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en:regular_function_description_in_call_center:import_export_data [2013/12/09 02:09] shangy [向客户总表中导入数据] |
en:regular_function_description_in_call_center:import_export_data [2017/12/12 03:05] (current) |
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| In the red box ③ select a main table needs to be imported, and choose one from "individual" and "orginazition" to import. | In the red box ③ select a main table needs to be imported, and choose one from "individual" and "orginazition" to import. | ||
| - | ==== 向群发目标客户表导入数据 ==== | + | ==== Import data to mass target customer table ==== |
| - | 如果需要向指定的批量客户发送邮件或者短信，那么就需要向群发目标客户表中导入希望发送邮件或者短信的客户数据。可以通过导入页面，向群发目标客户表中导入客户数据。当导入成功后，那么群发信息页面就可以选择 群发目标客户表 来为客户发送邮件或者短信 | + | |
| - | 选择 群发目标客户表，会看到显示出来的字段如下图 | + | If you need to send email or sms to certain mass target customers, you shall import the customer data to the mass target customer table in the import table. When imported successfully, you can choose "mass target customer table" to send them emails or sms. |
| + | Choose "mass target customer table" and you will see, | ||
| {{:en:regular_function_description_in_call_center:import_function-2.jpg|Import To Mass target customers table}} | {{:en:regular_function_description_in_call_center:import_function-2.jpg|Import To Mass target customers table}} | ||
| - | 字段有 邮箱、电话、替换内容0、替换内容1、替换内容2、替换内容3、替换内容4、替换内容5、替换内容6、替换内容7、替换内容8、替换内容9和标志 | + | The fields are email, phone, param0, param1, param2, param3...and flag. |
| - | + | Among these, param0, param1...param9 are for replacing the parameters in the emails or sms with the parameters imported. | |
| - | 其中 替换内容0、替换内容1…替换内容9 的作用是，用导入到该字段中的值替换邮件或者短信模版中相应变量param0、param1…param9，来发送邮件或者短信 | + | |
| - | + | ||
| ==== Import to area code ==== | ==== Import to area code ==== | ||
| Line 75: | Line 72: | ||
| ==== Import to DNC list ==== | ==== Import to DNC list ==== | ||
| - | 对于系统中客户包中的客户，可能存在一部分客户由于特定原因，不希望接到呼叫中心的电话，所以就需要通过呼叫中心自己来进行控制，禁拨这些客户。就需要将这些客户加入到禁拨黑名单列表中，以免客户电话被拨打。 | ||
| - | 对于批量客户增加到禁拨黑名单列表中，需要通过导入会更有效，更快捷的完成工作，同样也可以在 [[:zh:模块使用说明:外呼营销:禁拨黑名单]] 页面来手动添加 | + | As for the customers in the system package, some may do not want to hear from the call center, so we need to avoid these customers. Thus, we need to put these customers in the black list to make sure their numbers will not be dialed. |
| - | 在选择表的下拉框中 选择`禁拨黑名单` 会看到下面列出来的字段,如下图 | + | Import is an efficient way to add batch customers into the blacklist. Also, you can manually add in the [[:en:module_manual:campaign:black_lists]]. |
| + | In the pull-down menu, select "Campaign blacklist" and you will see the following field | ||
| + | , | ||
| {{:en:regular_function_description_in_call_center:import_function-4.jpg|Import To Campaign Blacklist}} | {{:en:regular_function_description_in_call_center:import_function-4.jpg|Import To Campaign Blacklist}} | ||
| - | 只看到一个字段 `电话`，在页面上，选择某列数据进行导入 | + | "phone" |
| - | + | and you can import in this page. | |
| ==== Import to black list ==== | ==== Import to black list ==== | ||
| - | 如果不希望某个客户电话再打进呼叫中心系统中，可以在 [[:zh:模块使用说明:pbx高级管理:呼入黑名单]] 页面，打开添加页面，将电话号码保存到呼入黑名单中 | + | If you do not want some customers to call into the call center system again, you can put them in the blacklist in the [[:en:module_manual:advanced:blacklist]]. |
| - | + | ||
| - | 对于需要批量数据处理，可以使用导入呼入黑名单功能，会更有效，更快捷的完成工作 | + | |
| - | 在选择表的下拉框中 选择`呼入黑名单` 会看到下面列出来的字段,如下图 | + | Import is an efficient way to add batch customers into the blacklist. |
| + | In the pull-down box, choose "Black list" and you will see the following field, | ||
| {{:en:regular_function_description_in_call_center:import_function-5.jpg|Import To Black List}} | {{:en:regular_function_description_in_call_center:import_function-5.jpg|Import To Black List}} | ||
| - | 只看到一个字段 `电话`，在页面上，选择某列数据进行导入 | + | “phone” and you can import in this page. |
| - | + | ||
| - | + | ||
| ==== In Summary ==== | ==== In Summary ==== | ||
| Steps to import: | Steps to import: | ||
