smrtDialer seats are "unnamed" - meaning you can swap in and out any agent to maximize your time dialing for the minimum number of seats you need. Assigning Agents to a Campaign is a something only Administrators can do.

In this article, we will help you understand and learn how to set your Campaign Permissions in smrtDialer which is another way of saying: set who has permission to access this campaign.

The first step is to reach the Campaigns Tab, which can easily be found in your Admin Dashboard: smrtDialer > Campaigns.

Here you can find listed your current Campaigns that are ready to be called.

To assign agents to a certain Campaign, you open it by simply clicking on its name.

The next window that opens allows you to make changes through opening Campaign Settings.

In Campaign Settings, there are four tabs: Call Engine, Podio Mapping, Call Script, and Permissions.

By clicking on Permissions, you have the possibility to assign your agents to a certain Campaign. You can distribute agents on campaigns, which means they are allowed to see Campaign details and make phone calls:

  • allow All Agents - all of your agents in this campaign can see and use it

  • Selected - only the agents that you add to this campaign will be able to start a call session and see details

In the end, you Save Permissions. Now, the agents will see the campaign to which you assign them.

You can set different permissions for different campaigns for greater control.

More Best Practices for smrtDialer

Read more about Using smrtDialer - Accessing Campaigns >>

Read more about Using smrtDialer - Call Scripts >>

Read more about smrtDialer Admin - Get Leads into Campaigns >>

Read more about smrtDialer Admin - Seeing and re-syncing leads >>

Read more about smrtDialer Admin - Setting Core Campaign Details >>

Read more about Assigning users to seats in smrtDialer >>

Did this answer your question?