Page 28 - Overview
Proactive Manager User's Guide
Proactive Manager User's Guide
Welcome to the MultiMedia Module Proactive Manager User's Guide. The
Proactive List Manager module facilitates the importing and assignment of
outbound calling lists to Proactive Campaigns. Outbound calling campaigns can
be undertaken to increase sales, service customers, send company news,
conduct research, or increase company exposure.
This User's Guide provides the administrator with the knowledge to manage
outbound Proactive Campaign Lists. It describes the steps required to create
draft calling lists, attach them to campaigns and run the campaigns. This
module is designed to work as a companion to the Resource Manager support
module. For information on the Resource Manager support module, refer to
Resource Manager User's Guide (see page 5).
When planning an outbound media campaign, you first create a new Proactive
Campaign in the Resource Manager module. This involves naming the
campaign and determining specific contact parameters, e.g. the number of
retries or the interval time at which a re-dial should be attempted. The Resource
Manager module is also used for assigning resources to the campaigns. Once
the campaign parameters are defined and users are assigned, you can attach
calling lists to and activate the campaigns from the Proactive List Manager
module.
Overview
The Proactive List Manager Guide helps administer the Proactive lists. The
guide provides the following information:
•
How to Log on to Proactive Manager module
•
How to view calling lists
•
How to import and load lists from existing documents or databases
•
How to modify and/or create lists
•
How to attach lists to Proactive Campaigns
•
How to detach lists from Proactive Campaigns
•
How to view the status of Proactive Campaigns already in progress.
Who should use this guide
This guide is for administrators and supervisors who are responsible for
managing the multimedia customer interaction center.
Document symbols and conventions
To help you locate and interpret information easily, this manual uses Microsoft
set of Standard Windows terminology such as
icon, window, text box
and
menu.
Following are some specific symbols and conventions standard throughout the
manual:
Conventions Descriptions
Bold
Used to designate menu selections, buttons and commands to enter.
Initial Capitals
Names of applications, programs, files, servers, and named windows;
and directory names and paths.
Italic
Information you need to provide.
Page 28 - Proactive Manager User's Guide
MultiMedia Module Administrator's Manual
Overview 40DHB0002USEB
– Issue 1a (05/29/2003)
