Tips for Managing User Groups

CommPeak support team assists you with configuring user groups which are a crucial element of the Dialer system. 

This article presents several tips about basic parameters, filter configuration, and predictive settings on the editing user group page. It will help you to understand the filter groups better and learn how to manage them effectively. 

To open a group for editing:

1. Go to Users on the main page, then select Groups.
2. Click Edit in the Actions column for the group you wish to modify. 
   

IMPORTANT
It's important that you familiarize yourself with the tips below BEFORE modifying filter groups and creating new ones.

1. Create object lists and use them in filters

Object lists can include such elements as countries, lead statuses, or affiliates. Learn how to create object lists in the Tenant menu from this article.

Once you create a list, you can use it in lead filter settings under predefined object lists.

If the same items are used in several filters, you can modify the objects list to which these items belong, instead of editing each filter group one by one.

2. Clearly state the purpose of the user group

When creating or editing a user group, enter clear information in the Name and Description fields on top of the page. Learn how to edit a user group from this article.

This information will help you understand which leads this group will fetch.

3. Set filter group weight to prioritize leads

The weight option that works like a ratio enables prioritizing the filters by setting the sequence for their processing. Learn how to set weight from this article.

In the above example, the Dialer will call every three leads from the first group, two leads from the second group, and one lead from the third group. When there are no leads in these filter groups with weight priority anymore, it will call leads that fit the conditions of the failover group. 

4. Set the campaign filter in the first line of each group

The Dialer needs to know from which campaign to fetch the leads. Learn how to work with campaigns from this article.

In the filter, you can set one or not one of the selected campaigns. If you use the OR operator, make sure to add the second line with campaigns.

5. Every group and every filter should fetch different leads

If each filter fetches completely different leads, the Dialer will operate most effectively. The following examples show two different filters from the same group.

The first filter for a campaign takes leads from the Pacific region countries.

The second filter for the same campaigns is for Middle East countries.

6. Create from one to four lines in each filter group

The filters should be simple enough not to overload the system.

7. Connect filter lines by AND operator

We recommend that you avoid using OR. Create another filter line instead.

8. Create only one line with countries

The following campaign filter example is set for Arabic-speaking countries. It uses a predefined list to which we added all the countries from which we want the system to call leads.

9. In your filters, use CRM fields synced with the Dialer

The following filter example contains the purchase date, which is mapped to the lead registration date in the CRM. The purchase site usually corresponds to the affiliate or campaign in the CRM.

10. Use either 'one of the' or 'not one of the' options

When using ‘one of the’, there is no need to add another line with ‘not one of the’ for the same field.

11. Use predictive settings to change the system behavior

You can select several checkboxes on the user group page below filter groups. Learn more about predictive settings from this article.