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  • 1.  Outbound Campaign - Wrap call if no dial attempt required

    Posted 4 days ago

    Hi all, 

    I am currently in the process of setting up my first outbound campaign (preview mode) and have a few questions. 

    The agents will be presented with a call and will copy/paste member number into our CRM to review before dialing. 

    It's possible that the agent will identify through looking at the CRM that an outbound call is not required - this might be various reasons (member has spoken to us recently, joint owner has called, etc). 

    If the agent identifies that no call is required - how can they wrap the record so that a call is not placed to the member and the contact is appropriately removed from the list (I am using Wrap Code Mappings). 

    Many thanks in advance, 

    Isabella

    #Outbound

    #OutboundCalling

    #OutboundCampaign


    #Uncategorized

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    Isabella Clutterham
    Automation Solution Analyst & Developer
    Beyond Bank Australia
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  • 2.  RE: Outbound Campaign - Wrap call if no dial attempt required

    Posted 4 days ago

    Hi,

    We suggest you to try creating a wrap up code "NO_CALL_NEEDED" and try to map it with the action 'Contact Uncallable". This classification persists across multiple runs of a campaign and across campaigns using the same contact list. This way you can make sure contact is not called.

    You can read more about it here Wrap Code Mapping



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    Parthiban Thangarajan
    Principal Full Stack Developer
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  • 3.  RE: Outbound Campaign - Wrap call if no dial attempt required

    Posted 3 days ago

    Thank you Parthiban, 

    I have got this setup, but how can the agent select a wrap code without dialing the call?

    My agents aren't able to access the wrap up panel without having dialed - is this a setting I can change?

    Thanks very much,



    ------------------------------
    Isabella Clutterham
    Automation Solution Analyst & Developer
    Beyond Bank Australia
    ------------------------------