Data Source Name

Use to specify a unique identifier for the data source.

Data Source description

Use to specify a brief description about the data source.

Create Data Source Using

Use to select one of the following options:

• File

• Database

• Custom

What to do

Import Contacts

Select this check box to import contacts from the data source into the contact list.

Exclude Contact

Select this check box to exclude contacts from the contact list in the data source.

Delete Records Before Import

Enable this option to delete the records from the contact list before importing data in the list. When you select this option, the following options are available for selection as required:

• Delete All Records

  If you select this option, POM deletes all the contacts from the contact list.

• Delete Records Matching Filter Template

  If you select this option and then choose a filter template from the drop–down list, POM will delete the contacts that match the criteria that you specify in the Filter Template.

  Click the Preview icon to see the contacts that match the filter template that will get deleted.

  Records getting deleted will also be removed from the running campaigns to which the given contact list is attached. This is particularly helpful for infinite campaigns.

• Pause Associated Campaigns If Emptying Contact List: If you select this option, all the running campaigns associated with the contact list pause, the contact list gets emptied, and the paused campaigns resume.

  Caution:

  It is recommended to prohibit using this option when dialing is in progress. If the campaign jobs fail to pause within a stipulated timeout interval, the campaign jobs might remain in PAUSING/PAUSED state until they are manually resumed.

  If a contact list is associated with a running campaign, POM does not empty the contact list.

• Ignore Active Exclude Contacts If Emptying Contact List: If you select this option, the contact list gets emptied keeping all the active exclude contacts in the contact list.

• Ignore Callback On Contacts If Emptying Contact List: If you select this option, the contact list gets emptied, keeping all the callbacks on the contacts in the contact list. This option is required if the callbacks are on contacts and you want to empty the contact list. If a contact list contains callbacks and you do not select this option, POM does not empty the contact list.

Advanced Options

Automatically Start Import for file

If you enable this option, the file import starts automatically. The file path accepts only file name (relative path). you can import the CSV file available at the organization-specific location in the $POM_HOME directory.

When you enable Automatically Start Import for file:

• You cannot assign any schedule to the data source, and when you try to create a schedule for this data source, POM displays the following message: Operation not allowed as auto import found enabled for datasource.

• You cannot run this data source immediately using the Run Now option. When you try to run this data source immediately, POM displays the following message: Operation not allowed as auto import found enabled for datasource.

If you enable Automatically start import for file, POM displays the following message: Data Source created successfully.

Automatically update time zone for phone numbers

Enable this option to automatically update the time zone attribute values for the phone numbers depending on the country code specified while entering the phone number, area code and prefix of the phone attribute value. If you specify the time zone attributes for the phone numbers before import, POM retains the value you sent and does not update the value.

Automatically update state for phone numbers

Enable this option to automatically update the state for the phone numbers depending on the country code specified while entering the phone number in the .csv file.

Automatically update wireless for phone numbers

Enable this option to automatically update the wireless field for the phone numbers depending on the country code specified while entering the phone number in the .csv file.

Check phone numbers for reject patterns

Enable this option if you do not want to import the contacts with the phone numbers matching the reject patterns. The reject patterns are specified in the Country Specific Phone Settings under Manager > Configurations > Country Specific Phone Settings.

Use this option with the Empty phone on match with reject patterns or phone format rule option to import the contact and empty only the phone attributes.

Check phone numbers for phone formats rule

Enable this option if you do not want to import the contacts with the phone numbers not matching the Country Specific Phone Settings. The Country Specific Phone Settings rules are specified in the Country Specific Phone Settings under Manager > Configurations > Country Specific Phone Settings.

Use this option with the Empty phone on match with reject patterns or phone format rule option to import the contact and empty only the phone attributes.

Check phone numbers/E-Mails for DNC

Enable this option if you do not want to import the contacts with addresses existing in the DNC list.

Clean up non numeric characters from phone numbers

Enable this option to remove the non-numeric characters from the phone numbers when importing the contacts.

Empty phone on match with reject patterns or phone formats rule

Enable this option to empty the phone attribute when the phone numbers that match the reject patterns and the phone numbers that do not match the Country Specific Phone Settings rule when importing the contacts.

Empty invalid email addresses

Enable this option to empty the email attribute with the invalid email addresses when importing the contacts.

On duplicate record found

Running Job Association

Use to specify priority for adding the uploaded contact records in the running campaigns. you can use this option if you have running campaigns associated with the specific contact list. The Running Job Association field is displayed only if the Import Contacts option is selected.

Add priority

If there are running campaigns associated with a contact list, the option to select a priority to those campaigns is available. When you select this option, you can select the campaigns and a priority for each campaign to add the contacts to the campaign.

Use to configure campaign-specific dialing priority for the contacts imported by a running data source during a running campaign.

When you configure the dialing priority, the data source import job and campaign job must be in a running state. If any of these jobs are not running, the dialing priority is not assigned to the contacts.

When you assign a dialing priority and if the data source import job and campaign job are running, then:

• POM imports the contacts in the contact list.

• at run-time, POM adds these imported contacts to the campaign job along with the dialing priority that you specify.

• POM dials the contacts according to the dialing priority.

In a running campaign, you can import contacts with only one dialing priority at one time.

If a contact list is associated with multiple running campaigns, you can import the contacts by specifying different dialing priorities for different campaigns.

For example, if a contact list is associated with two running campaigns, you can assign priority NINE for campaign 1 and priority SIX for campaign 2.

The imported contacts are assigned priority 9 in campaign 1 and priority 6 in campaign 2.

Priority ID

Displays the unique ID of the priority.

Priority ID is auto-generated and cannot be edited.

Campaign Name

Click the campaign name.

The Campaign Name field displays the list of all campaigns that are associated with the organization to which the logged in user belongs.

Priority

Click the dialing priority that must be assigned to the contacts when the contacts are imported and added to the campaign you have selected in the Campaign Name field.

The imported contacts are added to the running campaign job for dialing as per the associated priorities.

The contacts are dialed in descending order of priority. That is, the higher the value, that higher is the priority.

You can select any of the following priorities:

• LOW

• TWO

• THREE

• FOUR

• MEDIUM

• SIX

• SEVEN

• EIGHT

• NINE

• HIGH

• BOTTOM

• TOP

Where:

• LOW = 1

• MEDIUM = 5

• HIGH = 10

• BOTTOM: The maximum value is 0. The value decreases depending on the lowest priority contact list.

• TOP: The minimum value is 11. The value increases depending on the highest priority contact list.

See the following examples for priority calculation:

• If you associate a contact list with LOW priority, the contacts are added with value 1. If you associate a contact list with BOTTOM priority, the contacts are added with value 0. If you associate another contact list to the same campaign job with BOTTOM priority, the contacts are added with priority -1.

• Similarly, if you associate a contact list with HIGH priority, the contacts are added with value 10. If you associate a contact list with TOP priority, the contacts are added with value 11. If you associate another contact list to the same campaign job with TOP priority, the contacts are added with priority 12.

The default priority is MEDIUM.

If the guard time restricts POM from dialing a contact, the contact is queued to a predefined POM queue. The contact is picked up from the queue for dialing based on the assigned priority.

Actions

Click to delete the corresponding campaign and contact list priority for imported contacts association.