How to Create a New Campaign



Name, is where you will place the name of the campaign.

Description, is a way for you to be able to determine the difference between this campaign and another that might be similar, such as the date that the campaign was created or the area codes that you are calling.

Caller ID Name, is where you place the name of your business, or what you would like to appear in the caller ID as the name.

Caller ID number is what you want to have appear as your phone number on the caller ID.

Limit Calling Hours, Checking this prevents the dialer from calling area codes before or after the hours that you specify below. It does not matter where you are calling from, the times are determined from the area codes that you are calling so if you are calling from the east coast and you are calling a 916 area code (California) and it is 9am EST, the dialer will not call the 916 phone number because the dialer will know that it is 5am PST at the 916 area code.

Dial Rate Override, from here you can determine how many lines per agent are being dialed out at a time, from 1 line per agent up to 5 lines per agent. You can also set this to Auto, which is true predictive mode. Predictive Mode allows the dialer to determine how many lines are used based on how many calls are being dropped throughout the day, if there are more than 3% of the calls being dropped, then it will use less lines, and if there are less than 3% of the calls being dropped during the day, then it will use more lines. This will fluctuate throughout the day.

Wait for Agent, this determines how long you want your leads to wait on the line for your agents if all of your agents are on calls once the dialer reaches another lead. Once the time limit expires, the dialer hangs up on that lead that is holding, which is called a dropped call.

You can set the dialer to play a message to the lead before the call is dropped to let them know what the call was about.

Use AMD, this stands for Use Answering Machine Detection. If you check this box, the dialer will be able to detect most answering machines and will not forward them to your agents, giving your agents a majority of live calls. If you leave this box un-checked, then the dialer will transfer live calls and answering machines to your agents, giving your agents the opportunity to leave messages on answering machines. Our dialer does have the option to allow your agents to record a message that they can drop into answering machines to save them time.

Record All, checking this will have the dialer record all of the calls that this campaign makes, they will be saved within the campaign until you delete the campaign.

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