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  • 1.  Moving to Cloud - Outbound Campaign conundrum

    Posted 03-28-2023 09:23

    Looking for thoughts or options:

    currently we are running Engage on prem outbound dialer campaign.  This campaign resorts the records 3 times during the day.  For example, the list is loaded once in the morning and records are ordered by priority score morning field.  about midday, a filter runs that resorts the campaign on priority score afternoon, then again in the evening we resort based on priority score evening.  After the reshuffles, we want to make sure we don't call a number a second time (only one call per day allowed).  This is working great on prem.

    We are moving this business unit to the cloud shortly, and are having a hard time recreating this functionality.  We thought we had a solution to create 3 campaigns (morning, noon, night) using the same list and it sorts on start up, however, it appears that using this method we would call people twice as the db is not updated across the campaigns for called records.  

    Any other thoughts on how to implement this?  We are trying to use a single list, as that is how our back end is set up to report end of day and changing that would take significant effort. 

    thanks in advance,

    Clayton Curtis


    Clayton Curtis
    Enova Online Services, Inc.

  • 2.  RE: Moving to Cloud - Outbound Campaign conundrum

    Posted 03-29-2023 02:36

    Hi there, you are on the right track, you need to try the below:

    1. Create 1 x Contact List
    2. Add a column, as an example = DialingTime. in this column you add either morning, afternoon, evening
    3. create 3 x Calling list filters where you filter column DialingTime = morning | DialingTime = afternoon | DialingTime = evening
    4. add the appropriate Contact Filter to the appropriate campaign 


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