smrtDialer Campaign Prep

Plan out the critical elements of your power dialing campaign strategy

Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

smrtDialer supercharges your smrtPhone system, increases your outbound calling rate, streamlines lead qualification, and fills your pipeline faster.

Only Account Owners and Users with granted permission can create campaigns

Two Ways to Build a smrtDialer Campaign

  1. Excel Upload directly into smrtDialer - This is ideal for large lists of unqualified leads. These are for static/fixed lead lists.

  2. Pulling a list from your CRM - Clients typically use this type for follow-ups with warm leads or leads that have gone cold. These lead lists can be dynamic, depending on your CRM list parameters.

The configuration of the campaign engine is the same between the two types. The main difference is: in the first type you don't waste any time loading cold leads into your CRM because only the opportunities vetted by your agents are added to your database. With the second option, it's possible to never hit the end of the list as it continues to populate as contacts are added to your CRM.

Preparing to Build a Campaign

There is some strategy and pre-work that must be completed before you build a campaign in the smrtDialer system. If you have these elements decided ahead of time, the actual building of the campaign will be a breeze.

Campaign Strategy

To optimize outcomes, you need to know where you are aiming (vision and goals) and the tactics you want to use to get there.

  • πŸ“ˆ Goal: What are you trying to achieve with this campaign? What does a successful call look like? What are the next steps if a target passes qualification?

  • 🎯 Target audience: Who will you be calling? How many people will you be calling? Where does their contact information currently exist? If a lead has multiple phone numbers within their record, will you call all of them?

  • ☎ Number of lines. If you subscribe to the Multi-Line smrtDialer, you can do up to 4 lines of simultaneous calling. Based on your campaign goals and target audience you need to decide: How many lines will you be dialing at once? This is typically determined by the type of campaign (cold calling versus follow up, current client versus prospect, buyer versus seller, etc. )

  • 🏁 Call Statuses - Decide how you want to tag completed calls and what you would like to happen to the leads that fall in each bucket. Should they be called again? Removed from the campaign? Added to a different campaign? Added to the Do Not Call list? We recommend keeping it as simple as possible to achieve your goals.

Campaign Assets

Determine what tools are needed to fulfill your campaign strategy.

Lead Sources

The next step after determining your strategy and preparing your assets is to decide how you want to bring leads into smrtDialer.

You have two options: from a list within CRM or by direct Excel upload. Each has its own benefits.

(Disclaimer: this image is just an example; this is general functionality for all the CRMs that have a smrtPhone integration and use smrtDialer)

πŸ“₯ Option 1: Pulling Leads from CRM

Building a campaign from a list within CRMs is the best way to have dynamic lead lists that adjust based on specific criteria and keep your campaign powered in an ongoing manner.

Learn how to build a campaign based on the leads pulled from your CRM here: smrtDialer Campaing Creation - From your CRM β‡’

πŸ“€ Option 2: Excel Upload Directly into smrtDialer

Building a campaign around an Excel upload is great for large lists and cold calling. You bring the list into smrtDialer and push only the warm leads to your CRM.

When a person is qualified, they can be marked accordingly and pushed to your designated place within the CRM.

(You can then have a secondary campaign built to run from a dynamic list of pushed Leads, allowing you to stay timely with your follow-ups. )

Learn how to build a campaign based on an Excel spreadsheet here: smrtDialer Campaign Creation - From Excel Upload β‡’

Next Steps: Build your Campaign

Now that you have your strategy, assets, and lead sources figured out - it’s time to build the campaign!

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