Administration: Projects
Welcome to Projects in Outbound by Enreach.
If you are an Administrator, you can create and edit Projects in Outbound by Enreach.
Read through the article, or click a link below to get started.
In this article:
- What is a Project?
- Navigation
- Project Settings
- Select Sensitive Data Types
- Define Automatic Lead Data Deletion Rules
- Call Recordings
- Dynamic Display Number
- Call Transfer Phone Book
What is a Project?
A Project is a container for Campaigns in Outbound by Enreach. Projects are associated with individual clients, and will contain all Campaigns related to that specific client.
As an Administrator, you will be able to create a new Project whenever you receive a new client or assignment. Deletion rules are also set within Projects.
As you can see in the image below, when Campaigns are created they will belong to a Project, but different Campaigns can be based on the same Campaign Template.
Navigation
To access Projects, expand the Administration drop-down menu and select Projects.
In the navigation page you will see a list of all current Projects in your Organisation.
Click on a Project to view and edit the details, or click + Create New Project.
The edit options will be the same for both editing and creating Projects.
Project Settings
Under Project Settings, add a Project name, and check the Active box to mark it as Active.
Sensitive Data Types
Under Select Sensitive Data Types, choose while Data Fields are marked as Sensitive Data Types.
This means that the Data will be deleted after a set period of time, configured below under Define Automatic Lead Data Deletion Rules. The Data types can be selected from Campaign Templates.
Check the boxes next to the Data type to set them as Sensitive.
Switch to the Sensitive tab to view all the Data types already set to Sensitive, and to the Standard tab to view Data types that aren't subject to deletion rules.
Define Automatic Lead Data Deletion Rules
Under Define Automatic Lead Data Deletion Rules, define if Data is to be deleted, and how long it is to be stored in Outbound by Enreach for.
How do I delete Lead data?
If you want to make sure that Lead data is deleted from Campaigns you need to do two things:
- In Campaign Settings under Dialer Settings - Leads Expiration, set the number of days after the upload date that the Lead will expire. An expired Lead will be given the Closed status ‘Expired’, which automatically subjects it to the Lead deletion rules that are set up in the Projects settings.
- In Project Settings under Define automatic Lead data deletion rules, set the number of days that Lead data will be saved for before being permanently deleted. These rules will apply to all Campaigns within this Project.
Please note that deletion of data is permanent, and cannot be restored.
Deletion rules are divided between Leads closed as a Success and Non-Success, and Sensitive and Non-Sensitive Data Types.
To delete Data, enter the number of days in the Data Type field.
Call Recordings
Under Call Recordings, configure how many days call recordings are kept for in Outbound by Enreach before being deleted.
Full recordings record both the Agent and the Lead, and Partial recordings record only the Agent. Read more about Call Recordings here.
Enter the number of days in the appropriate call type.
Dynamic Display Number
Under Dynamic Display Number, choose which groups of Dynamic Display Numbers to use in the Contact Page.
Call Transfer Phone Book
Under Call Transfer Phone Book, add numbers that can be used when transferring calls in the Outbound by Enreach Dialer.
Click Add Number to get started.
In the pop-up window, enter the transfer phone number, and add a description that will be used internally.
Click Add to save the third party phone number, or Close to exit without saving.
When you have made changes to your Projects, click Save. Click Cancel to exit without saving.
