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Getting Started - How-To Video 1 of 4
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ime Line: Intro 0:00 to 0:10  -  Login 0:10 to 0:28  -  Dialer Overview 0:28 to 1:04  -  Audios 1:04 to 2:00  -  Caller ID 2:01 to 2:43  -  Schedules 2:54 to 5:17  -  DNC Manager 5:40 to 8:14

Getting Started - How-To Video 2 of 4
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ime Line: Create Campaigns 0:28 to 5:40  -  General Settings 5:44 to 6:04  -  Schedule Settings  6:05 to 6:12  -  Survey Questions & Instant Transfer Setup 6:18 to 8:06

Getting Started - How-To Video 3 of 4
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ime Line: Starting/Stopping Campaigns 0:59 to 1:50   -  1:51 to 3:10 Dialing Speed, Ring Duration, Maximum Passes  -  3:12 to 4:24 Watching Campaigns   -   Stats & Reports 4:25 to 7:51  -  Assigning Uploaded Phone Lists to a Campaign 7:58 to 8:50

Getting Started - How-To Video 4 of 4
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ime Line:  Intro for this video 0:00 to 0:32 -  Test Call 0:34 to 2:09  -  Stats & Reporting Review 2:10 to 3:29  -  Call Recordings 3:30 to 4:20 - Quick Overall Recap 4:20 to 8:10

* How-To Upload Your List
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ime Line:  Upload Phone Lists 0:45 to 4:25 - Creating A Campaign 4:27 to 7:55
    
How-To Rehash (Recycle) Your Leads Within Campaigns

Tip: Review the Voice Broadcast Quick Start Guide (PDF Section Below)
Then view the videos while referring to the Quick Start Guide


Useful Tips
Helpful Tips That You Don't Want To Not Be Aware Of - Please Review Them

 
  • DOES THE PHONE NUMBER NEED TO BE IN THE FIRST COLUMN WHEN UPLOADING FILES? - Short answer is NO. When uploading numbers, the system will display a table where you need to "map" the columns. Simply click on the "Lead Phone" on the left side, it will turn green.  Then find the column that your numbers are in and click on the column header.  The column will turn green.  Now click on the "Extern ID" on the left side, and then click on the Phone Number column again causing it to turn green. Finally, click Next to process your upload.  Be sure to watch the How-To-Upload Your List video above for further clarification.

  • MY CAMPAIGN DOES NOT APPEAR TO BE RUNNING, WHY? A few things can lead to this issue. Sometimes it's just a matter of refreshing your browser or logging out and back in again. Another common issue is that there are no leads in the Time Zone that you are currently dialing.  You may view the Time Zone your leads are in by clicking on Phone List (left side) and then double clicking on your lead list name.  This will open a detailed view, showing the remaining leads in each Time Zone.  Also, please see the Tip below titled My Campaign Shows No Leads Even Though It Is Running, Why?

  • COMMON MISTAKE WITH CAMPAIGNS - Creating a new campaign each time you want to dial.  Your campaign should be used as a "shell" that is controlled by the schedule and settings tab within the campaign. Typically only a few specific campaigns are needed. (Examples: Live Answer only; Live and Answer Machine; Follow Up to a targeted group.)  Creating multiple campaigns fragments your dialing history, making it very difficult to create a re-hash. It also clogs your Campaign Manager with numerous campaigns that serve no purpose after the campaign is finished. 

  • MY RINGLESS VOICEMAIL WILL NOT RUN OR STOPS AFTER STARTING. WHY?  This is a known bug with the audio file name assigned to your campaign. The file name needs to have no spaces. (Example: my_audio_file.mp3  NOT  my audio file.mp3.) If you discover your campaign not running, check the audio file name.  If it has spaces, upload another one with no spaces in the file name.  Pause the campaign and assign the newly uploaded audio. When you restart your campaign, it should run normally.  We suggest deleting the original audio file. If you are thinking, why not just rename the file with no spaces?  We have found that renaming the file typically does not correct this issue.  

  • CALLER ID - I want to use another phone number for Caller ID, however I don't see a way to select or enter a number from the campaign setting tab. Why not?  You need to add the number to your system by clicking on the Caller ID (left side) and then click on the NEW Caller ID button (upper right).  Enter the number and a very clear description of what the number is.  Now from your campaign setting area you will see your number to select when clicking on the Caller ID Link in the additional settings area within the settings tab.

  • RINGLESS VOICE MAIL - When I try to assign a Phone List to my RVM Campaign within the Ringless VM area (left side) under the Phone List Tab (tabs within Ringless Voicemail Configuration), my list does not appear.  Why not?  The most likely cause is that you failed to select RVM from the Suppress Cell Phones DROP DOWN when uploading your phone list.  If your account is RVM enabled, you will see three items in this dropdown. (Yes, No and RVM)  Be sure to select RVM when creating a new phone list that you want to access from your Ringless VM area.

