Working with Dialing Profiles and Strategies
This article describes how dialing profiles and strategies can help ensure that you run campaigns in compliance with industry regulations.
Dialing profiles define the acceptable days and hours that you can contact customers through telephone calls or Short Message Services (SMSes). They support compliance guidelines for contacting customers within restrictions based on the country, state, and area code.
Dialing profiles determine the accounts that a campaign can dial when you build the campaign. For more information, see Building a Campaign in the Product Documentation Library.
To access a dialing profile:
- On the Configure tab, click Voice > Profiles.
The Profiles editor appears. - In the Profiles field, select the profile that you want to access.
The profile appears and displays values in the Profile ID, Name, and Description fields.
For information on adding, copying, or deleting a profile, see Managing a Profile in the Product Documentation Library.
Note
The selected profile appears as an option in the Dialing Profile field on the Settings tab of the Client and Services windows.
The profile assigned to a service takes precedence over that of the profile assigned to a client.
If the services associated with a client do not have a designation, they are automatically assigned the profile that is assigned to the client.
Important
Any new profiles that you create and apply inherit only the default customer contact window, which is 08:00–21:00 local time. State exclusions for Nevada and Pennsylvania are not included—you must add them if required.
When you create a profile, you must add policies to that profile.
Policies define the rules for contacting a customer. You can set policies to restrict the time when you can contact a customer (through calls or SMSes), or you can set policies to entirely block communication in a specific state or area code. In addition, you can apply policies to specific days of the week or to all days of the week.
For information on policy hierarchy and working with policies, see Policies in the Product Documentation Library.
Dialing strategies allow you to define the order in which phone numbers are dialed within a campaign file. All Voice and SMS campaigns must use a strategy. (Currently, Email campaigns do not require a strategy.)
To access a strategy, on the Configure tab, click Voice > Strategy.
The Strategy editor appears. Double-click an existing strategy to view that strategy, or click Add to create a new strategy. For more information, see Dialing Strategies in the Product Documentation Library.
Note
The dialing behavior of a strategy is based on individual outcomes that a contact attempt might receive. The Strategy editor allows different views/organization of the outcomes and defines how the system should behave for the account.