...
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.
Custom Ticket Description: Specify a custom description for the tickets to be created. By default, all tickets will have the description "MASS CAMPAIGN," but you can customize it according to the needs of your campaign.
Tickets 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.
Customer Labels: Select "Replace all existing customer labels" if you want to remove all current labels and replace them with the ones specified in the file. If you prefer to keep the existing labels and add the ones specified in the file, select "Add to existing customer labels".
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.
Save Assigned User: 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.
Overwrite Data: When importing an account template, Sagicc will detect duplicate records, meaning records that already exist in Sagicc at the time of the upload. Select this option if you want Sagicc to replace the information of the duplicate records with the information from the file. If you do not activate this option, the duplicate records will not be modified.
Delete Other Customer Accounts: Select this option if you need Sagicc to delete all other accounts that the customer has and keep only the accounts being imported from the file. This option allows you to maintain the integrity and cleanliness of your customer database by removing accounts that no longer exist or are invalid, and keeping only the accounts from the file being uploaded.
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.
...
Synchronize Fields
Finally, the “Sync Fields” "Synchronize Fields" option will allow you to take all the additional fields or information additional data from the accounts loaded in the campaign and synchronize them with the platform so that , making these fields are available in the Segmentation or Mass Messaging processes of Sagiccother Sagicc modules (Segmentation, Bulk Messaging, Business Rules, among others). This way, you can use the additional fields to apply filters on to the campaign accounts and perform specific actions on a segment or subset of customers/accounts.
...