创建活动规则
以下权限:
- 出站 > 活动规则 > 添加
- 出站 > 活动规则 > 删除
- 出站 > 活动规则 > 编辑
- 出站 > 活动规则 > 查看
- 出站 > 促销活动 > 搜索
- 出站 > 促销活动序列 > 查看
要创建广告活动规则:
- 单击 管理员。
- 在 “ 出站” 下,单击 “ 规则管理”。
- 点击 广告活动规则 选项卡。
- 单击 “新 建”。
- Type a descriptive name for the rule.
- In the Campaign Rule Name box, click the Campaigns to Run Conditions On box. Select a campaign.
- 重复上一步以选择其他广告系列。
- (Optional) Click the Sequences to Run Conditions On box. Select a sequence.
- 重复上一步以选择其他序列。
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选 择要评估 的规则的条件类型。
Type of condition 描述 Campaign Agent Count Bases the rule condition on the number of active agents. If you select this option, you are prompted to select a comparison operator and to supply a numeric value. For example, a rule might check to see if the current number of campaign agents is less than five. Campaign Progress Bases the rule condition on the Campaign Progress Percentage. If you select this option, you are prompted to specify a percentage, from one to 100, and a comparison operator. For example, a rule might check to see if the campaign progress percentage is greater than 80%. The calculation of the percentage of contacts dialed is (current contacts processed / total contacts) x 100
.Campaign Valid Attempts A valid attempt that counts against the attempt control limits, displayed as a percentage. This percentage is calculated by the number of valid attempts divided by the number of records that the campaign processed. In the Valid Attempts Percentage box, enter a value greater than or equal to zero. The percentage cannot be 100 if the operator is Greater Than. Count of Contacts Attempted The number of contacts attempted. Enter an integer greater than or equal to zero. Count of Failed Business Outcomes The number of right party contact wrap-up codes mapped to failed business outcomes for the campaign. Enter an integer greater than or equal to zero. Count of Neutral Business Outcomes The number of right party contact wrap-up codes mapped to neutral business outcomes for the campaign. Enter an integer greater than or equal to zero. Count of Right Party Contacts The number of right party contact wrap-up codes for the campaign. Enter an integer greater than or equal to zero. Count of Successful Business Outcomes The number of right party contact wrap-up codes mapped to successful business outcomes for the campaign. Enter an integer greater than or equal to zero. - (Optional) To add another rule condition, click Add New Condition.
- To allow conditions grouping and to view and edit the current condition groups, switch the Advanced Rules toggle to Yes. This setting allows access to other capabilities for advanced campaign rules. Use the condition editor to build conditions from multiple groups. Each group can contain one or more conditions. Use And or Or to join these conditions to a single group, or into multiple groups.
Note: After you save an advanced rule, you cannot go back to the previous rule conditions. - If the rule has more than one condition, toggle the Match any or All Conditions switch to select whether actions run if any condition is met, or only when all conditions are met. The default is All.
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Under Actions
With Advanced Rules, Execute Actions allows you to control the frequency of the actions’ execution when campaign rule conditions are met. For Advanced Rules, select one of the following Execute Actions:
- On Each Triggering—Set of actions executes on each triggering for the target campaign or a set of target campaigns, every time the conditions are met.
- Once Per Day—Executes a set of actions for each target campaign or a set of target campaigns once each day, today—the first time the conditions are met—and do not repeat until tomorrow, even if the conditions are met again. The time zone used by the Advanced Rule is determined by the time zone setting of the browser when the Advanced Rule is created.
Select a type of action for the rule to carry out. The available actions are:
- Change Campaign Queue—Sets the queue of agents that you want to participate in this campaign. To filter the list, type all or part of a name in the Queue filtered box. If you do not type filter text, the Queue box lists all queues.
This action can only be applied to non-running campaigns.
In the Campaigns box, select the campaigns to run the action for. You can also apply this action to the campaign that the condition of the rule has been triggered for, toggle the Use Triggering Campaign switch to Yes.
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回收活动— 回收活动,以便从第一个联系人开始拨号重新开始。 如果您回收已关闭的活动,则该活动将从打开时的第一条记录开始。如果已完成的广告活动被回收,则无论如何,回收是不必要的,因为该活动始于第一个联系记录。
Select campaigns to recycle from the Campaigns box, or to apply this action to the current campaign toggle the Use Triggering Campaign switch to Yes.
