[ Canales Channels ] [ Agentes Agents ] [ Supervisores Supervisors ] [ Cuentas Accounts ] [ Redistribuir Casos Redistribute Tickets ] [ Sincronizar Campos Synchronize Fields ] [ Guion Script ] [ Configuración Configuration ] [ Pestañas Custom Tabs ]
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Please note that, by default, only users with ADMINISTRATOR role can access the Campaign Configuration. |
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To upload an account file, click on Import Accounts. A dialog box will open for you to select and upload the account file.
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How to import accounts correctly?
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Create Tickets: Select this option if you want Sagicc to generate a ticket for each of the records in the account file. This functionality is useful for outbound campaigns.
Ticket Priority: Select the priority of the tickets to create. By default, tickets created from the file will have Low priority, but you can modify this priority at the time of the load. High priority tickets will be the first ones that agents will see in the Pending Tickets list.
Close Open Tickets: Select this option if you want Sagicc to close the current tickets of the campaign to only work on the tickets being created from the file.
Account Assignment: Select this option if you are entering information in the "Assigned User" column of the account file and want to save the assigned user for each customer/account in the file. This way, the tickets created in the account load will be assigned to the specified users, and also, Sagicc will use this account assignment for future tickets of the customer.
Click on Import to finish the process. Once finished, the dialog box will close, you will see the imported accounts in the list, and the tickets will have been created in the campaign.
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Verify the selected information and click Save to modify the campaign settings.
Custom Tabs
Access the Tabs section to add one or more additional tabs to the view of the campaign tickets. Click Add and enter the following information for the new tab:
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