Setting Up smrtDialer

Learn more about how to configure smrtDialer, how to manage key features, set up campaigns and control your seat count.

Jordan Samuel Fleming avatar Vlad Pustiu avatar Tudor Deak avatar
10 articles in this collection
Written by Jordan Samuel Fleming, Vlad Pustiu, and Tudor Deak
Best Practice Guides for Setting Up smrtDialer with Podio

Step 1 - Preparing a good Cold Calling app in Podio for your Cold Calling Lists

This article will help you understand best practice around preparing your Podio system to handle cold calling lists.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated over a week ago

Step 2 - Preparing a Campaigns App to track Cold Calling List Metrics

This article will show you how to prepare a simple Campaigns app in Podio to track cold calling lists, lead sources and KPI Metrics.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated over a week ago

Step 3 - Preparing an Excel Sheet for uploading into Podio

This article will help you understand how to best prepare an excel sheet for upload into Podio to use with smrtDialer.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated over a week ago

Step 4 - Properly Uploading Your Excel File to Podio

This article will show you how to upload your prepared Excel file into Podio to avid duplication and to facilitate linking to campaigns.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated over a week ago

Step 5 - Preparing & Segmenting Your Data in Podio for smrtDialer Campaigns

This article will show you how you can best prepare your Podio cold calling data to be used for smrtDialer campaigns.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated over a week ago

Step 6 - Setting Up Your smrtDialer Campaign

This article shows you how to set up your smrtDialer campaign based on the segmentation you do in Podio.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated over a week ago

Step 7 - A sample video automation you can build to maximise your cold calling lists.

This article shows you how simple automations can keep your data clean and you automatically push converted cold leads to your live leads.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated over a week ago