To use smrtDialer, you must have been granted access to smrtDialer by a User with the applicable Activity Management Permissions (for customizing purposes), be assigned on seats, and have access to an individual Campaign (users can be selected).
If you do not see the Campaign you want, ask your Account Owner or someone who can modify Activity Management permissions to make sure you've been assigned a smrtDialer seat AND added to the proper campaign(s).
This article, along with the video below, will help you better understand how to access your smrtDialer Campaigns.
Access smrtDialer Campaigns
Access smrtDialer through the calling phone icon in the left-hand menu. (📞)
As a typical non-administrative user of smrtDialer, you will see three options under the smrtDialer menu:
Campaigns
Archived Campaigns
DNC Numbers
Documentation
Monitoring and Setup - accessible with different permissions or different subscription levels
Documentation will take you back here to the how-to guides for smrtDialer and all of smrtPhone.
DNC Numbers is where you will go if you forgot to mark a call as DNC and need to manually add it to the list.
Campaigns is the menu that matters most, and it is also the default menu when you click into smrtDialer.
Archived Campaigns is the place where you can find all the Campaigns you ran and no longer use. You can restore any campaign here, update the asked information, and re-run it.
Monitoring is a Pro feature and is accessible with certain permissions. This feature allows you to listen, whisper, or join a call.
Setup tab is accessible with granted permissions and gives you the option to personalize seats and users.
Once you are in Campaigns, you will see all of the campaigns you have permissions for. If your list of accessible campaigns is long, you can:
Use the pagination at the bottom to scan through screen by screen
Increase the number of visible records to see more items per page using the drop-down at the bottom
Filter the results using the blue filter widget at the top to narrow by Title or Status
Once you click on a smrtDialer Campaign, you will see pertinent campaign data:
Campaign setup
Whether the campaign has been called previously
How many calls have been made against the campaign
As a user with no granted permissions, you will not have access to Campaign Settings. If you need something updated in the campaign, please contact your Account Owner or the user who has access to the applicable Activity Management permissions.
