Vicidial How to Setup Transfer Preset

SHARE:

[et_pb_section fb_built=\”1\” _builder_version=\”4.5.1\” _module_preset=\”default\” custom_css_main_element=\”border-radius: 8px;|| background-color: #fff;|| padding: 32px;|| -webkit-transition: 300ms all cubic-bezier(.4,0,.2,1);|| transition: 300ms all cubic-bezier(.4,0,.2,1);|| margin-top: 24px;|| box-shadow: 0 8px 60px 0 rgba(103,151,255,.11), 0 12px 90px 0 rgba(103,151,255,.11);\”][et_pb_row _builder_version=\”4.5.1\” _module_preset=\”default\” custom_padding=\”0px||||false|false\”][et_pb_column type=\”4_4\” _builder_version=\”4.5.1\” _module_preset=\”default\”][et_pb_video src=\”https://www.youtube.com/watch?v=ly3iYPnFnEI\” thumbnail_overlay_color=\”rgba(0,0,0,0.6)\” module_class=\”vp_video1\” _builder_version=\”4.9.0\” _module_preset=\”default\” custom_css_main_element=\”text-align:center;||display:block;||margin:auto;\” border_radii=\”on|8px|8px|8px|8px\”][/et_pb_video][et_pb_text _builder_version=\”4.9.0\” _module_preset=\”default\” text_text_color=\”#375174\” text_font_size=\”16px\” 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||2em||false|false\” hover_enabled=\”0\” sticky_enabled=\”0\”]

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 ViciDial admin dashboard.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-25.png\” title_text=\”setup transfer preset\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\” custom_css_main_element=\”-webkit-transition: 300ms all cubic-bezier(.4,0,.2,1);||transition: 300ms all cubic-bezier(.4,0,.2,1);||visibility: visible;||opacity: 1;\” border_radii=\”on|8px|8px|8px|8px\”][/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\” link_font=\”Lato||||||||\” link_text_color=\”#ff4a9e\” link_font_size=\”17px\” link_line_height=\”1.8em\” custom_margin=\”2em||2em||false|false\”]

2. Then, go to Campaigns.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-26-1.png\” title_text=\”setup transfer preset\” 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/pasted-image-0-27-1.png\” title_text=\”setup transfer preset\” 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\”]

4. Then, click modify.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-28-1.png\” title_text=\”setup transfer preset\” 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\”]

5. We need to enable the transfer preset.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-29-1.png\” title_text=\”setup transfer preset\” 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\”]

6. Choose enable under the “transfer preset” field.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-30-1.png\” title_text=\”setup transfer preset\” 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\”]

7. Save changes.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-31-1.png\” title_text=\”setup transfer preset\” 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\”]

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/pasted-image-0-32-1.png\” title_text=\”setup transfer preset\” 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\”]

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

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-34-1.png\” title_text=\”setup transfer preset\” 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\”]

  1. 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/pasted-image-0-35.png\” title_text=\”pasted image 0 (35)\” 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\”]

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

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-36-1.png\” title_text=\”setup transfer preset\” 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\”]

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

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-37-1.png\” title_text=\”setup transfer preset\” 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\”]

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

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-38-1.png\” title_text=\”setup transfer preset\” 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\”]

  1. Then click Submit.

[/et_pb_text][et_pb_image src=\”https://www.etollfree.net/wp-content/uploads/2021/03/pasted-image-0-39-1.png\” title_text=\”setup transfer preset\” align=\”center\” _builder_version=\”4.9.0\” _module_preset=\”default\”][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section]

Like this article?

Recent Articles

Stay up-to-date with the most recent toll-free, VoIP, cloud communications, and business call center news here. 

Scroll to Top

Forgot Password?

No sweat, it’s an easy fix!
Just tell us the e-mail address your registered with, and we’ll send your

woman using headset smiling while using VoIP communications

Want to talk directly to someone?
Call or chat with one of our agents now!

Let's Get Acquainted & Get Your Business Communication Problems, SOLVED!

eTollFree can help point you in the right direction and set your business on a trajectory for tremendous growth.

By submitting this form and signing up for texts, you consent to receive marketing text messages from eTollFree at the number provided. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency varies. Unsubscribe at any time by replying STOP.

What services are you interested in?