How To

Helpful tips, tricks and hints for the Ytel products

Evan Clark avatar Eric Madura avatar Ian Anson avatar +4
50 articles in this collection
Written by Evan Clark, Eric Madura, Ian Anson and 4 others
Ytel Contact Center (product formerly known as X5)

Contact Center - Add/Create Administrator Accounts

Scaling your Leadership
Kyle Meezan avatar
Written by Kyle Meezan
Updated over a week ago

Contact Center - Create a Campaign

The basics of creating a campaign
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Campaign Statuses

Detailed Systemwide Campaign Statuses
B
Written by Brandon Tomaiko
Updated over a week ago

Contact Center - Upload a List

How to upload a list for calling
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Call Menu

Setup / Modify a Call Menu
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Upload Audio

How to upload audio files to be used for Call Menus, Hold Music, etc.
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Export Calls Report

Pulls data from your lists into an easy to manipulate .CSV file - for example, last status, date called, etc
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - ACCID

What is ACCID - aka Area Code CallerID?
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Campaign Lead Recycle Create or Modify

How to setup or modify Lead Recycle
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Campaign List Mix

Think of this as the "Shuffle" feature for your campaigns
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Scripts

Create Scripts to be used on your campaigns
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Link Script to Campaign

Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Lead Management

Move, Update Status on, or Delete Leads
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Advanced Lead Management

Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Custom Fields

How to utilize custom fields within Contact Center
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Campaign Status (Dispositions)

How to create dispositions within a campaign
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Create or Modify Agents

Create or Modify Agents within Contact Center
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Create an Agent Group

Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Agent Monitoring

How to monitor agents (Barge and Listen)
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Pause Codes

Create and use pause codes for your campaigns - keep track of what your agents are doing
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Time Clock Reports

Track your agent performance with Time Clock!
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Reports

Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Do Not Call (DNC)

Add, Remove or Check for a number on the Do Not Call (DNC) list
Eric Madura avatar
Written by Eric Madura
Updated over a week ago
Ytel Beacon (product formerly known as Beacon)

Broadcast - User Management

Add/Remove Administrators
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Broadcast Status Report

List of Stats in an easily manipulatable format
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Export Reports

Export a full log for a broadcast, date range, or caller ID set
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Daily Overview Report

Daily Overview is a great at a glance report for any date range
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Bulk Actions

Start/stop all broadcasts
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Broadcast Dispositions

Dispositions within the Broadcast functionality
Ian Anson avatar
Written by Ian Anson
Updated over a week ago

Campaign Run Cost Report

Detailed breakdown of the cost to run your campaigns.
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Purchase Numbers

Add numbers to your Broadcast system to use with any broadcast type
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

DNC Management

Manage your Do Not Call list and see logs of uploads to it
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Add Funds (Make a Payment)

Add funds to your Broadcast system
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Broadcast Tools

Quick access to several different broadcast and system tools
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Number Details Report

Number Detail gives detailed reports for each interaction with a specific number
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Broadcast Number Upload Report

Detailed report of all uploads for the dates selected
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Broadcast Run Cost

Show your cost for the selected date range and broadcast
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Exporting Reports

Export a full log for a broadcast, date range, or caller ID set
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Create a Ringless Voicemail Broadcast

Add a new Ringless Voicemail broadcast to your Broadcast system
James Rivas avatar
Written by James Rivas
Updated over a week ago

Create a Voice Broadcast

Add a Voice broadcast to your Broadcast system
James Rivas avatar
Written by James Rivas
Updated over a week ago