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ContactNow: Dataset Management Overview
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ContactNow: Dataset Management Overview

You can manage datasets that have been imported via the Import Data tool from the Dataset Management page. Here you are able to filter your uploaded datasets, modify each one, and also add new empty datasets. You can filter them based on their state (live or hold), by campaign and even by the queue they are assigned to by using the filter menu on the left-hand side of the page.

To manage your existing datasets, hover over the Data icon in the Navigation bar and click on Dataset Management.

Once you click on Dataset Management, you are presented with the overall screen of the dataset management tool. You can view all your uploaded datasets, assign the datasets to specific queues, and make your datasets live so records will start dialing out from the outbound queue selected.


If you hover over the progress bar, you can see a status screen as shown below. This will show the following:

Screen Shot 2018-08-01 at 10.32.51.png

  • Available Now: Live records that are immediately available to call.

  • Available Later: Live records that have a callback time in the future. The retry times set on the outbound queue will determine when they become available again to be dialled.

  • Available Total: This figure is a sum of the Available now & Available Later units and gives the overall amount of Available records that will be dialled.

  • Hold: Records that are not live.

  • Complete: Records that have a complete outcome. These records will not be dialled again.

  • Unavailable: Records that are live but are not available to the dialler.

  • Total: Total number of records in the dataset.

Note: If you see records that are Unavailable place the dataset on hold and live again to force the records live.

From Dataset Management, you can:

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