Here we are going to walk though the steps to creating a filter to block out calls going to Puerto Rico and Canada.

Step one- Log onto your contact center dashboard and navigate to admin utilities.

Step two- Now click on lead filter list and click the add new lead filter in the upper right of the screen.

Step three- Fill in the filter id, the filter name, and filter comments with something you can recognize. Then in filter sql copy the string below and paste it into the sql body and hit save. It should look like the picture below.

left(phone_number,3) NOT IN(257,263,273,382,387,460,468,487,537,568,584,600,683,742,753,851,871,942,368,403,587,780,825,264,268,242,246,441,236,250,604,672,778,284,622,345,670,767,809,829,849,473,671,658,876,204,431,664,428,506,709,879,782,902,226,249,289,343,365,416,437,519,548,613,647,705,807,905,787,939,354,367,418,438,450,514,579,581,819,873,306,474,639,721,869,758,784,868,649,340,867)

Now you can test this on your system. To do this navigate back to the admin utilities and then lead filter list.  Click on the actions on your new filter to modify. Then at the bottom of your screen you will have a test on campaign. Select the campaign you want to test on and hit submit. It will then show you how many leads will be removed and how many leads are left in the system.

Last step- After you have tested your filter you now need to activate this on the campaign. To do this  go to campaigns and then campaign and hit the actions button to modify. Navigate down to the list section and find the option for lead filter. You will then have the options to select the new filter you created. It should look like the shot below.

Important things to keep in mind: 

  • Always test the sql string before setting on the campaign. 
  • You can always turn it on and off in the campaign settings. 

We're here to help - if you need assistance, please contact the Ytel support team at 800.382.4913, support@ytel.com or you can click the live chat button at the bottom right of your screen.

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