PEC-OU/CXC - Revision history

Ed.jamer@genesys.com: Text replacement - "Genesys Engage [cC]loud" to "Genesys Multicloud CX"

2021-11-09T20:29:32Z

Text replacement - "Genesys Engage [cC]loud" to "Genesys Multicloud CX"

Ed.jamer@genesys.com: Text replacement - "{{#widget:Vimeo" to "{{Video"

2021-06-10T12:00:06Z

Text replacement - "{{#widget:Vimeo" to "{{Video"

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:31:19Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "Genesys Engage Cloud" to "Genesys Engage cloud"

2020-07-15T12:06:45Z

Text replacement - "Genesys Engage Cloud" to "Genesys Engage cloud"

WikiSysop: Text replacement - "PureEngage" to "Genesys Engage"

2020-07-15T12:04:21Z

Text replacement - "PureEngage" to "Genesys Engage"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:46:59Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Jerickso: Published

2020-06-08T17:19:03Z

Published

New page

{{Article
|Standalone=Yes
|DisplayName=Getting Started with CX Contact
|TocName=Getting Started
|Context=CX Contact is an outbound campaign management application used to create, manage, and monitor outbound voice, SMS, and email campaigns.
|ComingSoon=No
|Platform=PureEngage
|Prereq=
|Section={{Section
|sectionHeading=
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=[[File:Hub-PlatAdmin.png|60px|Platform Administration]]
[[File:Hub-Designer.png|60px|Designer]]
[[File:Hub-outb.png|120px|Outbound]]
[[File:Hub-Reporting.png|60px|Historical Reporting]]
[[File:Hub-Recording.png|60px|Recording]]
[[File:Hub-IVRAdmin.png|60px|IVR Administration]]
[[File:Hub-WFM.png|60px|Workforce Management]]

CX Contact's intuitive web-based application enables you to run, manage, and monitor Outbound voice, SMS, and email campaigns. The video below explains some of its core capabilities.

{{#widget:Vimeo|id=297189522|width=800|height=350}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Accessing the application
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=Once your PureEngage Cloud environment is up and running and you've checked that you meet the necessary '''requirements, as described on the Requirements page,'''log in to your Genesys Portal to access CX Contact.

[[File:CXC CXCTile.png|center|600px]]

Now log in to CX Contact. '''If you don't know your login credentials or have lost your password....(this information would be contained on a standalone page that we pull in, correct?)'''

[[File:CXC Login.png|center|600px]]

{{NoteFormat|The login process to Genesys Portal and an application varies, depending on whether your organization uses Single Sign-On (SSO). For more information, refer to the [[Documentation:PSAAS:Administrator:SingleSignOn|Single Sign-On]] page.}}
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Application walkthrough
|anchor=
|alignment=Vertical
|Media=
|image=
|structuredtext=The CX Contact user interface is broken up into five tabs, each handling a set of tasks. This section gives a brief overview of each tab.

'''(Bring the others into this section)'''
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Campaigns tab
|anchor=
|alignment=Horizontal
|Media=Video
|image=297982995
|structuredtext=Use the Campaigns tab to handle all tasks related to the configuration and management of campaigns, including:

*Set up and manage dialing profiles, campaign templates, and campaign groups.
*Define call treatments.
*View campaign statistics in real-time.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Lists tab
|anchor=
|alignment=Horizontal
|Media=Video
|image=298053202
|structuredtext=Use the Lists tab to create and working with contact lists. Key capabilities include the following:

*apply upload rules to a list
*create list automation jobs
*create list labeling schemas
*create data mapping schemas
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Compliance tab
|anchor=
|alignment=Horizontal
|Media=Video
|image=298056646
|structuredtext=Use the Compliance tab to restrict contact attempts to records within a contact list and import or manage contact suppression lists.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Analytics tab
|anchor=
|alignment=Horizontal
|Media=Image
|image=CXC_AnalyticsTab.png
|structuredtext=Use the Analytics tab to build custom Outbound reports.
|structuredtextwide=
|FAQHeading=
|Status=No
}}{{Section
|sectionHeading=Settings tab
|anchor=
|alignment=Horizontal
|Media=Image
|image=CXC_SettingsTab.png
|structuredtext=Use the Settings tab toapply or manage the following global application settings:

*General
*Pacing
*Security
|structuredtextwide=
|FAQHeading=
|Status=No
}}
}}

@@ Line 33: / Line 33: @@
 |Media=
 |image=
-|structuredtext=Once your Genesys Engage cloud environment is up and running and you've checked that you meet the necessary '''requirements, as described on the Requirements page,'''log in to your Genesys Portal to access CX Contact.
+|structuredtext=Once your Genesys Multicloud CX environment is up and running and you've checked that you meet the necessary '''requirements, as described on the Requirements page,'''log in to your Genesys Portal to access CX Contact.

@@ Line 33: / Line 33: @@
 |Media=
 |image=
-|structuredtext=Once your Genesys Engage Cloud environment is up and running and you've checked that you meet the necessary '''requirements, as described on the Requirements page,'''log in to your Genesys Portal to access CX Contact.
+|structuredtext=Once your Genesys Engage cloud environment is up and running and you've checked that you meet the necessary '''requirements, as described on the Requirements page,'''log in to your Genesys Portal to access CX Contact.

@@ Line 33: / Line 33: @@
 |Media=
 |image=
-|structuredtext=Once your PureEngage Cloud environment is up and running and you've checked that you meet the necessary '''requirements, as described on the Requirements page,'''log in to your Genesys Portal to access CX Contact.
+|structuredtext=Once your Genesys Engage Cloud environment is up and running and you've checked that you meet the necessary '''requirements, as described on the Requirements page,'''log in to your Genesys Portal to access CX Contact.

@@ Line 23: / Line 23: @@
 CX Contact's intuitive web-based application enables you to run, manage, and monitor Outbound voice, SMS, and email campaigns. The video below explains some of its core capabilities.
-{{#widget:Vimeo|id=297189522|width=800|height=350}}
+{{Video|id=297189522|width=800|height=350}}
 |structuredtextwide=
 |FAQHeading=

@@ Line 5: / Line 5: @@
 |Context=CX Contact is an outbound campaign management application used to create, manage, and monitor outbound voice, SMS, and email campaigns.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Prereq=
 |Section={{Section