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What’s New At LEAD POST The options for filtering duplicates within a Lead Post have been expanded. Previously, you could filter by “Using Campaign Level Setting”, “Converted Sales” or “Do Not Filter Duplicates”. When you filtered by “Use Campaign Level Settings”, that option also filtered out all previously converted leads. We understand that in some instances, you may not want to include converted leads in the duplicate filter. This is why we have made changes to the filter options. Now in the Filter Duplicates drop-down, we have limited the options to “Use Campaign Level Settings” and “Do Not Filter Duplicates”. To choose whether or not you would like to filter previous converted leads, we have added the field titled “Filter Previous Sales”. For more information, refer to the Lead Post section of the Help Center Library. Our intuitive user interface allows business users to get the control and reporting they need. No need to be a technical guru. ABANDON CALLS SEARCH Have you ever wished you could generate a list of calls that have abandon in your queue? Now you can. We have recently added “Abandon” to the Dial Results filter drop-down in the Call Search screen. Use this filter to view the abandon calls in your campaign during the time frame selected. If the call was abandon, the detail will also be listed in the Call Results section of the Call Detail Screen – General Tab. We are currently working on adding this field to the Exports Report. This is a tough business where margins can be small. Having accurate information to manage the campaign is vital to its success. September 2016 This newsletter is designed to keep you up to date on new features, provide tips and answers to frequently asked questions. In this edition: Center Library Lead Post, Abandon Call Search, and Call Transfers

CallShaper Outbound Software Feature Update September 2016

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Page 1: CallShaper Outbound Software Feature Update September 2016

What’s New At

LEAD POST

The options for filtering duplicates within a Lead Post have been

expanded. Previously, you could filter by “Using Campaign Level

Setting”, “Converted Sales” or “Do Not Filter Duplicates”. When you

filtered by “Use Campaign Level Settings”, that option also filtered out

all previously converted leads.

We understand that in some instances, you may not want to include

converted leads in the duplicate filter. This is why we have made

changes to the filter options.

Now in the Filter Duplicates drop-down, we have limited the options to

“Use Campaign Level Settings” and “Do Not Filter Duplicates”. To

choose whether or not you would like to filter previous converted leads,

we have added the field titled “Filter Previous Sales”.

For more information, refer to the Lead Post section of the Help Center

Library.

Our intuitive user interface allows business users to get the control and reporting they need.

No need to be a technical guru.

ABANDON CALLS SEARCH

Have you ever wished you could generate a list of calls that have

abandon in your queue? Now you can.

We have recently added “Abandon” to the Dial Results filter drop-down

in the Call Search screen. Use this filter to view the abandon calls in

your campaign during the time frame selected.

If the call was abandon, the detail will also be listed in the Call Results

section of the Call Detail Screen – General Tab.

We are currently working on adding this field to the Exports Report.

This is a tough business where margins can be small.

Having accurate information to manage the campaign is vital to its success.

September 2016

This newsletter is designed to keep you up to date on new features, provide tips and answers to frequently asked questions.

In this edition: Center Library

Lead Post,

Abandon Call Search, and

Call Transfers

Page 2: CallShaper Outbound Software Feature Update September 2016

CALLSHAPER 2

SEPT 2016 WHAT’S NEW AT CALLSHAPER

CALL TRANSFERS

The transfer start and end time has always appeared in the Transfers tab of the Call Detail screen. We have

now added a new field titled “Agent Disconnect Time”. This field reflects how long the agent spent on the

transfer portion of a call. CallShaper has added this information to the Transfers tab.

To view the amount of time the agent spent on the transfer portion of a call, you would go to the Transfers tab

of the Call Detail screen (below). The Transfers Tab will show you if there was a transfer associated with the

call, when the agent disconnected from the transfer, when the transfer started and ended, who the call was to

and from, the results of the transfer and the duration of the transfer portion of the call.

For more information on this tab, see the article titled Call Detail – Transfer Tab in the Help Center Library.

Ease of use is important because we feel that technology should help achieve the business goals and

not get in the way.

MEDIA ATTRIBUTES

Do you have campaigns that take incoming calls? Would you like a better way to report their activity? Check

out the Media Attributes and the Media Report articles in the Help Center Library.

Quickly measure performance with accurate reporting.