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What is PhoneTree?


PhoneTree® is a product that sends automated telephone messages in different languages to contacts in your People database. PhoneTree can also send an email or a text message to each contact.

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How do I extract data from ACS into PhoneTree?


Use the PhoneTree Export to extract ACS People data for use with PhoneTree. Instructions vary depending on what ACS data you want to send to PhoneTree. Select a topic below for detailed instructions.

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What are the different formats in the export?


The available formats are:

  • PBF format — Select to save the export file in .pbf format. With this file type, you can use the ACS PhoneTree Import Utility to manage your import settings in greater detail.
  • CSV format — Select to save the export file in .csv format. With this file type, you can use the ACS PhoneTree Import Utility to manage your import settings in greater detail.
  • Auto Merge — Select to import the extract file into PhoneTree automatically. You must configure PhoneTree before using the Auto Merge feature. To view the calling log after calling is completed, you must have WordPad.exe in C:\Program Files\Accessories.
  • PhoneTree on Demand — Select to save the export in .csv format and upload it into PhoneTree on Demand. Before you use this option, you must have a PhoneTree On Demand account.

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How do I open the extract file in PhoneTree?


 To open the extract file in PhoneTree
  1. Open PhoneTree.
  2. On the PhoneTree tab, click the numbered PhoneTree icon where you want to store the extract.
  3. On the Import menu, click ACS Import.
  4. In the Look in field, select the location where you saved the extract file.
  5. In the File name field, select the file you want to import.
  6. Click Open.
 To open the extract file using PhoneTree MVP
  1. Open PhoneTree.
  2. On the PhoneTree Desktop, click Select.
  3. Select the PhoneTree you want to use, and click Go to PhoneTree.
  4. Click OK.
  5. Enter a file name for the import, and then click OK.
  6. On the Import menu, point to Custom, and then click ACS.
  7. In the Look in field, select the location where you saved the extract file.
  8. In the File name field, select the file you want to import.
  9. Click Open. The Import Query window displays.
  10. Click the appropriate answer.

 

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