StringeeX
StringeeXContact UsIntegration
English
English
  • I. Introduction
    • 1. Register a new account
    • 2. Log in - Log out
    • 3. Change user information
    • 4. Making outbound calls
    • 5. Receive inbound calls
    • 6. Actions in the call
    • 7. Account Status
  • II. System Features
    • 1. Dashboard
      • 1.1. Inbound calls
      • 1.2. Outbound calls
      • 1.3. Chats
      • 1.4. Tickets
      • 1.5. Campaign
    • 2. Company
      • 2.1. Company management
      • 2.2. Company details
      • 2.3. Create a company filter
    • 3. Contact
      • 3.1. Contact management
      • 3.2. Contact details
      • 3.3. Create contact filter
    • 4. Ticket
      • 4.1. Ticket management
      • 4.2. Ticket details
      • 4.3. Advanced filter for tickets
    • 5. Advanced filter
    • 6. Reports
      • 6.1 Statistical reports
        • 6.1.1 Call
          • Call reports
          • Call history reports
          • Report on call center performance by time
          • ACD(Automatic Call Distributor) performace
          • History of call distribution to agent
        • 6.1.2 Chat
          • Chat statistics
          • Chat history
          • Agent's chat performance
        • 6.1.3 Agent
          • Agent activity report
          • Agent performance
          • Agent status change history
          • Agent status report
          • Report agent by ticket fields
        • 6.1.4 Ticket
          • Ticket report
          • Deleted ticket report
          • Report of ticket by drop-down field
        • 6.1.5 SMS
          • SMS report
          • SMS history report
        • 6.1.6 SLA
        • 6.1.7 Outbound call campaign
          • Customer report
          • Call report
        • 6.1.8 Email campaign
          • Email campaign report
          • Survey summary report
        • 6.1.9 eKYC
      • 6.2 Real-time monitoring
        • 6.2.1 Call monitoring
        • 6.2.2 Chat monitoring
        • 6.2.3 Agent monitoring
        • 6.2.4 Queue monitoring
    • 7. Chat
      • 7.1. Chat details
      • 7.2. Chat notes
    • 8. Knowledge base
    • 9. Settings
      • 9.1 Service management (Customer service)
        • 9.1.1 Details
        • 9.1.2 Role & Permission
        • 9.1.3 Personnel list
        • 9.1.4 Configure receiving channels
          • Channels
            • Queue
            • IVR Tree
            • Hotline numbers
            • Routing
            • Greeting message file
            • Blacklist numbers
            • Call settings
            • SIP account
          • Internet calls
          • Email
          • Live chat
          • General configuration
          • Facebook
          • Zalo
        • 9.1.5 Ticket configuration
          • Ticket field configuration
          • Marco
      • 9.2 HR & Team management
        • 9.2.1 Personnel
          • Agent list management
          • Set up personnel information
        • 9.2.2 Group
          • Group list management
          • Create a group
      • 9.3 Field configuration
        • 9.3.1 Contact field
        • 9.3.2 Company field
        • 9.3.3 Contact data entry field
        • 9.3.4 Ticket field
      • 9.4 Trigger configuration
        • 9.4.1 Trigger introduction
        • 9.4.2 Trigger list management
        • 9.4.3 Create a new trigger
      • 9.5 SLA & Automation Configuration
        • 9.5.1 Definition of SLA - Automation
        • 9.5.2 List Management
        • 9.5.3 Create new SLA/ Automation
      • 9.6 Other configurations
        • 9.6.1 Custom status
        • 9.6.2 IPs Configuration
        • 9.6.3. Display permission
        • 9.6.4 Portal configuration
          • Time zone & Language
          • Login Method
        • 9.6.5 Working time
      • 9.7 Campaign management
        • 9.7.1 Outbound call campaign
          • Types of campaigns
          • Setup a campaign
          • Steps to participate in a campaign
          • Campaigns
          • Customers
          • Agents
          • Survey template
          • Survey answers
          • Customer warehouse
        • 9.7.2 SMS Campaign
          • Campaigns
          • Customers
          • Campaign history
        • 9.7.3 Email campaign
          • Campaigns
          • Customers
          • Survey template
          • Email template
          • Sendgrid account list
          • Survey answers
          • Do-not-send email list
      • 9.8 Integration
      • 9.9 Knowledge base
      • 9.10 Payment
        • 9.10.1 Topup
        • 9.10.2 Plans
        • 9.10.3 Payment history
      • 9.11 Stringee connection
  • III. Mobile app
    • IOS APP
      • 1. Log in
      • 2. Ticket
      • 3. Contact
      • 4. Make a call
      • 5. Call history
      • 6. Setting
      • 7. Set up call notifications on the phone app
    • Android APP
      • 1. Log in
      • 2. Ticket
      • 3. Contact
      • 4. Make a call
      • 5. Call history
      • 6. Settings
      • 7. Set up call notifications on the phone app
  • IV. Frequently asked questions
    • 1. Forget a password
    • 2. Change a language
    • 3. Permissions for devices (headset/microphone)
    • 4. Setting the method of call distribution for agents
    • 5. Convert contacts from one account to another completely
    • 6. Note when uploading contacts via excel file
    • 7. Delete contacts in bulk
    • 8. Merge duplicate contacts
    • 9. Check a current balance of a portal
    • 10. Manage app notifications
    • 11. Clear browser cache
    • 12. Configure IP Phone connection with Stringee contact center
    • 13. Common errors when making calls
    • 14. Log in and report Captcha Invalid error
    • 15. How to create multiple business hours
    • 16. File formats supported on StringeeX
    • 17. Instructions for getting call code (call ID)
    • 18. Using Google and Microsoft Accounts for Registration, Login, and Account Linking
    • 19. Two-factor authentication
    • 20. Incoming calls have popup but no ringtone
Powered by GitBook
On this page
  • Interface of customer list
  • (1) Search for customer list in a campaign
  • (2) Search result
  • Add customers to a campaign
  1. II. System Features
  2. 9. Settings
  3. 9.7 Campaign management
  4. 9.7.1 Outbound call campaign

