Scheduling A Call Campaign

This topic gives detailed steps for using Collect!'s batch processing to schedule TCN call campaigns.

TCN Campaign processing requires that you have set up an account with TCN and that you have entered the appropriate settings in the TCN Setup form in Collect!.

TCN Setup

TCN Service is an add-on extension module enabled in CV11.3.2 and newer. If you have upgraded from an earlier version, you may need to request a new license from Comtech Systems to enable the feature.

To obtain the latest TCN reports and imports for use with TCN Service, please visit the Collect! Member Center Widgets site.

Latest TCN Call Campaign Reports and Imports

WARNING: There are very particular rules about phoning Debtors. Please ensure that you know the rules for your collection areas and that you are accurately preparing your TCN call campaigns. Collect! Member Services can help you if you want to be absolutely sure that you are only phoning the accounts you are permitted to phone.

Scheduling A Call Campaign

1. Ensure that the TCN report that you want to use is set as required by you so that it selects the correct accounts to process. You cannot select them manually during the batch process!

2. Confirm that you have not modified the columns or the order of the data output by the TCN reports.

Please bear in mind that the report you use must match the template set up at the TCN site. If you make changes to the layout, you will just have to make sure that you go to the TCN web site and create a new template to match your report. Three reports are shipped with Collect! to suit most common needs. Please refer to Help topic, Customizing TCN for details.

3. Select Tools from the top menu bar in Collect! and then select Batch Processing from the drop-down choices.

4. Select the option " Process TCN Campaign" and then select the NEXT button.

Process TCN Campaign

5. Select the option "Schedule Calls" when the TCN Select Function form appears.

Select Schedule Calls

Press the NEXT button to continue. The TCN Schedule Calls form is displayed.

TCN Schedule Calls

You must enter valid data for ALL fields in the TCN Schedule Calls form.

6. Select the Date and Time Range for your call campaign.

7. Select the Dial order.

First Number
This setting dials ONLY the first number even if you send all four available phone fields.

Natural Order
This setting dials Home, then POE#, then Cell, then Other.

Custom
This setting dials in the custom order you set up at the TCN site. You cannot change this custom setting from within Collect!. It must be set at the TCN site.

8. Set your Timezone. This field fills with the default set up in the TCN Setup form.

9. Select the Import Template Number. The pick list will display the available templates at the TCN site. These match the TCN reports in Collect! and are named to help you make the right choice.

Home#/ZIP - Home Phone Number

Home#,POE#,Cell#,Other#/ZIP - All four Phone fields

Home#,Poe#,Cell#,Other#/All Data - Four Phone fields and additional account information such as Owing, Charged and Worked.

10. Select the Schedule Template Number. This field sets your messaging preferences for the call campaign. The pick list fills automatically with the available choices. Your selection depends on personal preference and any setup you have already in place at the TCN site. Many options are available for customizing this when you set up your account with TCN.

11. Select the Report from your list of Report Definitions. There are three defaults and they match the Templates at the TCN site. Please be sure to pick the TCN report that matches what you have selected for the Import Template Number.

12. Switch ON "Scrub cell phone calls" with a check mark if you wish to enable this options for the campaign you are scheduling.

You must have cell phone scrubbing activated in your TCN account. Please consult your TCN Broadcasting representative to enable this service.

13. Press the NEXT button to continue.

If you have entered invalid data in any of the fields, or leave any of them blank, Collect! will prompt you to fill in correct information.

Invalid Information Entered

14. Press the START button when the TCN Start Process screen appears.

TCN Start Process

Collect! will upload all the account information to schedule your call campaign.

15. When the process has completed successfully, Collect! returns the Task ID assigned to this batch. You can use this when processing results later on. It will also be displayed for you in the list of Tasks when you are run the TCN Download Report function to process your campaign returns.

Schedule Calls Complete Message

You can customize the TCN reports, if needed. Just make sure that you also modify the import template at the TCN web site to match your report.

Please refer to Help topic, Processing Results from Call Campaigns for detailed steps for processing TCN broadcast results.

Diagnostics

TCN processes are logged in Collect!'s Application Log in the "Batch" section. The Log Viewer is accessible through System, Diagnostics, Application Log. Switch ON "Batch" to view TCN log entries, such as Task IDs, dates, and TCN events.

Information which is logged via "Enable debug logging" will be logged in the "Debug" section of the Application Log. Debug logging is enabled in the TCN Setup form.

See Also

- TCN Service Topics