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Call Management System What's New At CallShaper Dec 2016 .pdf

Original filename: Call Management System - What's New At CallShaper Dec 2016.pdf
Title: What’s New at callshaper
Author: Callshaper

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What’s New At
December 2016
This newsletter is designed to
keep you up to date on new
features, provide tips and
answers to frequently asked


In this edition: Center Library

Updated Training Manuals,

Editable Script Action Page,

Holiday Schedule.

As we enhance our product, the training documents will be updated to
include the new features and changes.

All manuals for the CDP Desktop Application, the Supervisor Site and
the Manage Site can be found in the Manuals and Training
Documents section of the Help Center Library.

Recently the Manage Training Manuals have been updated and
renamed to include our new features and changes that have been
made to the Manage Site. The manuals and their contents are listed

Manual 1 – Setting up your account - Manual 1 focuses on the Admin Menu. The topics include:


Do Not Call
Media Attributes

Sound Library
Music On Hold
Phone Numbers

Manual 2 – Creating Your Campaign Part 1 – Manual 2 describes what a campaign is and begins the
configuration process to include the following topics:

Data Fields
Daily Reports

Campaign Checklist
Exports Report
Lead Files

Campaign Configuration
Lead Post

Manual 3 – Creating Your Campaign Part 2 – Manual 3 continues the configuration process and includes
the following topics:

Canned Transfers

Agent Skill Level
Campaign Settings

Blocked Numbers
Caller ID
Inbound Numbers

DEC 2016


Manual 4 – Building A Script – Manual 4 covers the scripting options and features and how they can be

configured in the scripting. The manual includes the following topics:

External URL Script
Editable Script
Feature Examples

Script Action Screen
Script Features
Navigation Buttons
Lead Search

Page Tasks
Page Task-Logic
Scripting Hints

Module 5 – Search and Report – Manual 5 focuses on the Search and Reports Menu’s. The topics include:

Search Menu
Call Detail Screen

Editing A Lead
Grading A Call

Reports Menu
Report Column Definitions

Having accurate information to manage the campaign is vital to its success.
Have you noticed the editable script action page has changed? We have added a new View Action Button,
moved tasks into the Options Action Button and changed the location of the script versions and how the
versions are accessed.

Action buttons

List of previous version

button gives you a view only version of the edit mode. This allows you to see the contents
of the script, but not make any changes to it.


DEC 2016


The following actions have been moved into the


CopyTo - Rather than start a script from scratch you can “Copy To” a script to the same or a different
campaign within your account. Choose the campaign the script will be copied to by using the dropdown menu.

Deactivate - When a script is no longer being used, and is not assigned to a campaign or an inbound
phone number, you can deactivate it. Once deactivated, this option changes to Reactivate.

Rename - The rename options will allow you to change the name of the script.

Publish - If changes are made to a script, the agents working that campaign will not see the changes
until you Publish the script and assign it to the Campaign or Inbound Number. Once published, the
changes will reflect in the Agent Application on their next phone call.

Each time the script is published, a new version is created. All versions can be viewed but only the editable
version can be changed. Now in the lower section of the Script Action screen, you will see the list of versions,
the version number, date last modified and who the version was modified by. The list will also include the
status of each version which is represented by the icons below.

This version of the script is editable and has not been published.
This version of the script is published and currently being used in the campaign. Published
versions can be viewed but cannot be edited or renamed.
This version of the script has been archived. Archived versions can be viewed but cannot be
edited or renamed.

To view or preview a version, select the version and click the proper action button.

How are we doing? Let us know by completing the Capterra Feedback Form.

Holiday Schedule
CallShaper will be limited to ticket and email
support on the following days:
December 26th




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