A predictive dialer is an outbound calling system that automatically dials from a list of numbers uploaded. A predictive dialer automatically calls numbers until it detects a connection, then passes the call to a live agent. Overall, predictive dialer software can be a great asset for businesses that make a lot of outbound calls. They can help increase productivity and save time while also helping to ensure compliance with outbound calling regulations.
- Login to your CallHippo Dashboard (web.callhippo.com)
- Go to the Auto Dialer module.
- Click on Power Dialer where you will find the below 2 modules.
Data tab: You can import lists with numbers that can be used later on while creating a campaign on the data tab. Click on Upload List
On clicking Upload List, will open the popup as shown below:
Enter the List Name, Upload the Data file as per the template, and then click on the Submit button.
Clicking on the Submit button will add the data to the List.
The source will be Manual. This represents that the list was imported manually. The updated field will show the date and time when the list was imported into the system. You can even delete the list and download the imported list.
Create Campaign: A campaign can be created using the create campaign option: Follow the below Steps to create any Campaign.
1. Select the Campaign list which you have created in the data tab.
2. Give a name to the campaign (should have at least 5 characters).
3.You can select the From Number: It can be Number(s) or you can select the DID Group.
4. Select allocation type from Users or Teams.
5.Select the User(s) from Assignee.
6.Import Campaign: Download the template of the contact list. Add the contact names and numbers exactly in the given format. Please make sure that the numbers have proper country codes and that there are no spaces or special characters like ‘-‘, and ‘()’.
7.Once you have added all your contacts in the sheet. Click on Upload and insert the file.
8.Call Disposition: The selected call disposition will reflect on the ACW screen of calls related to the campaign. By default, all call dispositions available in the system will be selected. If dispositions need to be changed for ongoing campaigns, it can be updated using the edit campaign settings button.
9.Provide a description to the campaign. It is optional.
Advanced Settings: Below are the advanced-level settings of the campaign. The default values have been already set by the system. You can change the settings in case needed.
10Automatic Machine Detection. The call will be disconnected when the system detects the answering machine at the other end.
12Auto Voicemail Drop: In case the machine has been detected on the receiver's end and you want automated voicemail to be dropped to such system-detected calls, then Auto Voicemail Drop needs to be enabled. This automatically drops the pre-recorded voicemail after detecting the machine at the receiver end.
13. Attempt per Contact: You can ask the system to make other attempts to the numbers after a certain time duration as shown below. The number of attempts states how many times such contacts shall be reattempted.
14.Set hours before attempts: This defines time in hours to take a pause before the next attempt for the selected calls.
15. The attempts are based on Call Status by default. You can change it to Call Disposition or both Call Status and Call Disposition.
For example, the below screenshot represents the reattempts that will be made for calls with the statuses "No Answer", "Call Not Setup", and "Rejected". The calls where disposition was marked as "Follow-up" will also be reattempted.
16.Set the Timezone Dialing: It allows you to set the start time and End time. It makes sure that the customers are called within the defined time only as per the customer's time zone.
17.Click on the "Save" button to create the campaign Successfully:
Campaign List: All the campaigns that are created can be found under the Campaign List.
18. You are all set to start the campaign. Please make sure all the agents have their dialer open. Click on toggle button to start the campaign.
19.Once the session is started, the agents will start getting calls on their dialers.
20.The agents can change their availability status to take a break and then change it again when they are back.
21. If you wish to check the status of calls made, just go back to the dashboard and the number of calls made will be visible.
22. There is also an option to download the report of the calls made through the campaign.
Live Calls: "Live Calls" refers to a feature within a Predictive Dialer system that displays a list of ongoing calls currently in progress as part of active campaigns.
Hope this was helpful!
For further queries, please contact us at support@callhippo.com.