Steps to Build a Campaign: Excel-Based
Dialing your leads just got even easier with campaign creation by uploading a list directly into smrtDialer! Once you have your strategy, assets, and lead sources sorted and organized, you can quickly build your campaign and get dialing.
The first thing to do is to access smrtDialer section within your smrtPhone Dashboard ( 📞 icon in the left navigation.)
Hit the ➕ New Campaign button in the upper right of your smrtDialer.
Then the setup will follow the below step-by-step instructions.
At this moment, REISift opted that their users can only create CRM-based smrtDialer Campaigns, and not Excel as well.
1. Set the Core Campaign Details
🆔 Name your campaign - Give it a useful, descriptive name that will help you identify it later
⚙ 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 them
Recordings, including call backdrop recording, voicemail drop recording, and Hold music (for Pro users only)
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.
2. Select Campaign Type
🎯 At this step, you will select Excel
Follow the on-screen prompts to choose and upload your lead list. smrtDialer accepts .csv, .xls, and .xlsx files
Use the Template (optional)
After the upload is done, press the Save and Continue button
When choosing the Excel Campaign, you have the option to download a Template (which is an Excel spreadsheet with all of the columns pre-loaded) to create your file. you can customize the template: delete or leave blank columns that you will not use in your campaign.
Current column headers are the only ones available for the Excel Upload - custom columns are not currently available because the Target Fields in the mapping are static.
3. Map Fields & Import Leads
Now, you must map the fields of your list to complete the import.
To configure your fields choose from the drop-down menu the desired fields you want to be mapped into your smrtDialer Campaign.
Each phone field must contain a single number. You can add up to 10 phone fields per contact.
When you finish mapping all the fields needed for your campaign, click the Start Import button to migrate the leads.
Pay attention while mapping. If the error Invalid Mapping occurs after pressing Start Import, you might want to check the fields again to ensure they line up.
If you selected the incorrect file by accident, you can simply go back using the Back button and return to the previous page.
🌐 Podio Users: Podio Mapping step is mandatory for Podio Users since the other integrated CRMs Users can find their pushed leads in Leads (Salesforce), Opportunities (IF), and Contacts (Forefront), with no previous requirements.
You can learn more about Podio Mapping by reading this article here: Get Podio leads into your smrtDialer Campaign ⇢
4. Call Script
Access the second tab, called Call Script.
Here, 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.), name (first/last name), address, phone number, the company, email, and all 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 to or use it just for now, by pressing the Save Script button.
You can find additional information on customizing your smrtDialer Campaign Call Script in our dedicated article here: Call Script for smrtDialer Campaign ⇢
5. Confirm Campaign Settings
⚙ 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.
Set Filters for non-qualified leads. When your agent is completing a call, they determine what happens to the lead:
Qualified Lead - There are Action buttons your agent can press to push the prospect to your CRM Leads list and convert them as configured.
Non-qualified lead - This is where Call Statuses / Filters are useful. On the right side of the Call Engine tab you need to Set Filters. These are your call statuses that will determine what happens to each prospect in the campaign, based on the statuses your agents use to finalize the calls. (No answer, wrong number, DNC, etc.)
Skip filter is for leads marked with that status will be dropped out of the campaign completely.
Call filter means the lead will continue to be called in future sessions for this specific campaign.
Please note that currently integrated CRMs can have different ways to customize their call statuses. You should also check the information in the Setting Filters article.
6. Configure Agent Permissions
🕵️♀️ In the fourth/last tab, you can choose whether only specific agents can access this campaign or whether all agents can.
Your campaign is now ready to be dialed!
Additional Settings to Know
💺 How to assign agents to seats. Remember - smrtDialer seats are unnamed, so users with the applicable 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, this 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.
