CX Contact

Important

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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.

Introduction

• Get to know campaign structure and terminology
• Learn about dialing modes and IVR modes
• Learn about pacing and optimization
• Learn about time zone assignment options

Campaigns

• Create a dialing profile
• Create a campaign template
• Create a campaign group
• Learn about the metrics displayed on the campaign dashboard

Contact Lists

• Learn about list fields, file formats, and database tables
• Import or manage a contact list or contacts within a list
• Set weights for contact lists
• Define list rules
• Create data mapping schemas
• Create list automation tasks
• Define or edit user field labels

Compliance

• Suppress contact attempts based on a set of prescribed rules
• 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