smrtDialer Campaigns can be built based on leads pulled from your CRM or Excel files.

You might want to read the Beginner guide to creating power dialing campaigns before taking any step further.

After you familiarized yourself with the Basic setup of smrtDialer, you can build your Campaign or you can step back and review other settings.

Remember, you have two ways of building a Campaign:

A. CRM upload

B. Excel upload

C. Additional information helpful in a smrtDialer Campaign


A. 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 Salesforce

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

  • 🎯 Choose β€œSalesforce” then select the Object Type and List from the drop-down menus.

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 lead record, based on which dispositions your agents use to finalize the calls. Skip means that "lead" will be dropped out of the campaign, permanently. "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)

  • 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!


B. Campaign Creation by uploading a list directly to your smrtDialer

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

  • βš™ Set the Call Engine Settings

    • Phone number(s)

    • Number of lines

    • Phone number depth

    • Recordings

Step 2: Select Campaign Type

  • 🎯 At this step, you will select β€œExcel”

  • 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 Proceed 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.

Note: 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.

Step 3: Map Fields & Import Leads

Now, you must map the fields of your list to complete the import.

To configure your fields drag + drop the desired fields from Source Columns to the Target Columns.

Note: 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.

❗️Note: 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.

Step 4: Call Script

Access the second tab, called Call Script.

Step 5: Confirm 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.

  • 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 leads to your CRM

    • Non-qualified lead - This is where Call dispositions / Filters are useful. On the right side of the Call Engine tab you need to Set Filters. These are your call dispositions that will determine what happens to each lead in the campaign, based on the dispositions your agents use to finalize the calls. (No answer, wrong number, DNC, etc.) Skip means for leads marked with that disposition, and they will be dropped out of the campaign completely. Call means the lead will continue to be called in future sessions for this specific campaign.

    • Learn how the DNC list works within smrtDialer >>

Step 6: Configure Agent Permissions


πŸ•΅οΈβ€β™€οΈ In the fourth/last tab, you can choose whether only specific agents can access this campaign or whether all agents can. Read more about how to assign agents to campaigns >>

Congratulations! Your campaign is now ready to be dialed!


Learn how to dial a smrtDialer Campaign >>


C. Additional Settings to Know

  • πŸ’Ί How to assign agents to seats. Remember - smrtDialer seats are unnamed, so Users with applicable 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, 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.

Here you can find more helpful information on Campaign Customization, regarding Call Dispositions, Recordings, Call Script, or Number Pools in smrtDialer.

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