Customers / Lead Filtration

overview the customers tab is a critical feature within the campaign settings (typically for outbound, parallel predictive dialing, and voice blast campaigns) that controls which customer records are eligible for dialing it facilitates lead filtration by allowing the administrator/supervisor to apply pre defined rules, ensuring only specific segments of the customer database are accessed by the dialer key benefits targeted dialing ensures the campaign focuses only on customer segments that meet specific business criteria (e g , location, last disposition, number of attempts) exclusion management prevents dialing numbers that do not meet the defined filtration standards performance optimization filters out unfavorable records, potentially improving connection rates and agent efficiency centralized control allows for the assignment of filters created either at the system level by the administrator or at the campaign level by the supervisor functionality the customers tab provides mutually exclusive options for applying dialing rules you can use filters (individual rule sets) or filter groups (collections of rule sets), but not both simultaneously the tab is organized into two primary sub tabs filter tab this tab is used to assign individual, atomic filtration rules (table filters) to the campaign source filters shown here must first be created at the system level via system configuration → table → filters logic a filter contains conditions (clauses) based on specific customer data attributes (e g , attempts, disposition, phone1) using sql criteria assignment the available filters are moved from an "available" list to an "assigned" list to apply them to the campaign filter group tab this tab is used to assign a collection of pre defined filters, allowing for complex, multi layered filtration logic source filter groups must be created beforehand at the system level or at the campaign level filter groups created by the administrator at the system level are designated as "system" type flexibility filter groups can incorporate a fetch order policy (a licensable feature) which dictates the sequence in which the dialer fetches numbers from the leads once the filtration criteria are met administration the supervisor cannot delete filter groups created at the system level by the administrator prerequisites the campaign must be an outbound, parallel predictive dialing, or voice blast campaign the desired table filters or table filter groups must be configured in the system beforehand for advanced filtration, the number of filter groups applied per campaign is configurable up to a default limit (e g , 10), which can be customized via backend configuration usage instructions (assigning filters/filter groups) the goal is to move the desired filtering components from the "available" section to the "assigned" section for the active campaign access the customers tab navigate to manage → campaigns and select the target outbound or parallel predictive campaign go to the customers tab select either the filter tab or the filter group tab assign filters (filter tab) the left section displays the available filters (created at the system level) select the filters you wish to apply to the campaign click the proceed icon (arrow) to move the selected filters to the assigned filters section on the right click apply to save the changes and activate the filtration logic note you can hover the mouse over a filter's information icon to view its details before assigning it assign filter groups (filter group tab) the page displays filter groups (both campaign level and system level) select the filter groups you wish to apply click the proceed icon to move the selected groups to the assigned list click apply to save and implement the filter group's dialing logic check impact (filtration results) the supervisor can verify the effect of the assigned filters/groups before the campaign runs click the "check impact" button in the modal, the supervisor can view the filtered count and dialable count across the leads in the campaign, reflecting the combined effect of the selected filters/groups clicking "check dialable numbers" updates the count based on the current configuration status (enabled/disabled filters)