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[TAS]Configuring a Dynamic Contact Method

[TAS]Configuring a Dynamic Contact Method

Owned by Kathleen Glica
Last updated: Sept 16, 2023
4 min read

 

The content in this article is appropriate for: Administrators and Supervisors

This article covers the requirements for the Guided Interaction as well as TAS portions of this task so that the information will connect properly between platforms.

SC TAS supports dynamic contact methods. A dynamic field within the guided interaction will determine the contact method used for dispatching the message.

This section assumes that a guided interaction has already been created, or can be created without instruction.

 

  1. Log in to the SC WorkFlow platform and navigate to the guided interaction you wish to use for your TAS campaign.

  2. Select the guided interaction you wish to use and view the Graph Editor by click the Graph button in the upper-right.

Add the Dynamic Contact to the Guided Interaction

For this example, we are adding an Email field to the Guided Interaction to be used as the Dynamic Contact method in TAS.

  1. Navigate to the slide and location in the Guided Interaction where you would like to add your Dynamic Contact.

  2. Click to add a Text input field

    • The field type must be Text input

    • A text input field would also be used if the Dynamic Contact method was a phone number

  3. Add a Label to your field

  4. Add Prompt text to match the Label

  5. Click Update to save and close the slide

  6. Click Save to save and close the Guided Interaction graph

 

The next steps will take place on the SC ACD.

  1. Log in to the SC ACD
    The easiest way is to type [yourcompanyname].singlecomm.com into a browser, then log in with your email address/password.

  2. Expand the TAS module options by clicking on TAS in the left-hand navigation bar

  3. Access your current TAS accounts by clicking Manage Existing Accounts

  4. Select the client you would like to create the dynamic contact method for by clicking on the account name, then go to the Directory tab

     

Configure the Dynamic Contact Method

  1. Click the New Directory Entry button.

  2. Delete the default text and assign your contact method a new name in the Name field
    💡This field will accept any free text. You can use [firstname lastname], [lastname, firstname], [firstname only] or any other scalable name formatting that makes sense for your account.

  3. Click Continue to save and close the New Directory Entry

  4. To add the contact method (email, text, etc) click the New Contact Method Entry button

  5. On the New Contact Method page, select a Channel:

    • Email

    • Text

    • Call

    • Fax

    • [Any other custom channels that have been created for your TAS module] 

  6. In the Destination field, type [scriptkey], in square brackets followed--with no spaces--by the name of the dynamic field you have already set up in your guided interaction.
    These are case sensitive and must match your guided interaction exactly. The use of [scriptkey][fieldname] as the contact method allows you to create a dynamic contact method from a field in the Guided Interaction.

     

  7. Click Continue to save the contact method and return to the Details tab

  8. Click Update to save and close the contact method

 

This dynamic contact method is now ready for you to use in any dispatch rule!

 

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