05.2.2 SQL Action

Owned by PeterF (Deactivated)
Sept 06, 2016

A Disposition Action is able to execute an SQL statement against your corporate database. An SQL Action (formerly JDBC Action) can be used for a variety of purposes such as:

  • Logging of each call into your database
  • Creating an Opportunity in your CRM
  • Creating an Account
  • Recording a sale
  • Creating an appointment in your calendaring system.

Before you can use Disposition Actions a link needs to be setup between Noojee Campaigner and your corporate database.

Noojee Campaigner uses JDBC (the java version of ODBC) to communicate with an external database. As such NJ Campaigner is able to connect to any database with a suitable JDBC driver.  Noojee's support team will need to install and configure your JDBC driver on the Noojee Campaigner server. Once configured you can add SQL Actions via the Noojee Campaigner web interface.

Depending on where the two systems are housed this may also require a Virtual Private Network (VPN) to be setup to ensure the security of the two systems.

The standard method is to call a stored procedure. The exact syntax of the of the call is database dependant.

My SQL

{call logCall(${njAgent}, ${njCallDate}, ${njLeadId}, ${njDialedNumber}, ${njDisposition}, ${oneofyourfields}, ${anotherofyourfields})}

Microsoft SQL Server

{exec logCall(${njAgent}, ${njCallDate}, ${njLeadId}, ${njDialedNumber}, ${njDisposition}, ${oneofyourfields}, ${anotherofyourfields})}

See the 05.1 Arguments page for additional details and examples.

Arguments

There are a number of arguments that you can pass to the action to provide information about the lead. See the 05.1 Arguments page for details.

 

Auditing

Each time an Action Disposition is fired an audit record is recorded which tracks all of the passed fields as well as the outcome of the call. You can access Audit Records via the menu : Record | Audit Trail