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Completing the General tab

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Complete this tab to configure the availability options and channel restrictions for the Contact Policy.

First, select the availability options for the Contact Policy:

Field

Description

Policy Starts Optional. Select the start date for the Contact Policy to be applicable. If this is not specified, the policy is deemed to be always applicable.
Policy Ends Optional. Select the end date for the Contact Policy to be applicable. Using this value requires that a valid Policy Starts date is also specified.
Available Select whether the Contact Policy is available.

Note The system will only apply Contact Policy restrictions when the policy is marked as being available and any date restrictions (if specified) are currently applicable. In all other cases, the system ignores the contact limits specified in the policy.

Next, specify the channel restrictions for the policy. You can specify multiple channel restrictions in the same policy. You must specify at least one restriction. Furthermore, you can not specify multiple restrictions for the same channel in a single Contact Policy rule.

Use the add icon Add to add a new channel restriction.

Field

Description

Channel Select the channel (from the list of available channels) on which to restrict outbound communication.
Contact(s) per customer Specify the maximum number of contacts allowed per customer.
Duration Select the duration over which the channel restrictions are applicable. The following durations are supported:
  • Daily
  • Weekly – New week starts on Sunday
  • Semimonthly – Semimonthly periods are: from the 1st to the 15th of a month; and from the 16th to the end of the month
  • Monthly
  • Quarterly – New quarters start on the first day of January, April, July, and October
  • Yearly

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