Managing Outbound Filters

Use

You use this procedure to create, modify, and delete filters that are used to prevent call campaigns from calling customers with predefined criteria. These filters can use any customer attribute, that is, any column title in the campaign data sheet that is imported, such as area code, time zone, or number. See Importing Campaign Data.

Filters exclude the customers that meet the set criteria from the campaign so you should plan your filters accordingly.

Note:

With SP07 and older versions: Do not import new data into an active campaign that is being filtered. Filters are not automatically applied to new or changed customers.

As of SP08: Filters are applied to all new and changed customers in active and passive campaigns. Filters cannot be applied to handled campaigns.

Prerequisites

You must have rights to manage filters.

Procedure

Creating Filters

  1. On the System Configurator main screen, choose Outbound Management > Filters.

  2. Choose Add New.

    A screen area with relevant assignment blocks appears.

  3. In the Basics block, enter the name for the filter.

    This information is mandatory.

  4. For information about the rights assignment block, see Access Rights.

  5. In the Campaigns block, choose the campaigns where you want to use the filter.

  6. In the Filters block, set the filtering information as follows:

    1. Choose the column title used as the filtering attribute. The list includes all attributes that are imported in campaign data.

    2. Choose the operator that is used for comparing the attribute value to the given reference value or values.

      • = Equal to the Value.

      • <> Different from the Value.

      • > Larger than the Value.

      • < Smaller than the Value.

      • >= Larger than or equal to the Value.

      • <= Smaller than or equal to the Value.

      • BETWEEN Between the Value and Value 2.

      • NOT BETWEEN Not between the Value and Value 2

      • The operators LIKE and NOT LIKE compare the attribute to the string given in the Value field. You can use the wildcard % for any string and _ for any character.

    3. In the Value column (and Value 2, if the selected operator allows it), enter the appropriate values depending on the selected attribute and operator.

    4. If you use more than one attribute for filtering you can change the filtering order by clicking the Order column title.

  7. Save your entries.

example:

The imported campaign data sheet includes the column Area Code. Applying the filter: Column: Area Code, Operator: =, and Value: 0123456, defines that the customers with Area Code value 0123456 are not called during the campaign.

Modifying or Deleting Filters

  1. On the System Configurator main screen, choose Outbound Management > Filters.

  2. Search for the filter whose settings you want to modify.

    The search result list appears.

  3. Choose the filter by double-clicking it.

  4. Modify the settings, or choose Delete.

  5. Save your entries.