This article is broken into multiple sections. Use the links below to jump to a specific section.
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Q Classifications can be found by navigating to Admin > Configuration > Queue Classifications.
Click on the New Classification button, then enter in the queue classification name in the Classification field.
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If you have already installed OmniOut, you can navigate to the next step, updating your Campaign Statuses in SharpenTables. If you haven’t installed OmniOut, please install it from the Sharpen Store (Sharpen Store > Apps > OmniOut).
Setting Campaign Statuses in Sharpen Tables
The “FathomSASFCampaignsStatus” Sharpen Table will need its data structure updated to include the names of the actual queue classifications that are being used in the campaigns (the end results we just created). Sharpen tables can be found by navigating toAdmin > Configuration > Sharpen Tables > SalesAcceleratorCampaignStatusesFathomSASFCampaignsStatus.
By default, the system will include columns for “qualified,” “noAnswer,” “notInterested,” “dnc,” and “bounce.” More often than not, these will not match up with the desired queue classifications you just created above for your campaign(s).
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Important: The queue classifications must be spelled the exact same way, including capitalization and punctuation, in the table columns as they were configured in the Q Classifications section above.
Failure to do so will result in issues with the cadence functioning as desired.
Setting Campaign Steps in Sharpen Tables
Now that you’ve created the end results that an agent will choose, we need to create the steps in your campaign. This is where you will need your campaign key from the previous article. Navigate to the Sales Accelerator Campaign Statuses table.This tables looks similar to the table we just used for dispositions, but it has a very different purpose.
Just like the previous table, navigate to the Data tab and click Add Record.
In the data record window, paste your campaign key within the campaignfield (it is important to use the key and not the campaign name). The Campaign Status Name refers to individual campaign steps of the campaign (e.g. 1. Call, 2. Email, etc.), as well as the outcomes of the campaign (Qualified, DNC, Not Interested) you want associated with your cadence. Add all of these stages so that you can configure your campaign.
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Once you’ve completed all of the sections above, you’ll get something that resembles the following in the Sales Accelerator Campaign Status Table(yours will likely have more steps).
Records should all contain the campaign key and the campaign status name.
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