX Contact settings]] | ||
+ | |||
+ | </div> | ||
+ | |||
+ | ==Latest Videos== | ||
+ | {{#widget:Vimeo|id=265455665|width=300|height=180}} | ||
+ | {{#widget:Vimeo|id=266576299|width=300|height=180}} | ||
+ | {{#widget:Vimeo|id=267488830|width=300|height=180}} | ||
+ | {{#widget:Vimeo|id=268068123|width=300|height=180}} | ||
+ | {{#widget:Vimeo|id=272454746|width=300|height=180}} | ||
+ | {{#widget:Vimeo|id=273259126|width=300|height=180}} | ||
+ | |||
+ | --> | ||
+ | |||
+ | [[Category:V:PSAAS:Public]] |
Revision as of 12:06, October 2, 2018
CX Contact
CX Contact is a web-based application used to create and manage outbound campaigns. More specifically, you can use the application to do the following:
- Campaigns - Set up and manage outbound campaigns, and monitor the status of running campaigns.
- Contact Lists - Import contact lists, apply upload rules to a list, create list automation jobs, and define user field labels.
- Compliance - Restrict contact attempts to records within a contact list, and import or manage contact suppression lists.
Key tasks are outlined below.
Introduction
Campaigns
Compliance
- Suppress contact attempts based on the results of previous attempts
- Assign a time zone to phone numbers containing a specific country code or area code
- Suppress contact attempts based on the location of contacts
- Define allowable calling windows for each day of the week for a given region
- Suppress contact attempts by date
- Add or manage a suppression list
Contact Lists
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