Using smrtLeads to power your smrtDialer campaigns is as easy as using Excel or a CRM-based list.
Create a Dial List in smrtLeads
As you would with any campaign, make sure your lead list is prepared and ready to go before you start building.
Even if you want a list that includes all leads, with no filtering, you must create a Dial List in smrtLeads to be imported into smrtDialer.
From within smrtDialer, create a campaign as you configure any smrtDialer campaign:
1. Call engine configuration:
Name of the Campaign
2. Lead Source - select the smrtLeads option to grab your leads from the newly created Dial Lists.
3. Dial List Mapping - select the list you want to use in this smrtDialer Campaign from the ones you previously saved in smrtLeads.
Press "Finish Setup" to finalize the configuration.
4. Complete - your campaign is ready to be run.
From this screen you can review your campaign's configuration (Overview) or head straight back in to edit settings.
Dialing a smrtLeads-based Campaign with smrtDialer
Once the campaign is created, the system will take a few moments to sync newly added leads. Once the re-sync is ready, you are ready to go.
Calling leads in a smrtLeads Dial Live based campaign will be performed like any other type of Campaign.
There is a small difference between a CRM-based campaign and a smrtLeads-based Campaign: Push to CRM button. For that reason, we can say that a smrtLeads-based campaign can be more like an Excel-based campaign.
For more information about how this calling happens, please read: Calling leads in an Excel spreadsheet based smrtDialer Campaign >>