smrtDialer - Setup

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

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14 articles in this collection
Written by Vlad Pustiu, Tudor Deak, Tudor Balescu and 2 others

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

An outline of important training guides and videos to get your smrtDialer campaigns running smoothly

Written by Ellen Sluder
Updated this week

smrtDialer Basics

Overview of smrtDialer Setup

Basic administration and setup elements for smrtDialer

Written by Ellen Sluder
Updated this week

Podio Users: 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

Written by Tudor Deak
Updated over a week ago

Podio Users: Get Podio Leads into smrtDialer Campaign (Step 2)

smrtDialer Campaign setup: Populating leads into campaigns from a Podio contacts app

Written by Ellen Sluder
Updated over a week ago

Podio Users: 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

Written by Georgiana Mirita
Updated this week

smrtDialer Campaign Customization

How filters (call dispositions) work in smrtDialer

How to automate when a lead stays in a campaign to be called again and when they are removed from the specific campaign.

Written by Georgiana Mirita
Updated this week

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)

Written by Ellen Sluder
Updated this week

Call Script for smrtDialer Campaigns

How to add a call script your agents can follow when dialing smrtDialer campaigns (Podio and Salesforce)

Written by Ellen Sluder
Updated this week

Using Number Pools in smrtDialer

Rotate through a group of preselected outgoing numbers in a campaign to keep your Caller ID fresh

Written by Georgiana Mirita
Updated over a week ago

Assigning users to seats in smrtDialer

Configure who can use smrtDialer and make calls.

Written by Vlad Pustiu
Updated over a week ago

How to Assign Agents to smrtDialer Campaigns

How to set your campaign permissions in smrtDialer

Written by Ellen Sluder
Updated this week

Call Monitoring in smrtDialer (Pro feature)

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

Written by Tudor Balescu
Updated this week

Understanding DNC in smrtDialer

How Do Not Call dispositions work within smrtDialer campaigns

Written by Ellen Sluder
Updated over a week ago

Podio Users: Leads: viewing & resyncing in smrtDialer

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

Written by Ellen Sluder
Updated over a week ago