Dialer Initiatives

In the vast majority of cases the outbound dialer is managed by creating what we call dialer initiatives. An initiative is a pre-set series of criteria that tells the system which leads are valid for calling, and which leads should be excluded. Managers will typically create a series of dialer initiatives to break down campaigns and lists strategically to provide the best possible results. Typical dialer initiative rules might include:

• Finding a list of leads that belong to a specific campaign or campaigns
• Using the record lead status to determine if the lead should continue to be called, or should be discarded
• Setting up time blocks to target certain locations or time zones at different hours during the work day.
• Tracking the total number of dial attempts to determine if a lead should continue to be called.

The disposition of the call, typically tracked using the lead status field, will be a key factor that determines if the leads should continue to be included in the list. Always remember to mark the lead status as you make calls. Based on the statuses you select for the leads, the initiative will update itself and determine if the lead should continue to be called, or should be excluded from future call attempts. CONSISTENT MARKING AND TRACKING OF LEAD STATUSES IS CRUCIAL for effective reporting and lead management. Do yourself and your managers a favor by accurately updating your lead statuses.

For detailed instructions on how to create a dialer initiative, visit the Site Administration area of the help guide, select Tools Links, then Dialer Initiatives.