TABLE OF CONTENTS
Input Field
The Input field will allow your agents to input/update Lead information on the script. If you have mapped data on import (see Data Imports for more info), when the script pops, your agent will see the information in the relevant field and will be able to change it if its an input field.
If you don't import lead info when you upload data and want to collect information via scripts, you need to map to a field on the database tab.
Tab 1 – Field Config
Reference Name – The reference generated by the system.
Label – The field name which can be edited.
Resource Table – You can choose which resource table to use for the input field.
A Few fields allow you to use resource tables to populate the field, a very common use for this would be a postcode checker. To learn more about resource tables, click here.
Tab 2 – Field style
Visible – Make the field visible or invisible to start with.
Read Only – Make the field read only or not.
Bold Label – Make the Label bold or not.
Tab 3 – Validation
Required – Whether the field needs validation or not (the script will not navigate from the page unless a selection has been made in the field).
Min Length – The minimum length the field could be, e.g. if you set 5, any string less than 5 would fail validation.
Max Length – Same in reverse, any string more than the max length would fail validation.
Validate on Load - Checks the validation when the box is first populated, so if that box isn't ticked, you had a min length of 5, and the records loaded up with a 2 string, that would be OK, until you changed it.
Tab 4 – Advanced Validation
These settings will allow you to set validation on the field itself so an agent cannot move on or save the data until the validation is met.
Default options are;
UK Phone Number (Numeric, 11 digits)
UK Postcode (Uses regex rules to determine validation - Search "Postcode Regex" for more info)
SA Postcode(Uses regex rules to determine validation - Search "Postcode Regex" for more info)
Credit Card(Uses regex rules to determine validation - Search "Credit Card Regex" for more info)
Email (Uses an @ symbol with at least one full stop)
Current Pattern (Leaves the current selection instead of changing to one of the above)
You can also set your own validation, with a bit of research into whatever you want to validate, chances are you can find a regex expression to accommodate.
Tab 5 – Database
Use Database Field or Global Field? – Allows you to choose whether to display data from the database in the selected field, or pull data from an existing Global field on the script
Duplicate Script Fields – This displays any other fields in the script which are currently linked to the same database field as the one selected i.e. when a field is set up in the same way, any change to one will affect the other.
Select Customer Data Table – Here, you can select which secondary database to reference. This allows you to select the database table you wish to link the field to.
Choose Database Field – Allows, you to select the field they wish to link to this Script field
Couldn’t find what you were looking for? – Here, you can create a new field or table by selecting either button.
Create a new field – Will give a further tab with the following options:
Create a new table – Clicking here will open the Table Creator page of MaxContact in a new tab where the users can add a new table.
Multi-line Input
You can add text on multiple lines of information in the Multiline Input Field. The ‘Multiline Input’ has the same features on the tabs as the ‘Input Field’ apart from Tab 1, as the multiline doesnt have the ‘Resource Table' option.
Drop-down
Tab 1 – Field Config
Reference Name – The reference generated by the system.
Label – The field name which can be edited.
Options – Here, you need to enter each option you want to show up in the drop-down. A new line is required for each option to select.
Resource Table – You can choose which resource table to use for the input field.
A Few fields allow you to use resource tables to populate the field, a very common use for this would be a postcode checker.
In the DATA section you can upload resource tables/lists to be used.
These lists can contain various options to use in a dropdown.
E.g. A business is selling energy and asks their customers who their current supplier is. Rather than having to create a dropdown and type out all the suppliers line by line, they can simply upload a list of suppliers to the dropdown from the resource list.
The dropdown within the script will contain all the options required.
For information on how to upload resource lists, see this guide.
Tab 2 – Input Field
Visible – Make the field visible or invisible to start with.
Read Only – Make the field read only or not.
Bold Label – Make the Label (name) bold or not.
Tab 3 – Validation
Required – If checked, the script will not continue unless a selection has been made.
Tab 4 - Database
Use Database Field or Global Field? – Allows you to choose whether to display data from the database in the selected field, or pull data from an existing Global field on the script
Duplicate Script Fields – This displays any other fields in the script which are currently linked to the same database field as the one selected i.e. when a field is set up in the same way, any change to one will affect the other.
Select Customer Data Table – Here, you can select which secondary database to reference. This allows you to select the database table you wish to link the field to.
Choose Database Field – Allows, you to select the field they wish to link to this Script field
Couldn’t find what you were looking for? – Here, you can create a new field or table by selecting either button.
