Contact List Wizards

Interaction Dialer manages all data and tables associated with a campaign except the contact list table that contains the names, telephone numbers, and other data associated with people being called.  Many customers find it technically challenging to create contact list tables and to import data into them. For this reason, Interaction Dialer Manager provides wizards that simplify common contact list management tasks. Customers can create new contact lists, import data, or export data to popular data formats.

Buttons located near the contact list selection drop list invoke wizard operations:

• Create Table—this wizard acquires records from a data source and places them in a new contact list table. The new table is automatically assigned to the campaign.  Afterward, customers need only select phone number columns to dial and optionally associate those columns with phone number types (work, cell, etc.)

• Import Contacts—this wizard acquires records from a data source and places them in the contact list assigned to the campaign.  Create Table and Import Contacts both acquire records from a data source and insert them into a table. The difference is whether or not a new table is created. The Create Table wizard begins by prompting the user to name a new table. After that, the wizards pages are identical.  

• Export Contacts—this wizard exports contact list data to a data source or popular file format. For example, you can export data to a spreadsheet for analysis.

As a prerequisite, HTTP streaming must be configured before using these wizards, since the ability to import or export data requires access to Dialer's database and the ability to stream large amounts of data.

Interaction Dialer Manager does not perform direct database access. Instead, it passes requests to IceLib, so that routine transactions are handled consistently. Since IceLib is not designed to stream large amounts of data into or out of a contact list, a streaming HTTP server is used instead. The streaming HTTP service runs as part of DialerTranServer on the Central Campaign Server.