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Additional fields in lists of clients

When creating a file with the list of clients, you can add not only phone numbers or IDs, but also additional data.

You can specify any additional fields: First name, Last name, City, Address, etc. The spreadsheet will only be validated based on the first column that contains phone numbers or IDs, and the remaining fields will be uploaded as text. These fields can be used in the scripts:

Additional fields for call campaigns

When creating a file with the list of clients for call campaigns, you can add additional fields such as timezone and phone number priority.

Number timezone

When creating a list of clients, you can specify a timezone for each phone number.

  1. Add an optional GMT_ZONE to the list of clients.
  2. In that column, specify the timezone for each number in one of the ways:
    • Timezone relative to UTC, e.g. -05:00.
    • Timezone ID, e.g. EST.
  3. In the campaign settings, enable the Use customer local time option.

The start and end time of the campaign will be defined in the client’s timezone.

Phone number priority

In the dialer_priority column, you can set phone number priorities in a range from 1 to 5, where 1 is the highest priority and 5 is the lowest.

Calls will be made sequentially depending on the value set, starting with the highest priority numbers and ending with the lowest priority ones.

Consider the following usage details when setting the priority:

  • If the priority is not specified or is specified incorrectly (e.g. 7), the call priority will be set to 5 by default.
  • If within the dialog $dialer.redial with an explicitly specified priority is called, the initially set priority will be overridden.
  • If within the dialog $dialer.redial without an explicitly specified priority is called, the initially set priority will be used.