Power Dialer Automation Setup & Tips

The Power Dialer is an advanced feature within the CRM that automates the calling process, allowing users to dial through a list of contacts efficiently. This tool is particularly beneficial for users who need to manage a large volume of calls regularly. It not only saves time but also ensures that no contact is overlooked, thereby improving follow-up and lead management.

Setting Up the Power Dialer

Setting up the Power Dialer is straightforward and involves a few key steps:

Creating a Tag:

• Navigate to the 'Settings' and select 'Tags'.

• Click on 'Create New Tag', name it (e.g., Power Dialer), and click 'Add'.

Creating a Workflow:

Go to the 'Workflows' tab and select 'Create New Workflow'.

Name your workflow (e.g., Power Dialer Workflow).

Set the workflow trigger to 'Contact Tag' and specify the tag you created.

Add a 'Manual Call' action to the workflow. This is the only action needed for the basic setup.

Publishing the Workflow:

• Ensure your workflow is set to 'Published' and save your changes.

Adding Contacts to the Power Dialer

There are two primary methods to add contacts to your Power Dialer:

For Existing Contacts:

• Navigate to 'Contacts/Smart List'.

• Select the contacts you wish to add and choose 'Add to Campaign Workflow'.

• Select your Power Dialer workflow and add a description if needed.

For New Contacts (Importing):

• Click on 'Import Contacts'.

• Upload your CSV file containing the contacts.

• Match the fields accordingly and ensure to tag them with your Power Dialer tag.

Using the Power Dialer

Once your contacts are added, you can start making calls by navigating to the Power Dialer and clicking 'Let's Start'. The system will automatically dial the next contact in your list, providing a seamless calling experience.

• During Calls: You can log the outcome of each call (e.g., answered, no answer) which helps in maintaining accurate call reporting and analytics.

• Post-Call Actions: You can schedule follow-ups, add notes, or book appointments directly from the contact's profile, enhancing lead management and follow-up efficiency.

Troubleshooting and Tips

• Ensure Accurate Tagging: Properly tagging your contacts is crucial for the Power Dialer to function correctly. Double-check your tags if you encounter issues.

• Workflow Activation: Make sure your Power Dialer workflow is published and active.

• Refreshing Contacts: If newly added contacts don't appear immediately, give it a few moments or refresh the page.

Frequently Asked Questions

Can I customize the time between calls?

• Yes, the CRM allows you to set a buffer time between calls for better call management.

How do I access call reports?

• Navigate to 'Reporting' and then 'Call Reporting' to view detailed analytics of your calls.

Can I listen to recorded calls?

• Yes, you can access recorded calls either from the contact's activity log or through the call reporting section.