Exporting a List
If a calling list is to be saved as a .csv or other delimited flat file, it can be exported from the Softdial Campaign Manager™ web client.
Exporting a campaign list
- On the Web Client toolbar, select the
button.
The Export campaign list dialog is presented (Fig. 1).
- Enter the appropriate information, described as follows.
Field Description DSN name Enter the data source name. If you are unsure of the data source name, it can be found in the Database Input tab of the Campaign Editor. DSN user Enter your username for the data source. DSN password Enter your password for the data source. Source table name Enter the same name for the list as you see in the Source table/ view name area of the Database Input tab of the Campaign Editor. This area shows all available tables of a campaign if you modify that campaign. Output file format Select the output file format that is most convenient for you (currently only .csv (Comma-Separated Value) is available) - If you would like to include the data added by Softdial Campaign Manager™ in your export, check the Export Campaign Manager columns checkbox. For column details, see below. If left deselected, only the columns originally uploaded with the list will be exported.
- Click the Start export button.
If all information was successfully entered, you will see a success dialog (Fig. 2) after the list has been fully exported:
- Click the Save file button to save your exported list.
Exporting Softdial Campaign Manager™ columns
If you chose Export Campaign Manager columns, you will see your original campaign columns along with several additional columns that are used internally by Softdial Campaign Manager™. These are:
| Field | Description |
|---|---|
| Switch_Result | Dialer outcome of an attempted call (e.g. busy or disconnected number). For a full list of pre-configured values, see Dialing Cycle Outcomes |
| Agent_Result | Agent specified outcome of a call (e.g. Do Not Call or success). Depending on the agent interface some options may not be available to agents. For a full list of pre-configured values, see Agent Outcomes. |
| Result_TS | The last timestamp* of a result. |
| Retry_Count | The number of times a contact has been retried. |
| Retry_Username | The username of the agent who should take the retry. |
| Retry_TS | The time* at which the retry should be attempted. |
| Retry_Index | If multiple numbers are included in the campaign, the number to use for the retry. |
| Retry_Number | The number to be used for the callback if a number other than the dialed number should be used. |
| Complete_TS | The time* that the contact is marked as complete. |
* Times are stored in OLE time format. Converters can be found online.