This article discusses tracking Leads blocked by your StateTracker Rules. These Rules are created with our new tool for helping to keep your dialing and SMS practices compliant with current and future 'Mini' TCPA restrictions implemented by States. Leads can be tracked through the Manage Leads page and the Call Logs Report.
Before you Begin:
- To learn more about creating and managing StateTracker Rules, see: Using StateTracker.
- The Manage Leads page has a variety of uses; to learn more, see Manage Leads.
- The Call Logs page is an essential tool for tracking key details about your calls; to learn more about its capabilities and customization options, see Call Logs Report.
Please Note: This tool is available upon request. Please contact your Onboarding Manager or Customer Success Manager to have this feature enabled.
Contents:
Manage Leads
1.) Click the Call Center main menu.
2.) Click the Leads option.
The Manage Leads page will open.
Two columns relate to StateTracker:-
StateTracker Blocked
-
StateTracker Block Expires
To make these columns visible, you need to customize the table.
3.) Click the Customize button.
The Customize modal window will open with the Data tab open.4.) Under the Calls section, click the checkboxes next to the StateTracker options.
5.) Click the green Save button.
6.) To change the order of the columns shown in the table, click the Order tab of the Customize window.
7.) Click on the title of the data item and click the Up and Down arrows to reorder the columns.
8.) Click the green Save button.
Manage Call Logs
1.) Click the Reports main menu.
2.) Click the Call Logs menu option.
The Manage Call Logs page will open.
Two columns relate to StateTracker:-
StateTracker Blocked
-
StateTracker Blocked Expires
To make these columns visible, you need to customize the table.
3.) Click the Customize button.
The Customize modal window will open with the Data tab open.4.) Under the Calls section, click the checkboxes next to the StateTracker options.
5.) Click the green Save button.
6.) To change the order of the columns shown in the table, click the Order tab of the Customize window.8.) Click the green Save button.
Search StateTracker Blocked Leads
1.) Click the Reports main menu.
2.) Click the Call Logs menu option.
The Manage Call Logs page will open.
3.) Use the popout Calendars to configure your date range in the Start/End Date (PST) fields. The fields Default for the start and end of the day you are running the Report.
- First, you will click the Date.
- Second, you will click the hour for AM or PM.
- Third, choose one of the minute intervals.
4.) Configure the Filter By fields:
- (A) Select StateTracker Blocked in the first drop-down.
- StateTracker Expires is not a separate option because of the dependency on StateTracker Blocked.
- (B) Select one of the two operator options in the second Filter By drop-down:
- Is equal to - results will match the value you choose.
- Is not equal to - results will exclude the value you choose.
- (C) Select Yes or No in the third drop-down, for Blocked or Not Blocked.
- (D) Order By options include Audio Quality, Call Date, Call Type, Campaign, ID, Lead ID, List, Number Dialed, Outbound Called Count, Queue, Queue Wait Time in Sec., Status, Talk Time in Sec., User.
- (E) You can then choose Ascending or Descending from the second drop-down.