Customers
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:
Customer name: customer name in the campaign
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
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