Collections MAX Screen Pop Web Service

Transcription

1 Collections MAX Screen Pop Web Service User guide 2014

2 Table of Contents Collections MAX Screen Pop Web Service...3 About...4 Activation...5 Dialer Url...9 T-Max Dialer Configuration...10 Usage...13

3 Collections MAX Screen Pop Web Service

4 About The Collections MAX Screen Pop Web Service is a subscription based hosted web service that enables users of Collections MAX Professional 3.1 and above to automatically screen pop the account once a call has been connected via a compatible predictive dialer. The predictive dialer must be able to send a http GET request to our website once a call has been connected in order for the screen pop webservice to work. The TMAX dialer is an example of a dialer that can send a http GET request. The webservice requires a small monthly fee as it is a hosted service and activation keys can be purchased in your download manager at These keys can be shared between your Collections MAX Professional users as the monthly subscription is based on the number of screen pops a collection agency needs. This depends on the number of dialer seats the agency is operating. The total number of screen pops allowed per month will be totaled between all users who is using the same activation key.

5 Activation To activate the screen pop webservice you will need Collections MAX Professional version 3.1 or higher. First...click on the gear icon under the zip code (settings) and enter an Administrator Password. You will then see the Settings screen like below. Click the Click Here to Setup button to begin setup.

6 Now you will see the following screen. You will need to paste the Screen Pop Activation Key that you purchased from our online license manager into the Activation Key box and create a User ID. The User ID you create can be anything up to 4 digits and must be unique for each user. Both of these settings will be part of the url that your dialer will need to send when a call has been placed. Please note that activation keys for the screen pop service are not the same as license keys from other Collections MAX products and need to be purchased seperately.

7 Click the Activate button...and if your Activation Key is correct and you are connected to the internet the service should now be activated. Close out the settings dialog and the Main screen in Collections MAX Professional should now have the screen pop button that the collector needs to click before placing a call with the dialer as shown below.

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9 Dialer Url When a call has been connected it will need to send a http GET request to our screenpop server from your dialer. The format of our url is shown below. THIS IS NOT THE ACTUAL URL YOU NEED TO SEND TO THE SERVER...JUST A FORMAT REFERENCE. userid=[userid]&key=[activationkey]&accountid=[dbase id] userid The user id is the user id that is set up in the collectors software in the activation screen. Each user needs a differet user id and the dialer needs to send the same user id to the screen pop server when it connects to a call. key This is the activation key that was used to activate the screen pop service...which is also found on the activation screen inside the software. Keys for the screen pop service can be shared by multiple users and the total usage will be applied to the account. Once the limit has been reached for the month you will need to either upgrade your subscription or purchase additional activation key subscriptions. accountid This is the dbase id of the account that is found in the dbase table of the collectionsmax MySQL database. This data is loaded into your dialer from our export system and had the reference column of id. This dbase id field tells the system which account to pop when a call has been connected. IMPORTANT: This id field IS NOT the filenumber or the accountnumber. The id field is obtained in an export in the software by going to Export Accounts / Dialer tab in Collections MAX Administrator and exporting out a csv file. If you need a single line for each phone number you would click Select and then click the Export TMAX-Dialer File button. The very first column in the resulting csv file will be the id field you need to map. EXAMPLE: If we have the following settings for the collector as shown in the previous Activation screen of userid: col1 key: XXXXXXXXXXXX-XXXXXXXXXXXX-XXXXXXXXXXXX And the dialer connects to the account with a collectionsmax dbase id of 1421 accountid = 1421 From the above data the ACTUAL URL that you need to send to our server from your dialer would be as shown below.

10 T-Max Dialer Configuration Log into T-Max dialer to input the settings for the collector so the T-Max Dialer can communicate with the Screen Pop Web Service. Once you are logged in to T-Max Dialer you will need to click on the Admin tab. It is marked below.

11 Now you want to open the collector you set up in Collections Max, and edit their properties. Click on the pencil icon to access the settings. The following screen is where you will input the Screen Pop settings. The POST Url: Field is where you will post the following information.

12 In the Post Url box type in: The user id code in RED is where you will input the 4 digit user ID you assigned to the collector in Collections Max. The key field marked in GREEN is where you will enter your Screen Pop Activation Key. Once you have this all filled out, click Save Properties. The Screen Pop Service can now communicate with T-Max Dialer and Communications. Make sure the collector Logs off of the dialer and back on to enable the new settings.

13 Usage Once setup a collector simply needs to click on the green phone icon as show below and a blue pop up screen will appear. The blue screen pop will show the status of the software connecting to the screen pop server.

14 Once this blue pop up screen appears it will connect to the screen pop server and begin to wait for a server response. When it reads "Ready Please place call now!" the collector can start the auto dialer system. This pop up screen automatically terminates after 2 minutes if no call is received to reduce the strain on our servers. When the auto dialer connects to the call and sends our server the http GET request the software will automatically pop the account (usually less than one second) and the blue pop up screen will disappear. The collector simply needs to repeat the process for additional calls.

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