  • VERY IMPORTANT USEFUL TIP - New customers to Dialer Central should do test call from all of their campaigns. When the call comes in, answer (say hello) and then listen to the audio. Press ONE to hear the transfer process.  Listen to the audio that is played when transferred. Leave yourself a message and then check your email.  Also log into your 800Link account to view the reports and messages areas. This will help you understand the process while testing the entire process. Complete a test call for every campaign you have setup in your Dialer Central account. A good rule of thumb is to always run a test all anytime you make any changes on your dialer campaign or in your 800Link system.

  • CREATING NEW CAMPAIGNS - A quick way to create a new campaign is to Clone an existing one that is similar to the new campaign you want to create. Then rename the cloned campaign and make changes to the caller ID number. It you need to change the Transfer To Number please call us for help. The transfer to number requires special coding for your Instant Transfer feature. To clone a campaign, use the Clone Button in the upper right corner of the setting tab within the campaign you want to clone.

  • REHASHING PREVIOUSLY DIALED CAMPAIGNS - When creating a rehash list for redialing, it is best to clone your main campaign and rename it by adding "REHASH TOOL" to the beginning of the campaign name. Then use the the rehash tool for dialing lists created from your main campaign. This keeps your main campaign clear of dialing history that could otherwise become troublesome when running rehash lists through you main campaign. Using this method keeps your main campaign history of only new lists that you place into your main campaign. This also avoids the chance of a compound rehash. (redial leads that were previously rehashed). It is best to wait 60 to 90 days before doing a rehash.

  • INSIDE TIP FOR TARGETING PRIOR PRESS ONE's - After you have a long history of dialing from your main campaign, you may want to create a rehash of only your press one's. View the rehash video on this How-To Video page to learn how this is done.

  • DETERMINE NUMBER OF CALLS THAT WILL BE DIALED (Live Answer Only) - Also known as dialing speed. The number of calls made depends on the Max Ports set under the Settings Tab in your Campaign Configuration and how many hours the campaign will dial. We have found that Max Ports set at 10 for ONE Hour averages 850 dialed calls when dialing Live Answer only campaigns with the ring time set to 25 seconds.  This information provides you with a basis or formula to calculate your approximate dial spend based on total hours dialed and max ports.  When calculating campaigns that are set "Relative To Lead", keep in mind that the hours dialed will be four times the number of hours you have scheduled. When you select a specific Time Zone for a campaign, the dialed hours will be the actual hours you have selected. Here's a formula that you may find useful.  # of Ports (divided by) 10 (times) 850 (times) total number of campaign hours (equals) approximate number of leads that will be dialed.  Example: 30 / 10 = 3 x 850 = 2,550 x 4 hours = 10,200 Dialed Leads.  NOTE: RVM works the same way, except the factor is 350 per 10 ports.

  • HOW DO I DETERMINE THE RVM MESSAGE DROP SPEED?  RVM uses the same logic as the previous tip.  The only difference is a lower rate per hour of 350 with 10 ports.  Example: (Assuming you want to deliver 3,000 messages during a lunch hour campaign relative to lead.)  The campaign will run for 4 hours (1 hour in each time zone).  3,000 leads divided by 4 hours = 750 per hour (number per hour to deliver 3k in 4 hours)  divided by 350 = 2.14.  (Move decimal one place to the right) = 21 ports. 

  • I CAN'T SEE MY CAMPAIGN DETAILS, WHY? - When clicking on Campaigns on the left side of your control center, you may see a "list view" of your campaigns. Simply double click on the campaign anyplace in the row displaying your campaign.  In addition to campaigns, the top four items in your control center work the same way. (Audio, Caller ID's, Phone Lists and Schedules)  Anytime you see the List View, just double click on the item you would like to view. Anytime you want to return to the "list view", just click the Back Button in the upper right area of your control center. (Not the back button on your browser).

  • RECEIVING ERROR WHEN UPLOADING LEADS / Phone Lists - If you receive an error dialogue when uploading your csv lead data file, rename the file name with NO SPACES in the file name. This will eliminate the error. Most of the time, file names with spaces in them will upload without an error.  However, on occasion file names with spaces will create a pop up error dialogue box. Sometimes, logging out and back in will eliminate the error.  This is a known issue that is seldom encountered.

  • PLACING TEST CALLS - AUDIO DOES NOT PLAY - WHY?  - When placing test calls, be sure to say hello when answering the call so the system detects that you are a "Live Answer".  After the Live Answer audio begins to play, press one to insure that the call connects to the correct number at 800Link playing the audio you want played when people press one.

