Jump to: navigation, search

Contact List Formats, Fields, and Tables

Contact lists are used to store and organize contact information. Once you import a contact list into CX Contact, you can use it for one or multiple campaign groups.

On the Lists page, you will learn how to work with contact lists, but first it's important to understand the basics:

Supported File Formats

CX Contact supports the following file formats for contact lists and suppression lists:

CSV

The easiest text file format for importing contact information is comma separated value (CSV). In a CSV file, each record is on its own row, and each field within a record is delimited, or separated, with commas.

Important: We recommend you use a header record, the first row of the list, which names and describes the data fields. The header row is used to govern the mapping between the fields in the data file and the fields in the contact list.

TXT

You can import a contact list in a text file format, including any of the following:

  • Pipe-delimited files
  • Colon-delimited files
  • Tab-delimited files
  • Semicolon-delimited files
  • Fixed position files, containing values in specified columns (such as a 10-digit phone number starting from character offset 105 through to 114).
XLS Microsoft Excel files are supported.
XLSX Microsoft Excel Open XML Format Spreadsheet files are supported.
Important
To avoid problems with mapping, we recommend you use an input specification file when importing your files.

Contact List Fields

A contact list can contain any or all of the fields described in this section.

Important
You do not have to use all available columns for a contact list. For example, you may only need FirstName, LastName, ClientID, and Device1.

General Information

  • FirstName— 64 characters maximum.
  • LastName—64 characters maximum.
  • Company—64 characters maximum.
  • Client Identifier—64 characters maximum. Assign ClientID to the account number, client ID number, or other unique identifier for each person you're contacting.


Important
If the data in any of your Other or General fields contains commas, those fields must be enclosed in double quotation marks.

Other Information (User-defined Fields)

Other1 to OtherN are user-defined fields, meaning you use them to specify free-form information about the contact. The character limit for these fields is 1,024.

By default, these fields are labelled as Other1, Other2, Other3, and so on, but you can override the default labels to clearly identify what the field is used for. Refer to the Create or Manage Field Labels for more information.

Device Information

  • Device1... Device10 — used to store the contact's phone number.

Phone numbers can be entered using the following format:

  • International (the phone number being dialed is outside the country of the account) - + followed by the country code, followed by the area code and phone number
  • National (the phone number being dialed is within the same country as the account) - the area code and phone number.

However, it's safe to use the country code in all circumstances.

Scenario 1
  • The UK number +44 (0)020 7551 8700 is in the contact list as +44 20 7551 8700.
  • This means it can be called from any account because the country code is included.
Scenario 2
  • The UK number is in the contact list as 20 7551 8700.
  • This means this number can only be dialed from an account whose number begins with +44 (i.e. a UK account).
Important
When a file is imported, all phone numbers, regardless of format, are normalized to E.164 standards (i.e. + followed by country code).

Contact List Database Tables

When contact list data is imported into CX Contact, the data is stored in a database table. In CX Contact, there are two distinct database tables: the main table and the secondary table. There are distinct differences between the two:

Main
  • Stores all General, Device, and Other1-Other20 data
  • Contains one record for each device within a chain
  • All fields in this table can be modified
Important
Use these fields for any data that will be part of a dialing filter or contact order, or for data that will be edited by an agent.
Secondary
  • Stores all Other21-OtherN data
  • Each record is tied to a Chain ID in the main table. Records are not separated by devices.
  • All user-defined (Other21-OtherN) data is presented within the same row as all other data.
  • There is one record for each user-defined (Other) field. For example, if for one particular Chain ID, there are three user-defined fields containing user data (for example Other21, Other22, Other23), there will be three separate records for this one Chain ID.
  • User-defined data (Other 21 and onward) cannot be modified. Important: Genesys recommends you use fields Other1-Other20 (the main table) for data that might need to be modified later.

It's possible that the contact data you import into CX Contact is stored into two separate database tables. Let's take a look at an example:

Example

Customer Information:

  • John Smith
  • Two devices (primary and secondary)
  • One chain: The chain_id is 1

User-defined fields used:

  • Other 5: Device information (primary vs. secondary)
  • Other 20: A promise to pay, answered by spouse
  • Other 21: The amount John promised to pay ($500.44)
  • Other 22: The payment date (05-10-2018)

Results:

In this scenario, two tables are used in the database: the main table and the secondary table.

The main table contains two records for John Smith - one for each device. It includes all customer data, including the data contained in the Other5 and Other20 fields.

CXC ContactList main.png

The secondary table contains the user data contained in Other21 and Other22 fields:

CXC ContactList secondary.png

In this table, you will still see two separate records for John Smith, but this time the records are not tied to a device; instead, the they are tied to a Chain ID. In this example, the value of ud_chain_id is 1, which, as you can see in the main contact list table, is associated with customer John Smith. Also note that the labels in the header row always contain the prefix ud. The remaining part of the labels match to those in the main table.

You'll also notice that the Other21 and Other22 fields (the amount John Smith promised to pay and the date on which he promised to pay it) are not standard column headings in this table; instead, they're presented as user data within a record. This table is designed that way to support filtering functionality within CX Contact, meaning that CX Contact can easily join the two tables together when it receives a request to filter data (in the case of selection rules) within the contact list.

Refer to the Import a Specification File page to see how a database table is created from a specification file.

Related Topics

Feedback

Comment on this article:

blog comments powered by Disqus
This page was last modified on 2 October 2018, at 06:17.