How To

Helpful tips, tricks and hints for the Ytel products

Evan Clark avatar Eric Madura avatar Katelyn Rose avatar +8
64 articles in this collection
Written by Evan Clark, Eric Madura, Katelyn Rose and 8 others

How to create your own Music on Hold

Step by Step guide on creating your own Custom on Hold Music
Alex Treichler avatar
Written by Alex Treichler
Updated over a week ago

Blocking Puerto Rico and Canadian Calls

Here we are going to give you a how to guide on inserting a sql string to block Puerto Rico and Canadian dials.
James Rivas avatar
Written by James Rivas
Updated over a week ago

How To Create A Voicemail

We will be covering how to create a voicemail box for the agents and/or inbound queues
Vanny avatar
Written by Vanny
Updated over a week ago

User Management - Add/Remove & Permissions

How to add, remove or update users. How to set and adjust user permissions and access.
James Rivas avatar
Written by James Rivas
Updated over a week ago

Ytel Admin Management

How to set permissions for admins
Alan Anglin avatar
Written by Alan Anglin
Updated over a week ago

How to create an inbound SMS keyword campaign

3 easy steps to create a SMS keyword Campaign in minutes
Matt Bos avatar
Written by Matt Bos
Updated over a week ago

Setting Up A Polycom Hard Phone

Polycon Hard Phone Help
James Rivas avatar
Written by James Rivas
Updated over a week ago

How To Create A Call Time For A Campaign

Vanny avatar
Written by Vanny
Updated over a week ago

How to set up Campaign Statuses

How to set up Custom campaign and System-wide campaign disposition statuses for you Ytel Contact Center
Ryan McCullough avatar
Written by Ryan McCullough
Updated over a week ago

Best Practices for Funding your Account

Matt Bos avatar
Written by Matt Bos
Updated over a week ago

How To Log Out an Agent who forgot

How to utilize the Emergency logout feature
Vanny avatar
Written by Vanny
Updated over a week ago

Simple Dial Billing and Number Management

Simple dial billing and number management
James Rivas avatar
Written by James Rivas
Updated over a week ago

How to Assign ACCIDs to Campaigns

Overview of how to map ACCIDs to campaigns
Alan Anglin avatar
Written by Alan Anglin
Updated over a week ago

New and ENHANCED Billing Notifications from Ytel

Auto threshold notifications
James Rivas avatar
Written by James Rivas
Updated over a week ago

Creating Sub Accounts

Guide on Sub Accounts and their creation
Evan Clark avatar
Written by Evan Clark
Updated over a week ago

Creating your Basic Auth 'Authorization' header.

Ytel's v3 API requires the use of a 'Basic Auth' header to authenticate your API requests. This article will show you how to use Basic Auth.
Evan Clark avatar
Written by Evan Clark
Updated over a week ago

Workflow

Katelyn Rose avatar
Written by Katelyn Rose
Updated over a week ago

Advanced List Rules

Setting up advanced list rules for your lead data
Ryan McCullough avatar
Written by Ryan McCullough
Updated over a week ago

Purchasing Numbers in Ytel API UI

How to buy numbers via API and Portal
Evan Clark avatar
Written by Evan Clark
Updated over a week ago

How to Install and Configure a Softphone

How to configure a soft phone
Brandon Tomaiko avatar
Written by Brandon Tomaiko
Updated over a week ago

How to Block Inbound Calls

In this Article we will cover the process of blocking inbound calls from reaching your agents.
Alex Treichler avatar
Written by Alex Treichler
Updated over a week ago

Adding a Payment Method for Follow up Engine or API

In this article we will be reviewing how to set up a payment method on API as well as set up an auto refill.
James Rivas avatar
Written by James Rivas
Updated over a week ago

List Conversion Report

How does Ytel's List Conversion Report work?
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Setting up Ringless Voicemail with Follow Up Engine

In this tutorial we will be going over the set up of Ringless Voicemail on Follow up engine.
James Rivas avatar
Written by James Rivas
Updated over a week ago

Contact Center - Creating a "List Mix"

Advanced list management tool
James Rivas avatar
Written by James Rivas
Updated over a week ago

Resetting your Password

This will point you in the right direction when you need to reset your admin or app.ytel password.
James Rivas avatar
Written by James Rivas
Updated over a week ago

