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

Mary.hachey@genesys.com: Published

2021-07-23T13:16:27Z

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Mary.hachey@genesys.com: Published

2021-07-05T12:10:51Z

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Mary.hachey@genesys.com: Published

2021-06-30T18:44:10Z

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

2021-06-10T12:00:05Z

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

Mary.hachey@genesys.com: Published

2021-05-27T11:22:29Z

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Valentina.petrov@genesys.com: Published

2021-04-21T18:52:47Z

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Merav.levy@genesys.com: Published

2021-02-09T17:07:41Z

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Valentip: Published

2020-06-09T01:03:37Z

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Valentip: Published

2020-06-09T01:00:41Z

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Bgrenon: Published

2020-06-08T14:25:57Z

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New page

{{GetStarted
|DisplayName=Get started
|Role=Administrator
|TocName=Get started
|ComingSoon=No
|Context=Learn how to get started with the CX Contact application.
|appname=CX Contact
|overviewtext=CX Contact is an outbound campaign management application used to create, manage, and monitor outbound voice, SMS, and email campaigns.

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}}
|requirements=
|logintype=No
|loginextra=
|abouttext=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.
|UITab={{UITab
|uiheading=Campaigns tab
|uialignment=Horizontal
|uiimage=
|uigif=No
|uivideo=297982995
|uianchor=
|uitext=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.
|uifullwidth=No
|uitextwide=
}}{{UITab
|uiheading=Lists tab
|uialignment=Horizontal
|uiimage=
|uigif=No
|uivideo=298053202
|uianchor=
|uitext=Use the Lists tab to create and work 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
|uifullwidth=
|uitextwide=
}}{{UITab
|uiheading=Compliance tab
|uialignment=Horizontal
|uiimage=
|uigif=No
|uivideo=298056646
|uianchor=
|uitext=Use the Compliance tab to restrict contact attempts to records within a contact list and import or manage contact suppression lists.
|uifullwidth=
|uitextwide=
}}{{UITab
|uiheading=Analytics tab
|uialignment=Horizontal
|uiimage=CXC_AnalyticsTab.png
|uigif=No
|uivideo=
|uianchor=
|uitext=Use the Analytics tab to build custom Outbound reports.
|uifullwidth=
|uitextwide=
}}{{UITab
|uiheading=Settings tab
|uialignment=Horizontal
|uiimage=CXC_SettingsTab.png
|uigif=No
|uivideo=
|uianchor=
|uitext=Use the Settings tab to apply or manage the following global application settings:

*General
*Pacing
*Security
|uifullwidth=
|uitextwide=
}}
|AppSection=
}}

@@ Line 6: / Line 6: @@
 |Context=Learn how to get started with the CX Contact application.
 |appname=CX Contact
-|overviewtext=====An omnichannel outbound campaign management solution that helps build better customer relationships====
+|overviewtext===== An omnichannel outbound campaign management solution that helps build better customer relationships ====
 CX Contact is an omnichannel, outbound campaign management solution that enables you to proactively reach out to your customers in an agile and fully compliant way. It's designed to be easily managed by the business user, providing the agility your organization needs when it comes to how and when to communicate with customers and prospects.

@@ Line 53: / Line 53: @@
 *Restrict contact attempts to records within a contact list and import or manage contact suppression lists.
 *Permit contact attempts to records within a contact list and import or manage consent lists.
 }}{{UITab
 |uiheading=Analytics tab

@@ Line 11: / Line 11: @@
 CX Contact is equipped with a built in self-service, email and SMS content management system that enables easy and repeated use of pre-set campaign strategies. The list manager needs no database manipulation skills, and allows the users to easily set profiles and segments to leverage different contact strategies and channels. Every uploaded contact record enriched with global compliance data, enables the business users to consistently manage all regulatory requirements in global, regional or local level.
-Proactive informational and personalized outreach not only creates long-lasting relationships, it can also help your operations by decreasing the volume of inbound calls into your contact center. When it comes to your outbound strategy, omnichannel engagement is critical because highly personalized, timely and relevant notifications sent using your customer’s preferred channel, makes engaging easy and drives customer loyalty.{{#widget:Vimeo|id=297189522|width=800|height=350}}
+Proactive informational and personalized outreach not only creates long-lasting relationships, it can also help your operations by decreasing the volume of inbound calls into your contact center. When it comes to your outbound strategy, omnichannel engagement is critical because highly personalized, timely and relevant notifications sent using your customer’s preferred channel, makes engaging easy and drives customer loyalty.{{Video|id=297189522|width=800|height=350}}
 |logintype=No
 |abouttext=The CX Contact user interface is broken up into one list and five tabs, each handling a set of tasks. This section gives a brief overview of each tab.

