Outbound Dialer Campaign Records Dataset

The dataset includes metrics related to the records loaded to the campaigns of the Outbound Dialer. It introduces visibility on the record level, provides a holistic picture of the status of all records and how they were being attempted. Campaign managers and business users are both potential users of the dataset, they both have interests in understanding their list penetration and making adjustments to their lists, like reprioritizing certain records to be dialed.

Metric Name	Description	Metric Type	Filter
Campaign ID	The ID of the campaign to which the record is loaded to.	String	Yes
Campaign Name	The name of the campaign to which the record is loaded to, it is a snapshot.	String	Yes
List ID	The ID of the record list where the record comes from.	String	Yes
List Name	The name of the record list where the record comes from; it is a snapshot. When record status is OPEN, the field is null.	String	Yes
Record ID	The ID of the record.	String	Yes
Connected Date	The timestamp when the record was answered for the first time. If the record is not connected, the field is null.	Date time
Connection Interaction ID	The unique identification of the call/attempt in which the record was connected with an agent. If the record is not connected, the field is null.	String	Yes
First Attempt Date	The timestamp when the record was first called. If the record hasn’t been called, the field is null.	Date time
First Attempt Interaction ID	The unique identification of call/ attempt when the record was first called. If the record hasn’t been called, the field is null. In preview dialing mode, skip (requeue, reschedule, finalize) doesn’t count as an attempt.	String	Yes
Phone	When record status is OPEN, it’s the first number of the record; when the record has been called, it’s the phone number that was called the last time.	Number
Record Created Date	The timestamp when the record was created.	Date time
Record Opened Date	The timestamp when the record was first loaded to the campaign.	Date time	Yes
Record Closed Date	The timestamp when the record, with its associated scheduled callbacks, came to a terminal state (see Record State and Closed Reason). Record deletion won’t impact the field.	Date time
Record Extra Data	The extra data of the record; it is a snapshot.	Array
Status	The current status of the record. The possibilities are: Success: the record was successfully reached. Exhausted: all the attempts were done, and the record couldn’t be successfully reached. DNCL: the record was added to the DNC list. Invalid number: all phone number(s) of the record were in DNCL. Open: no attempts were made so far. Retry: the record was retried but wasn’t connected, nor exhausted yet. Record deletion won’t overwrite Status.	String	Yes
Record State	Represents the current lifecycle state of the record within the campaign. Possible values: Open: No attempt with the record has been made. The record is still eligible to be dialed according to campaign rules. Retry: The record has been attempted but not successfully connected and is still eligible for future attempts. Pending for callback: The record is connected initially, and one active scheduled callback (status “Unattempted” or “To be retried”, and not deleted) is pending for future connection. Closed: The record, together with all of its associated scheduled callbacks in the campaign, has reached an outcome and will no longer be dialed or called back.	String	Yes
Closed Reason	A descriptive field that explains why a record reached the Closed state. It captures the outcome that terminated the record and its associated callbacks in the campaign. Possible values: Record Success: Successful contact achieved with no scheduled callback Record Exhausted: Maximum number of attempts reached without successful contact Record DNCL: Record added to a Do Not Call List Record Invalid number: All available phone numbers for the record are invalid or blocked Callback Success: Successful contact achieved initially with success contact of scheduled callback Callback Exhausted: Successful contact achieved initially with maximum number of attempts reached without successful callback Callback Invalid number: Successful contact achieved initially with callback phone numbers for the record that are invalid or blocked Callback Deleted: Successful contact achieved initially with the scheduled callback deleted Callback Cancelled: Successful contact achieved initially with the scheduled callback cancelled	String	Yes
Is Deleted (Yes / No)	If a record was deleted, the value is Yes. But if the record list is deleted, or the record list’s associated campaign is deleted, or the record list is unassociated from a campaign, the row of record will disappear from the dataset. Given a record list is unassociated from a campaign, then it is associated back; all the fields will be recovered.	Bool	Yes
Total Attempts	Total number of attempts were made to the record, including its associated scheduled callbacks. In preview dialing mode, skip (requeue, reschedule, finalize) doesn’t add to total attempts.	Number	Yes
Pending Callback Assignee	The assignment target for the current active callback, based on assignment type. Myself only: Display agent name Myself if available: Display agent name (if available) Specific agent(s): Display all agent name(s) Any available agent: Display “Any available agent”	String	Yes
Pending Callback Date	The next scheduled launch time of the current active callback.	Date time