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campaign

asterCC IP PBX & Call Center released 1.2

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The main changes include

  • a new module E-Commerce
  • Improve the main table, now campaign and customer service moduel could share same customer information
  • Agent could have individual caller id
  • Added caller id rules
  • Improved data import features
  • Added auto-pause feature for agent
  • Support multi-phone number when use auto dialer mode, and background hint
  • Support search and merge customer, now one customer could have more than one number

Related Post:

http://wiki.astercc.com/doku.php?id=en:how-to:how_to_config_customer_service_module_for_inbound_calls

http://wiki.astercc.com/doku.php?id=en:how-to:how_to_config_e-commerce_in_a_campaign

For changlog, please go to

http://wiki.astercc.com/doku.php?id=en:change_log:astercc-1.2_changelog

How to apply “start work” to auto-dial in call center outbound for agent

By | asterCRM | 2 Comments

Log in system and enter the agent interface,  if  the dial list of agent interface have no data,  the “start work” function is forbidden.

Dial list exists phone number, the “start work” can be used properly. The phone number in dial list can be added manually or through batch import entry. Make the dialnumber in dial list, agent can click on “start work” to call outbound.

Click the “Start work”, the system will be calling dialnumber in the dial list one by one, at the moment the window about information will pop up, such as “input customer information”, “add records” pop-up window.

When the call is connected, the agent can communicate with customers to get the information input, the upper left corner points out the system is recording. After the call, click on the “hang up”, then the system will turn into count down and dialing the next dialnumber automatically.

Agent can set time in count down optionally, go into extension in management interface, find the editor belongs to user name,click and pop up a window says “Edit Account”

Find “dial interval”, setting“0”, the system default countdown in 30 seconds, setting greater than “0”, according to the number as the seconds of countdown. There are two or more than two dialnumbers in dial list will turn up count down, only one dialnumber can not be.

Agent can also stop work at any times as condition change, then the system will no longer auto-dial the dialnumber from dial list in agent interface.

How to import phone numbers in a outbound sales campaign call center

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Into the system management interface, find the import function,enter.

Choose file

Choose file to upload, you can browse the files you want, or you can choose an existing file, then upload it. After successful upload, the data you want will upload to the system, then you can select the form, specify the data into the appropriate form.

Select customer, there will be corresponding to the fields of this form.

According to the data appear in front of several pieces of information, each vertical line corresponding to one information, information corresponding to the field appears to the left and the fields of the code will fill in the information at the bottom of the box.

Next, you must tick before “add” , and the data adding to the dial list at the same time, select the number corresponding to the phone, select the outbound time, if you want to be evenly distributed to agent, then you do not tick before “assign”, if you want a agent assigned to a designated, tick in front of the “assign”, and noted the number of the agent, if you want to assign two or three agent  you can with “,” separated. Choose your campaign, and click Import.

 

Before importing, when you make the phone number that will be imported to assign to a designated agent, then after importing is completely, return to the agent interface, you will find all the phone numbers waiting to be dialed in the dial list.

If you do not want to assign these phone number to a designated agent, you do not have to tick before “assign”, return to the agent interface, you will find there is not any date in the dial list from agent interface.

then all  date have been imported will be found  in dial list, the system do not assign to any agent.

dial list

Then you go back to “customer” page, you will find all the data has been imported successful in your customer data sheets, and all information corresponding to each field in form. At the same time, dial list also appear to all the same data has been imported, according to the dialing time to go to dial the number.

The function of Number Recycling in callcenter outbound predictive dialer campaign can keep potential customer once again

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Open login screen, enter the correct user name and password to submit into the management interface. Choose “dial list”, create a new campaign, click to campaign and then select the “Add” button. Pop-up a list box about add campaign, according to your demands to fill the information completely.

Add Campaign

Under the toolbar you will find Campaign Result, add.

Arrow points to the Campaign Result

Then it will pop up a window of Campaign Result You can set up by yourself according to your own business maybe used in result name, it can be refused access, voicemail, dead number or other such results. The campaign name you can choose the campaign that you have established just now, or you may also specify the choice plan. Back to agent began to call the number from dial list, add a phone number Arrow points to add a phone number to dial list, fill in the information completely, continue. You can also choose to bulk import, in order to import the phone number into dial list. When the call is connecting, the screen will pop up a window for agent to record the customer information. According to call ends the agent may choose the call result setting up before corresponding to the state. Then click Update. System prompted to update successfully. Right now you go back to see the dialed, you will find the results of a column in the Campaign Result information displayed. Allow you clearly to see the result of customer in the form of campaign result. Then let we see the dailed, the system will prompted the call is answered or no answer, which results in the campaign result will be prompted to the form or how about answer and no answer. Management will consider screening out potential customers in its next outbound, object among those empty number, wrong number or do not want to keep the number of filtered out. First, we find the search option to open the drop-down list, find the campaign result, input you want to keep in the back of the results, for example, you want to keep “refuse”or “voicemail,” enter the appropriate results, and select Options – “recycle”, so that these dailed numbers will be present to dail list again. The numbers be recycled will present to dial list once again. With this method, you may also filter out the wrong number or dead number to delete. In this way, the dail list will save those numbers that you have already recycled unsuccessful once more, to make the next dial-up, to keep more potential customers.

how to use auto-recyle feature in a dialer campaign

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we have improved the auto-recyle feature in new version, now you could config auto-recyle by campaign.

auto-recyle is used to recyle the number from table campaigndialedlist to diallist, so system could re-dial customer phone in some conditions, it has the following parameters:

Max trytime:   the maximum time the dialer will try dial

Recyle time:   it will start recyle when “Recyle time” seconds after the call is done

Enable Auto Recyle:  set to “yes” if you want to enalbe auto-recyle

Min Duration:  number will be recyled  when the full duration is less than this value, this duration including ring time

Agent Answer Min Duration:  number will be recyled  when agent talking time is less than this value

Customer Answer Min Duration:  number will be recyled  when customer answering time is less than this value

* number will be recyled only when it meets all conditions above