How to View Out Call Data in Campaign Performance in Xvantage for Associates

Overview:

This article explains how to access and review Out Call Data in the Campaign Performance section of Xvantage for Associates (X4A).

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

   • Tip: You can also open Xvantage for Associates directly from My Apps.

3. In X4A, hover over the left navigation menu and select Marketing.

4. Select Campaign Performance.

5. Open the Out Call tab.

6. Review the available Out Call metrics, including:

   • Start date

   • End date

   • Data as of

   • Outcall Unique Targets

   • Outcall Contacted

   • Outcall Engaged

   • Outcall Out of Business

   • Outcall Requested Callback

   • Outcall Opportunity List Sent

   • Outcall Not Interested

   • Outcall Not Available

   • Outcall Appointment Scheduled