How to Setup Transfer Preset

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This tutorial will be about how to set up a campaign’s transfer preset.

A transfer preset setup can be useful if you need to add more than 5 transfer numbers or you need to add a name code for each of your transfer numbers.

Let’s get started.

  1. Login to your eDialer administration dashboard.

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2. Then, go to Campaigns.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/Setup-Transfer-Preset-2.png\” title_text=\”Setup Transfer Preset 2\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_font=\”Lato||||||||\” text_text_color=\”#375174\” text_font_size=\”17px\” text_line_height=\”1.8em\” header_2_font=\”Lato|700|||||||\” header_2_text_color=\”#20292f\” header_2_font_size=\”1.8em\” header_2_line_height=\”1.25em\” custom_margin=\”2em||1em||false|false\”]

3. Then campaigns main

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/Setup-Transfer-Preset-3.png\” title_text=\”Setup Transfer Preset 3\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\”]

4. Then, click modify.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/Setup-Transfer-Preset-4.png\” title_text=\”Setup Transfer Preset 4\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\”]

5. First we need to enable the transfer preset.Go to “Transfer Options”.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/Setup-Transfer-Preset-5.png\” title_text=\”Setup Transfer Preset 5\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\”]

6. And choose enable under the “transfer preset” field.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/Setup-Transfer-Preset-6.png\” title_text=\”Setup Transfer Preset 6\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\”]

7. Then save changes.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/Setup-Transfer-Preset-7.png\” title_text=\”Setup Transfer Preset 7\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\”]

8. Now go to the preset submenu on the left.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/Setup-Transfer-Preset-8.png\” title_text=\”Setup Transfer Preset 8\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\”]

9. Click Modify to the campaign that you just enabled this function.

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10. Under “Preset Name”, type in the name you want to call this transfer number setup. This will also be the name that the agents will see in the agent interface when they click the preset button.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/Setup-Transfer-Preset-10.png\” title_text=\”Setup Transfer Preset 10\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\”]

11. Then, the 10-digit number under Number.

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12. Then the DTMF if you need to add any.

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13. “Hide Number” field will let you hide the transfer phone number.

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14. Then click Submit.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/Setup-Transfer-Preset-14.png\” title_text=\”Setup Transfer Preset 14\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section]

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