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Search results for:building campaign

smrtDialer Campaign Creation From Your CRM

Learn how to build a campaign by pulling leads from your CRM… Here are the steps to build a campaign from leads within your CRM: Set the Core Campaign Details… Name your campaign - Give your campaign a useful, descriptive name that will help you identify

smrtDialer Campaign Prep

Plan out the critical elements of your power dialing campaign strategy… If you have these elements decided ahead of time, the actual building of the campaign will be a breeze… From your CRM ⇢ Option 2: Excel Upload Directly into smrtDialer Building a campaign around

smrtDialer Campaign Creation - from Excel Upload

How to build a campaign from an Excel upload into smrtDialer and push only qualified leads to your CRM… Steps to Build a Campaign: Excel-Based… 1. Set the Core Campaign Details

What does Phone Number Depth mean?

Learn about this important smrtDialer Campaign setting… smrtDialer Campaign Prep for Salesforce >> How to build a campaign from a Salesforce list >>… In smrtDialer Campaign Settings, Phone Number depth represents how many numbers to dial per lead if lead

New to smrtDialer? Start here! A Beginner's Guide to Creating Power Dialing Campaigns

An outline of important training guides and videos to get your smrtDialer campaigns running smoothly… If you have these elements decided ahead of time, the actual building of the campaign will be a breeze… Podio Users Building a campaign from Podio is the best way to have dynamic lead lists that adjust

smrtDialer Interface & Functionality

Dialing Campaigns… Options while Running smrtDialer Campaigns - Call Connected… send a text message from a live call or the call finalization screen If you need prior help in building

What are my smrtDialer Capabilities?

Types of smrtDialer Campaigns… Customization Learn how to build a campaign How to Best Use Your Power Dialer From accessing… campaign to dialing one and other useful guides Podio Users Best Practice Guides for Setting

Can I Change/Delete Leads from a Campaign?

Change Lead Status or delete the Lead once your run a smrtDialer Campaign… If your smrtDialer Campaign is Excel-based, you can delete a lead from the campaign entirely… Delete the Lead After You Ran an Excel-based Campaign

Using smrtLeads with smrtDialer

How to use smrtLeads sources for smrtDialer power dialing Campaigns… For that reason, we can say that a smrtLeads-based campaign can be more like an Excel-based campaign… Campaign Configuration

BETA - KPI Reporting - Campaign Report

Where to go to find a breakdown of performance of your smrtDialer Campaigns… Campaign Reports… Access this reporting tab by heading to smrtPhone Dashboard > Reports > Campaign