A Call Script is a template you can set that will guide your smrtDialer agent during a call. It can be flexible to be simple talking points, or a series of questions you want the agent to ask your leads to gather more information, or a combination of both.
The Call Script shows in the active call window. Your agent can complete it on a live call or immediately after a call is completed, but before it is finalized in smrtDialer. They must submit the call script before finalizing the call or the data will be lost.
There are two steps to creating a call script:
Create the Call Script in Podio
Add the Call Script in your smrtDialer Campaign
How to Create a Call Script Form in Podio
The next step has to be done in your Podio, to create and format your call script.
There are two apps installed in the smrtDialer App Pack when you activate your smrtDialer subscription: Call Script and smrtLeads. When installed, they should be connected and related to your Contacts App.
The three most important things to make sure your Call Script appears in your smrtDialer Campaign are:
Making sure it's correctly linked to the lead record.
Enabling it as a web form
Authorizing smrtDialer (phone.smrt.studio) to access the web form.
See below exactly how to do this.
How to Create a New Call Script
First, go into the Call Script App and click the green button that says "Add Call Script"
An example template Call Script will appear. You can then personalize this exactly as is needed for your campaign.
To personalize your Call Script, click on the Wrench - Modify template. Here you have more fields that to choose from to create your ideal call script/data entry form:
Drag and drop your needed fields. Include instructions, drop downs, open fields - whatever you need to collect critical data. You can enter as many fields as you want.
Remember to add the Relationship field to link with the app that contains your Lead information that you want to be in your Call Script.
❗️ Keep in mind: if a Call Script is not correctly linked to the leads you are calling in your campaign (even if it exists in any other contact app) no call script will show when that lead is dialed. Therefore, you need to use Relationship Field to ensure the information entered into the Call Script form in the smrtDialer campaign is properly transferred to the lead record in Podio. (Watched the video above to see how to confirm that it is properly connected)
Enable a Webform
The next step is to enable these app fields as a webform, which allows them to be accessed by any browser window. In this screen you have even more opportunity to customize your call script and how it will appear in smrtDialer.
Under the Wrench icon (🔧) is an option for Webform. Once you click into that, you can select which fields from the App you want to show in form. You can adjust the instructions, the title, and so on ( just make sure you keep the relationship field that leads back to your lead list.)
Once the form is formatted the way you want, you must give smrtDialer permission to see it. Scroll to the top of the web form to the area for "Allowed Domains"
Make sure you enter the URL for smrtPhone/smrtDialer: phone.smrt.studio. Without this step, Podio will not authorize smrtDialer to access the form and add the data to the Lead record.
After you finish with all the settings that you need in your webform, simply press Save&Share.
This step will provide you the Podio Webform URL that you need to add to your smrtDialer Page.
⏩ Don't close this window, will be handy later.
How to set your Call Script in a smrtDialer Campaign
Now that you've created your Call Script, you need to add it to a smrtDialer campaign.
To set a Call Script for a campaign, go to smrtDialer > Campaigns > Select your Campaign that you wish to customize, and then select Campaign Settings.
In Call Script you have the option to insert a Podio Webform URL. You can also enable or disable it, as needed.
Go back to your Podio Web Form page and copy the URL, paste it into the Call Script field, and press save.
Depending on your campaigns, different Call Scripts will appear during the call, under all your lead's details. It will include all of the fields you previously set.
Now, your agent can scroll throughout and complete the form while on the call - or they can pause dialing and complete the form before finalizing the call. It's extremely important to train your agents to submit the Call Script form BEFORE finalizing the call.
Note: You can create as many call scripts as you need, generating a different web form URL each time, to match your various campaigns. A hot tip is to duplicate an existing Call Script and modify it, rather than always starting from the smrtDialer basic template.
Read more about smrtDialer Admin - Setting Core Campaign Details >>
Read more about smrtDialer Admin - Get Leads into Campaigns >>
Read more about smrtDialer Admin - Assign Agents to Campaigns >>
Read more about Using smrtDialer - Call Scripts >>