A contact group is a group of contacts that you can use for segmentation and within a contact flow.
To create a contact group:
- On the Configure tab, click Contacts > Contacts.
The Contacts window appears. - On the Groups tab, click Add.
The Contact Group window appears. Specify values in the following fields, and then click OK.
Field | Description |
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Group Name | Name for the group. | Caller ID | Caller ID for the contact group. | Callback Number | Callback number for the contact group. | Email | Email address for the contact group. | Code | SMS code for the contact group. |
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The contact group appears on the Groups tab.
Click Save.
The contact group is created.
- This contact group appears as an option in the following fields:
- Group, when creating or modifying a contact on the Contacts tab of the Contacts window.
- Contact Group, when creating or modifying a Do-Not-Contact (DNC) phone number on the Phone Number tab of the DNC window.
- DNC Contact Group, when modifying the service settings on the Settings tab of the Services window.
- After a contact group is created, the following tabs appear in the Contact Group window:
- Associated Contacts: Displays the contacts associated with the contact group.
- Associated DNC: Displays the DNC phone numbers associated with the contact group.
- Associated Services: Displays the services associated with the contact group.
- When creating a campaign through the contact manager, you can define the contact group to be the source for caller ID or callback number. This enables you to group agents in a single service or call center without the need to split the campaign.
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On the Groups tab: - You can modify a contact group by double-clicking the row displaying the group.
- You can delete a contact group that is not associated with any entities (contacts, DNC, and services) by hovering over the row displaying the group and then clicking the close icon
. - After you create, modify, or delete a contact group, click Save.
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