Scheduling A Call Campaign
This topic gives detailed steps for using Collect!'s batch
processing to schedule TCN call campaigns.
TCN Campaign processing requires that you have
set up an account with TCN and that you have
entered the login credentials as issued to you
by TCN Broadcasting to access their service.
TCN Setup
The TCN Module is an add-on functionality. Contact
Administration at 250-391-0466 option 3 for
pricing options.
Scheduling A Call Campaign
1. Ensure that the TCN report that you want to use
is written with the correct logic to extract the accounts
you want to dial and filters out anything you need to exclude.
2. Click "Tools\ Batch Processing".
4. Click the radio button beside " Process TCN Campaign", then
click the Next button.
Process TCN Campaign
3. Select the option "Schedule Calls" when the TCN Select
Function popup appears.
Select Schedule Calls
Click the Next button to continue. The TCN Schedule Calls popup
is displayed.
TCN Schedule Calls
4. Select the Date and Time Range for your call campaign.
5. Select the Dial order.
First Number
This setting dials ONLY the first number even if you send
all 4 available phone fields.
Natural Order
This setting dials Home, then POE#, then Cell, then Other.
Custom
This setting dials in the custom order you set up at the TCN
site. You cannot change this custom setting from within
Collect!. It must be set at the TCN site.
6. Set your Timezone. This field fills with the default set up
in the TCN Setup screen.
7. Select the Import Template Number. The pick list will display the
available templates preconfigured for you to choose from already on
the TCN website. These match the TCN reports in Collect! and are
named the same on both sides to help you make the right choice.
Home#/ZIP - Home Phone Number
Home#,POE#,Cell#,Other#/ZIP - All 4 Phone fields
Home#,Poe#,Cell#,Other#/All Data - 4 Phone fields and additional
account information such as Owing, Charged and Worked.
8. Select the Schedule Template Number. This field sets your
messaging preferences for the call campaign. The pick list fills
automatically with the available choices. Your selection depends
on personal preference and any setup you have already in place
at the TCN website. Many options are available for customizing this
when you set up your account with TCN.
9. Select the Report from your list of Report Definitions. There
are 3 defaults and they match the Templates at the TCN website.
Please be sure to pick the TCN report that matches what you have
selected for the Import Template Number.
10. Switch ON "Scrub cell phone calls" with a check mark
if you wish to enable this options for the campaign you are
scheduling.
You must have cell phone scrubbing activated in your
TCN account as configured by your TCN Broadcasting
representative to enable this service.
11. Press the Next button to continue.
If you have entered invalid data in any of the fields,
or leave any of them blank, you will be prompted to
fill in correct information.
Invalid Information Entered
12. Click the Start button when the TCN Start Process
screen appears.
TCN Start Process
Collect! will upload all the account information automatically
to the TCN website, with the runtime parameters you indicated.
13. When the process has completed successfully, Collect!
returns the Task ID assigned to this batch. You can use this
when processing results later on. It will also be displayed
for you in the list of Tasks when you are execute the download
to obtain your call results report.
Schedule Calls Complete Message
Please refer to Help topic, Processing Results from Call Campaigns
for more details.
Selecting Accounts To Process
There are several ways that you can select accounts to dial
in your call campaigns.
1. Default TCN reports shipped with Collect!.
Collect! ships with 3 default TCN reports that you can
use to select your accounts to process. These reports select on
the basis of the account status being set to "TCN".
2. Customized TCN reports created for your needs.
You can create ( or have Comtech create ) customized
TCN reports using criteria that you need. For example, you
can create a custom select process to include or exclude on
defined criteria such as status, balance (minimum or min/max
range), list date range, new business only/aged business only,
small balance only, portfolio specific for collection teams etc.
Provided that your data has the populated fields to use as
search/comparison points, then call campaigns can be created by
workplan strategy design.
Diagnostics
TCN processes are tracked in Collect!'s Application Log
in the "Batch" section. The Log Viewer is accessible
via the menu path of \System\ Diagnostics\Application Log.
Switch ON "Batch" to view TCN log entries, such as Task IDs,
dates, and TCN events.
Information which is logged via "Enable debug
logging" will be logged in the "Debug" section
of the Application Log. Debug logging is enabled
in the TCN Setup screen.
See Also
- TCN Topics
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