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Lead Recycling & Lead Resets

PostPosted: Thu Dec 04, 2014 2:48 pm
by jcuzens
We have our agents dialing outbound leads and they will occasionally mark leads such as "Spoke to Owner" or "Spoke to Employee". We would like to reset these leads but with different frequencies.

For example, "Spoke to Employee" should be called back on the following day whereas "Spoke to Owner" would be called back in 7 days. The two currently available options in Vicidial are to:

1) Use Lead Reset
2) Use Lead Recycle

The problem with (1) is that there is no provision for reseting the leads based on any sort of interval. You would reset the list and if the dial status was dialable (as per the campaign) then it would be called again at some point.

The problem with (2) is that the interval has a maximum period based on the 5 digit maximum (27 hours).

What would be the harm with modifying things (e.g. the database and the admin page) to allow the 5 digit maximum to be extended for a larger interval (say 30 days)? I didn't see anything off-hand that would be troublesome for the AST_VDhopper.pl that would limit it's ability to function with a larger windows. We are just trying to make it so that certain dispositions can be dialed again but with different time periods.

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Our last option would be to manually reset the called_since_last_reset to N and then change the status to something that is dialable (like make a RECYCLED status) within our campaign by running our own mysql cron. This has the disadvantage of possibly screwing up some reporting.

Thoughts?

Re: Lead Recycling & Lead Resets

PostPosted: Thu Dec 04, 2014 4:16 pm
by mflorell
We have used Filters for this in the past, you can use a filter to target specific statuses with specific lengths of wait time like this filter does for the NI status:

( ( (status='NI') and (last_local_call_time < CONCAT(DATE_ADD(CURDATE(), INTERVAL -7 DAY),' ',CURTIME()) ) ) or (status != 'NI') )


The above filter will not allow NI leads to be called until 7 days after they were last called. The resets can happen once a day, or more frequently if you want, and the NI leads that were called within the last 7 days still won't be called if this filter is enabled on the campaign.