Setup the Vicidial Plugin in the CRM
Go to the Admin > Plugins page and find the section named “Phone Switches”. Use the dropdown to select the Vicidial plugin and click the “Add” button
Enter the following information:
- user: api user name
- password: api user password
- server: the domain part of the URL to your server (usually an IP address. Do not include http:// or https://)
Advanced Setup – Campaign / User Routing
In order to accurately identify Vicidial campaigns, you will need to map them to their corresponding campaign list. This is a data entry task that may take some time depending on the number of campaigns.
First, click the “Advanced Setup” link under the plugin information box: Once you are in the Advanced Setup page, click on "Campaign Routing"
Use the select box to pick the CheckoutChamp Campaign to map, then enter the corresponding campaignId in Vicidial in the input box. Finally, select whether this is an inbound / outbound campaign and click "Create".
Note: Vicidial campaignIds can be found inside the Vicidial administration console under the campaigns section.
Now that you have created your Campaign Routes, you should now create your User Routes.
Within the ViciDial Advanced Setup Page, click the plus sign near User Routes to create a new User Route
Use the select box to pick the CheckoutChamp User to map, then enter the corresponding user in Vicidial in the input box. Finally, click create.
ViciDial Campaign Setup
The last step is to configure Vicidial to alert the CRM when agents take new calls. This is handled from the Vicidial administrative console. First go to the campaigns section and click on one of the campaigns to open them up.
Click on the “Detail View” link to see all the relevant campaign details. Scroll down to the bottom of the detail view.
Enter the following for each of those fields:
Start Call URL:
VARhttps://api.konnektive.com/calls/?isViciDial=1&isNewCall=1&loginId=[KONNEKTIVE_API_USERNAME]&password=[KONNEKTIVE_API_PASSWORD]&callType=INBOUND&callDispoType=CS&agentId=--A--user--B--&dnis=--A--dialed_number--B--&firstName=--A--first_name--B--&lastName=--A--last_name--B--&phoneNumber=--A--phoneNumber--B--&emailAddress=--A--emailAddress--B--&address1=--A--address1--B--&address2=--A--address2--B--&city=--A--city--B--&state=--A--state--B--&postalCode=--A--postal_code--B--&country=--A--country_code--B--&voiceLogNumber=--A--recording_filename--B--&campaignId=--A--campaign--B--&callId=--A--uniqueid--B--
Replacements (You must replace the following variable tokens with REAL VALUES): [KONNEKTIVE_API_USERNAME] – a konnektive api username [KONNEKTIVE_API_PASSWORD] – a Konnektive api password
Options (these fields can be switched depending on the type of campaign / call): callType – INBOUND / OUTBOUND callDispoType: CS / SALE
Dispo Call URL:
VARhttps://api.konnektive.com/calls/?isViciDial=1&isDispo=1&loginId=[KONNEKTIVE_API_USERNAME]&password=[KONNEKTIVE_API_PASSWORD]&voiceLogNumber=--A--recording_filename--B--&callId=--A--uniqueid--B--&disposition=--A--dispo_name--B--
Final Step: scroll down to the bottom of the form and hit submit
Configuring Web Form
Some clients feel that it is easier to have the CRM open as the sales calls are being placed, this can be automatically done by configuring the Web Form URL for your ViciDial campaign.
Web Form URL:
VARhttps://crm.konnektive.com/customer/cs/details/?customerId=--A--vendor_lead_code--B--
Once you have entered the Web Form URL scroll down to the bottom of the form and hit submit to save your chagnes.
Note: You must configure your Postback Export Profile to send the customerId to ViciDial as the vendor_lead_code. The below section will cover how to configure the Postback Export Profiles.
Once you have configured everything correctly you should now see CRM opening up the customer record for the partial you are dialing within ViciDial!
Automated Partial Postback
Important Notes:
-the PostbackURL should not contain a question mark or any information after the .php
-Don't forget to setup the profile routing!