Manage Scripts: Subscripts/Surveys

Manage Scripts: Subscripts/Surveys


Module: Manage Scripts
PATH: Campaigns > Advertising > Maintain Scripts
Topic: Subscripts/Surveys
Version(s): Version 5.1 and up 
Editions: Commerce, Call Center



What Are Scripts

Scripts are the rules setup for order entry, whether the order is entered into the system via order import or manually entered. Each script is tied to one or more DNIS that in turns ties the order to a ClientCampaign and Source.

Scripts have multiple parts, each with their own settings that have to be configured. Each tab within the Script Profile needs to be setup for optimal use.
  1. Details
  2. Subscripts
  3. Surveys
  4. Region/Taxes
  5. Prod Offers
  6. Element
  7. Dispositions
  8. Payment
  9. Shipping
  10. Custom
  11. Demographics
  12. Rules
  13. Forms

Connect The Dots

Where will I see Subscripts within OLX?

The settings provided here will set the limits during order creation, payment processing, and shipping.

Where will I see Surveys within OLX?

Surveys are displayed during order entry and can be accessed via the bottom toolbar or set to display automatically.

What Reports Can Be Pulled?

  1. Customer Service Activity Report
  2. Item Status Report
  3. Product Offer List Report
  4. Demographics Report
  5. Performance Report
  6. Client Performance Report
  7. Adjusted Performance Report
  8. Data Warehouse Export
  9. Flattened Data Warehouse Export
  10. Data Entry Batch Detail Report
  11. Gross Sales Report
  12. Net Sales Report
  13. Continuity Retention Report
  14. Continuity Status Report

What Imports/Exports Relate to Scripts

Order Imports will supply a DNIS and tie the order to a script. During the import you may receive exceptions that do not allow the order to import if the settings are not within the parameter set on the script. 


Setting Up

Subscripts


  1. Select any other scripts that can be sold when selling this script. Choose a script from the drop-down list and click the Add button. Continue this process until all subscripts for this Script have been added. These subscripts have their own set of business rules, therefore not limiting the options for the main script.
  2. A list of subscripts is updated as subscripts are added to the Script. 
  3. You can remove the subscript by clicking the delete icon in the Edit column of the subscript you wish to delete.
  4. To edit an existing subscript, click the pencil icon in the Edit column of the subscript you wish to edit.
  5. You can edit the Item Reporting type for the subscript.
  6. If you want the subscript to participate in real-time authorization, enable that checkbox.
  7. If you want the subscript to use the product search, enable that checkbox.
  8. If you wish to hide the view of the elements of the subscript, enable that checkbox.
* To save the current script  click the  Save button .
* To cancel any of the current changes you have made  click the  Cancel button .
      This will close the Script Properties window without saving any changes.
* To apply the current changes you have made  click the Apply button .
* To print the current Script Properties window click the Print button .
* To delete the current script click the Delete button .
      This will prompt you to make sure you want to delete this item.

Clicking OK will delete the script and close the Script Properties window.

Surveys

Surveys are interactions between your CSR team and customers built to gain more knowledge and insight into a specific topic


Please read the Survey article to learn more about creating the surveys found in this drop down.
  1. Select any survey you wish to conduct when using this script. Choose a survey from the drop-down list and click the Add button. Continue this process until all surveys for this Script have been added.
  2. The list of surveys is updated as surveys are added to the Script. 
  3. Check the Open Survey(s) By Default box to automatically open the survey when the script appears.
  4. Click on the Select N/A Dispositions link to show the list of call dispositions.

  5. Select/Deselect the dispositions which do not require completion of the survey.  Any call dispositions selected will allow closure of the survey with that disposition. 
  6. You can remove the survey clicking the delete icon in the Edit column of the survey you wish to delete.
  7. To edit an existing survey, click the pencil icon in the Edit column of the survey you wish to edit.
  8. You can edit the Required status and Display Order of the survey.
  9. To save this survey, click the save icon. To cancel adding a new survey, click the cancel edit icon. 
  • * To save the current script  click the  Save button .
    * To cancel any of the current changes you have made  click the  Cancel button .
          This will close the Script Properties window without saving any changes.
    * To apply the current changes you have made  click the Apply button .
    * To print the current Script Properties window click the Print button .
    * To delete the current script click the Delete button .
          This will prompt you to make sure you want to delete this item.

    Clicking OK will delete the script and close the Script Properties window.
You cannot delete when you are trying to add a new script. 
Next, click on the Region/Taxes tab to enter information about state tax.

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