Campaigns are a useful marketing tool for reaching a large audience while maximizing the efficiency of available agents. In this article, we'll cover the basics of our power dialer feature for calling campaigns.
User Level: Admin, Supervisor, Agent
Important: The Power Dialer is a legacy dialing mode and is no longer receiving feature updates. For the latest dialing capabilities and improvements, we recommend using the AI Sales Dialer. Learn more in our guides to the AI Sales Dialer: Sequential Mode and Parallel Mode.
Import Contacts in Batches with a Selection Tag
Why use tags?
The Power Dialer looks for contacts in your CloudTalk account based on selection tags. At least one contact must already have the tag before an admin can choose it when configuring campaign settings.
How to add tags?
Import contacts via an integration or from a file and assign the same tag to the entire batch.
Or create an automation to automatically tag specific contacts for future campaigns.
Setting Up Campaigns
If you prefer video instructions, check out our Power Dialer setup video. Please note that the video shows the legacy CloudTalk Dashboard, but the setup process remains the same:
Set Up a Campaign
Admin can create a new campaign in the Dialer tab of the dashboard.
While agents can start, stop, and participate in active campaigns, they cannot add new ones or make changes to those existing.
Go to Dialer > Campaigns and select
+Add Campaignin the top right.
Configure the settings for your campaign. The tag chosen in the Select contacts by tag field sources the contacts for this campaign.
Contacts which were imported from an integration have the integration name already assigned as a tag (e.g. "hubspot").
Contacts from a file import will have the tag you chose while importing.
In the last two fields, you must Assign groups or Assign agents. The campaign will not be visible if it is not assigned to anyone.
Start Calling
Once a campaign has been configured and is set to Active, it will be visible to assigned groups or agents.
Agents can access their assigned campaign through the dashboard, or the desktop app. On the dashboard, navigate to Dialer > Power dialer and click Start Dialing. The CloudTalk phone will come up and start ringing - click the green phone icon to start dialing numbers in the queue.
From the landing screen of the desktop app, select Power Dialer to view the active campaign in progress.
We recommend having only one active campaign at a time for the sake of clarity for agents using the desktop app.
Campaign Tools
Call Scripts
In the Dialer > Call scripts tab of the dashboard, admin can add your own call scripts to be assigned to campaigns. While calls are being conducted, assigned scripts will appear on either on the dashboard or in a tab of the agent's calling screen.
⚠️ Emojis such as 🚀, 📞, ▶️, and others may prevent the script from saving correctly. To ensure successful saving, please use plain text only in this section.
Surveys
Surveys are a good tool for your agents to keep track of customer information during the call. Admin can create surveys by navigating to Dialer > Surveys in the dashboard.
Statistics
Statistics are calculated to help admin measure the success of each active campaign. View campaign statistics on the dashboard by going to Dialer > Campaigns. Next to the name of the desired campaign, click the bar graph icon to see the campaign statistics.
If you need further assistance or have any questions, you can contact our Support Team. We are always here to help you!