Source Calls/Orders

Source Calls/Orders

Info
Module: Media
Path: Campaign > Media > Source Calls/Orders
Topic: Source Calls/Orders
Version(s): Version 5.1 and up 
Editions: Call Center

What Are Source Calls/Orders

The Source Calls/Orders area is where you can preview calls and orders and select orders to be sourced.   Any orders which can be sourced are generated through a DNIS which is part of a Media Schedule. 

Making The Connection

Where Will I See This Within OLX?

This is connecting all of the media modules with the orders created in the system.
IdeaMedia Step By Step is a good article to review.

What Reports Can Be Pulled?

  1. Datawarehouse Export Definitions
  2. Flattened Export Definitions
Alert
Columns MediaStartDate, StationName, AdCopy will not produce data until Source Calls/Orders has been completed

What Imports/Exports Relate to Source Calls/Orders

  1. OLX Telemarketing Import Spec
  2. OLX Order Import/Export V4 Spec
  3. OLX Order Import/Export Spec
  4. OrderLogix Real-Time Order Submission API

Trouble Shooting

  1. No call/orders are displaying when I run the report

    1. Make sure you are selecting the correct campaign/DNIS 
      1. you may need to select show inactive to display the correct selections needed
    2. Review the distance being reviewed and consider increasing the miles

Setup



Tool Bar

Utilizing the buttons on the tool bar  you can: 
Go back to the previous screen 
Print 
Minimize module 

How To


    1. Enter the Start Date for the calls/orders you want to review.

    1. Enter the End Date for the calls/orders you want to review.
    1. Unchecked
    2. Checked - view only unsourced calls/orders
    1. Unchecked
    2. Checked - Enable distance-based sourcing
      1. set the Maximum distance in miles.

    1. Select a Campaign from the drop-down list.
    2. Show Inactive
      1. Unchecked - only active campaigns will display in drop-down
      2. Checked - all campaigns, regardless of status, will display in drop-down
    1. Select a DNIS from the drop-down list.
    2. Show Inactive
      1. Unchecked - only active DNIS will display in drop-down
      2. Checked - all DNIS, regardless of status, will display in drop-down
    1. Select a Type
      1. All
      2. calls only
      3. calls with orders only
      4. orders only
  8. Click  Preview to look at the selected data.  

  9. The window will display the total number of calls/orders and the number that can be sourced.
    1. Call/Order information will be displayed in the main window of the module.  The data will include the following information:
      1. Date
      2. Time
      3. DNIS
      4. Media Buy Start Date
      5. Media Buy Start Time
      6. Station
      7. Ad Copy
      8. Difference (time between the Media Buy Start Date/Time and call/order time)
      9. Type (call, order or both)
      10. Sourced (whether the Call/Order has been sourced).
  10. To generate a source for calls/orders which can be sourced, click the  Process button. 
    1. This will source all orders/calls with media-attached DNIS's listed in the window. 

    2. When you click Preview again, these will show up as being sourced.

Notes
When sourcing calls and orders if the call/order was more than the amount of miles that is entered in the "Max dist in miles" field on the source screen, from the station it won't be sourced to the media schedule that was running for the DNIS. Then when you source your calls and orders, it will first look to the zip code of the call/order and if that is not present then will look to the area code.


Sourcing Calls/Orders
Copyright 2019
Revised 7.15.2025