Once you have your strategy, assets, and lead sources sorted and organized, you can quickly build a campaign and get dialing. One way to start your smrtDialer Campaign is by pulling a list directly from your CRM.
Here are the steps to build a campaign from leads within your CRM:
Head to smrtDialer from your smrtPhone Dashboard (📞 icon in the left navigation) and select the +New Campaign button in the upper right corner.
Step 1: Set the Core Campaign Details
🆔 Name your campaign - Give your campaign a useful, descriptive name that will help you identify it later.
⚙ Set Call Engine Settings based on your established campaign strategy and assets. These can be edited later from the Campaign Settings screen:
Phone number(s) to be used for outbound Caller ID
Number of lines to use simultaneously (for multi-line subscribers)
Phone number depth - how many numbers to dial per lead if lead records have multiple numbers associated with them
Recordings - including Callback Drop, Voicemail Drop, and Hold music (for Pro users only)
AI Tools - Pro users can activate and enable it to use it with Call Recording to get call summaries and transcripts.
For any smrtDialer Campaign, newly created or older, you can only use Recordings. They can be made on the spot or stored in the Media Manager. You cannot use any uploads.
Step 2: Select Campaign Type
Though you can choose to set up a campaign using Excel, this step-by-step guide focuses on how to pull leads from your CRM. Depending on which CRM you use, the steps are a little different. Find your CRM!
🌐 Podio Users
🌐 Podio Users
You need to configure the Workspace and Organization that are going to be related to this smrtDialer Campaign.
☁️ Salesforce Users
☁️ Salesforce Users
You need to choose Salesforce and then select the Object Type and List from the drop-down menus. You have the option to also use your Opportunities, Leads, Contacts, or Accounts as a list for this smrtDialer Campaign.
If you changed the name of your Contacts App within your CRM, smrtPhone will use the default. Check the name you saved in Object info and use that in your smrtDialer Campaign.
⛰️ InvestorFuse Users
⛰️ InvestorFuse Users
Your list will be pulled automatically from your CRM based on your previous customization of the Team. Make sure you add in the drop-down menu, the mail for your specific agent that has Overdue and Due Today Tasks that you want to be solved in this Campaign, as your campaign is designed user-based.
🥷REISift Users
🥷REISift Users
REISift is known for its lead list generation for clients, and you can power dial those leads with a seamless smrtDialer integration.
📼 Tape Users
📼 Tape Users
You need to configure the Workspace and Organization which are going to be related to this smrtDialer Campaign. Also, you need a small prep of your CRM, creating views that will be later used in mapping campaigns.
🥕 Carrot Users
🥕 Carrot Users
Your list will be pulled automatically from your CRM based on your previous customization of the Team. Make sure you add in the drop-down menu, the mail for your specific agent that has Overdue and Due Today Tasks that you want to be solved in this Campaign, as your campaign is designed user-based.
Step 3: Set Campaign Settings
⚙ In Step 1, you set basic Call Engine Settings, which now appear in the first tab of your Campaign Settings. You can update/edit these if needed.
📱You can listen to and modify the Media settings you previously set.
If you want AI Tools to work on your calls, turn both AI Tools and Call Recording on.
✅❎ Also, on the Call Engine tab, you need to set Filters. These determine what happens to each prospect record, based on which call statuses your agents use to finalize the calls. Skip means the lead will be dropped out of the campaign permanently. Call filter means they will be dialed again in a future call session for this campaign.
Step 4: Call Script
Call Scripts are a useful tool for your agents to provide efficient and consistent communication with your leads. Call Scripts can help your agents gather relevant information, quickly. They're also great for training!
📜 Access the Call Script tab
🫳 From the Lead fields, you can select tags from the drop-down menu or edit your Script by typing the information/requests you need from your lead in the provided text box. These fields match the current information of your synced leads (from CRM/Excel):
Salutation (Mr./Mrs./Miss)
Name (first/last name)
Address
Phone Number
Company
Email
Copy-paste the tags from the drop-down menu within the box below and configure this script as you need.
You can edit using different styles (bold, italic, etc), bulleted/numbered lists, tables, links, and more from the upper menu.
You can save this new Script as either a:
Template (saved for later use in future campaigns, found in the upper right corner of the Call Script configuration)
Script (use it for the current Campaign by pressing the Save button).
Step 5: Configure Agent Permissions
🕵️♀️ From the Permissions tab, choose whether only specific agents can access a specific Campaign or whether all agents can.
Congratulations!
Your campaign is now ready to be dialed!
Additional Settings to Know
💺 How to assign agents to seats: smrtDialer seats are unnamed, so users with applicable Activity Management Permissions can swap out agents as needed.
👂 Call Monitoring: smrtPhone Pro subscribers have access to their Call Monitoring tools in smrtDialer campaigns as well.
🤖🧑 A.I. Voice Detection in smrtDialer: This is turned on/off at the agent level. When dialing multiple lines at once, it is what identifies if a machine or a live human has answered one of the lines.
🌠 Auto-Resume Dialing: Another feature that is controlled at the agent level, and determines whether a new call will be dialed automatically when the last call is completed or whether the agent has to press the resume dialing button.
