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The rules defining the inclusion of numbers for an account,  sequence sequence of dialing, whether to move to the next number in the sequence, and Requeue requeue inclusion are set using the Strategies editor. You can view all available strategy strategies in the the Strategy editor. Expand below to learn more. 

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titleViewing List of Strategies

You can view all available strategy strategies in the the Strategy editor. The basic settings are defined here.

  • ID: System System assigned identifier and unchangeable. 
  • Name: Assigned Assigned by you to keep track of your strategy's purposeidentify the strategy.
  • Sequence: The The phone fields from your input filter and their order of potential dial are the Sequencesequence. Consult your Input Filter to see which input file location contributes to each phone field.


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titleAdding Strategies

  1. Create a strategy from scratch by clicking clicking the Add buttonin the lower-right corner, or start from an existing strategy by clicking the Copy icon .

    Info

    Hover on the existing strategy row to view the Copy icon.


  2. In the General Tab tab, specify the name and dialing sequence by using the Add button .
  3. Click the Ok button .

  4. In the Outcome Tab tab, you can specify the following fields:

    Info

    The dialing behavior of a Strategy is set based on the individual Outcomes outcomes a contact attempt may can receive. This editor allows different views/organization of the outcomes and enables you to configure how the system should behave for the account.


    Expand
    title'Filter By' Views

    There are three filters selectable by using that you can select using Filter By to help you see what you needconfigure the behavior:

    • Outcome Strategy: Only outcomes set to Dial Another Number, Try Another Round of Dialing, or Requeue appear in this view.
    • All Requeueable Results: The previously default LiveVox strategy view of all commonly used outcomes.
    • All LiveVox Results: Every possible agent or system assigned outcome.


    • Category: The The overall group in which the outcome resides. View all of a Category the entire category by selecting the category from the far left column hierarchy.
    • Result: The The LiveVox Result name for the contact outcome (may can differ from what the agent sees). See the Termination Codes editor to understand which agent-selected codes map to the LiveVox Results.
    • Termination Code: The The outcome agents see that appear on your site's default service.
    • Dial Another Number: Indicates Indicates that the next number in the sequence will be dialed if this outcome is reached.
    • Minutes Between Rounds: If If another round of dialing occurs for the sequence, the amount of time delayed to wait before beginning.
    • Max Rounds: The The maximum number of attempts during a campaign for a number reaching this outcome. If the last outcome for a Sequence sequence has Max Rounds of 1, will restart the sequence restarts at the beginning.

    • Requeue From Prior Campaign: Looks at the prior run and, if the final outcome has this checked in this strategy, includes it in the requeue campaign. Only used if the strategy is assigned to a requeue.

      Select a strategy and double-click to make any changes to the Minutes Between Rounds, Max Rounds, Dial Another Number, and Requeue From Prior Campaign fields.

  5. Click Click the Save button  .
  6. Click the Save button.
Info

Controlling which services can apply to a strategy simplifies campaign assignment , and helps with compliance, and allows dealing better with distinct books of business. You can enable restricting restrict access to a strategy by navigating to to Configure > Service > Client > Settings.



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titleAdjusting Strategies

Double-click the specific strategy row to modify settings aside from any of the settings except for the system-assigned ID. After making a change click click the Save button .

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titleModify General Tab Attributes

  • ID: Cannot be adjusted

  • Name: Enter Enter the new identifying name to be applied for this strategy.
  • Dialing Sequence: You can modify the existing dialing sequence by sequence using following options.
    • Add new phone fields using the Add button .
    • Move fields around by selecting them by using the move-up icon icon and move-down icon . 

    • Remove a phone field by selecting it and clicking the Delete icon . 

      Info

      The Delete icon appears when you hover on the phone row.



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titleModify Outcomes Tab Attributes

Select the Filter By option option to show more outcomes or all outcomes. After adjusting, click click the Save button .

  • Category, Result: Cannot be adjusted.
  • Termination Code:  Not adjustable here. Navigate to the Termination Codes editor from the main navigation links on the left.
  • All other attributes:  Double-click on the value to be modified, choose the new one from the list, and click in the blank space.


Expand
titleChange History Tab

The Change History tab tracks and displays the changes made to the strategy.



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titleDeleting Strategies
  1. Hover on the strategy row to view the Delete icon.
  2. Click Delete icon. 
  3. Confirm your selection by clicking Yes button  .