Patch Thru Quick Start

To create a new project order (PO) in COS:

1. Log in to COS and select "Project".
2. Click "New Project".
3. Choose the "Client" for the project.
4. Enter the "Project Name".
5. Select "Patch Thru" as the Project Template.
6. Click "Create New PO".

General Information:
7. Select the "Start Date" and "Start Time".

1. Select the "Stop Date" and "Stop Time".
2. Select the "State".
3. Enter the "Caller ID".
4. Enter the "Number of Questions".
5. Assign a "SubClient" if applicable.
6. Enter any "Campaign Notes".
7. Click "Save".

Entering the Script:
15. Click "Script".

1. Copy/paste or type the script into the opening.
2. Click "Save and Next".
3. Copy/paste or type the script into Question 1.
4. Click "Add Response".
5. Enter the "Response".
6. To create a patch over response, type [transfer= ].
7. Set the appropriate "Skip Logic".
8. Click "Save and Next".
9. Repeat steps 18-22 for any additional questions.
10. Copy/paste or type the script into the closing.
11. Click "Save and Review".

Upload the Data:
27. Click "Campaign Data".

1. Choose "Upload Campaign Data".
2. Drag/drop or select the data file to be uploaded.
3. Click "Upload".
4. Choose the "List Processing" type.
5. Ensure the Phone, Name and ID fields have the correct columns selected.
6. Add "Misc Send Fields" if applicable.
7. Add "Misc Databack Fields" if applicable.
8. Click "Save and Next".

Scrub the Data:
36. Select "Campaign Database".

1. Click "List Scrub".
2. Choose "Mark Cells as Wireless".
3. Click "Run Action".
4. Choose "Mark Litigator Numbers as Status DNC".
5. Click "Run Action".

Determine the Goal:
42. Click "Edit PO".

1. Select "Goal Info".
2. Select "Targets" as the "Goal Type".
3. Select the "Target Field".
4. Select the "Target Field Alternate Sort" if applicable.
5. Select "CP" as the "Complete Code" (Complete Patch).
6. Enter any "Goal Notes".
7. Click "Save".
8. Enter the number of patches required per target/day.
9. Click "Save".