CallShaper Outbound Software Feature Update April-2016

Welcome to the first edition of
What’s New At CallShaper.
This newsletter will keep you
up to date on new features as
they are added, provide tips
and answers to frequently
asked questions.
In this edition, we will
introduce:
Help Center Library,
Support Process,
Export Report, and
Lead File Caller ID.
What’s New At
HELP CENTER LIBRARY
CallShaper is proud to introduce its new Help Center Library which
contains how to articles, training material, FAQ’s and troubleshooting
tips for the CDP Agent Application, Supervisor Application and the
Manage Application.
The Help Center Library can be accessed two different ways through
the Manage Application.
1. Using the Help link - The Help link is located in the individual
user drop-down menu (see image on the left). This link will give
you full access to the Library where you can search by typing key
words into the search field or clicking on the different categories
to find what you are looking for.
2. Using the Support Button - The support button is located at the
bottom of your screen. You can search by typing key words in
the search field. Links to articles, training material, FAQ’s and
troubleshooting tips containing those key words will populate
in the top results section.
Once you click on a link, the article will populate in that window.
If you prefer to see the information in a larger window, scroll to
the bottom of that article and click the
button. This will bring you to the Help Center Library.
Outbound telemarketing is a tough business where the margins are small. Having accurate
information to manage the campaign is vital to its success.

APRIL 2016
WHAT’S NEW AT CALLSHAPER
SUPPORT PROCESS
CallShaper recently implemented a new support process. In the past,
to submit a request or report an issue, an email was sent to CallShaper
Support. We now have a ticket system in place.
With this new system, once a ticket is submitted, the requester will
receive an email with the ticket number and instructions of how to
add information to the ticket.
For tracking purposes, we ask that you use our new ticket system and
no longer send emails to support. When sending requests, please
submit a separate ticket for each new request.
Tickets can be submitted to the CallShaper Support Team two
different ways through the Manage Application:
1. Using the Help link – If sending attachments, please use this
option. The Help link is located in the individual user drop-down
menu (see image on the left) and will bring you to the Help
Center Library. At the top of the page, click the “Submit a
request” link. You will be asked for your email address, subject,
campaign, company and to describe how we can help you.
2. Using the Support Button - If you are sending attachments,
please use the Help link option. If you have searched for how to
articles, training material FAQ or troubleshooting tips and have
not found what you are looking for, click the contact us button.
A contact us page will open and ask for your name, email
address, campaign, company and a description of how we can
help you.
Ease of use is important because we feel that technology should help achieve the business
goals and not get in the way.
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APRIL 2016
WHAT’S NEW AT CALLSHAPER
EXPORTS REPORT
The Exports Report is a customizable report that is created by the
user. This Report is populated using data fields that have been added
to the campaign.
Users can create one or multiple reports per campaign, have it
delivered to an FTP site or an email address on a daily, weekly or
monthly basis at a specified time of day.
The Exports Report can be run on demand, edited, deactivated,
reactivated and recreated by a simple click of a button.
To learn more about the Exports Report, go to the Reports category of
the Help Center Library or, search using the key word “Exports” in the
Help Center Library or the Support Button.
LEAD FILE CALLER ID
Caller ID's have always been assigned to a campaign, now they can
also be assigned to an individual lead file.
For instructions on how to edit/add a caller ID assigned to a lead file,
see the Help Center Library article titled “Editing A Lead File” which
is located in the Leads and Lead Files category.
For instructions on how to assign a specific caller ID when uploading a
lead file, see the article titled, “Uploading A Lead File” which is located
in the Leads and Lead File category.
Both articles can be also found by searching “Caller ID” in the Help
Center Library or the Support Button.
The CallShaper Support Team will continue to add how to articles, training material, FAQ’s and
troubleshooting tips to the Help Center Library. If there are topics you would like to see added to the Library,
or features you would like to see added to our software, please let us know. We strongly encourage feedback
from our clients. Our goal is to have a user friendly product that offers the features important to your
organization.
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