Associating a Script with a Dialler List

The following describes how to link an existing script with a outdialler campaign list, and link the fields in that list to items in the script. When the script is then used alongside a list-based outdialler widget, responses are automatically added to the corresponding list entry.

See also: Creating a Script Based on a Dialler List.

  • You will need to have created the outdialler campaign list, with fields for each of the script questions you want operators to ask.
  • You should add any script items you want to link with the intended list.

Implementation

  1. Access the list of scripts for the intended customer.

    1. Access the resources page for the intended customer.

      1. Access the details page for the intended customer.

        1. Type the customer’s name into the search field at the top of any page.
        2. Click the intended customer in the search results. This opens the Customer Details page.
      1. Select the Customer Resources tab.
    1. Click the Call Centre Scripts hyperlink.
  2. Locate the intended script.
  3. Click Settings. This opens the Script Settings tab for the chosen script.

    You can switch to a different script by selecting its name in the drop-down at the top of this tab and pressing Update. Be sure to save any outstanding changes before you do this.

  4. Under Settings Related to this Script, use the Use Data List drop-down to choose the intended list.
  5. Click Save Changes.
  6. Select the Script Items tab.
  7. Click the Edit button of an item you want to link to the list.
  8. Use the List Field drop-down to select the corresponding field.
  9. Click Save/Update.
  10. Repeat steps 7-9 until you have linked all necessary fields.
  11. Click Save Changes.

Further Reading