Understanding Contact Manager Fields

Contact Manager on the SmartReach Portal contains a wide range of terminologies, each with its own unique definitions. General Tab Field Description Account Account number of the customer.This field can contain an alphanumeric value. Do not enter a space or a special character in the field. Account To Speak Account number of the customer that is use...

How Do I Block an Inbound Caller?

You can block inbound callers using the Block Caller ID editor in your LiveVox Portal (LVP). There are several reasons that you might want to block a caller, such as:  Spamming your inbound services with multiple calls Harassing your agents Using foul or rude language or making threats Note The Block Caller ID editor does not allow you to block your...

Adding Contacts to the Do-Not-Call (DNC) List

Do-Not-Call (DNC) lists are customizable lists of phone numbers, account numbers, and/or unique account number and phone number combinations that indicate to the system that these customers should not be contacted. Info To scrub indicates to abolish contacting a number.  A DNC list is also called a suppression list. Important Starting from Fall 24 r...

Enabling Email Consent for a Contact

On the Configure tab, click Contacts>  Contacts .The Contacts window appears. On the Contacts tab, double-click the row displaying the contact you want to modify.The Contact window appears. On the Channels tab, select the Email Consent checkbox to permit emails to be sent to the specified email address of the customer. Note If the customer manual...

Importing Contacts into Contact Manager

You can create multiple contact records at once on the LiveVox Portal (LVP) using the Import feature of Contact Manager. This feature enables you to import contact records from a file on your computer into Contact Manager on the LiveVox Portal.  You   can   add   a   maximum   of   12 , 000 , 000   contacts  per portal  to   Contact   Manager . Howe...

Creating a Contact Import Job

A contact import job helps you to automate the process of importing contact records from a file into Contact Manager on the LiveVox Portal (LVP). This article describes how to create a contact import job. Before You Begin Upload the contact file to the  SFTP  site. Create an  input filter  for importing contacts. Uploading the Contact File to the SF...

Creating an Input Filter for Importing Contacts

Before you import the contact records from a file into Contact Manager on the SmartReach portal, you must create an appropriate input filter. An input filter processes and formats the data from your file so that the data is recognized by SmartReach. To create an input filter for importing contacts: LV 19 and Fall 23 Log in to LVP. On the Configure t...

Creating a Campaign from Contact Manager

You can proactively and quickly contact a set of customers by phone, email, SMS, or other means through a campaign. A campaign is a list of the contact records of those customers.  Example Suppose that you want to communicate with customers who are located in New York. You can filter the contacts in Contact Manager based on your condition and then c...

Filtering Contacts in Contact Manager

You can filter the contacts in Contact Manager to fetch the contacts that you want to export or the contacts that you want to include in a campaign.  To filter the contacts, you can perform a basic search or an advanced search. Performing a Basic Search This method involves specifying the filter criteria in the Search field and then clicking the mag...

Working with Input Filters

When you import data (for example, contact information, account details, or transaction records) into the LiveVox Portal (LVP), you must create input filters that can read the data submitted in your files into a format that can be stored in the LiveVox databases. An input filter processes and imports the data from a file into LVP through field mappi...

Customizing Contact Views

After you create contacts, you can customize how the contact information is displayed. You can add fields (for example, payment balance, contact created date); restrict editors (select which users can edit the contact view); restrict visibility (select which users can see the contacts). To customize contacts views: U17 Log in to the LiveVox Portal (...