Fetch Order Policy

overview the fetch order policy is a specialized, licensable feature found in the advanced settings of voice campaigns that controls the sequential logic of customer number retrieval for outbound dialing its purpose is to define the exact order in which the dialer fetches customer records from the leads, ensuring critical numbers are prioritized according to business strategy key benefits strategic prioritization ensures customers are dialed in a defined order, which can be based on upload time, retry attempts, or custom criteria compliance control allows adherence to dialing rules by prioritizing based on criteria like user disposition retry time customizable logic provides the ability to create customized javascript code for complex dialing order requirements configuration override policies configured at the filter group level override the fetch order policies configured at the administrator's campaign level functionality the feature involves adding and defining policies to dictate the sequence in which customer numbers are fetched for dialing a maximum of five fetch order policies can be applied simultaneously the available policy types include customer upload time customers are selected based on when their numbers were uploaded to the campaign sorting can be set to ascending (first uploaded dialed first) or descending (last uploaded dialed first) randomized order of lead upload customers are selected randomly from the lead list using a random algorithm natural order of lead upload customers are selected in the exact order in which they were originally presented in the uploaded csv file number of attempts customers are selected based on the number of dialing attempts already made to their numbers sorting can be set to ascending or descending order customer information customers are selected based on the ascending or descending order of values found in any designated customer information field user disposition retry time customers are selected based on the retry time attached to their last disposition sorting options allow dialing those with the least retry time first (ascending) or the highest retry time first (descending) custom allows the use of customized javascript code to define a unique, tailored order for selecting customers prerequisites licensing this is a licensed feature and requires the appropriate license component to be visible and functional campaign type the policy applies to outbound campaigns, including outbound voice campaign, parallel predictive voice campaign, and voice blast campaign sorting preference for policies like customer upload time , number of attempts , and user disposition retry time , the administrator/supervisor must specify an ascending or descending order customer field selection for the customer information policy, a specific customer information field must be selected to determine the sorting basis usage instructions fetch order policies are managed in the campaign settings, typically under the advanced tab or within lead management features in the supervisor console access settings navigate to the outbound, parallel predictive, or voice blast campaign settings locate policy section go to the advanced settings tab, and find the fetch order policy section in the supervisor console, this may be found within manage lead or manage filter groups tabs add a policy click the "add" or "+" icon to add a new policy select policy type choose one of the available policy types from the dropdown menu (e g , customer upload time or user disposition retry time ) configure parameters set the necessary parameters, such as selecting the sorting order (ascending or descending) or choosing a customer information field apply policies click apply to save and implement the new fetch order policies for the campaign