Telemarketing Module

Phase 1 Complete Telemarketers need the ability to process a variety of transactions in the Engaging Networks dashboard: Donations Memberships Sign-ups Events (paid and unpaid) A lightbox has been released in the manage supporter page using our widget technology

Phase 2 Underway Telemarketers need a limited view of the account dashboard Administrators need access to tools to create call lists, access reporting data, and manage telemarketers A complete overhaul of the account user / admin infrastructure is underway

Call Lists Administrators can create call lists using comprehensive data query tool: Advocacy transactions Fundraising transactions Membership transactions response Constituent data Telemarketing transactions

Telemarketer Dashboard Call lists are loaded for each telemarketer with the ability to process a record efficiently: View history Loaded campaigns to process Option to update constituent data Option to easily load campaign transaction and process Option to easily load telemarketing transaction and process Search option is also available

Calling Lightbox technology pre-loads supporter data Lightbox is based on campaign page and therefore can be customized (content, form, opt- in questions) Campaign transaction and telemarketing transaction are separate data

Reporting Telemarketing is a new ‘transaction type’ Telemarketing transaction is linked to campaign transaction (if processed) Telemarketing transaction contains data to identify the transaction for reporting and segmenting

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