Live Filters - Part 2

Updated: May 22, 2024

In our previous article, Live Filters, we covered each section of the live filter set up. In this article, we go over the operation controls after creation.

Once a live filter has been created, it is displayed on the live filter's main page.

Name. Displays the name of the live filter.

Active. When enabled, a green check mark appears, indicating the live filter is active.

• Deactivating (unchecking) a live filter will deactivate any campaigns it's on, but won't remove it.

Count. Displays the number of contacts that are "Ready" to be dialed from the live filter.

Ignore Time Zone Count. Displays the number of contacts available from the live filter without time zone restrictions. This is affected by the live filter's "Local Time Zone" selections. Count time zone is determined using the "State" field first and the phone number area code second. (This number can vary from "Count.")

Logs. Click View Change Log to view any changes and current live filter settings. A log is created when a change is made.

Controls. Click Set Ready to query targeted contacts that are currently set as ready=False and set them to ready=True. This is done through what's called a "bulk updated." Clicking "Set Ready" is done in order to call contacts through the live filter. If contacts are not set to "ready," they will not be dialed through the live filter.

Preview. Click Preview to see a small preview of contacts that are queued to be dialed through the live filter.

Edit. Click Edit to go into the live filters settings page.

Duplicate. Click Duplicate to copy the live filter.

Delete. Click Delete to remove the live filter.

Conclusion

It's important to be aware of filter setting changes to ensure proper operation. Small changes can have bigger than expected effects. Once live filters are properly set, campaigning with live filters will become seamless with a steady flow of contact queuing/dialing and consistent agent productivity. We recommend testing the live filter on a campaign to ensure it's running as intended.