How To Order Custom Contact Plans
Collect! Member Services can build custom contact plans for
you, designed to automate routines and procedures you perform
regularly in Collect!. This service is provided on a fee basis.
New Contact Plans - Sending Information To Us
Before we begin a custom project to create a contact plan, we
need information about your requirements. To provide correct
and complete information, please take the time to step through
the actions you need to perform. Then create a flow chart. Some
ideas on how to proceed are included in this document.
When you are sure of the actions you want your plan to
perform, fax or email this information to us. After examining it,
we will be in touch with you regarding the details of your plan.
Help With Your Contact Plan Design
If you require help with a contact plan that you are designing
yourself or you want us to complete one that you have started,
we ask that you export your contact plan out of Collect! and
send it to us as an email attachment. Exported contact plans
are saved with the .cpl extension. Please include a flow chart of
the actions you wish to perform with this plan as outlined in
Flow Chart For Contact Plan
A contact plan needs to be well thought out before it is created.
You need to be sure of every step you want the plan to take.
1. Imagine that you are dealing with a brand new debtor. Go
through the steps of contacting this debtor as if you had never
contacted them before. Think of every possible response ("what if's")
that you may have to process.
2. What works already? Incorporate this into the steps that
3. Who will run the plan? Operators should not have to make
choices unless there is a response.
4. Different responses can be handled with response-specific
Often users make the mistake of trying to handle all
responses in the same contact plan. Responses are
actually "what if's" in your flow chart. They are handled with their
own contact plans.
Email Address And Fax Number
Send an email to Member Services to initiate communication
using the link below. Be sure to enter an appropriate description
in the Email Subject or your request will be rejected.
Email your requests, attachments and information.
Fax your flow chart and comments to:
A support ticket will be created as a result of your email.
Collect! Member Services will normally use this ticket to
confirm receipt of your information and files and
communicate with you.
When Your Contact Plan Is Ready
When your contact plan is finished, Member Services
will email it to you along with any additional information.
Please refer to How To Import A Contact Plan for
information on getting your new contact plan into Collect!.
Test your new plan in the demonstration database to
ensure that it performs as required.
- How To Get Help With Contact Plans
- How To Import A Contact Plan
- How To Export A Contact Plan