User Guides
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Table in System Configuration
Table Filters
9 min
here, you can create, edit, and delete filters for the table definitions this creates saved filters that are used in outbound campaigns to define dialing logic (i e , which customers to dial) table filters are used to filter the customers in outbound, parallel predictive and voice blast campaigns administrator has to assign the required table filters in "customers" tab in the settings of these campaigns click "select table definition" drop down menu to select the table definition, in which you want to create, edit, and delete the table filters you can use search box in the top row to search for the particular table definition create table filter administrator needs to follow below steps for creating new filters select the table definition click "create new filter" to create a new table filter 3 administrator needs to fill the following details in order to create new mapping filter name provide a name of the filter campaign type select the campaign type from the drop down menu it contains the following options outbound voice campaign parallel predictive voice campaign voice blast campaign description enter the description regarding the filter click "add" to add a clause each clause has a condition to filter the table it adds a row on the right perform the following steps to add a condition in a newly added clause in a row, you can select "left operand" in the drop down menu it contains the following options attempts customerid disposition email facebook is callback scheduled is excluded disposed last call type last churn 1 last churn 2 last dialed number last dialed number 1 last dialed number 2 last dialed number 3 last dialed number 4 last dialed time last user id lead id name number status phone1 phone2 phone3 phone4 phone5 timezone twitter after selecting "left operand", you have to provide a value for that operand in the cell under "condition" column the value should contain a operator such as =, < or > the following table shows some examples of some operands operand value attempts ='1' <'1' >'1' customerid ='1234' <'1234' >'1234' phone1 ='2111155555' <'2111155555' >'2111155555' table sample values of operands if you do not add operator or single quotes, you may get error while adding or modifying the table filter you can click "+" icon on the right side of a row to add a new condition to delete a condition, you can click "x" icon on the right side of a row you can click "add" again to add a new clause after adding the clause, you can add the condition rows in it you can click the clause names in the box located on bottom left side to navigate between the clauses to delete a clause, select it in the box and click "delete" following screenshot contains the sample values to create a table filter click "save" button to create the table filter alternatively, you can click "cancel" button to not create the table filter you can create the multiple table filters enable or disable a filter perform the following steps select a table filter in the list check the box titled "enable" to enable the table filter alternatively, you can keep "enable" box unchecked to keep the table filter disabled modify a table filter perform the following steps select a table filter in the list click "edit" button on top right corner to edit the table filter it shows the following pop up you can change the following items here filter name campaign type description left operand value clause click "save" to save the modified table filter delete a table filter a deleted table filter cannot be restored if the table filter is being used in any campaign to filter the leads, then the filtration will not work after deleting the table filter perform the following steps select a table filter in the list click "delete" button on top right corner to edit the table filter it shows the following warning message click "yes" to delete the table filter
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