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Lead Filtering allows leads to be filtered against a set of SQL query fragment's. This is most commonly used to filter leads by the number of times called. Notes on Lead Filtering: Requires some understanding of SQL queries. Do not begin or end with an AND, that will be added by the hopper cron script automatically. An example SQL query that would work here is "called_count > 4 and called_count < 8". Creating a lead filterĀ - Login to the Vicidial Admin page.
- Click the Filters tab at the top of the page.
- Enter a Filter ID.
Filter ID - This is the short name of a Vicidial Lead Filter. This needs to be a unique identifier. Do not use any spaces or punctuation for this field. max 10 characters, minimum of 2 characters. - Enter a Filter name.
Filter Name - This is a more descriptive name of the Filter. This is a short summary of the filter. max 30 characters, minimum of 2 characters. - Enter the Filter Comments.
Filter Name - This is a more descriptive name of the Filter. This is a short summary of the filter. max 30 characters, minimum of 2 characters. - Enter the Filter SQL.
Filter SQL - This is where you place the SQL query fragment that you want to filter by. do not begin or end with an AND, that will be added by the hopper cron script automatically. an example SQL query that would work here is "called_count > 4 and called_count < 8". - Click the Submit button to save the Filter.
Enabling the Filter in a Campaign - Login to the Vicidal Admin console.
- Click the Campaigns tab at the top of the page.
- Click the Modify link for the campaign you want to change.
- Find the "Lead Filter" setting and choose the filter from the drop down dox.
- Click the Submit button to save the changes.
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