Engage Voice | Creating custom criteria-based dial plans
Last updated on June 30, 2021
Let’s go over the steps you can take to create a criteria-based dialing plan of your own.
- 1. Create a custom campaign criteria group.
- 2. Click the Actions button to the right of the group name.
- 3. Select the Add Plan option from the dropdown menu to open the Edit Custom Campaign Criteria Plan window.
- 4. Enter your dial plan’s name in the Plan Name field.
- 5. Use the Start and End fields to indicate the time during which the system should not dial.
- 6. Use the Field dropdown menu to choose the first part of your comparison statement.
- 7. Choose a Comparator from the dropdown menu.
- 8. Enter a Criteria Value in the field provided.
- 9. If you wish to add another comparison, click the Add Another Comparison text that appears at far right under the last statement.
- 10. Select and if you wish the following statement to serve as a multiplier, or select or if you wish the following statement to offer an alternative.
- 11. Repeat steps 6-8 to configure the new statement.
- 12. Repeat steps 9-11 to continue adding statements.
- 13. Click Save when you’re ready to exit the window.
Custom campaign criteria settings
- Plan name: Enter a name for your dial plan (this is a required field)
- Start: Manually enter or use the datepicker to select a start date for your dial plan (this is a required field)
- End: Manually enter or use the datepicker to select an end date for your dial plan
- Field: Use the dropdown menu to choose the first half of your comparison statement. The menu contains a list of options that includes some basic lead info, lead properties, lead passes, and lead priority information. You’ll be using this selection to compare to the Criteria Value field that appears after the Comparator
- Comparator: Use the dropdown menu to select a standard for comparison. The system will use this standard to compare the Field and Criteria Value data you enter to create your comparison statement. Remember, the system will read these statements like this: If [Field] is [Comparator] [Criteria Value], then dial only the leads that satisfy this criteria. Comparator options include the following: Less Than, Less Than or Equal to, Equal to, Not Equal to, Greater Than, Greater Than or Equal to, Contains, and Starts With
- Criteria Value: Enter the value you wish to compare with the Field selection you chose earlier. Remember to ensure your value agrees with the comparator in terms of format (for example, if you chose More Than or Less Than as a comparator, then your criteria value should be numerical. If you chose Equal to, Not Equal to, Contains, or Starts With as a comparator, then you can use any characters you like in the Criteria Value field)
- Add Another Comparison: Click this text to add another comparison statement that can be used either in conjunction with the previous statement (toggle the and/or button to and) or as an alternative to the previous statement (toggle the and/or button to or)
Managing campaign criteria dial plans
Once you’ve created a custom criteria-based dial plan, it will appear in a table inside of the group in which it was created. To access your plans, simply click the arrow to the left of the group’s name to expand all the dial plans within it.
Each dial plan will occupy a row in the table. You’ll see a few column headers that contain information on some of the plan’s settings we discussed above.
Each row in the table contains a pencil and paper Edit icon that you can click to re-enter the dial plan’s configuration options. The Delete x icon at far right allows you delete the entire plan altogether.
Remember — these plans you’re creating will need to be assigned to one or more campaigns of your choice before they can take effect. Let’s discuss how to do that now.
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