Outreach in Configuration

Outreach has its own section in the Configuration application in the Launchpad. Use the Outreach section of Configuration to:

  • Designate phone numbers for an Outreach campaign
  • Set the Outreach queue operation mode
  • Designate how the VHT Callback application responds to invalid responses and retry attempts

Manage phone numbers

Add and remove phone numbers for Outreach campaigns. Numbers can be added one at a time, or bulk upload up to 375,000 numbers at once.

This functionality is accessed in the Launchpad under Configuration > Outreach > Manage Phone Numbers.

outreach in configuration

Try it: Add phone numbers

  1. Choose a Queue from the dropdown.
  2. Select the Upload file button.
  3. Search for the phone number file for the Outreach campaign.
  4. Upload the file.
  5. Click Save changes.

Note

The Results section displays:

  • Successfully imported numbers
  • Duplicate numbers
  • Invalid phone numbers

Try it: Add phone numbers

  1. Choose a Queue from the dropdown.
  2. Select the Upload file button.
  3. Search for the phone number file for the Outreach campaign.
  4. Upload the file.
  5. Click Save changes.

Note

The Results section displays:

  • Successfully imported numbers
  • Duplicate numbers
  • Invalid phone numbers

Operation

The Operation section allows you to configure Outreach behavior. Outreach Mode is the only required setting in this section. Outreach Mode can be set to ON, OFF, or BLENDED:

Outreach Mode

Controls how Outreach functions.

SettingFunction
OFF
  • Default setting
  • Queue accepts inbound calls
  • Outreach does not function
ONQueue makes outbound Outreach calls only
BlendedQueue receives inbound calls and makes outbound Outreach calls

Turn mode to ON to designate the queue for Outreach calls.

Turn the mode to BLENDED to allow the queue to receive inbound calls, and place outbound Outreach calls.

Outreach callflow

When the Outreach Mode is set to ON or BLENDED, determine how the recipient will experience the Outreach call.

SettingFunction
Hail > Message > Caller Choice
  • Default setting
  • After hearing the message, caller chooses to speak to agent, cancel, or reschedule.
Hail > Message > Transfer to QueueCaller makes a selection to hear the message, call transfers after the message.
Voice Detection > Message > Transfer to QueueOn Voice Detection, the message plays, call transfers after the message.
Hail > Message > DisconnectCaller makes a selection to hear the message, call is disconnected after hail message.
Voice Detection > Message > Disconnect On Voice Detection, the message plays, call is disconnected after short message.

Dialing condition

Outreach campaigns will launch when one of the designated conditions is met. For example, if Empty Queues is selected, Outreach calls will not launch until the Holding and Priority queues are empty.

SettingFunction
Agent AvailabilityLaunches the Outreach call when the number of available agents is equal to the number designated in Agent Availability - Minimum needed
No EWTLaunches the Outreach call when the EWT = 0
Empty QueuesLaunches the Outreach call if the holding and priority queues are empty.

Agent Availability - Minimum needed

Designates the number of agents required to be available before an Outreach call is launched.

You would want to set this when:

  • Outreach callflow is set to Hail>Message>Caller Choice
  • Outreach callflow is set to Hail>Message>Transfer to Queue
  • Outreach callflow is set to Voice Detection>Message>Transfer to Queue
  • Dialing Condition is set to Agent Availability

Calls in Priority Queue to Pause Outreach

When the number of calls in the Priority queue reaches this number, the Outreach campaign will pause. The campaign will resume once the calls in the Priority Queue are less than this number.

This prevents too many calls from flooding the Priority queue, and artificially inflating the EWT of waiting calls.

Minimum Ports available for Outreach

Designates the number of ports that must be available before an Outreach call is launched.

Allow Scheduling

Turn this mode to ON to allow Outreach recipients to reschedule a call.

You would want to use this setting when:

  • Outreach callflow is set to Hail>Message>Caller Choice

Important

You must activate Enable Rescheduling in Voice Experience > Menu Options before this feature takes effect.

IVR group

Designates which IVR is checked for outbound ports, and is used for the Outreach campaign.

Retry attempts

Retry Attempts settings determine how many times the Outreach campaign will be launched against a number before providing a final fate.

It also controls the interval between each attempt.

Maximum busy signals

Determines the maximum number of times an Outreach call can fail with a busy result.

When a call reaches this limit, the call is marked as Outreach max busy.

Maximum ringing without answers

The maximum number of times an Outreach call can fail with a no answer result.

When a call reaches this limit, the call is marked as Outreach max no answer.

Maximum answering machines

Sets the maximum number of times an Outreach call can fail with the result of Outreach answering machine.

When a call reaches this limit, the call is marked as Outreach max answering machine.

Maximum calls with no response

Sets how many times an Outreach call plays the ReCall_AnsMach_B prompt when an answering machine is detected.

When a call reaches this limit, the call disconnects and tries again in accordance with the Outreach - Retry setting.

Maximum total failures

Sets the maximum number of times and outreach can fail because of any combination of:

  • Busy signals
  • Answering machine detection
  • Ring with no answer

When a call reaches this limit, the call is marked as Outreach - Max Total Attempts.

Wait before trying

Sets the amount of time before an Outreach call is re-attempted after an initial failed attempt.

Invalid responses

The Invalid Responses settings determine how many times a caller can enter an Invalid option, and still proceed.

Maximum hailing repeat

Sets the maximum number of times the hailing prompt repeats.

When the call reaches this limit, the call disconnects and retries in accordance with the Wait before trying setting.

Important

The hailing menu offers the option to press 1 when the person who placed the Callback request is on the line.

Maximum hailing invalid response

Sets the maximum number of times a caller can enter an invalid response during the hailing prompt before the call disconnects and retries.

When the call reaches this limit, the call disconnects and retries in accordance with the Wait before trying setting.