Power Dialer Automation

Automated Dialing System Guide

The Automated Dialing System within the CRM is designed to streamline the process of contacting large groups of people, making it easier to manage high call volumes. This feature is particularly useful for users who need to consistently follow up with leads. By automating the dialing process, this tool helps save time and ensures that no contact is missed, thereby enhancing the effectiveness of lead management.

Initial Setup for the Automated Dialer

To configure the Automated Dialing System, follow these essential steps:

Creating a Tag:

• Head to the 'Settings' menu and select 'Tags.'

• Click on 'Create New Tag,' give it an appropriate name (e.g., Automated Dialer), and confirm by clicking 'Add.'

Building a Workflow:

• Go to the 'Workflows' section and choose 'Create New Workflow.'

• Name your workflow (e.g., Automated Dialer Workflow).

• Set the trigger for the workflow to 'Contact Tag' and choose the tag you previously created.

• Add a 'Manual Call' action to the workflow. This step completes the basic setup.

Activating the Workflow:

• Ensure your workflow is set to 'Published' and save your changes.

Adding Contacts to the Dialing System

You can add contacts to your Automated Dialer in two main ways:

For Existing Contacts:

• Go to 'Contacts/Smart List.'

• Select the contacts you want to include and choose 'Add to Campaign Workflow.'

• Select your Automated Dialer workflow and add any relevant details if necessary.

For New Contacts (Importing):

• Click on 'Import Contacts.'

• Upload a CSV file with the contacts you wish to add.

• Map the fields accordingly and tag the contacts with your Automated Dialer tag.

Operating the Automated Dialer

Once your contacts are set up, you can begin making calls by accessing the Automated Dialer and clicking 'Start.' The system will automatically dial each contact on your list, ensuring a smooth and efficient calling process.

During Calls:

• You can record the result of each call (e.g., answered, missed), which helps maintain accurate call logs and reports.

Post-Call Management:

• You have the option to schedule follow-up tasks, add notes, or book appointments directly from the contact's profile, which enhances your lead management process.

Troubleshooting and Recommendations

• Ensure Proper Tagging: Proper tagging is essential for the Automated Dialer to function correctly. Double-check tags if you encounter any issues.

• Workflow Status: Confirm that your Automated Dialer workflow is active and published.

• Refreshing Contact Lists: If newly added contacts don't appear immediately, allow a few moments or refresh the page.

Common Inquiries

Can I adjust the time between calls?

• Yes, you can set a buffer time between calls within the CRM for better call management.

Where can I find call reports?

• Access detailed call analytics by navigating to 'Reporting' and selecting 'Call Reporting.'

Is it possible to listen to recorded calls?

• Yes, recorded calls can be accessed from the contact's activity log or through the call reporting section.