Topics started by niklas_tomic_izo | XM Community

Topics started by niklas_tomic_izo

1 Topic

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niklas_tomic_izo
asked in Survey Platform (Before March 2021)

How to set 1000's of quotas in an easy manner

General explanation: Hi guys, I'm faced with a tough challenge: a customer needs to set quotas for each and every one of its agents (of which they have thousands) and so far I haven't found a viable way to make this process anything different than a manual, 1-at-a-time nightmare. Detailed explanation: The quotas must be set so that each agent receives no more than a given amount of satisfaction surveys related to its assigned customers per week. Agent_Name is the embedded data field that we're using to regulate the quotas, it comes as a field column when we upload the contacts into the directory. Setting these quotas is perfectly possible, however I'm stuck doing it individually for each different agent name (e.g., Agent_Name = John Doe, Agent_Name = Jane Doe, etc.). Is there no way to do this in a massive way? I requested the development of a feature that will allow to upload a .csv file detailing the field name, field value and quota value so that the quota definition can be don

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Keren Shaked
3 years ago

Productivity playlist

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