smrtDialer - Setup

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

18 articles in this collection
Written by Jordan Samuel Fleming, Vlad Pustiu, Tudor Deak and 2 others

smrtDialer Admin - Overview

Basic administration and setup elements for smrtDialer

Written by Ellen Sluder
Updated this week

smrtDialer Admin - Recordings

Preparing the necessary recording / media files for your campaigns

Written by Ellen Sluder
Updated over a week ago

smrtDialer Admin - Setting Core Campaign Details

Setting up a new campaign in smrtDialer - Step 1: Core details

Written by Tudor Deak
Updated over a week ago

smrtDialer Admin - Get Leads into Campaigns

Step 2 in smrtDialer Campaign setup: Populating leads into campaigns

Written by Ellen Sluder
Updated over a week ago

smrtDialer Admin - Call Script Setup

How to add a call script form for your agents to complete while on a call

Written by Ellen Sluder
Updated over a week ago

smrtDialer Admin - Assign Agents to Campaigns

How to set your campaign permissions in smrtDialer

Written by Ellen Sluder
Updated over a week ago

smrtDialer Admin - Seeing and re-syncing leads

How to see the leads in your smrtDialer campaign and what re-syncing leads means

Written by Ellen Sluder
Updated over a week ago

smrtDialer - Understanding DNC

How Do Not Call dispositions work within smrtDialer campaigns

Written by Ellen Sluder
Updated over a week ago

Assigning users to seats

Configure who can use smrtDialer and make calls.

Written by Vlad Pustiu
Updated over a week ago

Call Monitoring in smrtDialer (Pro feature)

smrtPhone Pro gives Admins the ability to monitor, whisper, and barge in on calls during smrtDialer Campaigns

Written by Tudor Balescu
Updated over a week ago

How to use smrtLeads with smrtDialer 2.0

How to use smrtLeads with the new update

Written by Tudor Deak
Updated over a week ago

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.

Written by Jordan Samuel Fleming
Updated yesterday

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.

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.

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.

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.

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.

Written by Jordan Samuel Fleming
Updated over a week ago

Step 7 - Bringing it All Together with Automation.

This article shows you how simple automations can keep your data clean and automatically push converted cold leads to your live leads.

Written by Jordan Samuel Fleming
Updated over a week ago