lists
73 posts.
Changing list settings with update_list
Edit, reset, or delete a VICIdial calling list over HTTP with update_list. Required fields, the reset and delete flags, custom fields, and responses.
Read postHow to create a calling list with the add_list API
Create a new VICIdial calling list over HTTP with the add_list function. Required fields, optional settings, copying custom fields, and responses.
Read postReading a list's details with list_info
Pull a lead list's name, campaign, active flag and lead counts straight from VICIdial with the list_info API function.
Read postHow to read the Called Counts List IDs Report
The Called Counts List IDs Report shows a called-count breakdown by status for one or more lists, optionally within a date range.
Read postHow to read the Lists Campaign Statuses Report
The Lists Campaign Statuses Report gives a per-list breakdown of lead statuses within a campaign, from total leads down to each status flag.
Read postHow to read the Campaign Status List Report
The Campaign Status List Report shows a campaign's lead statuses broken down by list, plus total calls, duration and handle time.
Read postHow to read the Lists Pass Report
The Lists Pass Report breaks down dial and contact stats for each pass through a list, so you can see whether reworking leads is still paying off.
Read postWhat a list pass is and why it matters
A list pass is one full cycle through a list's leads; the number of passes tells you how hard you've worked the data and how penetrated it is.
Read postHow to Override VICIdial Statuses Per List or In-Group
Attach a Status Group to a list or in-group so those calls present a different disposition set than the rest of the campaign.
Read postWhat Are VICIdial Status Groups and Why Use Them
Status Groups let you override a campaign's dispositions for calls placed within a specific list or handled by a specific in-group.
Read postPreviewing a Lead File Before Importing It Into VICIdial
The custom-layout loader and auto-detect feature let you see how your columns will map before you commit. Here is how to preview a file and avoid loading garbage into your lists.
Read postLoading a File That Updates Existing Leads in VICIdial
The lead loader can do more than insert new records. With duplicate checking and the status mismatch action, it can move and update leads you already have. Here is how that works.
Read postHow Custom Fields Show Up on the VICIdial Agent Screen
You created a custom field on a list. Where does the agent actually see it, and how do the type and label settings change what they get? Here is the path from list to screen.
Read postWhat Happens to Leads After a VICIdial List Expires
An expired list does not delete anything. It quietly stops dialing. Here is exactly what the expiration date does to your leads and how to bring them back.
Read postReading How Many Leads Are Loaded and Dialable in a VICIdial List
A loaded list and a dialable list are not the same thing. Here is how to read the count that actually decides how many calls you can make.
Read postDuplicate Leads in VICIdial: How They Happen and How to Stop Them
Duplicate leads waste agent time and annoy customers. Here is where dupes come from in VICIdial and the controls that prevent them.
Read postWhy a VICIdial List Shows 0 Leads Available
The list has thousands of records but the dialer reports zero available. Here is what 'available' actually means and how to fix it.
Read postLeads Not Dialing? List-Level Causes in VICIdial
When a list of leads sits there and nothing dials, the cause is usually a setting on the list itself. Here is the checklist.
Read postThe Time Zone Setting on a VICIdial List
The Time Zone Setting decides how VICIdial figures out what local time it is for each lead in a list. Here is what each option does.
Read postRun Now Trigger: Running a VICIdial Drop List on Demand
A Drop List rebuilds new leads from abandoned inbound calls on a schedule. Here is how the Run Now Trigger lets you test it without waiting.
Read postThe VICIdial List Inventory Report, explained
The Inventory Report rolls up dialable and worked leads across your lists so you can see what is left to call before you run dry.
Read postHow to download a list
How to export a VICIdial list to a file from the list modification page, what the download contains, and what to do when a list is too big to pull this way.
Read postHow DNC scrubbing works when you dial
How VICIdial checks numbers against your Do-Not-Call lists in real time as leads move into the hopper, so blocked numbers never get dialed.
