Manage Script: Forms

Manage Script: Forms

Module : Maintain Scripts
Path: Company Data > Advertising > Maintain Scripts > Forms tab
Topic : Script Interaction Editor
Version(s) : Version 5.1 and up 
Editions : All Editions


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 Client, Campaign 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 this within OLX?

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

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. 

Trouble Shooting

  1. The form is deleted but still showing and giving error

    1. You have to remove all "pointers" (navigation buttons and links) from the remaining forms before you can remove the form.
      1. You will have to create a ticket for a billable tier 3 request to have the pointers removed on backend.

  2. I need remove and replace a subscript form

    1. Remember you have to have the subscript added before you can add the form for the subscript.
      1. You have to remove all "pointers" from forms before you can remove the form.
      2. The following steps will need to be taken in order:
        1. navigate to Company Data > Advertising > Maintain Scripts > edit script in question > Subscripts tab
        2. add new subscript
        3. remove old subscript
        4. save main script
        5. edit main script again 
        6. navigate to Forms tab
        7. add new subscript form
        8. apply
        9. adjust action buttons to point to new subscript form
        10. apply
        11. remove old subscript form
        12. save main script
        13. if any errors send list of scripts with errors encountered to OLX


Setting Up

The purpose of the Script Interaction Manager is to control how customized data entry forms are presented to a user, in the context of a script. All the functionality is contained on a single tab inside of the script properties window.

Navigate to  Company Data>Advertising>Maintain Scripts>Forms Tab  .


  1. Attach Form Selector -
    1. Create New allows you to create a new form specific to the current script
    2. Global script forms are created outside of the script properties window using the SIM Form Designer. Once created however, they can be attached to an unlimited number of scripts. This drop down list allows the desired Form to be selected and attached by clicking the  "Attach Form" button.
  2. Select Script - This allows you to select a script from the drop down and import the Forms and Interactions to the current script

  3. Edit Interactions Only
    1. Checked  - Enables the editing of a form to only make adjustments to the interactions

    2. Unchecked  - Enables complete editing of a form 

  4. Form List - Every Form that is attached to this script is displayed in this list. Clicking on the edit pencil icon will cause an Action/Event window to be displayed for the form. This window allows for complex editing of behaviors that take place in response to Form events. Additionally, the forms can be re-ordered in this list; by dragging and dropping them. To move a form to last place for example, just hold the mouse down over it and drag it over the last Form in the list. This controls the default ordering of how the pages are presented in the case that agents use the Previous & Next buttons. Of course more complex logic on how these buttons can be handled can be configured, and that will be presented next.

  5. Default Home -  This indicates the first form to be displayed when a user enters into a script interaction.
  6. Default End -  This indicates the defaulted last page to be displayed if a user cancels an interaction, or otherwise ends the call.
  7. Global Events -  Forms can have a complex set of actions associated with them. (Discussed in Script/Event Action Editor) These actions are typically Form-centric, however some actions can apply to every form attached to the script. This button invokes a pop-up which allows these Events/Actions to be configured:
  8. Preview - This button opens a popup window which will allow interactive testing of the script. The popup will start by displaying the form that is selected in the Default Home drop down.
  9. Hide Home Navigation Button -
  10. Attach Forms  from Subscripts - 
  11. Right Side -
  12. # % - 

* 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. 

Script Interaction Editor
Copyright 2019

Revised 6.19.2019


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