Creating Custom Variables

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The purpose of this guide is to explain how to create Custom variables. Custom 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 the variable field at 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.
(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 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.