Frequently Asked Questions (FAQs)
The default username is admin and the password is pass.
Yes, any number of CSV files can be uploaded to a campaign. However, you must ensure that all uploaded files have exact same Phone and Disposition Fields.
There are two ways to save any modifications to a file:
Some of the possible resolutions for this could be:
No, Phipe does not support Microsoft Excel files. However, they can be converted to the Comma-Separated Values (CSV) format which is supported by Phipe.
To do this, open the excel file you want to convert. Under the File menu select "Save As". Change the 'Save As Type' from CSV (Comma Delimited), then select 'save'. A copy of this new CSV file can now be used as the campaign data file.
Phipe can read any CSV file with a fixed delimiter. If the delimiter is a comma, a semi-colon or a tab, it will be automatically detected. Otherwise the user can specify a custom delimiter.
An active agent (an agent who is currently making calls), can be removed from a particular campaign only when this user is logged out. The user can be reassigned to any other campaign afterward.
The Cockpit tab lists the currently active users, along with the number of leads dialed by each user in their current session. This number is refreshed every time an agent logs out and logs in again. For further details of the leads dialed by any user, view their call logs.
If the number of leads that you want to add is manageable, you can add them manually using the "Add New Leads" functionality. Otherwise, you must delete and recreate the same campaign with the updated CSV file.
Go to the "Edit/Modify Campaign Subset" and provide criteria that can fetch all of the duplicate leads of this campaign. On the results form, select the duplicate leads and deactivate them
Select all of the leads from city B, then press 'Deactivate Selected Leads' on the 'Selection Criteria' form.
Go to the "Edit/Modify Campaign Subset" and select 'Is Active' as a value and an appropriate operator for the same. The list results will be only those that remain uncalled.
No, call logs for any existing campaign cannot be deleted. However, you can download the campaign call logs to save them as a backup.
Go to the 'Call Logs' tab on the administrators form. Select the campaign name and agent then press 'View' to view the data and 'Export Data To File'.
Yes, you can establish a call back time on the disposition settings form for the specified leads. The range for this setting has a minimum of one minute to an unlimited number of minutes.
The Global Campaign Settings tab gives you the option to set default values for each campaign you create. Under the same tab you can select default settings for Disposition Settings, Campaign Defaults and Global Dialing Preferences.
While you cannot reconfigure the schedule time for missed leads, you can recall your customers. On the Campaign Dialing Preferences form, increase the preference level for the missed leads. This will ensure that all your missed leads are called first the next time you begin making calls. Alternatively, if you prefer to call the missed leads at a later time, you can decrease the preference level of missed leads and increase the dialing preference for fresh leads in the Campaign Dialing Preferences form. Missed leads will then be called once all fresh leads are dialed.
The call log is updated once you have reached the set Batch size.
All call logs are maintained as long as the campaign exists. Deleting, removing or reassigning a user will not delete their call logs. To view them, open the Campaign tab in the administrator task form. Select the campaign that was assigned to the user you removed and press submit.
Either the campaign with the same name already exists or you have chosen a new campaign name which is longer than 100 characters.
Press Download Selected Leads' button on 'Selection Criteria Form'
Select Edit Leads in the Dialer Form.
First choose the call back disposition in the disposition menu. Next, set the time and click the "Me" button option. This will allow the call to come to you automatically.
Click the Start button on the left side of the calls and dialing will start automatically
First click on the break button, dispose the current call and then select logout.
On the left hand side of the CRM, select the disposition on the drop down menu and the call will be disposed automatically.
Upload campaign script is a useful feature that enables you to display your entire campaign script to your agents. That way your agents can view or read the script while they are on the call with a contact. You will find this feature just below your customer data on the browser.
Placeholders is the term mentioned in your script which refer to the fields of your campaign file.
Use placeholder terms with a "$" sign and submit the campaign script form to save the changes. Next, open the Map Placeholders to Campaign field form. This will list all the placeholders of your script with a list of fields used in your campaign field. Select the appropriate fields for your respective placeholders and save your selections before choosing exit.
Possible reason could be:
No, data loss will only occur in the event of improper computer shut down or restart while in the midst of a call. Minor connection errors will not lead to loss of data.
