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Figure 1 - List Mapping, Record Chaining and Load Process Scheduling Figure 2 - List2Campaign Load Process Summary and Details SWIFT™ List2Campaign SWIFT™ List2Campaign is a web based tool that facilitates the loading of client records from a source system file (e.g. Client Database/CRM) into the Genesys Outbound calling format. The solution allows one or more users to create record loading processes by defining data mapping between the system file and the Genesys calling list. The defined processes are saved within the application, and can either be run in a scheduled basis or on demand. For any Genesys Outbound Implementation, one of the key steps is to determine the process to translate client records into a format that can be used by the Genesys OCS solution. This typically involves developing customized queries or applications as part of each Outbound project. The custom development effort represents risk to the success of the project. The custom code that provides the most basic functionality is often only known by a few key members of the project team. As well, any new business requirement, which could be as simple as adding a new data field or creation a new outbound campaign, can result in an IT project which must be planned, scheduled and prioritized. SWIFT™ List2Campaign empowers business users to configure the record loading process by providing a pre-built application with flexible configuration and applying business logic to simply Genesys Outbound record loading. Move client data to the Genesys Outbound calling format! www.ariasolutions.com Follow us on Twitter: @ariasolutions
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SWIFT™ List2Campaign - Aria Solutions Solutions-SWIFT...outbound campaign, can result in an IT project which must be planned, scheduled and prioritized. SWIFT List2Campaign empowers

Mar 06, 2021

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Page 1: SWIFT™ List2Campaign - Aria Solutions Solutions-SWIFT...outbound campaign, can result in an IT project which must be planned, scheduled and prioritized. SWIFT List2Campaign empowers

Figure 1 - List Mapping, Record Chaining and Load Process Scheduling

Figure 2 - List2Campaign Load Process Summary and Details

SWIFT™ List2Campaign

SWIFT™ List2Campaign is a web based tool that facilitates the loading of client records from a source system file (e.g. Client Database/CRM) into the Genesys Outbound calling format. The solution allows one or more users to create record loading processes by defining data mapping between the system file and the Genesys calling list. The defined processes are saved within the application, and can either be run in a scheduled basis or on demand.

For any Genesys Outbound Implementation, one of the key steps is to determine the process to translate client records into a format that can be used by the Genesys OCS solution. This typically involves developing customized queries or applications as part of each Outbound project. The custom development effort represents risk to the success of the project. The custom code that provides the most basic functionality is often only known by a few key members of the project team. As well, any new business requirement, which could be as simple as adding a new data field or creation a new outbound campaign, can result in an IT project which must be planned, scheduled and prioritized.

SWIFT™ List2Campaign empowers business users to configure the record loading process by providing a pre-built application with flexible configuration and applying business logic to simply Genesys Outbound record loading.

Move client data to the Genesys Outbound calling format!

www.ariasolutions.com Follow us on Twitter: @ariasolutions

Page 2: SWIFT™ List2Campaign - Aria Solutions Solutions-SWIFT...outbound campaign, can result in an IT project which must be planned, scheduled and prioritized. SWIFT List2Campaign empowers

Figure 2 - Data Load Process

Who Are We?

Aria Solutions has been a leading provider of contact center and customer engagement solutions for 20 years, delivering innovative, multi-channel, cloud, on-premises and hybrid-based solutions. We specialize in working with Genesys, Salesforce and AWS Connect platforms, building products and delivering services to offer complete solutions. Our thorough methodology and expertise are key in helping customers promote customer engagements, create exceptional customer experiences, and

deliver positive business results.

Partnered with:Head Office

Suite 600, 110-12th Ave SWCalgary, AB, Canada T2R 0G7

Ph: +1 403 235 0227Toll Free: +1 866 550 2742

US Corporate Office 825 Watters Creek Blvd.

Suite 250, Building M,Allen, TX, 75013

Toll Free: +1 866 550 2742

SWIFT™ List2Campaign Features:

• Supports loading of records from a file with common delimiters (e.g. comma, space, tab, pipe, fixed-width, etc.)• Supports multiple source file for record upload• Supports loading of records into multiple Genesys calling list• Defined Load Processes can be saved and scheduled to run periodically or on demand• Provides the ability to edit or copy an existing load process for ease of updating or creating new processes• Provides current load process status and execution history• Supports the ability to replace or append records into a Genesys Calling List based on defined business logic• Supports removal of duplicate calling list data based on defined business logic• Provides a audit trail of records that excluded from loading based on business logic • Supports loading of chained records for instances where a customer has multiple phone numbers • Provides the ability move calling list records to a historical table for archival purposes • Supports record time zone association based NPA-NXX for counties that complies with North American Dial Plan • Supports Genesys TLS via SSL security via security certificate• Supports Single or Multi-tenant Genesys Configuration Server solutions• Runs on a internal web server minimizing the dependency of third party software and administration