Managing Campaigns

In this module, we’ll delve into the intricate process of creating campaigns within Batch Dialer, an essential aspect of efficient calling operations. First, we’ll decipher the information presented to you and troubleshoot any potential issues. Then, we’ll guide you through the steps to create campaigns effectively, ensuring optimal action rates. Each campaign displays critical details such as its name, mode (preview or predictive dialer), and status. We’ll discuss various statuses and their implications, such as “no active agents” or “out of leads.” Understanding these statuses is vital for seamless campaign management.

Mastering campaign creation is pivotal for successful calling operations within Batch Dialer. This module should have equipped you with the knowledge and tools to create campaigns efficiently, troubleshoot potential issues, and leverage advanced features to maximize your calling potential.

What section should you check the “campaigns” screen if the system won’t dial?

When you’re ready to begin dialing a campaign and you notice the system isn’t doing anything, the status” column on your campaigns page will almost always display the reason why it isn’t dialing. It could be that no phone numbers are attached to the campaign to dial with, it could be that there are no contacts attached or it may even be outside of current working hours. If there is nothing missing from your campaign, our support team can also help.

Which area of campaign settings most impacts connect rates?

There is an endless list of important settings available to change in each campaign, but the most important area is the “Dialing Behavior” section. Things like dialing more people at once than we recommend (no more than 3) or calling them back too soon can negatively impact your connection rates quicker than any other setting section.

What best describes the difference between preview and predictive mode?

The “preview” mode allows you to manually make calls to one person at a time. This mode is great for calling people back or just taking your time through your campaign with more control. The “predictive” mode is used to automatically rotate through your contacts dialing them till someone answers. It’s often used to call multiple people at once (see the “simultaneous dials per agent” setting in the “dialing behavior” campaign settings area to change the number of people it will call at one time). Simply put, the “preview” mode is the manual dialer and the “predictive” mode is the automatic dialer.