| Line 110: | Line 103: | ||
| ===== Export ===== | ===== Export ===== | ||
| - | 导出分为 页面直接点击导出按钮导出 和 通过导出任务进行导出 | ||
| - | ==== 页面直接点击导出按钮导出 ==== | + | Export can be either Click to export or Scuduled export |
| - | 在系统设置中，可以设置导出文件的类型 包括 xls和csv | + | |
| + | ==== Click to export ==== | ||
| + | |||
| + | In the system, you can set the file type of the export file (xls or csv) | ||
| {{:en:regular_function_description_in_call_center:import_function-6.jpg?768|Set Export Type}} | {{:en:regular_function_description_in_call_center:import_function-6.jpg?768|Set Export Type}} | ||
| - | - 选择 xls 选项，当点击页面导出按钮，将会导出xls格式的文件 | + | - xls-> xls |
| - | - 选择 csv 选项，点击页面导出按钮，将会导出csv格式的文件 | + | - csv-> csv |
| - | - 选择 xls|csv 选项，在导出按钮后面，需要选择要导出的文件类型，默认为xls | + | - When choosing xls|csv, the export file will be xls. |
| - | 点击页面的搜索框内的导出按钮 {{:en:regular_function_description_in_call_center:import_function-7.jpg|Export Button}} 就会将当前搜索条件下的数据信息导出到文件中 | + | Click the export button in the searching box{{:en:regular_function_description_in_call_center:import_function-7.jpg|Export Button}}, and the information data of the searching result will be exported to the file. |
| - | ==== 通过导出任务进行导出 ==== | + | ==== Scheduled export ==== |
| - | 对于大数据量导出的页面，需要将导出的过程交给系统，由系统后台进行导出 | + | |
| - | 当系统中点击导出功能的按钮，出现下图 | + | For mass data export, we need to give the export process to the system, and export from the system background. |
| + | Click the button and you will see, | ||
| {{:en:regular_function_description_in_call_center:import_function-8.jpg|Set Export Time}} | {{:en:regular_function_description_in_call_center:import_function-8.jpg|Set Export Time}} | ||
| - | 也可能看到设置时间的提示框上出现其他参数的设定，这都是与导入任务相关的参数，可以根据页面上的文字，进行设置 | + | You can also see other parameters in the time setting box. These are all related to the task import. You can edit them. |
| - | + | Click ok and you can see, | |
| - | 如果点击确定按钮，出现下图提示： | + | |
| {{:en:regular_function_description_in_call_center:import_function-11.jpg|Export just be in the set time}} | {{:en:regular_function_description_in_call_center:import_function-11.jpg|Export just be in the set time}} | ||
| - | 可以看到提示只能设定 20时 以后开始执行，这是为了防止建立一个导出任务，当导出任务执行的时候，同时坐席也在工作。导出任务读取客户表，将客户表锁死，造成坐席无法获取客户数据，也加重系统的负担，可以选择在晚上坐席不工作的时候开始执行导出计划任务 | + | You can see that it will work after 20:00. This is to avoid agents and the exporting program working at the same time. When it is exporting, the customer table will be locked, and the agents can not read it. So when the agents do not work, we will let the exporting work then. |
| - | 如何设定导出时间限制呢？ | + | How to set the exporting time limit? |
| - | 在系统设置中，可以设置导出时间限制，如下图 | + | In the system, we can set the time limit here, |
| {{:en:regular_function_description_in_call_center:import_function-10.jpg|Set the export limit time}} | {{:en:regular_function_description_in_call_center:import_function-10.jpg|Set the export limit time}} | ||
| - | 设置完毕执行时间，点击确定就会建立一个导出计划任务 | + | Click ok to built an export plan. |
| {{:en:regular_function_description_in_call_center:import_function-9.jpg?|Export Job Create Successfully}} | {{:en:regular_function_description_in_call_center:import_function-9.jpg?|Export Job Create Successfully}} | ||
| - | 上图中红色框中提示导出任务已经建立，绿色框内为将要生成的导出文件的名称 | + | The name of the file to be exported is generated in the green box. |
| - | 建立完毕导出任务后，到 [[:zh:模块使用说明:呼叫中心高级管理]] --> [[:zh:模块使用说明:呼叫中心高级管理:导出文件管理]] 页面可以查看导出任务的执行情况，一般都在2分钟左右就会执行完毕。 | + | After building the plan, you can check the excution progress in [[:en:module_manual:call_center]] --> [[:en:module_manual:call_center:shellexport]]. In most cases, it will take only about 2 minutes. |
| {{:en:regular_function_description_in_call_center:import_function-12.jpg?768|Export Job Page}} | {{:en:regular_function_description_in_call_center:import_function-12.jpg?768|Export Job Page}} | ||
| - | 在上图中可以查看到导出文件的执行情况，执行完毕的将可以进行下载 | + | In the picture above you can see the file exporting progree, and you can download after finishing. |
