Speed to Dial allows the user to make automated outgoing calls from the CallHippo dialer to a list of numbers uploaded under a particular campaign from any CRM.


How to Enable Speed to Dial.


Step 1: Login to the dashboard -> Navigate to Auto Dialer.


 Next goto Speed To Dial -> Add Campaign


Step 2 : Give the campaign a name (must be at least 5 characters long).


Step 3: Assign From number from phone numbers or DID groups. From the selected number or DID group calls will be made from the dialer.


Step 4: Set a Welcome message. This message will play at the beginning of the call before connecting with the recipient.


Step 5: Enable Automatic Machine Detection. The system will disconnect the call if it detects an answering machine. You can also set auto voicemail drop (It is chargable feature)


Step 6: For unanswered calls, you can configure the system to make another attempt after a set time interval.


Step 7: Enable Set Hours Before Attempts to define the pause (in hours) between attempts for unconnected or incomplete calls.


Step 8: Select the allocation type: either Users or Teams.


Step 9: Select the user from the Assignee field.


Step 10: Select the CRM from which you want to import the campaign.


Step 11: Choose the trigger for which you want to create the activity. The trigger can be created for Lead OR Contact creation/updation. But only one trigger can be set for a campaign.


Step 12: Set the minimum user limit to run the campaign. If the available number of users is below this limit, the campaign will not run or will stop.


Step 13: (Optional) Add a description for the campaign, then click Save.


Step 14: You’re ready to start the campaign! Ensure that all agents have their dialers open and click the toggle button to begin. Once all the available contacts or leads have been called, the campaign will automatically be marked as inactive. When new contacts or leads are added, you’ll need to reactivate the campaign by toggling the switch again for calls to be made.


During the Campaign


Step 15: Once the session starts, agents will begin receiving calls on their dialers.


Step 16: Agents can change their availability status to take breaks and update their status when they return.


After the Campaign


Step 17: To check the status of calls made, return to the dashboard where the total number of calls made will be displayed.


Step 18: You can also download a report of the calls made during the campaign.



Functioning of triggers

  • Contact Creation: When a new contact is created in the CRM, it will be instantly synced with the associated campaign, and the call will initiate when the campaign starts.
  • Contact Updation: Any updates made to an existing contact in the CRM will sync with the campaign, and the call will initiate when the campaign starts.


  • Lead Creation: When a new lead is created in the CRM, it will be instantly synced with the associated campaign, and the call will initiate when the campaign starts.
  • Lead Updation: Any updates made to an existing lead in the CRM will sync with the campaign, and the call will initiate when the campaign starts.


Note

  • Only newly created contacts or leads will be synced.
  • Existing contacts or leads will not sync.
  • If contacts or leads are added via bulk import, they will be split into specific slots and updated at predetermined intervals.
  • The assigned user must be available on the dialer to initiate calls. If the user is unavailable at the time of contact or lead creation/update, the call will be initiated once the user is available.