Welcome to power dialing with smrtDialer!
smrtDialer supercharges your smrtPhone system, increases your outbound calling rate, streamlines lead qualification, and fills your pipeline faster.
✔ Note: Only Administrators and Account Owners can create campaigns
There are two main ways to build a smrtDialer campaign:
Excel Upload directly into smrtDialer - this is ideal for large lists of unqualified leads. These are for static/fixed lead lists.
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 Left Main 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.
To optimize outcomes, you need to know where you are aiming (vision and goals) and the tactics you want to use to get there.
📈 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. )
🏁 Dispositions / 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.
Determine what tools are needed to fulfill your campaign strategy.
📲 Phone numbers: Which phone number(s) will appear on the outbound caller ID? You can choose a single phone number or create a number pool that will rotate Caller ID.
⏺ Recordings: There are two required recordings in the smrtPhone Media Manager for use in a campaign: voicemail drop and callback recording. If you have a smrtPhone Pro subscription, you can also add hold music for each campaign. Read about using call recordings in campaigns here>>
The next step after determining your strategy and preparing your assets is to decide how you want to bring leads in to smrtDialer.
You have two options: from a list within Left Main or by direct Excel upload. Each has its own benefits.
📥 Option 1: Pulling Leads from Left Main
Building a campaign from a list within Left Main is the best way to have dynamic lead lists that adjust based on specific criteria and keep your campaign powered in an ongoing manner.
📤 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 push only the warm leads to Left Main.
When a person is qualified, they can be marked “Homeowner” and pushed to Left Main as a Lead.
(You can then have a secondary campaign built to run from a dynamic list of Homeowner Leads, allowing you to stay timely with your follow ups. )
Next Steps: Build your Campaign
Now that you have your strategy, assets, and lead sources figured out - it’s time to build the campaign!