@@ Line 20: / Line 20: @@
 |uitext=Use the Partitions list, to select a partition to define where new outbound objects (for example, campaigns, lists, and so on) are stored. For more information, see the Partitions section in the {{Link-SomewhereInThisManual|topic=SettingsTab|anchor=Partitions|display text=Settings}} page.<br />
 The Partitions list is located on the right side of the menu. Click to enlarge the image.
-[[File:Partitions.png]]
+[[File:Partitions.png]]See also, {{Link-SomewhereInThisVersion|manual=CXContact|topic=PBAC}}.
 |uifullwidth=No
 }}{{UITab

@@ Line 49: / Line 49: @@
 |uigif=No
 |uivideo=298056646
-|uitext=Use the Compliance tab to restrict contact attempts to records within a contact list and import or manage contact suppression lists.
+|uitext=Use the Compliance tab to:
 }}{{UITab
 |uiheading=Analytics tab

@@ Line 6: / Line 6: @@
 |Context=Learn how to get started with the CX Contact application.
 |appname=CX Contact
-|overviewtext=CX Contact is an outbound campaign management application used to create, manage, and monitor outbound voice, SMS, and email campaigns.
+|overviewtext===== An omnichannel outbound campaign management solution that helps build better customer relationships ====
-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.
+CX Contact is equipped with a built in self-service, email and SMS content management system that enables easy and repeated use of pre-set campaign strategies. The list manager needs no database manipulation skills, and allows the users to easily set profiles and segments to leverage different contact strategies and channels. Every uploaded contact record enriched with global compliance data, enables the business users to consistently manage all regulatory requirements in global, regional or local level.
-{{#widget:Vimeo|id=297189522|width=800|height=350}}
+Proactive informational and personalized outreach not only creates long-lasting relationships, it can also help your operations by decreasing the volume of inbound calls into your contact center. When it comes to your outbound strategy, omnichannel engagement is critical because highly personalized, timely and relevant notifications sent using your customer’s preferred channel, makes engaging easy and drives customer loyalty.{{#widget:Vimeo|id=297189522|width=800|height=350}}
 |logintype=No
 |abouttext=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.
 |UITab={{UITab
 |uiheading=Campaigns tab
 |uialignment=Horizontal
 |uigif=No
 |uivideo=297982995
 |uitext=Use the Campaigns tab to handle all tasks related to the configuration and management of campaigns, including:
@@ Line 28: / Line 25: @@
 *View campaign statistics in real-time.
 |uifullwidth=No
 }}{{UITab
 |uiheading=Lists tab
 |uialignment=Horizontal
 |uigif=No
 |uivideo=298053202
 |uitext=Use the Lists tab to create and work with contact lists. Key capabilities include the following:
@@ Line 42: / Line 36: @@
 *create list labeling schemas
 *create data mapping schemas
 }}{{UITab
 |uiheading=Compliance tab
 |uialignment=Horizontal
 |uigif=No
 |uivideo=298056646
 |uitext=Use the Compliance tab to restrict contact attempts to records within a contact list and import or manage contact suppression lists.
 }}{{UITab
 |uiheading=Analytics tab
@@ Line 59: / Line 47: @@
 |uiimage=CXC_AnalyticsTab.png
 |uigif=No
 |uitext=Use the Analytics tab to build custom Outbound reports.
 }}{{UITab
 |uiheading=Settings tab
@@ Line 69: / Line 53: @@
 |uiimage=CXC_SettingsTab.png
 |uigif=No
 |uitext=Use the Settings tab to apply or manage the following global application settings:
@@ Line 76: / Line 58: @@
 *Pacing
 *Security
 }}
 }}

@@ Line 2: / Line 2: @@
 |DisplayName=Get started with CX Contact
 |Role=Administrator
-|TocName=Get started
+|TocName=Get started with CX Contact
 |ComingSoon=No
 |Context=Learn how to get started with the CX Contact application.