Account and User Management

How to add, edit, and manage Accounts and Users
Matt Bos avatar
Written by Matt Bos
Updated over a week ago

Using Ytel Inbox

See and respond to conversations generated by inbound SMS communications
James Rivas avatar
Written by James Rivas
Updated over a week ago

Start Sending and Receiving Text Messages with Inbox

How to get started with Inbox
Matt Bos avatar
Written by Matt Bos
Updated over a week ago

Multimedia Messaging Service (MMS)

How to send media with your text message
Brandon Wells avatar
Written by Brandon Wells
Updated over a week ago

Creating State Filters

How to filter out certain states from being dialed
James Rivas avatar
Written by James Rivas
Updated over a week ago

Locate Call Recordings

Three ways to look up call recordings
James Rivas avatar
Written by James Rivas
Updated over a week ago

Moving Incorrectly Loaded Leads

Removing incorrectly loaded leads in Ytel (contact center)
James Rivas avatar
Written by James Rivas
Updated over a week ago

Using InboundXML to Forward Calls

Evan Clark avatar
Written by Evan Clark
Updated over a week ago

Purchasing Numbers for API on App.Ytel

Step by step guide on provisioning and purchasing
Katelyn Rose avatar
Written by Katelyn Rose
Updated over a week ago
Contact Center

How to sync your phone numbers - Contact Center

Number Sync, Number Sets, Syncing of Numbers in Contact Center.
Alex Treichler avatar
Written by Alex Treichler
Updated over a week ago

How to swap existing phone numbers with new ones - Contact Center

Number Swaps, Replacing an existing phone number, Number replacement, Contact Center, YCC, Swapping Numbers
Alex Treichler avatar
Written by Alex Treichler
Updated over a week ago

Setting Up an Inbound Que

Here we will be going over how to set up an inbound group to field incoming calls.
James Rivas avatar
Written by James Rivas
Updated over a week ago

How to create a new Admin for your Contact Center System

Create a new Admin login for you admin contact center system
Alex Treichler avatar
Written by Alex Treichler
Updated over a week ago

Contact Center - Add/Create Administrator Accounts

Scaling your Leadership
James Rivas avatar
Written by James Rivas
Updated over a week ago

Swapping and Releasing Numbers

How to release and swap numbers.
James Rivas avatar
Written by James Rivas
Updated over a week ago

Resetting a list

Here we will be going over how to reset a list to call on certain status.
James Rivas avatar
Written by James Rivas
Updated over a week ago

Contact Center - Campaign Statuses

Detailed Systemwide Campaign Statuses
Brandon Tomaiko avatar
Written by Brandon Tomaiko
Updated over a week ago

Contact Center - Upload a List

How to upload a list for calling
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Call Menu

Setup / Modify a Call Menu
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Upload Audio

How to upload audio files to be used for Call Menus, Hold Music, etc.
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Export Calls Report

Pulls data from your lists into an easy to manipulate .CSV file - for example, last status, date called, etc
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - ACCID

What is ACCID - aka Area Code CallerID?
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Starting from Scratch

Creating a Outbound Campaign from ground up
James Rivas avatar
Written by James Rivas
Updated over a week ago

Contact Center - Campaign Lead Recycle Create or Modify

How to setup or modify Lead Recycle
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Scripts

Create Scripts to be used on your campaigns
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Link Script to Campaign

Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Lead Management

Move, Update Status on, or Delete Leads
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Advanced Lead Management

Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Custom Fields

How to utilize custom fields within Contact Center
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Managing Numbers in Contact Center

Manage Numbers through Contact Center using Number Management
James Rivas avatar
Written by James Rivas
Updated over a week ago

Adding New Agent Licenses

This article will show you how to purchase licenses for your system.
James Rivas avatar
Written by James Rivas
Updated over a week ago

Contact Center - Campaign Status (Dispositions)

How to create dispositions within a campaign
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Create or Modify Agents

Create or Modify Agents within Contact Center
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Create an Agent Group

Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Agent Monitoring

How to monitor agents (Barge and Listen)
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Time Clock Reports

Track your agent performance with Time Clock!
Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Reports

Eric Madura avatar
Written by Eric Madura
Updated over a week ago

Contact Center - Do Not Call (DNC)

Add, Remove or Check for a number on the Do Not Call (DNC) list
Eric Madura avatar
Written by Eric Madura
Updated over a week ago