The purpose of this guide is to explain how to create Custom variables.
Creating Custom variables helps save time when configuring new locations and ensures accuracy when entering information by acting as a placeholder for information that is specific to your location(s). Creating the Custom variable is the first step in using them at your location(s). Once they have been created, you will need to define them at each of your locationsCustom variables can be used to populate unique, location specific information in scripts, templates or call routes. After creating a custom variable, you can then assign a unique value for each location.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into CallPotential's web version as an Administrator to access the Settings icon and create Custom Variables.
Access
- (A) Settings - Click to access all your available administrative settings.
- (B) Variables - Click to access the full list of searchable Custom and System variables. Note: You can only add or edit Custom variables.
Add Variable
- (C) Custom - The Variables page provides access to both Custom & System variables. Make sure that Custom is highlighted in grey, confirming you are looking at your Custom variable list.
- (D) Variable Name - Enter your new, Custom variable name. New variable names must follow this format {custom.XXXX} with the newly created variable name replacing the XXXX. An example of a Variable name might be {custom.PhoneNumber}. This will allow the specific location phone number to appear in such places as your script and various workflows and templates. Use this guide to learn how to define variables at your location(s).
- (E) Default Value (optional) - Click to enter a default value that will populate for this variable for all locations. You do have the ability to override the default value . This step is optional. The default value will automatically replace the Variable everywhere it appears at each of your locations. Note: If this is left blank, you will need to enter a unique value everywhere the variable appears in each of your at any location.
For example: You might use this option if the majority of your locations have a similar value. By entering a default value, you then only need to override the value at any locations that might be different. If you do not enter a default value, you need to ensure you enter a unique value for the variable for each locations. Use this guide to learn how to define variables values for locations. - (F) Add Item - Once clicked, the newly added variable will appear in alphabetical order within the list and be available for use in the system.
