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What's New At CallShaper March 2017 .pdf

Original filename: What's New At CallShaper March 2017.pdf
Title: What’s New at callshaper
Author: Callshaper

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What’s New At
March 2017
This newsletter is designed to
keep you informed on
CallShaper changes and updates.

In this edition: Center Library

Exports Report

Script Assignment Icon,

Do Not Call List changes,

Did You Know

The Exports Report feature continues to improve. CallShaper now
offers three different types of customizable Exports Reports.
Each report type contains different formatting options and data
columns to choose from. The three options are:
 The Call Exports Report offers data fields pertaining to the
campaign, agent, lead and call data based on the filters selected.
 The Lead Exports Report offers campaign data fields, lead data,
last call agent, and the last call data based on the filters selected.
 The Agent Status Exports Report offers data fields pertaining to
the agent and the agent status based on the filters selected.
For more information, check out the Exports Reports section of the
Help Center Library.

Follow us on Twitter and Facebook and Check out CallShaper’s YouTube Channel
The Script screen will list active scripts, give you the option to edit an existing script, add a new script or view
the list of inactive scripts. We recently added Assignment Icons making it easier to determine if a script is
assigned at the Campaign level or assigned to an Inbound Number.

The new Assignment Icons are listed below:
= Assigned to the Campaign

= Assigned to an Inbound Number

MARCH 2017


We have recently made improvements to the Do Not Call section of the Admin Menu. The changes are:
The Do Not Call List Screen
Now in addition to listing the name of the Do Not Call List, we have added the following columns:

Numbers - Total amount of
phone numbers included in
each list, and

Last Added - The date the
last number was added to
the DNC lists.

Upload Process
We have added a “Read Only”
option to the upload process.
If this option is chosen, the file
can be replaced.
Individual phone numbers
cannot be added to this list
manually, leads cannot place
their phone number on this
list, and phone numbers won’t
be added to this list when an
agent chooses the DNC

List Actions Button
A List Actions drop-down button has
been added to the Do Not Call List
screen. Here we made changes to the
Export feature and have added the
Replace List option.


MARCH 2017


Export Changes
When you choose to Export a list, you can now select
(date the number
was added to the list). The report will export in .CSV format. This change will make it easier to download
large DNC lists from your account.

Date Selection

Replace List
The Replace List option will only be available on Read Only files. When replacing a list, you will upload a new
file. The existing file WILL NOT be saved.

How are we doing? Let us know by completing the Capterra Feedback Form.
Campaign Checklist – Did you know CallShaper has a Campaign Checklist available in the Help Center library?
The checklist is designed to make sure all settings within the campaign have been addressed and completed.
Canned Transfers - If your campaign has the need to contact a supervisor or other departments (sales) during a
call, creating a Canned Transfers would give the agent the option to transfer the call or contact a third party at
any point during the call. The lead can be placed on hold OR can be part of the conversation.
Dialing Pattern Buckets - Leads placed in a bucket with a 0% will be dialed IF all leads in other buckets have
been exhausted.



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