Read postHow to remove a number from the DNC list
When a number should be callable again, here's how to take it off a VICIdial Do-Not-Call list using the same Add-Delete tool.
Read postHow to add a number to the DNC list
Two ways to put a phone number on a VICIdial Do-Not-Call list: the Add-Delete DNC Number link and automatic adds from dispositions.
Read postInternal DNC vs campaign DNC: what's the difference
VICIdial keeps two kinds of Do-Not-Call lists. Here's how the internal list and campaign-specific lists differ and when each one applies.
Read postHow to create custom fields (step by step)
A start-to-finish walkthrough for adding a custom field to a VICIdial list, using a pulldown menu as the worked example.
Read postRe-ranking custom fields on the agent screen
How New Field Rank, Field Order, and Re-Rank Fields Below control where each custom field lands on the agent's Form tab.
Read postHidden custom fields explained
What HIDDEN and HIDEBLOB custom field types do in VICIdial, and when to reach for a field the agent never sees.
Read postEncrypted custom fields explained
How encrypted custom fields protect sensitive lead data with AES on a managed VICIdial platform, and the rules around enabling them.
Read postCustom field types: text, dropdown, date, and more
A tour of VICIdial custom field types, from plain text to dropdowns, dates, hidden fields, and source-driven menus.
Read postHow to add a custom field to a list
A step-by-step look at creating a custom field on a VICIdial list, including the rank, label, and naming rules that trip people up.
Read postWhat list custom fields are
List custom fields let you add your own data points to leads and show them to agents on the Web Form tab.
Read postFixed-width vs delimited files in a loader template
The difference between delimited and fixed-width lead files, and how each one is described inside a VICIdial loader template.
Read postThe Listloader auto-detect feature
How VICIdial's loader guesses which column in your file maps to which list field, and how to tune the match score.
Read postAssigning Columns in a VICIdial Loader Template
Map each list and custom-table column to a field from your sample file using the colored dropdowns, and master the index-based editor for fine control.
Read postHow to Create a Custom Lead Loader Template in VICIdial
Build a reusable VICIdial loader template by uploading a sample file, naming it, picking a target list, and mapping each column once.
Read postWhat a Custom Lead Loader Template Is in VICIdial
A custom lead loader template saves your file layout once so repeat imports skip the column-mapping step every single time.
Read postStatus Mismatch Action When Loading VICIdial Leads
Status Mismatch Action moves near-duplicate leads into your new list when they dupe by phone but not by status, so the freshest record dials from the right place.
Read postInvalid Phone Number Replacement When Loading VICIdial Leads
Invalid Phone Number Replacement swaps a bad primary number for the alt phone or address3 value during load, saving records that would otherwise be wasted.
Read postState Abbreviation Lookup When Loading Leads in VICIdial
State Abbreviation Lookup turns spelled-out state names into two-letter codes as your leads load, so your data lands clean.
Read postLead Time Zone Lookup: how VICIdial finds a lead's timezone
VICIdial codes each lead to a time zone at load using phone code, area code, postal code, or the owner field — and checks daylight saving too.
Read postDNC Scrub by Country during lead load
If international DNC lists are loaded on your system, VICIdial can scrub new leads against the right country's list as they import — a key compliance guard.
Read postUSA-Canada Check on lead load
The USA-Canada check filters out impossible North American numbers at import — bad fourth digits, invalid area codes, and optional NANPA prefix validation.
Read postDuplicate Checking when loading leads
VICIdial can catch and drop duplicate records as they load — by list, by campaign, or system-wide, with an optional 90-day window and status filter.
Read postSupported file formats for loading leads
TXT, CSV, XLS, XLSX, and OpenOffice formats all work in the VICIdial loader — here is which to use and how the delimiter and extension must match.
Read postHow to load leads into VICIdial
A friendly walkthrough of the web lead loader: prepare your file, pick a list, choose your on-load options, and import records.
