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

2020-07-25T02:30:56Z

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

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

2020-07-15T11:44:58Z

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

Bgrenon: Published

2020-06-08T14:26:03Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Create and Manage Caller ID Sets
|TocName=Create and Manage Caller ID Sets
|Context=Learn how to build and modify what appears on the called phones per-campaign or per-call.
|ComingSoon=No
|Platform=PureEngage
|Role=Administrator
|Application=CX Contact
|Section={{Section
|alignment=Vertical
|structuredtext=To increase your market penetration rate and spread awareness of your brand or product, add a Caller ID Set to your Outbound Campaign. With a Caller ID Set you can control what appears on the called phones per-campaign or per-call.

When an Outbound Campaign Group includes a Caller ID Set, the Outbound Contact Server (OCS) selects (sequentially or randomly) a different Caller ID each time a specific outbound phone number is contacted. As a result, the same outbound phone number will see a different Caller ID every time he/she receives a call from the same Outbound Campaign.

Each Caller ID value represents a phone number (a string of digits with an optional + sign).

|Status=No
}}{{Section
|sectionHeading=Caller ID Sets Table View
|anchor=CallerIDSets
|alignment=Vertical
|structuredtext=To view the Caller ID Sets table view click Campaigns > Caller ID Sets.
The following image represents a typical Caller ID Sets view.

[[File:Calleridsets.png|800px|center]]

The following table describes the Caller ID Sets options.

{{{!}}
!Type of Information
!Description
{{!}}-
{{!}}'''New'''
{{!}}Enables you to create a new Caller ID Set.
{{!}}-
{{!}}'''Import'''
{{!}}Enables you to import a Caller ID Set. See {{Link-SomewhereInThisManual|topic=CallerIDSets|anchor=ImportCallerIDs|display text=Import Caller ID Set}}.
{{!}}-
{{!}}'''Delete'''
{{!}}Enables you to delete the selected Caller ID Set(s).
{{!}}-
{{!}}'''Search'''
{{!}}Enables you to search for a specific Caller ID Set.
{{!}}-
{{!}}'''Name'''
{{!}}The Caller ID Set name.
{{!}}-
{{!}}'''Description'''
{{!}}An arbitrary representation of the Caller ID Set.
{{!}}-
{{!}}'''Size'''
{{!}}The number of Caller IDs in the specific Caller ID Set.
{{!}}-
{{!}}'''Actions'''
{{!}}
*Edit
*Download (disabled)
*Delete
{{!}}-
{{!}}}

|Status=No
}}{{Section
|sectionHeading=Import Caller IDs from a File
|anchor=ImportCallerIDs
|alignment=Vertical
|structuredtext=

# Click '''Campaigns > Caller ID Sets''' and click '''Import'''.
#:[[File:Importcalleridsets.png|800px|center]]
# In the fields provided enter a Caller ID Set name and description.
# Click '''Select File (*.txt, .csv) and browse to the location of the file'''.
# After you select the *.txt or *CSV file click '''OK''' and then '''Import'''. The imported Caller ID(s) are now a part of a specific Caller ID set that will automatically appear in the Caller ID Sets view with the name given in the second step.
|Status=No
}}{{Section
|sectionHeading=Create / Edit a Caller ID Set
|anchor=CreateEditCallerIDs
|alignment=Vertical
|structuredtext=

# Click '''Campaigns > Caller ID Sets'''.
# From the list provided click the name of the Caller ID Set you want to edit or click '''+New''' to create a new Caller ID Set.
#:[[File:Createcalleridsets.png|800px|center]]
# In the fields provided enter a Caller ID Set name and description.
# From the list provided select one or more Caller IDs.
# Click '''Update'''. The new / edited Caller ID Set automatically appears in the Caller ID Sets view.

The following table describes the options available when creating/editing a Caller ID Set.

{{{!}}
!Type of Information
!Description
{{!}}-
{{!}}'''New'''
{{!}}Enables you to create a new Caller ID. When you click '''+New''' enter a Caller ID in the field provided and click '''Save'''. The new Caller ID is added to the Caller ID Set you are creating / editing.
'''Note:''' A Caller ID can only include numbers and an optional plus character + at the beginning of the number.
{{!}}-
{{!}}'''#'''
{{!}}A sequential order value based on the Caller ID creation date/time.
{{!}}-
{{!}}'''Caller ID'''
{{!}}Indicates the Caller ID value. This column is sorted by the Created Date column.
{{!}}-
{{!}}'''Created Date'''
{{!}}Indicates the date and time at which the Caller ID was added to the Caller ID Set.
{{!}}-
{{!}}}

|Status=No
}}{{Section
|sectionHeading=Assign a Caller ID Set
|anchor=AssignCallerIDSet
|alignment=Vertical
|structuredtext=
To assign a Caller ID Set to a {{Link-SomewhereInThisVersion|manual=CXContact|topic=DialingProfile}}, {{Link-SomewhereInThisVersion|manual=CXContact|topic=Campaigns}} and/or {{Link-SomewhereInThisVersion|manual=CXContact|topic=CampaignGrps}}:

# Create / Edit a Dialing Profile, Campaign Template and/or Campaign Group.
# In the '''General''' tab turn on the '''Caller ID Set''' switch option.
# Click '''Change''' and in the dialog window that appears select the Caller ID Set order.
# Select one of the Caller ID Sets from the list provided.
# Click '''Save'''. The selected Caller ID Set(s) appear next to the Change button.
|Status=No
}}{{Section
|sectionHeading=Related Topics
|anchor=RelatedTopics
|alignment=Vertical
|structuredtext=*{{Link-SomewhereInThisManual|topic=Terminology|anchor=top|display text=Campaign Structure and Terminology}}
*{{Link-SomewhereInThisManual|topic=Campaigns|anchor=top|display text=Create and Manage a Campaign Template}}
*{{Link-SomewhereInThisManual|topic=CampaignGrps|anchor=top|display text=Create and Manage a Campaign Group}}
*{{Link-SomewhereInThisManual|topic=Lists|anchor=top|display text=Create and Manage Contacts and Contact Lists}}
|Status=No
}}
}}

@@ Line 5: / Line 5: @@
 |Context=Learn how to build and modify  what appears on the called phones per-campaign or per-call.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Role=Administrator
 |Application=CX Contact

PEC-OU/Current/CXContact/CallerIDSets - Revision history

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

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

Bgrenon: Published

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

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