When adding new data, the process is as simple as 1, 2, 3, 4: Upload, Map, Create List, Add to Dialling Strategy.
STEP 1. Upload Data - In this process we take an excel file with leads in .csv (up to 40mb) or .xls (up to10mb) format and we add this file to the system. Once this file is added we can then begin to map the necessary information that forms the contact profile.
STEP 2. Map Data - By “Mapping” your columns, the system identifies which data is in what column. Mapping must be correct for the system to successfully call the leads. The information we map will also be the information an agent sees when in a call with a contact on the Agent Interface.
STEP 3. Create Lists - Once mapped, we need to create a “list” that the dialler can use to call the leads inside. We use a “tag”, that you created whilst mapping, to locate leads to add to the lists. We add these lists to the dialling strategy using the guide detailed in this document.
STEP 4. Add to DS - After creating the lists we have to add them to the dialling strategy in order to be able to call the leads inside. As previously detailed, we can adjust the mix of lists by adjusting the blend in the mix configuration. Once we have added to the dialing strategy you´re all set!
💡Only lists that are added in the Dialing Strategy are considered "active" and if they have dialable leads, they will be called by the dialer.
STEP 1. Go to Import Contacts
Click into Data Management and then Import Contacts. From here you will see all the previously uploaded files in the system.
STEP 2. Choose the File
Scroll down the page and find the section as displayed below. From here you can click the blue “Choose File” and select the file you want to upload.
STEP 3. Click Upload
At the bottom, click “Upload” as shown below. Once uploaded and ready to map, the file will appear on top with the status as “Ready”.
STEP 1. Click “Import File
On the newly imported file, under actions, select “Import File”. This will take you to the mapping screen where you will be able to select the information you map.
2. Match Headings
Move along the columns matching the mapping fields to the column headings of the file. Do not duplicate any headings as this can result in data loss. By mapping correctly the columns, the system will be able to identfy which data is in which column.
3. Update Duplicates
Toggle the duplicates option in order to update the information relating to a contact which is already in the system. Without this, data for existing contacts will not be updated. We recommend to have this toggled ON on every single upload.
4. Create a Tag
Copy the name of the file (must be less than 30 characters) and paste this into the tags field lower down the page to locate data when creating a list. Without adding a tag on each imported file will result in the impossibility of locating the leads from that particular file and use them later on.
5. Save and Continue
After you have double checked that you have added a tag (without it you won´t find your data!), scroll to the bottom of the page and click “Save and Continue”.
6. Validate
If you spot errors beneath the sample of mapped contacts, you should return to the mapping process to validate any errors you may have made along the way by clicking "Re-test Mapping". Then click “Start Importing”.
How to create a list that you can then add to your dialling strategy.
1. Add List
Under Data Management click List Management and this will lead you to all existing lists. From here you can click “Add List” as shown below.
2. Name and Campaign
Use the file name as the name for the list and choose the campaign that the list will be added to. Then click “Create List” to move to the next stage of the process.
3. Locate and Add
Use the tag you created to locate your leads by adding it into the tag field. Scroll down and click “Preview”. Wait – once ready you can confirm and add. Without adding the tag during the mapping stage, you won´t be able to identify and add your leads to the current stage.
How to add and activate your lists for dialing in the dialling strategy – then you´re all set!
1. Select Campaign
You will see an option to select the campaign you want to add the list to. Click and select the campaign from the drop down menu. The system will show the lists available for that campaign based on your choice.
2. Enable Mixing
Find the orange box which reads “Enable Mixing of Lists” and click this to prompt list mix configuration to appear. By enabling the List Mix you will be able to adjust how much certain lists will be dialed and if some of them should be dialed in priority.
3. Select Lists
Select the lists you want to dial from the dropdown menu and adjust “Blend” slider to determine the dialling emphasis of each list (must total 100) and Save Configuration. Note that the lists will not be active and get dialed unless added to the List Configuration section.
