Is it possible to set custom status in lead upload ?

[paok1926]

hello all,

Is it possible to set custom status in lead upload ?
I want to set the status to NOTCHECKED, so with an event, I could check against my DNC list and set the status to NEW or DNC..


thank you very much in advance,

George

[williamconley]

1) This is a support question. Not a "general discussion". Moving to the appropriate board.

2) "check against my DNC list" ... vicidial already does that (based on the campaign setting). However: If you refer to a National DNC list (too big for the Vicidial DNC tables!), that's a different story.

3) We've altered several clients "List Loader" scripts to automatically upload as a different status (rather than NEW) for this purpose (part of an NDNC Checker package we sell). Not hard to alter that script!

4) CLI lead loader allows specifying status.

perl /usr/share/astguiclient/VICIDIAL_IN_new_leads_file.pl --help

Also interesting and useful:

VICIDIAL_UPDATE_leads_status_file.pl
VICIDIAL_IN_preprocess_leads_file.pl

5) Beware: If this is for the US National DNC list, you may want to check ALL leads in the system instead of only the ones you just uploaded. If a number gets added to the DNC after you uploaded it, you have 30 days to notice and stop dialing.

[paok1926]

thank you for moving my question in the appropriate board..

i want to set the custom status, only on some lists (e.g. "cold" lists as they call them). In other lists (e.g. phone lists from people who gave their consent and phone number), i do not need to check against some national DNC..
For the discussion, Greek national DNC list has 8.500.000 entries.. We are 11.000.000 people living in the country
So, adding an option to vicidial/admin_listloader_fourth_gen.php would be nice...
Can someone help ?


p.s. I have a Greek translation of about 700-800 lines (the existing ones were google translated and there was very funny). How can i contribute this to vicidial ?

[williamconley]

There is a thread with instructions on how to contribute new languages and update existing ones.

I am a little confused why you say you want this custom status to only apply to certain lists. If you are uploading, and specifying a status, then YOU would be determining the status. when you say you want it to apply only to certain lists I get the impression you want to update the status on leads that are already in the system. There's a custom page for this already.

Reports -> Admin Utilities

Basic Lead Management Tools | Advanced Lead Management Tools | List Split | List Merge

If you want to sponsor a change to Vicidial: The Vicidial Group is the place to contact. Email or call them directly. If you want a feature, but are patient and don't want to pay, there's a Board for features. If you want a feature and would like to pay (or just a "slight customization", lol), then you can talk to the Vicidial Group, PoundTeam (where I work) or even post an "I'd like to pay to have this done" in the "Jobs - Requests for Consultation" Board (that's why it exists).

Just be clear of what you want. The ability to upload a Status for every lead being uploaded (additional field, just like "city" or "last name")? Or for the entire uploaded file all the same status? Or ... something else not related to "during upload"?

[paok1926]

We have lead lists, in which the leads gave their own phone numbers, for example from a survey or from facebook.
At these lists there is no need to check against the national DNC list, since they gave volunteerly their phone number ..

But there are also "cold" lead lists, just phone numbers, from misc sources, which has to be checked against the national DNC list and flagged as DNC.

Thats why i want to import all these leads as NOTCHECKED, and run a sql query to change the flag to NEW or DNC..

as for the translation, i will do it tomorrow..

[williamconley]

so ...

for the entire uploaded file all the same status?

[paok1926]

yes, since i will activate the lead later, i want them all as NOTCHECKED...

[williamconley]

You can use the cli lead loader to do that right now, nothing to customize, just have to learn the proper method.

note that it will pull from an ftp server if you ask it nicely.