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smrtDialer - Setup

smrtDialer - Setup

FOR ADMINS: 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 +3
22 articles in this collection
Written by Jordan Samuel Fleming, Vlad Pustiu, Tudor Deak and 3 others

New to smrtDialer? Start here! Beginner guide to creating power dialing campaigns

For Admins: An outline of important training guides and videos to get your smrtDialer campaigns running smoothly
Ellen Sluder avatar
Written by Ellen Sluder
Updated yesterday
smrtDialer Basics

Overview of smrtDialer Setup

Basic administration and setup elements for smrtDialer
Ellen Sluder avatar
Written by Ellen Sluder
Updated yesterday

Create a Campaign from a Podio Lead List - Setting Core Details (Step 1)

Setting up a new campaign in smrtDialer with leads from a Podio Lead List
Tudor Deak avatar
Written by Tudor Deak
Updated yesterday

Get Podio Leads into smrtDialer Campaign (Step 2)

smrtDialer Campaign setup: Populating leads into campaigns from a Podio contacts app
Ellen Sluder avatar
Written by Ellen Sluder
Updated yesterday

Create a Campaign from an Excel spreadsheet upload (.xlsx, .xls or .csv file) - smrtDialer setup

How to build a new campaign by uploading a lead list directly into smrtDialer
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated yesterday
smrtDialer Campaign Customization

How filters (call dispositions) work in smrtDialer - Admin

How to automate when a lead stays in a campaign to be called again and when they are removed from the specific campaign.
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated yesterday

Using Recordings in your smrtDialer Campaigns

You must prepare the necessary recording / media files for your campaigns ahead of time (including voicemail drop and call back recording)
Ellen Sluder avatar
Written by Ellen Sluder
Updated yesterday

Call Script Setup for smrtDialer Campaigns

How to add a call script form for your agents to complete while on a call.
Ellen Sluder avatar
Written by Ellen Sluder
Updated yesterday

Using Number Pools in smrtDialer

Rotate through a group of preselected outgoing numbers in a campaign to keep your Caller ID fresh
Georgiana Mirita avatar
Written by Georgiana Mirita
Updated yesterday

Assigning users to seats in smrtDialer

Configure who can use smrtDialer and make calls.
Vlad Pustiu avatar
Written by Vlad Pustiu
Updated yesterday

How to Assign Agents to smrtDialer Campaigns

How to set your campaign permissions in smrtDialer
Ellen Sluder avatar
Written by Ellen Sluder
Updated yesterday

Call Monitoring in smrtDialer (Pro feature)

smrtPhone Pro gives Admins the ability to monitor, whisper, and barge in on calls during smrtDialer Campaigns
Tudor Balescu avatar
Written by Tudor Balescu
Updated yesterday

Understanding DNC in smrtDialer

How Do Not Call dispositions work within smrtDialer campaigns
Ellen Sluder avatar
Written by Ellen Sluder
Updated yesterday

Leads: viewing & resyncing in smrtDialer

How to see the leads in your smrtDialer campaign and what re-syncing leads means
Ellen Sluder avatar
Written by Ellen Sluder
Updated yesterday

How to use smrtLeads with smrtDialer

How to use smrtLeads in your Campaign
Tudor Deak avatar
Written by Tudor Deak
Updated yesterday
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 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.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated yesterday

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 yesterday

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 yesterday

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 yesterday

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 yesterday

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.
Jordan Samuel Fleming avatar
Written by Jordan Samuel Fleming
Updated yesterday