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smrtdialer campaigns
Billions CRM -
smrtDialer
Campaigns
Detailed information about how to build a campaign from an Excel upload or pulling leads from your CMR into
smrtDialer
…
smrtDialer
Campaigns
can be built based on leads pulled from your CRM or Excel files… B. Campaign Creation by uploading a list directly to your
smrtDialer
Written by
Georgiana Mirita
Updated over a week ago
How to Access
smrtDialer
Campaigns
How to log in to
smrtDialer
and see
campaigns
that are ready to be called… under the
smrtDialer
menu:
Campaigns
DNC Numbers Documentation Documentation will…
Campaigns
is the menu that matters most - and is also the default menu when you click into
smrtDialer
Written by
Ellen Sluder
Updated over a week ago
Call Script for
smrtDialer
Campaigns
How to add a call script your agents can follow when dialing
smrtDialer
campaigns
(Podio and Salesforce)…
smrtDialer
- Setting Core Campaign Details >>
smrtDialer
- Get Leads into
Campaigns
>>
smrtDialer
… To set a Call Script for a campaign, go to
smrtDialer
>
Campaigns
> Select your Campaign that you wish
Written by
Ellen Sluder
Updated over a week ago
Completing a call in
smrtDialer
Campaigns
In
smrtDialer
Campaigns
, you can decide what happens to a lead after you end a call… And can be customized by accessing your smtPhone Admin Dashboard >
smrtDialer
> Campaign Settings… The lead view within the running Campaign >> Running
Campaigns
>> How to add leads
Written by
Georgiana Mirita
Updated over a week ago
Using Recordings in your
smrtDialer
Campaigns
You must prepare the necessary recording / media files for your
campaigns
ahead of time (including voicemail drop and call back recording)… When setting up a
campaign
there are two required recordings:… Using the Media Manager >> Setting up a Voicemail >> How to put a
smrtDialer
call on hold
Written by
Ellen Sluder
Updated over a week ago
How to Assign Agents to
smrtDialer
Campaigns
How to set your campaign permissions in
smrtDialer
… More Best Practices for
smrtDialer
Read more about Using
smrtDialer
- Accessing
Campaigns
>>… Dashboard:
smrtDialer
>
Campaigns
Written by
Ellen Sluder
Updated over a week ago
Understanding DNC in
smrtDialer
How Do Not Call dispositions work within
smrtDialer
campaigns
… Learn more about DNC within smrtPhone/
smrtDialer
… You will be notified that the number will be automatically skipped for all your
campaigns
Written by
Ellen Sluder
Updated over a week ago
Podio Users: How to dial leads in
smrtDialer
campaign from Podio Lead List
How to open a campaign and start dialing leads in your
smrtDialer
campaigns
… You simply access the
smrtDialer
Campaigns
, and you can start another session, while an agent is running… Call script forms in
smrtDialer
>> Warm Transfers and Conferencing in
smrtDialer
>>
Written by
Ellen Sluder
Updated over a week ago
New to
smrtDialer
? Start here! Beginner guide to creating power dialing
campaigns
An outline of important training guides and videos to get your
smrtDialer
campaigns
running smoothly… All users have access to
smrtDialer
, but only those assigned to a seat can dial
campaigns
… Learn more about Call Scripts for
smrtDialer
campaigns
>> In the fourth/last tab, you can choose
Written by
Ellen Sluder
Updated over a week ago
Call Monitoring in
smrtDialer
(Pro feature)
smrtPhone Pro gives you the ability to monitor, whisper, and barge in on calls during
smrtDialer
Campaigns
… The Supervisor can monitor the Live Sessions on
smrtDialer
by going to
smrtDialer
--> Monitoring… Listen in to a call, you need to have granted access and then access the Monitoring area by going to
smrtDialer
Written by
Tudor Balescu
Updated over a week ago