Outbound (CX Contact) CX Contact Help

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This manual is for version Current of Outbound (CX Contact).

Search the table of all articles in this guide, listed in alphabetical order, to find the article you need.

Article Description
Article Description
Contact List Formats, Fields, and Tables Learn the basics about contact lists.
Advanced Input - Preprocessing Learn how to use various advanced input techniques to modify data when creating data mapping schemas.
CX Contact Analytics Learn about the key features in CX Contact Analytics and how to design your own dashboards.
Apply Treatments Learn about treatments in CX Contact.
Create and Manage Caller ID Sets Learn how to build and modify what appears on the called phones per-campaign or per-call.
Device Import Detail Report Dashboard Learn about the Device Import Detail Report Dashboard.
Call Result Record Dashboard Learn about the Call Result Record Dashboard.
Campaign Group Event Record Dashboard Learn about the Campaign Group Event Record Dashboard.
Create a Campaign Group Learn how to set up and manage a campaign group.
View Campaign Statistics View the fields and metrics that are displayed on the campaigns dashboard.
Campaigns Learn how to create and manage campaigns.
Create a Campaign Template Learn how to create and manage a campaign template. For general information about campaign templates and how they fit into the overall campaign structure, refer to the Campaign Structure and Terminology page.
CX Contact Channels Learn how to enable channels.
Compliance Learn how to set up and manage compliance tools and contact suppression lists.
Compliance Tools Learn about the compliance tools used to restrict contact attempts. The compliance tools include the following:
Manage Consent Lists Learn how to view, create, and manage Consent lists.
Contact History Record Dashboard Learn about the Contact History Record Dashboard.
Search for and Manage Contacts Learn how to browse a contact list.
Create / Edit a Schedule Learn how to create and edit schedules that automatically and periodically run Campaign Groups.
Create an Analytics Dashboard Panel Learn how to create an Analytics Dashboard Panel.
Configure a Dashboard Learn how to configure a Dashboard.
Configure a Dashboard Row Learn how to create rows in your analytics dashboards.
Create a Data Mapping Schema Learn how to create a data mapping schema and apply the schema to a contact list.
Delivery and Retry Options Learn about all Delivery and Retry options and how to define a treatment plan. If you're looking for information about device escalation, go here. For information about SCXML-based treatments, go here.
Device Escalation Learn about the Device Escalation sub-tab of the Treatment tab. For information on the Delivery Options sub-tab or the Retry Options sub-tab, go here. For information about applying SCXML treatment scripts, go here.
Dialing Modes and IVR Modes Learn about the available dialing modes and IVR modes.
Create a Dialing Profile Learn how to set up a dialing profile. For general information about dialing profiles and how they fit into the overall campaign structure, refer to the Campaign Structure and Terminology page.
Create an Email Template Learn how to build and modify email templates if you plan to run a campaign using the email channel.
Create and Manage User-defined Field Labels Learn how to change the default label for a user field.
Create and Manage List Automation Tasks Learn how to create and manage List Automation Tasks.
Get started with CX Contact Learn how to get started with the CX Contact application.
Import / Export a Dashboard and Panels Learn how to import/export a Dashboard and Panels.
CX Contact Basics Learn about the key concepts related to CX Contact.
Job Record Dashboard Learn about the Job Record Dashboard.
Apply Phone Number Filters Learn how to apply phone number filters.
Create and Manage List Rules Learn how to create and manage List Rules.
Import Specification Files Learn how to apply a specification file to a contact list.
Lists Use this section of the user interface to create and manage contact lists.
Import, Export, and Manage Contact Lists Learn how to import and manage contact lists.
Assign Weights to Contact Lists Learn how to assign weights to contact lists.
Pacing and Optimization Learn about pacing and optimization to define the way in which contact attempts are made.
Partition-based Access Controls Learn about partition-based access controls.
Preloading Record Dashboard Learn about the Preloading Record Dashboard.
Role-based Access Controls Learn about Role-based Access Controls.
Outbound Schedules Dashboard ---TBD---
Schedules Learn how to use schedules to automatically and periodically run Campaign Groups.
SCXML-based Treatments Learn how to apply an SCXML-based treatment.
Settings Learn how to view or change any of the following settings:
Create an SMS Template Learn how to build and modify SMS templates if you plan to run a campaign using the SMS channel.
SMS/EMAIL Record Dashboard Learn about the SMS/EMAIL Record Dashboard.
SMS/Email Conversations Dashboard Learn about the SMS/Email Conversations Dashboard.
Manage Suppression Lists Learn how to manage Suppression Lists.
Campaign Structure and Terminology Learn about the basic structure and terminology for an outbound campaign.
Define the Calling Window (Time Constraints) Use Time Constraint options to define an acceptable calling window.
Time Zone Assignment Learn how CX Contact assigns a time zone to a record within a contact list.
User Actions Dashboard Learn about the User Actions Dashboard.

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