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Overview 

Broadcast (XactDialer) module allows you to send a message broadcasting to a predefined list of phone numbers. You can decide which message is played depending on if a human answers the call or an answering machine/voicemail.

A campaign is a set of instructions on when we should be dialing, what list of phone numbers should be included in the dial list and what messages or destinations we should be routing to (based on if the call is answered by a human or answering machine).

A call group is a list of names and numbers that any campaign can include to be called based on the campaign settings.

Logging In 

Log into the “Broadcast Module” and you will see this screen.

General Settings 

  • Settings
    • Service is currently: "Running" or "Stopped"  When running any active campaigns that have calls to place will be placed. When stopped no calls will be placed for any campaigns.

    • Number of Concurrent Calls- Max number of calls all running campaigns can place at anytime.

    • Maximum Retries- Number of times to try busy numbers back.
    • Report From Email- What email addresses email reports should appear to be coming from.

  • Current Campaigns
    • Here you can view all active campaigns and toggle which campaigns are active.
    • See how many calls have been placed and how many still need to be called.
    • Reports allow you to download a CSV of all calls included in the campaign and the call status.

Campaign Management

On the right side we can see a list of all campaigns that have been created. Click on “Add a Campaign” to create a new one or click on any campaign to edit the campaign settings.

  • Campaign Details
    • Campaign Name- A unique name for this campaign.

    • Campaign Caller ID- What caller ID you want set for any calls from this campaign.
    • Dial Prefix- If you need to set a prefix (such as 9) before dialing the numbers, set it here.
    • Email Reports To- What email address to send reports on this campaign to.
    • Email Reports- When to send email reports on this campaign.
    • Campaign Active- If active calls will be placed from this campaign when you start the dialer.
  • Call Groups
    • Here you define which call groups should be dialed. A “call group” is a list of names and numbers that will be dialed.

    • You can pick one or more call groups to be included with this campaign.
  • Day/Time Settings
    Here you define which date and times this campaign can place calls to your selected call groups.
    • Start Time- What time each day to start the campaign.
    • End Time- What time each day to end the campaign.
    • Start Date- What date to start the campaign.
    • End Date- What date to end the campaign.
    • Only Call Between- What days of the week to call. For example, if you only wanted to call Monday thru Friday for the next month you would set this to Monday thru Friday.


    • Destination - Live Person Answered- This is the destination to route calls to if a live person answers the call.


    • Destination - Answering Machine/Voicemail Answered- This is the destination to route calls to if an answering machine or voicemail answers the call. Please note that we make all attempts to detect a voicemail or answering machine.

Call List Groups 

  • On the right side we can see a list of all call groups that have been created.  Click on “Add a Call Group” to create a new one or click on any call group to edit the settings.
    • Call Group Name- Give the call group a name such as “sample."


    • Import Numbers from CSV- You can optionally choose to upload a list of names and numbers from CSV at creation time.


    • Save- Press “Save” after picking a CSV to import or if you would rather enter the name and numbers manually you can skip to the Upload CSV step.


  • Once we save a call group we will be presented with a new screen. From here you can export your list, add entries manually or import additional lists from CSV to be added to this call group.
    • Add Entries- You can manually add name and phone numbers to this call group. Make sure you press the “Add Entry” button to add each manual entry.



    • Import CSV- You can use the import CSV feature to import a new list of names and numbers.


  • Make sure to press the “Save” button at the bottom when done making changes.


  • You can optionally set a URL to have the system use FTP or HTTP to retrieve a list.
    • URL Source- The FTP or URL link to your file.  Format would be "ftp://username:passsword@myserver.com/mylist.csv"
    • Delete after Retrieving-After pulling down the list should we delete the list from the FTP or HTTP directory?
    • Update Period- How often should we look for a new file and pull it down in seconds

       

       In our example above we are looking for a csv list called mylist.csv from our FTP server every 5 minutes and if we find the file we pull it down and delete it from the FTP server.

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