How to use Filtered actions in TxDialer ?
Dialer filtered action icon is used to filter the campaign contacts according to our requirement.
1. Click on the Filtered action icon on the Campaign contact page.
2. Select the required status and see the filtered action below.
3.Select the Dispositions, Call dispositions and select Batches in the dropdown( that is required csv format contacts) and check the filtered action.
4. Select Field, Type, Operation and value and click on "Add filter".
5. "Move" using this we can move the filtered contact from one campaign to another. for example here we can move 2 filtered contacts of testOutbound campaign to BD_Outbound campaigns in the dropdown list.
6. "New" will delete all the existing contacts from the selected campaign in the dropdown below and add new filtered contacts to the selected campaign. For ex: here 10 contacts of testOutbound is added to Call_Me campaign.
7. "Append" - it will append filtered contacts to existing contacts of the selected campaign in the dropdown list below. For ex: here 10 contacts of testOutbound campaign is appended to Call_Me campaign.
8. All the bottom line icons are used for manually getting filtered actions. Like Rechurn is used for redialing the failed contacts, Archive is to archive the contacts, Delete is used for deleting, Set status is used for changing the contact status to "called" "not called" etc. Run DNC is to check the duplicate and Export is to export the contact file.
1. Click on the Filtered action icon on the Campaign contact page.
2. Select the required status and see the filtered action below.
3.Select the Dispositions, Call dispositions and select Batches in the dropdown( that is required csv format contacts) and check the filtered action.
4. Select Field, Type, Operation and value and click on "Add filter".
5. "Move" using this we can move the filtered contact from one campaign to another. for example here we can move 2 filtered contacts of testOutbound campaign to BD_Outbound campaigns in the dropdown list.
6. "New" will delete all the existing contacts from the selected campaign in the dropdown below and add new filtered contacts to the selected campaign. For ex: here 10 contacts of testOutbound is added to Call_Me campaign.
7. "Append" - it will append filtered contacts to existing contacts of the selected campaign in the dropdown list below. For ex: here 10 contacts of testOutbound campaign is appended to Call_Me campaign.
8. All the bottom line icons are used for manually getting filtered actions. Like Rechurn is used for redialing the failed contacts, Archive is to archive the contacts, Delete is used for deleting, Set status is used for changing the contact status to "called" "not called" etc. Run DNC is to check the duplicate and Export is to export the contact file.
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