Besides the Excel upload, your CRM can also create CRM-based smrtDialer Campaigns. While creating a smrtDialer Campaign based on your CRM Leads you will have to take some basic steps for a successful campaign.
Steps in Campaign Creation
Before any customization, access smrtDialer: go to the smrtDialer section within your smrtPhone Dashboard ( 📞 icon in the left navigation.) Hit the ➕ New Campaign button in the upper right of your smrtDialer.
Then, follow some simple actions:
1. Core Campaign Details Setup
Customize fields like the name of the campaign, Call Engine, Phone numbers, or Recordings.
2. Campaign Type Selection
Pick the CRM option and choose your CRM.
3. Campaign Settings
Setting filters is important for an organized campaign.
4. Call Script
Create a unique Call Script or use an older template. Find more information in this article here: Call Script for smrtDialer Campaign ⇢
5. Agent Permissions Configuration
Decide who can call this campaign. Learn more here: Setting permissions in smrtDialer ⇢
If you struggle with creating the campaign, you can always review our documentation, especially this article here: smrtDialer Campaign Creation - from your CRM ⇢
For a File-based Campaign, check this article: Creating a CSV /Excel - based Campaign ⇢
CRM Prep
Because your CRM has a particular way of pulling leads out, here are some useful steps to help you with your customization:
Get your leads ready
Prepare your leads that smrtDialer Campaigns will import, from your Opportunities.
Edit Action
Find the three dots on the right, and choose from the drop-down menu the Edit Action button to customize users.
Assign Leads
Choose the leads and assign them to your User by choosing within the drop-down menu your user/email and then pressing the Update Action button. this way, you can assign them to the whished email address corresponding to the user.
Now, while creating the smrtDialer campaign - based on CRM Leads, you can easily use exactly the user you selected in the previous step - which will help to import the Overdue/Due Today tasks you just assigned to that user.
