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en:how-to:how_to_config_a_campaign [2012/07/02 13:01] solo [配置字典] |
en:how-to:how_to_config_a_campaign [2017/12/12 03:05] (current) |
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| {{:en:how-to:import_dict.jpg?768|}} | {{:en:how-to:import_dict.jpg?768|}} | ||
| - | ====== 导入数据 ====== | + | ====== Import ====== |
| - | * 左侧菜单点击 呼叫中心高级管理 → 数据导入 | + | * go to Call Center -> Import |
| - | * 点击上传需要导入的文件 | + | * upload the file you want to import (csv or excel) |
| - | * 在下拉菜单中选择我们刚刚建立的"电话约访"客户包 | + | * choose the package "Sales" on left drop down menu |
| - | * 在每一列待导入数据的下面选择要导入到哪个字段 | + | * select the field we want to import under the column |
| - | * 在每一列的选择框中选择是否允许坐席查看，是否允许坐席编辑，是否将导入预拨号列表，以及是否匹配字典 | + | * check the first checkbox for view only, the second checkbox for edit |
| - | * 对于"性别"栏，注意选择"匹配字典" | + | * for gender, check the checkbox "dict" |
| - | * 去掉前1行可以略掉表头 | + | * put remove the first 1 row for removing the title |
| - | * 忽略不匹配警告 | + | * ignore the warning |
| {{:en:how-to:import_campaign.jpg?768|}} | {{:en:how-to:import_campaign.jpg?768|}} | ||
| - | * 左侧菜单点击 呼叫中心高级管理 -> 导入计划管理 | + | * go to Call Center -> Shell Import Jobs |
| - | * 计划一般会在2分钟内执行完毕，请耐心等待 | + | * the import job should be finished in 2 minutes |
| {{:en:how-to:import_job_campaign.jpg?768|}} | {{:en:how-to:import_job_campaign.jpg?768|}} | ||
| - | * 返回 外呼营销中心 -> 客户集合包管理，双击打开"电话约访"，点击 [修改包内客户] 可以看到导入的数据 | + | * go to Campaign -> Customer Packages, double click "Sales" ，click [Edit Customer In Customerpage] to check the records in the package |
| - | * 点击[添加] 可以从客户主库中向该客户包导入数据 | + | * click [Add] to add customers from main customer database |
| - | * 双击客户资料可以进入编辑页面 | + | * double click a record to open the edit window |
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| - | ====== 坐席界面 ====== | + | ====== Agent Portal ====== |
| - | 现在退出系统，使用一个配置了坐席的账户登录 | + | login from an agent account |
| - | * 登录后界面如下 | + | * the agent portal is |
| {{:en:how-to:portal_check_in_campaign.jpg?768|}} | {{:en:how-to:portal_check_in_campaign.jpg?768|}} | ||
| - | * 点击下方"dialoutinterface"标签，进入外呼营销任务模块 | + | * click tab "dialoutinterface", open campaign module |
| {{:en:how-to:dialoutinterface_campaign.jpg?768|}} | {{:en:how-to:dialoutinterface_campaign.jpg?768|}} | ||
| - | * 在左侧我们可以看到之前添加的 "电话约访" 任务，点击该任务 | + | * click campaign "Sales" on left panel |
| - | * 由于我们没有为坐席分配客户，但启用了"允许坐席获取数据"，因此可以点击 [获取客户按钮] 获取数据 | + | * for the agent, we dont assign any customers yet, but we enabled [Agent Obtain], click the button to get some customers |
| {{:en:how-to:dialoutinterface_campaign_1.jpg?768|}} | {{:en:how-to:dialoutinterface_campaign_1.jpg?768|}} | ||
| - | * 因为未分配的客户只有两条，因此该坐席只获取到了两个客户 | + | * we only imported 2 records, so this time, agent only get two |
| {{:en:how-to:dialoutinterface_campaign_2.jpg?768|}} | {{:en:how-to:dialoutinterface_campaign_2.jpg?768|}} | ||
| - | * 双击客户可以打开客户资料 | + | * double click to open the customer |
| {{:en:how-to:dialoutinterface_campaign_3.jpg?768|}} | {{:en:how-to:dialoutinterface_campaign_3.jpg?768|}} | ||
| - | * 尝试点击号码后面的呼叫按钮，系统提示需要签入 | + | * click the icon after the phone number, system prompt that agent need check in first |
| {{:en:how-to:dialoutinterface_campaign_4.jpg?768|}} | {{:en:how-to:dialoutinterface_campaign_4.jpg?768|}} | ||
| - | * 点击上访工具栏的第一个图标，可以选择要签入的坐席组 | + | * click the agent group icon (first one on tools bar), check-in the agent group |
| {{:en:how-to:dialoutinterface_campaign_5.jpg?768|}} | {{:en:how-to:dialoutinterface_campaign_5.jpg?768|}} | ||
| - | * 再次呼叫，坐席电话将振铃 | + | * click the call icon again, agent phone ring |
| {{:en:how-to:dialoutinterface_campaign_6.jpg?768|}} | {{:en:how-to:dialoutinterface_campaign_6.jpg?768|}} | ||
| - | * 坐席电话接听后，系统将拨打客户号码 | + | * after agent answered, system will call customer number |
| - | * 浏览器标题栏可以看到当前拨号状态 | + | * from the browser title, we can see current status |
| {{:en:how-to:dialoutinterface_campaign_7.jpg?768|}} | {{:en:how-to:dialoutinterface_campaign_7.jpg?768|}} | ||
| - | * 当选择继续跟踪时，系统将提示输入回访时间和优先级 | + | * when select "pending", system will ask for a scheduler and a priority |
| {{:en:how-to:dialoutinterface_campaign_8.jpg?768|}} | {{:en:how-to:dialoutinterface_campaign_8.jpg?768|}} | ||
| - | * 切换标签，可以看到当前任务下不同分类客户的完成情况 | + | * click the tab, you can see the customers under different tab |
| {{:en:how-to:dialoutinterface_campaign_9.jpg?768|}} | {{:en:how-to:dialoutinterface_campaign_9.jpg?768|}} | ||
