Genesys Cloud - Main

Is there an easy way to get outbound columns and values as participant data for outbound Campaigns.

The way I know is a Data Action calling patch attributes API to write all the columns as participant data and have that triggered on either the agent script or as a call rule. 
Which is a pain as each Campaign needs its own Data Action, and if you have a lot of columns it just takes awhile to setup. Feel like there should be a simple toggle for it.

Anton,
I'm sure you've thought of this, but I'd just write the Contact ID to the PD (which would be the same DA for all campaigns) and then use it as a reference back to the original data from the contact list. (Or, if your data has an account number, use that and reference back to the CRM.)
This was a simple checkbox in PureConnect, but as we all know, not everything that was easy on the old system is similarly easy on the new! 😑

Is there an easy way to get outbound columns and values as participant data for outbound Campaigns.

The way I know is a Data Action calling patch attributes API to write all the columns as participant data and have that triggered on either the agent script or as a call rule. 
Which is a pain as each Campaign needs its own Data Action, and if you have a lot of columns it just takes awhile to setup. Feel like there should be a simple toggle for it.

Thanks for the suggestion @Paul Simpson
We currently, for better or worse, clear the contact list each day, starting with a fresh list each morning. So can't refer back to the contact data the next day, hence why adding PD would solve that.

Guess I'll log another idea request
https://genesyscloud.ideas.aha.io/ideas/CEOCD-I-676

Anton,
I'm sure you've thought of this, but I'd just write the Contact ID to the PD (which would be the same DA for all campaigns) and then use it as a reference back to the original data from the contact list. (Or, if your data has an account number, use that and reference back to the CRM.)
This was a simple checkbox in PureConnect, but as we all know, not everything that was easy on the old system is similarly easy on the new! 😑

Is there an easy way to get outbound columns and values as participant data for outbound Campaigns.

The way I know is a Data Action calling patch attributes API to write all the columns as participant data and have that triggered on either the agent script or as a call rule. 
Which is a pain as each Campaign needs its own Data Action, and if you have a lot of columns it just takes awhile to setup. Feel like there should be a simple toggle for it.

Is there an easy way to get outbound columns and values as participant data for outbound Campaigns.

The way I know is a Data Action calling patch attributes API to write all the columns as participant data and have that triggered on either the agent script or as a call rule. 
Which is a pain as each Campaign needs its own Data Action, and if you have a lot of columns it just takes awhile to setup. Feel like there should be a simple toggle for it.

Hi Anton,

Just want to make sure I understand your question. 

1. You have Outbound flow used by Outbound campaign
2. In your outbound flow you want to read the columns from the contact list associated with your Outbound flow?

Is there an easy way to get outbound columns and values as participant data for outbound Campaigns.

The way I know is a Data Action calling patch attributes API to write all the columns as participant data and have that triggered on either the agent script or as a call rule. 
Which is a pain as each Campaign needs its own Data Action, and if you have a lot of columns it just takes awhile to setup. Feel like there should be a simple toggle for it.

Hi Maxim,

No, that would be easy to do.

When viewing the interaction, conversation detail API or in the UI where the recording is, I want to see the column and values in participant data regardless of what has or hasn't happened with the call, ie, even if a preview call and hasn't gone to an agent yet.

As mentioned we clear the contact list each day, as contact lists do a have a maximum limit and requirement wise we have no need to carry over to the next day. 
However this means if an agent reports an issue with a contact the next day, we can't see anything that happened since the contact list itself is gone. 

I was hoping for a toggle that would automatically just do this. Using DataAction to patch the attributes in pre call rules don't work for preview campaigns and pushes us closer to rate limits, as well as requiring a DataAction for each contact list which just becomes difficult to manage.

Hi Anton,

Just want to make sure I understand your question. 

1. You have Outbound flow used by Outbound campaign
2. In your outbound flow you want to read the columns from the contact list associated with your Outbound flow?

Is there an easy way to get outbound columns and values as participant data for outbound Campaigns.

The way I know is a Data Action calling patch attributes API to write all the columns as participant data and have that triggered on either the agent script or as a call rule. 
Which is a pain as each Campaign needs its own Data Action, and if you have a lot of columns it just takes awhile to setup. Feel like there should be a simple toggle for it.

Hi Maxim,

No, that would be easy to do.

When viewing the interaction, conversation detail API or in the UI where the recording is, I want to see the column and values in participant data regardless of what has or hasn't happened with the call, ie, even if a preview call and hasn't gone to an agent yet.

As mentioned we clear the contact list each day, as contact lists do a have a maximum limit and requirement wise we have no need to carry over to the next day. 
However this means if an agent reports an issue with a contact the next day, we can't see anything that happened since the contact list itself is gone. 

I was hoping for a toggle that would automatically just do this. Using DataAction to patch the attributes in pre call rules don't work for preview campaigns and pushes us closer to rate limits, as well as requiring a DataAction for each contact list which just becomes difficult to manage.

Hi Anton,

Just want to make sure I understand your question. 

1. You have Outbound flow used by Outbound campaign
2. In your outbound flow you want to read the columns from the contact list associated with your Outbound flow?

Is there an easy way to get outbound columns and values as participant data for outbound Campaigns.

The way I know is a Data Action calling patch attributes API to write all the columns as participant data and have that triggered on either the agent script or as a call rule. 
Which is a pain as each Campaign needs its own Data Action, and if you have a lot of columns it just takes awhile to setup. Feel like there should be a simple toggle for it.

Is there an easy way to get outbound columns and values as participant data for outbound Campaigns.

The way I know is a Data Action calling patch attributes API to write all the columns as participant data and have that triggered on either the agent script or as a call rule. 
Which is a pain as each Campaign needs its own Data Action, and if you have a lot of columns it just takes awhile to setup. Feel like there should be a simple toggle for it.