Create a new field – Will give a further tab with the following options:
Create a new table – Clicking here will open the Table Creator page of MaxContact in a new tab where the users can add a new table.
Radio Options
Allows you to give multiple choice style options for your agents. Whatever you set for the options will write back the the field assigned in the DB. e.g. simple yes/no options will write back a 'yes' or 'no' to the DB.
Tab 1 – Field Config
Reference Name – The reference generated by the system.
Label – The field name which can be edited.
Options – Here, the user needs to enter each option they want to show up in the drop down. A new line is required for each select option.
Resource Table – The user can choose which resource table to use for the input field.
A Few fields allow you to use resource tables to populate the field, a very common use for this would be a postcode checker. To learn more about resource tables, click here.
Tab 2 – Field style
Visible – Make the field visible or invisible to begin with.
Read Only – Make the field read only or not.
Alignment – The user can choose to have the radio options in horizontal or vertical order.
Bold Label – Make the Label bold or not.
Tab 3 – Validation
Required – If checked, the script will not continue unless a selection has been made.
Tab 4 - Database
Use Database Field or Global Field? – Allows you to choose whether to display data from the database in the selected field, or pull data from an existing Global field on the script
Duplicate Script Fields – This displays any other fields in the script which are currently linked to the same database field as the one selected i.e. when a field is set up in the same way, any change to one will affect the other.
Select Customer Data Table – Here, you can select which secondary database to reference. This allows you to select the database table you wish to link the field to.
Choose Database Field – Allows, you to select the field they wish to link to this Script field
Couldn’t find what you were looking for? – Here, you can create a new field or table by selecting either button.
Create a new field – Will give a further tab with the following options:
Create a new table – Clicking here will open the Table Creator page of MaxContact in a new tab where the users can add a new table.
Check Box
Tab 1 – Field Config
Reference Name – The reference generated by the system.
Label – The field name which can be edited.
Tab 2 – Field Style
Visible – Make the field visible or invisible to begin with.
Bold Label – Make the Label bold or not.
Tab 3 - Database
Use Database Field or Global Field? – Allows you to choose whether to display data from the database in the selected field, or pull data from an existing Global field on the script
Duplicate Script Fields – This displays any other fields in the script which are currently linked to the same database field as the one selected i.e. when a field is set up in the same way, any change to one will affect the other.
Select Customer Data Table – Here, you can select which secondary database to reference. This allows you to select the database table you wish to link the field to.
Choose Database Field – Allows, you to select the field they wish to link to this Script field
Couldn’t find what you were looking for? – Here, you can create a new field or table by selecting either button.
Create a new field – Will give a further tab with the following options:
Create a new table – Clicking here will open the Table Creator page of MaxContact in a new tab where the users can add a new table.
Date Picker
This will write back depending on the type of field set in the date picker section (date/date & time etc.)
Note - If you choose a different Date picker type, make sure you match this as the field type in the data table (or when creating one via the database tab).
Tab 1 – Field Config
Reference Name – The reference generated by the system.
Label – The field name which can be edited.
Choose a date picker type – Users can choose between Date & Time, just Date or just Time.
Tab 2 – Field style
Visible – Make the field visible or invisible
Bold Label – Make the Field bold or not.
Tab 3 – Validation
Required – If checked, the script will not continue unless a selection has been made.
Tab 4 – Advanced Date Validation
Use Default Date – Set a date that will be used when there is no data for the lead. This will add a specified amount from ‘Today’ e.g. now + 60 minutes
Allow past dates – If unchecked, the user cannot pick dates in the past.
Check Upper and Lower Limit – This lets the user define limits on the days which can be picked. This will limit a day in the past or the future by the amount specified.
Use Min and Max Dates – Here users can set a specific date range that the value has to be between.
Validate that the value entered is between two age ranges – If this is active it will provide an age check to make sure that the value entered between the two values (done in years).
Tab 5 - Database
Use Database Field or Global Field? – Allows you to choose whether to display data from the database in the selected field, or pull data from an existing Global field on the script
Duplicate Script Fields – This displays any other fields in the script which are currently linked to the same database field as the one selected i.e. when a field is set up in the same way, any change to one will affect the other.
Select Customer Data Table – Here, you can select which secondary database to reference. This allows you to select the database table you wish to link the field to.
Choose Database Field – Allows, you to select the field they wish to link to this Script field
Couldn’t find what you were looking for? – Here, you can create a new field or table by selecting either button.
Create a new field – Will give a further tab with the following options:
Create a new table – Clicking here will open the Table Creator page of MaxContact in a new tab where the users can add a new table.