Follow

How To Create A Script

Scripts are located in the following: Admin Utilities > Scripts. If viewed successfully, the window to your right should reflect the title "Script Listing."

There are 2 ways to create a script. 

Regarding the 1st option - Add New Script:

Step 1:
Choose the Add New Script button, which is located to the right side of the Campaigns Listing title bar.

Step 2:
In the Add Script screen, complete the following:

  • Script ID - This is the short name of a script. It must be between 2-10 digits.

  • Script Name - This is the title of a script. It must be between 2-50 characters.

  • Script Comments - This is where you can place comments for an agent screen script.
  • Admin User Group - Choose from a drop-down list. This is the administrative user group for this record. This allows admin viewing of this record restricted by user group.
  • Active - Choose between On or Off. This is where you place the content of an agent screen script.

    • If Active/On, then enter the appropriate info within the Script Text. Above the script text box is a drop-down list of inserting fields which will populate real info that pulls from the DB/uploaded campaign/.csv file.

      For example: Hello <Insert First Name> <Insert Last Name>, my name is <Insert Agent Name> and I'm with "ABC Company."

      (Feel free to expand/spin the script to what best applies for your company).

    • If Off, then the box below will be grayed out.

When completed, choose Save.

Step 4:
When the script is shown, you now have more features to select from to fully customize the script. If you need any further assistance, please contact Ytel Support (via phone/email/my.ytel portal).

------------------------------------------------------------------------------------------------

Regarding the 2nd option - Clone For Script

Step 1:
If you want to copy the settings over from an existing script to a new script, choose the Clone For Script icon (indicated by 3 different sizes of circles, 2 of which overlap one-another), which is located to the right side of the Script Listing title bar.
(Hint: When you hover over the icon, it should state Clone For Script).

Step 2:
A separate Clone A Script screen will then pop up, which involves a 2-step process.

For the 1st screen, complete the following:

  • From Script ID - Choose from the drop-down list the available listed scripts. (Your new script will be cloned from this script).

  • New Script ID - Only digits must be entered. (This is the short name of the script, must be between 2 to 8 characters in length).

When done, choose Next.

For the 2nd screen, confirm your entries from the previous screen:

When done, choose Start Cloning.

Step 3:
You should be redirected to a confirmation window reflecting a successful script creation. If so, choose OK. If not, go back to step 1 and adjust accordingly.

Step 4:
When the script is shown, you now have more features to select from to fully customize the script. If you need any further assistance, please contact Ytel Support (via phone/email/my.ytel portal).

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments