Autodialer Campaign Overview
This is an overview about how to create an Auto Dialer campaign. If you want to start making a simple campaign, move on to the next section. Auto Dialer Overview: Steps Put your information into the contact list Start the … Continue reading
Automatic Call Disposition
A call disposition rule specifies how to set certain CRM field after a phone call. For example, you can set the Contact Status field to “machine answer” and automatically retry the call. To access the call disposition page, select Campaign, … Continue reading
Call Control Options
You can set up call control options from the main menu, select Setup, Account, and then Call Control. Allowed Outbound Call Time Allowed outbound call time makes sure calls are only made in a specified time period. A campaign is … Continue reading
Create Your First Auto Dialer Campaign
To start creating your first Auto Dialer campaign, go to the Campaigns Menu option on the left sidebar menu. Here, you will see four large buttons. Click on the one that says “Auto Dialer” and you will begin the Auto … Continue reading
Manage Do-Not-Call and Opt-Out
Automatic Opt Out Management All you need to do is design a message template that set a certain key press to opt out. When this message template is used, and the corresponding key is used, the contact’s CRM record is … Continue reading
Setup Caller ID
Setup Caller ID Follow these instructions to setup your caller ID. Before the caller ID can be used for your campaign, a verification phone call will be made. Select Setup, Account, Caller ID from the main menu. Click the Add … Continue reading
Stop, Resume, and Rerun a Campaign
In the campaign summary page, the campaign control buttons are on the top right. Stop an Auto Dialer Campaign Click the Stop button. It may take a few minutes for the campaign to fully stop. When all active calls have … Continue reading
Using Caller ID in a Campaign
Before you can use Caller ID in a campaign, you need to verify your Caller ID. Once you’ve done that, follow these steps to get started using it: Start an Auto Dialer or Predictive Dialer Campaign On the Campaign Options … Continue reading
View Campaign Results and Real Time Reports
The campaign summary page contains real time information. For information about each call, click the Campaign Details button. Campaign Results: Features Campaign Summary Page Campaign Details View campaign details based on call result Mass apply CRM records based on campaign … Continue reading