How do I create a program in the Customer Portal?

What is a Calling Program?

A Calling Program in the Customer Portal allows users to dictate the way registered numbers are used. The steps to create a program are below:

STEP 1: Create

1. Click Create a Program quick action card from the Business or Business Unit Dashboard
2. Provide Business Unit Information (select an existing from the dropdown or create new by selecting the box below)
3. Click Continue
4. Provide Program Details
   • Program Type
   • Program Name
   • Call Purpose
   • Description
5. Click Next Step

STEP 2: Program Schedule

1. Click Display Name and select a Display Name value.
2. If you do not see a Display Name value, you can opt to Create a custom display name.
3. Enter a Display Name value and a Shorthand Display value.

1. Use the calendar to schedule a Start Date & Time.
2. Use the calendar to schedule an End Date &Time.
3. Click Next Step.

STEP 3: Phone Number

You have the option to manually type in Phone Numbers, or you can Upload a CSV File of phone numbers.

Manually Upload Phone Numbers

1. Enter the Phone Number.
2. Click Call Purpose and select Call Purpose type.
3. Click Add Phone Number.
4. Once all Phone Numbers have been added, click Launch.

Upload CSV File

To Upload CSV File your file will need:

• Two columns
• No headers
  • Column A: Phone Number
  • Column B: Call Purpose
• Phone Numbers must include the Area Code
• CSV File Upload allows a maximum of 500 phone numbers per upload

The following are valid Call Purpose options:

• Charity
• Customer Service
• Debt Collection
• Informational/Notification
• Multi-Use Line
• Political
• Prison
• Survey
• Telemarketing
• Do Not Originate

1. Select Upload CSV File
2. Select a file to upload by:
   • Choose from computer
   • Drag and Drop
3. Once all Phone Numbers have been added, click Launch.