A Campaign runs properly only if settings are right done. From time to time, you should check your leads in a particular Campaign, to make sure they are as they should be.
Here, along with the options of Archiving the Campaign, Reset the Campaign, and Campaign Settings, you can also observe under the Campaign's name, the Campaign details, such as:
Number of lines in your Campaign
When it was created
Voicemail and Hold music connected to this Campaign
See all Leads
and so on
Seeing your Campaign's leads
To easily see your Leads in this particular Campaign, scroll down to where it says smrtLeads and click the blue button - See all Leads.
In this new window, you can filter the Leads by First Name, Last Name, or Email in order to quickly find out the information needed.
From here, you can also see those Leads in Podio too.
Do you see fewer leads in the Campaign than in the Podio list?
When there is a difference between the number of leads in Podio and in your Campaign, it's because smrtDialer cannot dial the phone numbers for those leads. The number within smrtDialer will show as lower.
Common causes for discrepancies between the list totals are:
Contacts with no phone number / empty phone number field
Phone numbers incorrectly formatted
Bad characters in the phone number, such as too many dashes
Contacts on your DNC list
Contacts that have already been converted for this campaign
Double check your lists in Podio to correct any formatting issues.
What does resyncing mean? When you set up a campaign, you're reaching into Podio, identifying an App, identifying a data segment and saying to smrtDialer, "Bring me those leads." Podio Apps can be dynamic in the way it adds leads to segmentation. After the initial setup of your campaign, you might find more leads have been added in Podio, and they need to be pulled into smrtDialer. This is why when a new calling session is started, smrtDialer asks if you want to resync.
If it's a cold calling list where you load it once and that's it, you won't need to resync. But if the list is built off of a Podio View, the list is dynamic and will be ever-changing. You always want to be calling the most up-to-date list.
The reasons you want to resync the Campaign's Leads can vary:
If the lead was marked DNC within Podio but not yet in smrtDialer/smrtPhone.
If you've updated the contact record for Leads with no number or improperly formatted numbers to have dial-able numbers
If new contacts have been added to your data segment list in Podio.
To resync, just press the green button, down the page - 🔄Resync.
❗️ Keep in mind that if your list of leads is large, the resync process might take few minutes to happen. It will sync in the background and you will see a banner announcing progress appear at the top of the screen. You can continue your work while the leads are syncing.
More smrtDialer Resources
Learn more about how to get Leads into your Campaign >>
Learn more about how to Assign certain agents to seats >>
Learn more about how to set a Campaign and fields within >>