Introduction

The document helps you to integrate the SmartPing Campaign Calling Telephony system with Meritto CRM.

Scope of Integration:

1. The integration will enable the lead owner/manager to push the lead’s primary number to the SmartPing telephony campaign directly from the Lead Manager and Application Manager on Meritto CRM.
2. The user can have two options for Campaign Calling - Agent wise or Non-Agent wise campaign data push.
3. Call logs, shared with the telephony vendor will be updated in the counselor productivity report, student timeline, lead manager fields, campaign manager, and telephony logs.

Pre-requisites:

Part A: Details required from the SmartPing team to initiate telephony integration are mentioned below:

Part B: Mentioned telephony APIs need to be integrated by the SmartPing team:

[Share the below mentioned URL from the telephony connector]

Please replace the hash key with the actual key:

Telephony Configuration:

Once all the details asked for are shared by the SmartPing team and our APIs are integrated at the vendor end, please configure shared details at the institute and lead owner levels and then give the required permissions on our system.

Part 1: Institute Configurations:

• Go to Settings
• Select Extension
• Choose Telephony

• Browse and select Vendor as SmartPing Softphone
• Click on Manage

Part 1(a):  Outbound Campaign  Call Integration:

• Select the Campaign Dialer tab.
• Enable/Disable Campaign Configuration
• If the user wants to enable Primary, Secondary, and Dynamic Mobile fields of a lead for campaign calling, enable the option “Enable all mobile type fields for campaign calling”
• Request Method: Post
• Add Campaign Dialer URL under the field labeled Campaign Dialer URL.
• Add Campaign List* for all the configured campaigns and provide an alias name against each Campaign ID. To add more, click on the “+” sign in the RHS of the Alias name field.
• Configure additional parameters like token, location_id, list_type, etc. (Follow the Screenshot for reference) 

• To configure User or Agents, click on the option “User Config” present on the RHS of the page beside the “Additional Config” tab.
• Click on “Field Mapping” to configure the following details as shown in the screenshot below - 

• Configure Agent details under the User Mapping section for the headers as shown in the below screenshot - 

• Configure additional Response parameters as shown below in the screenshot - 

• If the client wants to assign a lead (which does not currently have a lead owner) to a lead owner after a successful campaign call from the owner to lead, then enable the option “Assign Lead to Owner”.
• If the client wants to assign a lead (which already has a lead owner) to another lead owner after a successful campaign call from that Lead owner to lead, then enable the option “Assign Lead to Another Owner”.
• By default, the Non-Agent Wise Campaign Data push is configured. If the client wishes to go for Agent wise Campaign data push, enable the toggle "Agent wise Campaign Data push" option. 
• Next, ensure that the APIs for CallBack and Call Notification Popup as provided in the Telephony section are configured on the SmartPing softphone vendor panel correctly.

Campaign Call-Notification API 

Note: 

1. Use the Live Environment APIS as mentioned before to be integrated within the panel.
2. User specific values and Lead specific values are optional for SmartPing Campaign Calling as they are already hardcoded in the codebase.
3. Users can configure either Agent specific (Agent wise) or Campaign specific (Non-Agent wise) Campaign dialing at a time.

Conclusion

By integrating SmartPing Campaign Calling with Meritto CRM, you enable streamlined lead calling through agent-wise or non-agent-wise campaign options. With proper configuration and API setup, call data flows seamlessly into lead records, productivity reports, and timelines, enhancing both counselor efficiency and overall telephony operations.