Campaign Creation by pulling a list from your CRM.

Once you have your strategy, assets, and lead sources sorted and organized, you can quickly build your campaign and get dialing.

These are the steps to build a campaign by pulling leads from within your CRM.

The first step is to go to the smrtDialer section within your smrtPhone dashboard ( πŸ“ž icon in the left navigation.) Hit the +New Campaign button in the upper right of your smrtDialer.

Step 1: Set the Core Campaign Details

  • πŸ†” Name your campaign - give it a useful, descriptive name that will help you identify it later.

  • βš™ Set the Call Engine Settings that you already determined based on your 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 it.

    • Recordings - including call back, voicemail, and Hold music (for Pro users only)

Step 2: Select Campaign Type

  • 🌐 For Podio Users - you need to configure the Workspace and Organization which are going to be related to this smrtDialer Campaign.

  • ☁ For Salesforce users: you need to choose β€œSalesforce” 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.

  • 🌌 For 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.

Step 3: Set Campaign Settings

  • βš™ You should have already set the basic Call Engine Settings, which now appear in the first tab of the Campaign Settings. You can update/edit these if needed.

  • Call dispositions are preset and cannot be changed.

  • βœ…βŽ On the right side of the Call Engine tab, you need to Set Filters. These determine what happens to each prospect record, based on which dispositions your agents use to finalize the calls. Skip means that the lead will be dropped out of the campaign, permanently. The call means they will be dialed again in a future call session for this campaign.

Step 4: Call Script

  • πŸ“œ Access the second tab, called Call Script.

  • from the Lead fields, you can simply select tags from the drop-down menu or just edit your Script by typing the information/requests you need from your lead in the box below. These fields match the current information of your synced leads (from CRM/Excel)

    • salutation (Mr./Mrs./Miss)

    • name (first/last name)

    • address

    • phone number

    • the company

    • email

    • meaning the fields in the system that are currently synchronized with the Lead fields tab.

  • 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, or whatever you think you might need from the upper menu.

  • You can save this new Script as a:

    • Template (and you can later find them in the upper right corner while configuring the Call Script for a new campaign) and use this one whenever you need

    • Script (use it just for now, by pressing the Save button).

You can find more information about creating a Call Script in our dedicated article here >> Call Script for smrtDialer Campaign.

Step 5: Configure Agent Permissions

Congratulations! Your campaign is now ready to be dialed!

Additional Settings to Know

  • πŸ’Ί How to assign agents to seats. Remember - smrtDialer seats are unnamed, so Users with applicable Finance and Billing permissions can swap out agents as needed.

  • πŸ‘‚ Call Monitoring - smrtPhone Pro subscribers have access to their Call Monitoring tools in smrtDialer campaigns as well.

  • πŸ€–πŸ§‘ 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.

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