Customers

PreviousCampaignsNextAgents

Interface of customer list

(1) Search for customer list in a campaign

  • Campaign name: the campaign name

  • Customer name: the customer name in the campaign

  • Status: the customer status in the campaign

    • Undone: the customer has not been called by the system

    • Progressing: the customer is on call from the campaign

    • Called but failed: made a call to the customer but failed, still not over the maximum callout limit

    • Call back: successfully called the customer and was asked to make an appointment to call back (with the operation Appointment callback when running the campaign)

    • Successful: the customer has been called successfully

    • Called all retry times but failed: called all retry times but failed

    • Do not call back: call to customers successfully and customers do not schedule a callback (with action Do not call back when running a campaign)

    • Make an error call: call made error, maybe error from hotline, internet agent error leading to call timeout, wrong customer number

    • Stop call: customer has been marked on pause for calling out Customers blocked from calling out: customers on the “blacklist” list call out. This setting is in the Service Settings section

    • Customers blocked from calling out: customers in the "blacklist calling out" list. This setting is in the Service Settings section

    • Customers subscribe for DNC service: customers registering for DNC (Do Not Call) service of the network operator

  • Time to add to the campaign: when the customer was added to the campaign

  • Add customers: add customers to the campaign. Refer to the instructions below on how to add customers to the campaign.

  • Filter duplicate customers: StringeeX supports filtering duplicate phone numbers in the customer list of the campaign, helping to filter data to avoid repeating calls to customers. After clicking on duplicate filter, the admin can decide to keep only one contact or all contacts from customers with the same information (filter by phone number). Feature appears when users filter by campaign name.

  • Automatically filter duplicate customers: automatically filter duplicates and retain a (random) customer contact. Feature appears when users filter by campaign name

(2) Search result

StringeeX supports displaying by customer or by customer group, the display information fields:

  • Campaign ID: campaign identifier on the system

  • Campaign name: campaign name

  • Phone number: customer phone number

  • Time to add to the campaign: when the customer was added to the campaign

  • Time to call out: specify the time when the customer lets the system make a call

  • Account manager: the agent in charge of the respective customer

  • Status: the customer status in the campaign

    • Undone: the customer has not been called by the system

    • Progressing: the customer is on call from the campaign

    • Called but failed: made a call to the customer but failed, still not over the maximum callout limit

    • Call back: successfully called the customer and was asked to make an appointment to call back (with the operation Appointment callback when running the campaign)

    • Successful: the customer has been called successfully

    • Called all retry times but failed: called all retry times but failed

    • Do not call back: call to customers successfully and customers do not schedule a callback (with action Do not call back when running a campaign)

    • Make an error call: call made error, maybe error from hotline, internet agent error leading to call timeout, wrong customer number

    • Stop call: customer has been marked on pause for calling out Customers blocked from calling out: customers on the “blacklist” list call out. This setting is in the Service Settings section

    • Customers blocked from calling out: customers in the "blacklist calling out" list. This setting is in the Service Settings section

    • Customers subscribe for DNC service: customers registering for DNC (Do Not Call) service of the network operator

    • Action:

      • Pause: pause the campaign to this customer

      • Delete: remove the customer from the campaign

      • Start: restart the campaign after pausing

Add customers to a campaign

Admin can click “Add customers” to add customers to the campaign (including not running or running campaigns)

  • Add to campaign: select a campaign to add customers to

  • Add from:

    • Contact: add the contact word available on the system

    • Filter: add from contact filter created in Advanced Filters section

    • Import data from excel: import data from an existing excel file. Users need to edit the excel file according to the sample file provided by StringeeX

    • Customer group: add from customer group created in customer warehouse

Customer name: in the campaign

customer name