Creating a Number Group

The content in this article is appropriate for: Supervisors

This article assumes that a Program and Campaign have already been created.

Please be advised that the creation/maintenance of Number Groups is only for inbound campaigns, or outbound campaigns that have followup or callback capabilities. This step is not required for outbound- only campaigns.

• Configure the Number Group

• Review the Setup

1. Log in to the SC ACD
   👍 The easiest way is to type [yourcompanyname].singlecomm.com into a browser, then log in with your email address/password.

Configure the Number Group

1. Click Numbers in the left-hand navigation bar to expand the Numbers module, then click Number Groups

   

2. Delete any text from the Search bar so that the full list of Number Groups is displayed
   

3. Click on New in the top right
   

4. On the Number Group Details tab:
   

   • Name: remember to follow any naming conventions your company uses

   • Program: click the dropdown and select the applicable program
     🛑 Before moving ahead, click Update at the bottom of the page. This allows SC ACD to recognize the Program you selected and will populate the Campaign dropdown list.

   • Campaign: click the dropdown to select the campaign you are using

   • Description: (optional)

   • Extended Description (optional)

   • SingleTrack: [defaults to No] This option is only for clients using the SingleTrack API call for web/app which collects information about the inbound caller to be displayed to the agent taking the call.
     This feature requires a separate configuration. For more information, please contact your Account Executive.

   • Suspended: [defaults to No] leave as-is, this option is used to take the number group out of service

5. Click Update to save the Number Group details

6. On the Workflows tab:

   

   • Click the Select Integration dropdown and select your organization

     • this will populate the next dropdown list

   • Click the Select Workflow dropdown and select the Workflow that is being used

   • Start Date/End Date: [defaults to 00:00:00/23:59:59 (always)] this allows for the Number Group to be active for a set amount of time, and can be edited here.

7. Click Update to save

   • Once you Update and save this tab, the Actions column will populate, allowing you to Edit/Delete the selections on this tab
     

Review the Setup

1. Click to go back to the Number Group Details tab
   

2. Review the info that is configured on this tab, and when you are satisfied, click Number Groups in the left-hand navigation bar
   

3. Click in the Search bar and begin typing the name of the Number Group you just created
   

   When you see it listed, you know it was created properly! You can come back here to make changes if necessary.

🎉 Your Number Group Has Been Created and Added to Your Program!