Symptom / Need

You need to upload a list of customers into the database of a predictive or progressive campaign, ensuring that the file meets the requirements for correct integration.

Context / Scenarios

In predictive and progressive campaigns, it is essential to maintain a specific order in the data to ensure that the system correctly recognizes each customer's information.

Answer (Solution/Recommendation)

1. Campaign database fields:
   The database must include the following fields:
   • Basic customer data:
     1. Result: Result of the call (available only if the customer has already been contacted).
     2. Agent Code: Agent extension number.
     3. Name: Name of the client.
     4. Last Name: Client's last name.
     5. ID Type: Customer identification type.
     6. ID: Customer identification number.
     7. Age: Age of the client.
     8. Sex: Gender of the client.
     9. Country: Country where the customer resides.
     10. Department: Client's department.
     11. City: Client's city.
     12. Zone: Residential area.
     13. Address: Client address.
   • Additional information and contact:
     14. Opt1 to Opt12: Optional fields for additional customer information.
     15. Tel1 to Tel10: Customer telephone numbers.
     16. Other Tel: Additional telephone number.
     17. Email: Client's email.
   • Call data:
     18. Date Call: Date the call was made.
     19. Total Calls: Total number of calls made.
     20. Call ID: Caller ID number.
     21. Cod1 and Cod2: Activity codes used to classify the call.
     22. Desc1 and Desc2: Descriptions of the activity codes.
     23. Comments: Comments left by the agent.
     24. Date Recall: Date of the recall.
     25. Total Recalls: Total number of callbacks made.
     26. Telephone Recall: Number that was called back.
2. Prepare the file for upload:
   • Download the corresponding listing template for predictive or progressive campaigns.
   • Respect the order of the fields described above.
   • Remove the top row (column headings) before uploading the file to the system.
   • Make sure that data in phone type fields is only numeric.
3. Upload file:
   • In the campaign panel, select the button to load the database.
   • Use "Choose File" to select the CSV file from your browser.
   • Click "Upload csv file to the campaign" to upload the file to the system.
   • Optional: Use the "Lot Name" field to assign a name to the batch of data.
4. Important notes:
   • Please review the data carefully before uploading the file.
   • The file must be in CSV format and comply with the established fields.

By following this guide, you will be able to upload your customer list correctly, ensuring that the data is interpreted appropriately by the system.