USER GUIDE Schmooze Com Inc.
Chapters Overview General Settings Campaign Management Call List Groups Overview Broadcast (XactDialer) module allows you to send a message broadcasting to a predefined list of phone numbers. You can decide which message is played depending on if a human answeres the call or an answering machine/voicemail. A campaign is a set of instructions on when we should be dialing, what list of phone numbers should be included in the dial list and what messages or destinations we should be routing to (based on if the call is answered by a human or answering machine). A call group is a list of names and numbers that any campaign can include to be called based on the campaign settings.
Logging In Log into the Broadcast Module and you will see this screen. Broadcast Campaigns Settings Number of Concurrent Calls: Maximum Retries: Report From Email: 1 2 info@schmoozecom.co Add a Campaign Test Preston Test Add a Call Group Test Preston Test Campaign Controls General Settings Settings Number of Concurrent Calls- Max number of calls all running campaigns can place at anytime. Maximum Retries- Number of times to try busy numbers back. Report From Email- What email addresses email reports should appear to be coming from. Campaign Controls Start- Start all active campaigns to start dialing numbers. Stop- Stop all active campaigns from dialing numbers. Active Campaigns Here you can view all active campaigns and toggle which campaigns are active. % of calls completed for this campaign. Reports allow you to download a CSV of all calls included in the campaign and the call status.
Broadcast Campaigns Number of Concurrent Calls: Maximum Retries: Report From Email: 1 2 info@schmoozecom.co Campaign Controls Start Stop Active Campaigns Test 100% view report Preston Test 38% view report Campaign Management On the right side we can see a list of all campaigns that have been created. Click on Add a Campaign to create a new one or click on any campaign to edit the campaign settings. Campaign Details Campaign Name- A unique name for this campaign Campaign Caller ID- What caller ID you want set for any calls from this campaign. Dial Prefix- If you need to set a prefix (such as 9) before dialing the numbers, set it here. Email Reports To- What email address to send reports on this campaign to. Email Reports- When to send email reports on this campaign. Campaign Active- If active calls will be placed from this campaign when you start the dialer.
Campaign Details Campaign Name: Campaign Caller ID: Dial Prefix: Email Reports To: Email Reports: Never Daily After End Time After Campaign Completes Campaign Active?: Call Groups Here you define which call groups should be dialed. A call group is a list of names and numbers that will be dialed. You can pick one or more call groups to be included with this campaign. Call Groups Test Preston Test Day/Time Settings Here you define which date and times this campaign can place calls to your selected call groups. Start Time- What time each day to start the campaign. End Time- What time each day to end the campaign. Start Date- What date to start the campaign. End Date- What date to end the campaign. Only Call Between- What days of the week to call. For example, if you only wanted to call Monday thru Friday for the next month you would set this to Monday thru Friday.
Date/Time Settings for This Campaign Start Time 8 00 AM End Time 5 00 PM Start Date September 27 2012 End Date Only Call Between September Optional 27 2013 Optional Destination- Live Person Answered- This is the destination to route calls to if a live person answers the call. Destination - Live Person Answered Ring Groups Accounting <4702> Destination- Answering Machine/Voicemail Answered- This is the destination to route calls to if an answering machine or voicemail answers the call. Please note that we make all attempts to detect a voicemail or answering machine. Destination - Answering Machine / Voicemail Answered Play Recording SC - missed_phone_emergency Call List Groups On the right side we can see a list of all call groups that have been created. Click on Add a Call Group to create a new one or click on any call group to edit the settings. Call Group Name- Give the call group a name such as sample. Call Group Name: sample
Import Numbers from CSV- You can optionally choose to upload a list of names and numbers from CSV at creation time. File: Choose File No file chosen - Press after picking a CSV to import or if you would rather enter the name and numbers manually you can skip to the Upload CSV step. Once we save a call group we will be presented with a new screen. From here you can export your list, add entries manually or import additional lists from CSV to be added to this call group. Add Entires- You can manually add name and phone numbers to this call group. Make sure you press the Add Entry button to add each manual entry. Numbers to Call Name: Number: Export CSV- You can optionally export your whole list to CSV, edit the entries and reimport it. export CSV Import CSV- You can use the import CSV feature to import a new list of names and numbers. import numbers From CSV File: Choose File No file chosen Delete Group Make sure to press the button at the bottom when done making changes.
Schmooze Com Inc. (920) 886-8130 http://schmoozecom.com