This article is going to cover using ChaseData’s Cloud Software Administrator Portal to control your Outbound dialing. First place we need to go is to the left menu under Outbound and choose Dial Priority.

On the dial priority screen it is going to show you all off the dial priorities you have assigned by campaign. So the first thing you need to do is choose a campaign from the top of the screen which you want to configure.

Once you have chosen a campaign you will see all of its subcampaigns listed below. The subcampaigns on the available side and the ones in the active side.

Typically you would just click and drag to the right or select multiple and use the over arrow to assign subcampaigns to be dialed on.

Remember a subcampaign is essentially a smaller list to call on within a campaign.

If there are NO subcampaigns assigned to the active side the system will resort to randomized calling on all the available subcampaigns in the available subcampaigns list.  

Once you have selected your subcampaign you want to call on you can just click on save and the system will call on the active subcampaigns at random.

If you would like to take advantage of subcampaign utilization you can enable it by clicking on the checkbox setting at the top of the screen. Now you can see on the active subcampaigns side there is a slider bar for percentages of these subcampaigns you would like to dial.

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There are 3 subcampaign dial modes we have to offer when using percentages.

Utilization: This is the default system mode that will pull groups of contacts from each subcampaign in no ordered form to accommodate for the percentages assign to each. However within a short amount of time those percentages may not be fulfilled because default mode works best over the course of a dialing day.

Active List Order: This dial mode is basically going to call the percentage assigned to a subcampaign as it appears in the active subcampaign list. Meaning it will call through the first list downward until the list has been called through. One thing to note once the system reaches the end of the list it will start back again at the top of the list automatically. This way you do not need to keep assigning the dial priority over and over again.

Grab Bag: This dial mode is going to try and disperse all the calls made evenly in the distribution percentages you have chosen. Meaning it will alternate between calls more proportionally then if the system was in default mode.

With these dial modes and the ability to assign percentages to subcampaigns you really have complete freedom on telling the system on how you want it to contact your records.

Changes to these priorities are all real time and will reflect on the floor shortly after your settings have been saved.