Creating a script for outgoing campaigns

Scripts are the menus and fields that can be entered with information regarding the call that is being attended by an agent in real time. The most used application for a script is polling.

How to do it…

  1. Go to the Call Center | Forms | Form Designer menu.
  2. Click on the Create Form link.
  3. Enter the following information (shown in the next figure):
    • Name: Name for the script or form.
    • Description: Description of the form.
    • New Field: The section where we can add the fields and data types that our form can have.
    • Order: The order in which the fields will be displayed and then be filled with information.
    • Field Name: Name of the field.
    • Type: The data type for the field. The used data types are as follows: Text, List, Date, Text ...

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