Creating a Dialer Initiative

How to create a Dialer Initiative

A dialer initiative is a set of rules that govern the amount and type of leads to be called.

To create a dialer initiative you will want to go to the “Admin” tab. Once there you will want to click on “Dialer Initiatives” located under the “Tools” section. Here is where you will manage all Dialer Initiatives. To create a Dialer Initiative you will want to click on the “Create Dialer Initiative” icon. This is located in between “Show Deleted” and the “Edit Default Initiative” icon.

Dialer Initiative Information

1.Go to the “Admin” tab.

2.Click on “Dialer Initiatives” under the “Tools” section. This is where you will manage all of your Dialer Initiatives.

3.Click on the “Create Dialer Initiative” located between “Show Deleted” and the “Edit Default Initiative” icons.

4.In the “Name” field you will put the name of what you would like your Dialer Initiative to be called. (Dan's California Leads)

5.The “Start Date” field is the day that you want that dialer initiative to be able to dial.

6.“End Date” will be the day that you want the dialer initiative to stop from being dialed.

7.“Default Script” is a script that you want your employees to say when they talk to the customer. (Hello, thank you for calling _________. My name is George, how can I help you?)

8.The check box for Limit Calls to Own Leads is a function that will allow the agents to only dial there leads that are in that dialer initiative.

9.For every agent that you wish to dial from the dialer initiative you will want to add them as an attendee. This gives them permission to see the dialer initiative and call from it.

10.Type in the description of the dialer initiative in the “Description Field.”

11.The “Call Recording Ratio” is the ratio at which you want the number of calls to be recorded. ( 1 / 2 will record 1 out of every 2 calls.)

12.“No Answer Time Out” is the amount of time the dialer will allow before it moves onto the next call without an answer.

13.“Default Voice Message” is the voice message that you want to be left with the customer when you click on “Leave Voice Message” in the dialer. Other voice messages can be selected in the dialer by clicking on the little mail icon next the the “Leave Voice Message” icon.

14.“Default Email” is the email message that you want to be left with the customer when you click on the “Send Email” icon located in the dialer. Other emails can be selected in the dialer by clicking on the little mail icon next the the “Send Email” icon.

15.If you have a certain script set as a default script in a campaign the “Force Default Script” check box will override that script with the default script for the dialer initiative.

16. If you setup call backs for customer you can limit the call backs only to the attendees of the dialer initiative when the call back has expired. Otherwise when the call back expires it will go to anyone that is on the dialer at that time.

17.You can set what days you want that dialer initiative to be active. Do this by selecting which days you want. You can select multiple days by holding down the “Ctrl” button and clicking on the appropriate days.

18.“Time between calls” is how long you want it to be before you contact the customer again.

19. The No Answer Timeout (Sec) field is where you can specify how much time to allow before moving on to the next call when no one answers the phone.

Prioritize Phone Fields To Call

1. The “Phone Fields” drop down allows you to setup in which order you would like the dialer to call. You can remove the options by clicking on the “X” that is at the end of the phone option.

2. Input the amount of time after the client hangs up the phone until it moves on to the next lead.

3. Input the amount of time you want to allow after a bad number, busy, or no answer before it moves on to the next lead.

4. The next 3 boxes are self explanatory. Put a check box next to the ones that you want to be active.

Dialer Initiative Time Blocks

1. Click “Add” to add a time block for when the Dialer Initiative will be active.

2. Select the time and click on the “Save” button.

3. The new window that opens up allows you to define the search criteria that you would like the dialer to look for.

4. The “Query Name:” text field allows you to name that specific query.

5. “Count Search Results” allows you to see how many Leads the system will pull with your current search criteria.

6. “Add Filter” button allows you to add an extra search filter.

7. “Add Sort” button allows you to sort the results by certain criteria. (Alphabetization)

8. Click “Save” when you have completed your search criteria and have confirmed your results.

Dialer Initiative Permissions

1. This allows you to add the permissions that you would like your agents to have on the dialer.

Tic Sheet Display

1. These are the reports that you want to be displayed when you bring up the Tic Sheet Report from the “Reports” tab.

Dialer Initiative Employee Statuses

1. Here you can edit, add, and delete employee statuses.

2. These are used when the Agent is not currently on a call.

3. You can also select on whether or not you would like any of these statuses to be paid.

Layout

1. This is the layout that you would like the dialer to use.

2. Select “Finish” to complete the Dialer Initiative and begin calling.

3. Selecting “Finish and Edit Selected Layout” will allow you to finish the Dialer Initiative and edit the layout that you have currently selected.

4. You can also edit this layout group and others by going to “Manage Layout Groups” in the “Admin” tab.