Virtual Allocations allow some allocations to be penalised so that they are dealt with at a lower priority.
Penalties are generally only useful if you are topping up campaigns with fresh leads on a regualar basis or via the Noojee Api InsertLeadFast.
Use Cases
You some times need to help another team handle their leads, but want to ensure that your leads are prioritised over the other teams leads.
You have a campaign containing 'non-urgent' leads that you only want to dial after dialing the more urgent leads.
How do penalties work?
Penalties work by increases the priority value of a lead. As Noojee Contact treats low priority values as the highest priority (e.g. priority 1 is more important than priority 2) increasing the priority value of a lead decreases its priority.
The increase in priority does actually affect the leads real priority. If you like the increase is a 'substituted' priority value that is only considered within the Virtual Allocation that you set the penalty.
The affect of this is that you can include the same Allocation into multiple Virtual Allocations and in each case apply a different penalty (or no penalty).
How Penalties affect lead ordering
To understand how penalties affect the order in which leads a dialed we need to review how lead are normally ordered.
You can review the full document on lead ordering here.
The key to understanding lead ordering is to remember that the 'Ageing Date' (in most cases this is the date of import) trumps everything else.
What this means, is that all leads with the most recent Aging Date are dialed first.
For the given Ageing Date the system starts from the highest priority (0) to the lowest priority lead with that Aging Date (so including No Answers).
Once all leads for the most recent Ageing Date are dialed, the system steps back one day and applies the same process.
So we can now apply penalties to the above process.
If you add an Allocation to a Virtual Allocation with a penalty of '1' then all of these leads from that Allocation (we refer to this as a foreign Allocation) have their priority value increased (so their priority is lowered).
Now when the system selects an Ageing Date it will as normal process all the leads for the Ageing date in priority order.
Lets look at some examples.
Allocation | Penalty | Approved Callback Priority | Fresh Priority | No Answer Priority |
---|---|---|---|---|
Standard Priorites | 2 | 4 | 6 | |
My Important Allocation | 0 | 2 | 4 | 6 |
A Foreign Allocation | 1 | 3 | 5 | 7 |
Another Foreign Allocation | 2 | 4 | 6 | 8 |
You can see from the above table the 'substituted' priorities of 'My Important Allocation' are identically to the Standard Priorities as a Penalty of '0' means that no penalty has been applied.
For the Allocation 'A Foreign Allocation' we can see that penalties have been increased by 1 across the board and by 2 for the Allocation 'Another Foreign Allocation'.
So now when we apply the the standard lead ordering we see that for a given Ageing Date leads will be dialed in the following order:
Allocation | Disposition Type | Substituted Priority |
---|---|---|
My Important Allocation | Approved Callback | 2 |
A Foreign Allocation | Approved Callback | 3 |
My Important Allocation | Fresh | 4 |
A Foreign Allocation | Fresh | 5 |
My Important Allocation | No Answers | 6 |
Another Foreign Allocation | Fresh | 6 |
A Foreign Allocation | No Answer | 7 |
Another Foreign Allocation | No Answer | 8 |
Its important to note that the lines that both have a priority of '6'