Read postThe standard VICIdial lead fields explained
A plain-English tour of the default fields on every VICIdial lead, from phone and status to vendor code and owner.
Read postHow to modify a lead in VICIdial
After finding a record, the lead-modify page lets you edit every field, set callbacks, and review call and recording history.
Read postHow to add a single lead manually in VICIdial
When you only need to enter one record, the Add A New Lead screen drops a single lead straight into the list you choose.
Read postHow to search for a lead in VICIdial
Use the Search For A Lead screen to find any record by phone, name, vendor code, status, list, or owner before you edit it.
Read postXfer-Conf Number Override per list in VICIdial
Override the five transfer-conference number presets for a single list so agents see the right transfer targets for that data.
Read postAuto Alt Threshold Override per list in VICIdial
Set a per-list cap on how many attempts a lead gets before VICIdial stops dialing its alternate phone numbers.
Read postAnswering Machine Message Override per list in VICIdial
Play a different recording when a machine answers, for one VICIdial list only, by overriding the campaign answering-machine message.
Read postDial Prefix Override per list in VICIdial
Route one VICIdial list's calls through a different carrier or rule by overriding the dial prefix on the list, not the campaign.
Read postCampaign CID Group Override per list in VICIdial
Make one VICIdial list rotate through a pool of caller IDs by pointing it at a CID group, overriding the campaign for that list only.
Read postCampaign CID Override per list in VICIdial
Give one VICIdial list its own outbound caller ID without changing the campaign, and know how it interacts with CID groups.
Read postAgent Script Override per list in VICIdial
Set a different agent script for one VICIdial list without touching the campaign, and understand where ingroup scripts still win.
Read postList-level overrides: changing campaign settings per list
How VICIdial list overrides let one list use a different script, caller ID, dial prefix, or answering-machine message than its campaign.
Read postList reset vs lead recycling: what's the difference
Resets recall an entire list at once; recycling redials specific statuses on a timer. Knowing which to use keeps your dialer honest.
Read postCampaign Lead Recycling: redialing specific dispositions
Lead recycling redials chosen statuses at a set interval without resetting the whole list, ideal for Busy numbers.
Read postWeekday Resets Container explained
A Weekday Resets Container lets a list reset at different times on each day of the week, layered on top of the daily Reset Times.
Read postDaily Reset Limit explained
The Daily Reset Limit caps how many times a list can reset per day, a safety valve against accidental over-dialing.
Read postReset Times: scheduling automatic list resets
The Reset Times field lets a list recall itself at fixed clock times every day so you never have to reset by hand.
Read postReset Lead-Called-Status: recalling a whole list
Resetting a list flips every lead back to a callable state so the dialer can work the same numbers again after a full pass.
Read postList Statistics: reading a VICIdial list's health
The List Statistics on the modify page tell you what's left to dial. Here's how to read dispositions, dialable, and penetration.
Read postList Expiration Date: auto-retiring a VICIdial list
The Expiration Date setting quietly stops a VICIdial list from dialing after a chosen day. Here's how it works and how to read the EXP flag.
Read postAssigning a VICIdial list to a campaign
How to attach a list to a campaign in VICIdial, what changes when you move it, and why a list can only run on one campaign.
Read postActive: turning a VICIdial list on and off
The Active setting is the master switch that decides whether a VICIdial list gets dialed at all. Here's how to use it.
Read postHow to modify a list in VICIdial
A tour of the Modify List screen — the settings you can change after a list is created, and the ones you can't.
Read postHow to add a new list in VICIdial
A walkthrough of adding a new list in VICIdial, including the list ID rules that trip up most first-timers.
Read postWhat a list is in VICIdial
A plain-English look at what a VICIdial list is, how it holds your phone numbers, and how it feeds calls to a campaign.
Read postVICIdial lists and leads: the complete guide
What a list is, how settings work, how to load leads, and how leads flow into the dialer. The cornerstone guide to lists and leads.
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