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smrtdialer campaigns
How to Access
smrtDialer
Campaigns
How to log in to
smrtDialer
and see
campaigns
that are ready to be called… Access
smrtDialer
Campaigns
…
Campaigns
is the menu that matters most, and it is also the default menu when you click into
smrtDialer
Call Script for
smrtDialer
Campaigns
How to add a call script your agents can follow when dialing
smrtDialer
campaigns
…
smrtDialer
- Get Leads into
Campaigns
⇢
smrtDialer
- Assign Agents to
Campaigns
⇢… To set a Call Script for a campaign, go to
smrtDialer
>
Campaigns
> Select the campaign that you wish
Using Recordings in your
smrtDialer
Campaigns
You must prepare the necessary recording/media files for your
campaigns
ahead of time (including voicemail drop and callback drop recording)…
smrtDialer
Campaigns
can only use smrtPhone recorded sounds and no uploads… You can only use files that were recorded directly into smrtPhone/the Media Manager in
smrtDialer
campaigns
Completing a Call in
smrtDialer
Campaigns
In
smrtDialer
Campaigns
, you can decide what happens to a lead after you end a call… Learn more about How filters (call statuses) work in
smrtDialer
and Running
Campaigns
… How to Set your
smrtDialer
Call Statuses
I deleted my
smrtDialer
Campaign. Can I recover it?
How to access
smrtDialer
Campaigns
⇢
smrtDialer
Admin - Get Leads into
Campaigns
⇢ 💡… Archiving
smrtDialer
Campaigns
… Deleting
smrtDialer
Campaigns
Carrot Users: Get Leads into
smrtDialer
Campaigns
Besides the Excel upload, your CRM can also create CRM-based
smrtDialer
Campaigns
… Before any customization, access
smrtDialer
: go to the
smrtDialer
section within your smrtPhone Dashboard… Steps in
Campaign
Creation
InvestorFuse Users: Get IF Leads into
smrtDialer
Campaign
Customize your CRM to be ready for
smrtDialer
Campaigns
… Before any customization, access
smrtDialer
: go to the
smrtDialer
section within your smrtPhone Dashboard… Steps in
Campaign
Creation
Understanding DNC in
smrtDialer
How Do Not Call Statuses work within
smrtDialer
campaigns
…
smrtDialer
- To manually set a contact to DNC, scroll down to the DNC Numbers section of your
smrtDialer
… You will be notified that the number will be automatically skipped for all your
campaigns
smrtDialer
Seat Management
Configure how many seats you have an which of your Users can access
smrtDialer
campaigns
… Tab, which can easily be found in your Admin Dashboard >
smrtDialer
>
Campaigns
… How you can Assign agents in your campaign ⇢ How to log in to
smrtDialer
and see
campaigns
KPI Reporting -
Campaign
Report
Where to go to find a breakdown of performance of your
smrtDialer
Campaigns
… Calls
smrtDialer
Talk Time
smrtDialer
Answer Rate
smrtDialer
Average Call
smrtDialer
… Calls - Total calls made by your agents in that period in those
campaigns
smrtDialer
Talk Time