How to Setup a Transfer Preset

How to Set Up a Campaign Transfer Preset

This tutorial covers how to set up a campaign’s transfer preset in your eDialer administration dashboard.

A transfer preset is useful when you need to add more than five transfer numbers to a campaign, or when you need to assign a name code to each of your transfer numbers.

1. Log in to your eDialer administration dashboard.
2. Go to Campaigns in the main navigation.
3. Open the Campaigns main list.
4. Click Modify next to the campaign you want to configure.
5. Navigate to the Transfer Options section within the campaign settings. This is where you will enable the transfer preset feature.
6. Under the Transfer Preset field, select Enable.
7. Save your changes.
8. Go to the Preset submenu on the left-hand navigation panel.
9. Click Modify next to the campaign for which you just enabled the transfer preset.
10. Under Preset Name, enter the name you want to assign to this transfer number setup. This name will also appear to agents in the agent interface when they click the preset button.
11. Enter the 10-digit transfer number in the Number field.
12. Enter any DTMF tones in the DTMF field, if required.
13. Use the Hide Number field if you want to conceal the transfer phone number from agents.
14. Click Submit to save the preset.

Your transfer preset is now configured and ready for agents to use. If you need assistance setting up your eDialer or have questions about your call-center solution, contact our support team at 866-273-4639 or call sales at 1 (800) 233-0234.