注意: 当您设置回收规则以在广告系列完成 100% 后回收时,您必须将广告系列配置为始终运行使回收持续触发而无需关闭活动。 -
设置活动拨号模式— 更改用于在一个或多个正在运行的活动上拨打电话的拨号模式。 系统会提示您指定拨号模式。 有关拨号模式的详细信息,请参阅 拨号模式。 并非所有拨号模式都可以互换。 允许的拨号模式更改包括:
切换自 要预览 要进步 为了权力 非预测 转到无代理 外部呼叫 预览 渐进 X 强力 X X X 预测 X X X 无话务员 外部呼叫 注意: 如果选择此操作将广告系列从渐进式更改为预测模式或电源拨号模式,请确保您知道任何可能受影响 的 DNC.com 配置设置,例如无线电话的 G 和 H 。Select campaigns from the Campaigns box, or to apply this action to the current campaign toggle the Use Triggering Campaign switch to Yes.
- Set Campaign Max Calls Per Agent—Limit the maximum number of outbound campaign calls that the system can place for an agent at a time, for the specific campaign. If no value is entered, the default value in Outbound Settings is used. This setting can be less than or greater than the value specified in Outbound Settings, if the value entered is within the allowed boundaries. In the Campaigns box, select the campaigns to run the action for. To apply this action to the campaign that the condition of the rule has been triggered for, toggle the Use Triggering Campaign switch to Yes.
- Set Campaign Number of Lines—Select the Lines value to set the total maximum number of lines that this outbound campaign can consume.
This action switches all target campaigns into Lines Distribution by Reserved Number of Lines mode. This action is only applicable to auto-dialing campaigns. For more information, see step 10 in Outbound Lines Distribution. In the Campaigns box, select the campaigns to run the action for. To apply this action to the campaign that the condition of the rule has been triggered for, toggle the Use Triggering Campaign switch to Yes.
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Set Campaign Priority—sets the importance of a campaign relative to others that are running. You are prompted to assign an integer between one and five inclusive. This setting helps outbound dialing determine how many calls to place for each campaign for each agent.
Select campaigns from the Campaigns box, or to apply this action to the current campaign toggle the Use Triggering Campaign switch to Yes.
- Set Campaign Weight—Select the Weight value to set the relative share of lines that a campaign is assigned. This action switches all target campaigns into Lines Distribution by Weight mode. This action is only applicable to auto-dialing campaigns. For more information, see step 10 in Outbound Lines Distribution. In the Campaigns box, select the campaigns to execute the action for. To apply this action to the campaign that the condition of the Rule has been triggered for, toggle the Use Triggering Campaign switch to Yes.
- Set Compliance Abandon Rate—Set the maximum percentage of abandoned calls allowed for the campaign. Enter a value with the precision to the tenths of a decimal, for example, 0.2, 3.1, or 4.0. The default value is 5.0. This action is only applicable to campaigns in Power and Predictive dialing modes.
The value entered is automatically rounded to the tenth of a decimal if the precision is greater than a tenth. For example, 5.77 is automatically rounded to 5.8. For more information, see Outbound abandoned calls.
In the Campaigns box, select the campaigns to run the action for. To apply this action to the campaign that the condition of the rule has been triggered for, toggle the Use Triggering Campaign switch to Yes.
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Turn Campaign Off—Halts outbound dialing for campaigns that you select, or for the current campaign, if you toggle the Use Triggering Campaign switch to Yes.
- Turn Campaign On—Starts outbound dialing for campaigns you select, or for the current campaign if you toggle the Use Triggering Campaign switch to Yes.
- 关闭序列— 停止选定序列中每个当前活动的出站拨号。 之后,由于这些序列的所有活动都已关闭,因此不会为这些序列执行拨号。
- 打开序列— 启动一系列的连锁战役。当上一个广告系列尝试拨打其所有联系人时,每个序列中的下一个广告活动将立即开始拨号。 如果序列之前已完成,则该序列中的第一个广告系列将被激活。 否则,序列会尝试在联系人列表中的最后一个位置恢复之前活动的广告系列。
- (可选)单击 添加新操作 以添加其他操作。
- 单击 “ 保存”。 该规则将添加到 “ 营销活动规则” 视图中。
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要生效,必须通过在营销活动规则视图中设置开关来启用广告系列规则。 在营销活动规则视图中找到新规则。 然后将其状态设置为 开。
如果广告活动规则删除了相应的广告活动,并尝试重新启用该广告系列规则,则会显示一条吐司消息,表示该广告系列不再存在。 消息是: