Event Tracking Type: [Cloud PBX] Post to Dialling List

The Post to Dialling List tracking type allows you to add data to the existing dialing list when the selected trigger event occurs.

The [PBX] Post to Dialling List tracking type can only be configured on the Campaign level.

Read more about the PBX Campaign Configuration Tracking in the Knowledge Base article.

To create this rule, go to the PBX component, Call Campaigns > Campaigns section. Select the Call Campaign, and click the “Configure” button in the “Actions” column next to the corresponding Call Campaign. Click the “Tracking” tab and click the “Add Rule” button. Fill in the following fields in the “Add Rule” pop-up window:

• Trigger: 
  • [PBX] Inbound Call: An incoming call has occurred.
  • [PBX] Outbound Call: An outgoing call has occurred.
  • [PBX] Call Ended: The call ended.
  • [PBX] Call Transferred: The call was transferred to the predefined route.
  • [PBX] Operator Answered: The call was answered by the operator.
  • [PBX] Postback Triggered: The postback was triggered.
  • [PBX] Call Recorded: The call was recorded.
  • [PBX] Disposition Updated: The call disposition was updated.
• Action: Select the “[PBX] Post to Dialling List” option.

Once you select the preferable event, click the “Next” button to proceed with the setup.

The “Trigger Settings” block allows you to set up additional filters for the selected event. The filter fields are optional. If no filters are set up, the action will be triggered for all the leads that fit the event trigger.

The Trigger fields vary depending on the trigger type selected:

• Dialing List: Select the Dialling List.
• Operator: Select the Operator.
• Call Direction: Select the direction of the call in relation to the lead’s phone number (Inbound / Outbound / Internal / Callback).
• Call Status: Select the status of the finalized call.
•  Lead Phone Number: Enter the lead’s phone number from which the call is expected.
• Min IVR Duration: Enter the minimum amount of time during which the call should be processed through the IVR for the tracking to happen.
• Min Wait Duration: Enter the minimum amount of time that the call should be waiting in the queue or for the connection with the operator for the tracking to happen.
• Min Talk Duration: Enter the minimum amount of time for the conversation 
• Min Total Duration: Enter the minimum amount of time that the call should be processed through the system for the tracking to happen.
• Disposition: Select the corresponding disposition status.
• Disposition Map: Select the corresponding PBX disposition status in the “From” field and enter the name of the corresponding LMS or Call Logic disposition status of any other value that should be sent after triggering in the “To” field.

The “Action Settings / [PBX] Post to Dialling List” block allows you to configure the action required for the rule setup:

• Action: Select the action to perform (Add / Delete).
• Call Campaign: Select the Call Campaign.
• Dialing List: Select the Dialing List to/from which the contact will be sent/deleted when the selected trigger occurs. Note: The corresponding Dialing List will appear in the drop-down list after being added to the API Access tab for the particular Call Campaign.
• Phone Number: Select the placeholder to specify the phone number in the lead data.

Click the “Save Rule” button to proceed.