Engage Voice | Creating a custom dial zone

Table of contents

In the steps below, you’ll learn how to create a new custom dial zone and configure the schedule that the system will use when dialing that zone.
1. Click the Configure Zones gear icon next to the dial zone group you wish to add a custom dial zone to.
2. In the Dial Zones section that appears below, click the Add New Zone button at far right to open the Dial Zone window.
3. Create a Zone Key to identify the custom dial zone.
4. Enter a Zone Description in the provided field.
5. Find the day of the week you wish to edit.
6. Check the Closed checkbox if you wish to close the schedule for that entire day.
7. Alternatively, you can click the Add new period plus icon if you wish to add an open period for that day.
8. Choose the beginning of the open time period via the Start Period field.
9. Choose the end of the open time period via the End Period field.
10. Repeat steps 5-9 as needed for the remaining days of the scheduled week.
11. Click Ok to save your changes and exit the window.
Let’s review the custom dial zone settings mentioned above.
  • Zone Key: A unique alphanumeric string (up to 4 digits) that will identify your custom dial zone. This is the code you’ll use in the column you’ll designate as Lead Timezone (we’ll discuss that in a moment) when you upload your lead list (this is a required field)
  • Zone Description: A field used to describe your custom dial zone (this is a required field)

Managing custom dial zones

The system will display all custom dial zones you create in a table in the Dial Zones section (remember, you can reach this section by clicking the Configure Zones gear icon located beside the group of your choice in the Dial Zone Groups table above).
 
This table will display some information about your groups as well as a couple of configuration options. You’ll see the Zone Key you chose at far left, and the Description you entered to the right of that. Then you’ll see all the daily schedules you configured for that dial zone.

Click the Edit pencil and paper icon to reopen the Dial Zone schedule editing modal window we reviewed above, where you can make changes to your dial zone’s schedule as needed. Click the Delete x icon to completely delete a dial zone from the system.
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