Create A New PO
- Login to COS
- Select "Project"
- Click "New Project"
- Choose "Client"
- Enter "Project Name"
- Choose "Voter ID" as the Project Template
- Click "Create New PO"
General Info
- Select the "Start Date"
- Select the "Start Time"
- Select the "Stop Date"
- Select the "Stop Time"
- Select the "State"
- Enter the "Caller ID"
- Enter the "Number of Questions"
- Assign a "SubClient" (If Applicable)
- Enter any "Campaign Notes"
- Click "Save"
Entering The Script
- Click "Script"
- Copy/Paste or type the script into the opening
- Click "Save and Next"
- Copy/Paste or type the script into Question 1
- Click "Add Response"
- Enter the "Response"
- Set the appropriate "Skip Logic"
- Click "Save and Next"
- Repeat steps 4-7 for any additional questions
- Copy/Paste or type the script into the closing
- Click "Save and Review"
Upload The Data
- Click "Campaign Data"
- Choose "Upload Campaign Data"
- Drag/drop or select the data file that will be uploaded
- Click "Upload"
- Choose "List Processing" type
- Make sure that the Phone, Name and ID fields have the correct column selected
- Add "Misc Send Fields" (If Applicable)
- Add "Misc Databack Fields" (If Applicable)
- Click "Save and Next"
Scrub The Data
- Select "Campaign Database"
- Click "List Scrub"
- Choose "Mark Cells as Wireless"
- Click "Run Action"
- Choose "Mark Litigator Numbers as Status DNC"
- Click "Run Action"
Determine The Goal
- Click "Edit PO"
- Select "Goal Info"
- Select the "Goal Type"
- Enter the goal metric (Saturation %, Stop Number Count)
- Enter any "Goal Notes"
- Click "Save"
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