Outbound call fields

Gives access to the Outbound Call list to all users, whose primary team is the same as the team selected in this field. This is not a required field, and if desired, only individual users can be given access to the Outbound Call list by leaving this field blank and adding users in the Users field described below.

General greeting or introduction guideline. This can include merge fields, such as #pers_firstname#.

Greeting or introduction once you get through to the correct contact person.This can include merge fields, such as #user_firstname#.

Target level of daily calls for the Outbound Call list. This is also displayed to the user from the Call Handling page.

Link to Key Attribute Category Group. Key Attribute Data set up by the System Administrator can be made available to the end user from the Call Handling page.

Users who have rights to access the Outbound Call list from My CRM. Any user can be given access to the call list even if they have a different primary team from the one defined in the team field above.

Priority of the communication that is automatically created when a user reaches the contact.

Subject of the communication. This can include merge fields such as #pers_firstname#.

Default Details of the communication.

Default Team of the communication.

Default security territory of the communication.

Drip Marketing Call Lists only.

When the call list should be scheduled.

Options vary depending on the Drip Marketing Campaign Type selected (Anchor, Calendar, or Duration).

Anchor - select the number of days/weeks/months before/after the anchor date at a specified time.

Calendar - send on a specified date/time.

Duration - specify the number of days after the contact is added to the campaign, that the call list should be started.This is the number of days after the contact has become a member of the recipient list - for example, 1 day after they opened and clicked the first email they were sent (if Sent To "Contacts from previous email stages, matching Response Clicked A Link" was selected).

Drip Marketing Call Lists only.

Who should be called.

Select from:

• All Contacts in Drip Marketing List
• Contacts from previous E-mail stages, matching response (one or more can be selected): Opened, No Clicks, Clicked a Link, or Unopened. This option is disabled for the first Drip Marketing E-mail wave activity of the campaign.
• From Stage - select a specific previous stage.