How To

Helpful tips, tricks and hints for the Ytel products

Evan Clark avatar Eric Madura avatar Brandon Wells avatar +3
37 articles in this collection
Written by Evan Clark, Eric Madura, Brandon Wells and 3 others

Best Practices for Funding your Account

Matt Bos avatar
Written by Matt Bos
Updated over a week ago

New and ENHANCED Billing Notifications from Ytel

Auto threshold notifications
James Rivas avatar
Written by James Rivas
Updated over a week ago

Managing Numbers in Contact Center

Manage Numbers through Contact Center using Number Management
James Rivas avatar
Written by James Rivas
Updated over a week ago

Adding a Payment Method for Follow up Engine or API

In this article we will be reviewing how to set up a payment method on API as well as set up an auto refill.
James Rivas avatar
Written by James Rivas
Updated over a week ago

Setting up Ringless Voicemail with Follow Up Engine

In this tutorial we will be going over the set up of Ringless Voicemail on Follow up engine.
James Rivas avatar
Written by James Rivas
Updated over a week ago

Contact Center - Creating a "List Mix"

Advanced list management tool
James Rivas avatar
Written by James Rivas
Updated over a week ago

Account and User Management

How to add, edit, and manage Accounts and Users
Matt Bos avatar
Written by Matt Bos
Updated over a week ago

Troubleshooting webphone

Troubleshooting webphone / headset connectivity issues
James Rivas avatar
Written by James Rivas
Updated over a week ago

Resetting your Password

This will point you in the right direction when you need to reset your admin or app.ytel password.
James Rivas avatar
Written by James Rivas
Updated over a week ago

Multimedia Messaging Service (MMS)

How to send media with your text message
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Create a campaign

How to create and send your first text message campaign
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Creating State Filters

How to filter out certain states from being dialed
James Rivas avatar
Written by James Rivas
Updated over a week ago

Locate Call Recordings

Three ways to look up call recordings
James Rivas avatar
Written by James Rivas
Updated over a week ago

Using InboundXML to Forward Calls

Evan Clark avatar
Written by Evan Clark
Updated over a week ago

Purchasing Numbers for API on App.Ytel

Step by step guide on provisioning and purchasing
James Rivas avatar
Written by James Rivas
Updated over a week ago
Ytel Contact Center (product formerly known as X5)

Contact Center - Add/Create Administrator Accounts

Scaling your Leadership
James Rivas avatar
Written by James Rivas
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
Brandon Tomaiko avatar
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 - 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