  • CUSTOM SCHEDULES WITHIN A CAMPAIGN - When choosing a Schedule from the Schedule Tab within your Campaign, you may select from a list of previously created schedules (lunch hour, drive time, etc...) OR you may create a Custom Schedule "on the fly" by clicking the Custom Check Box.  After clicking the Custom Check Box you may adjust the schedule as needed by De-Selecting the days not needed and moving the sliders to accommodate the start and stop times for your campaign.  This is not saved in the Pre-Defined Schedules area. It will only apply to this campaign. (See Next Tip)

  • PRE-DEFINED SCHEDULES - The system allows you to save pre-defined schedules in the Schedules area (left menu).  When scheduling a campaign you may select a pre-defined schedule. (lunch hour, drive time, etc...)  What you don't want to do is select a pre-defined schedule and then adjust the days and times as this will change the global pre-defined schedule that you selected.  If you want a schedule that is not in your pre-defined schedules, click on the Custom Check Box and create a custom schedule. (See Prior Tip)  You may create pre-defined schedules from the Schedules on the left menu.  Pre-Defined schedules are handy for often used time frames. (lunch hour, drive time, etc...)

  • CREATING NEW CAMPAIGNS - Rather than creating a new campaign from scratch, consider Cloning an existing one that is similar to the new one you want to create and then renaming it.  Be sure to change caller ID under the setting tab and Transfer To number under the survey tab if necessary. (When changing the Transfer To Number, please call us to reinstall your Instant Transfer - Don't skip this step)

  • CAMPAIGN USAGE CONFUSION - Some people think that they need to create a new campaign every time they want to run a broadcast.  The confusion typically comes from other dialer interfaces they became accustomed to.  With Dialer Central, think of the campaign as a shell that is powered by four elements (audios, caller ID, phone lists and schedule).  Simply associate the elements to the campaign using the campaign tabs.  Then select the date range (typically the same date) and select Active from the campaign state drop down. After the campaign runs, simply ad leads to your phone list and reschedule for the next run.

  • UNDERSTANDING RELATIVE TO LEAD AND TIME ZONE SCHEDULING - If you want to dial during a specific time frame in a specific time zone (Example: 12 to 1 pm Mountain), your campaign will dial ALL time zones during that hour regardless of your current time. When you select the campaign schedule time "Relative To Lead" the system will determine the time zone of the lead based on the area code and prefix of the phone number.  The system will then dial those leads during the scheduled time in each time zone, regardless of what time it is in other time zones. i.e. Lunch Hour (12 to 1) will start on the East Coast at noon and dial for one hour, stopping at 1 pm Eastern Time and then start in the Central time zone at noon.  It will dial for one hour, stopping at 1 pm Central Time and start dialing in the Mountain Time Zone at noon.  At 1 pm Mountain Time it will stop dialing and start at noon PacificTime, finishing at 1 pm Pacific Time.  This process will take 4 hours to dial across all four time zones, assuming you are running a one hour campaign.. 

  • MY CAMPAIGN SHOWS NO LEADS EVEN THOUGH IT IS RUNNING, WHY? - If you are running a Relative To Lead campaign, the dialer moves across the time zones from East to West. Let's say in this example you have a small number of leads in Mountain Time Zone. When the dialer starts dialing in Mountain it will run out of leads in the Mountain Time Zone prior to moving on to Pacific Time. Your campaign will show No Leads until the time to start dialing in Pacific Time occurs. Keep in mind that your anticipated number of calls made will be lower over the entire campaign if one or more time zones runs out of leads during the campaign.

  • HOW DO I ADD NUMBERS TO THE SYSTEM WIDE DNC? - If you have a hostile or irate person requesting removal, you may want to add them to the system wide DNC. We encourage this to help everyone that uses Dialer Central.  (Similar to flashing your head lights to tip off oncoming motorists of a speed trap ahead.) Here's how... On Dialer Central's home page near the bottom of the page just above the large image you will see green text that reads "Submit Number to System Wide DNC Database CLICK HERE".  Just click on that link to open a form allowing you to enter the number and reason. The number will be added to our master DNC database preventing anyone on the system from loading that number into their phone list for dialing. You may also Click HERE to add a number.

  • I PURCHASED MINUTES, HOWEVER NOTICED DOLLARS ADDED IS A LITTLE LESS, WHY? - When your dialer runs out of funds we don't cut off calls in progress which will result in a small negative balance in your account.  When we deposit your purchased minutes that negative balance results in a slightly smaller amount showing in your account balance. You have received full value from all monies deposited due to the overrun on minutes when a balance reaches zero. 

  • REHASHING (RECYCLING) LEADS - IS THERE A WAY TO KEEP FROM REHASHING PREVIOUSLY REHASHED LEADS (Compound Rehashing)?  Yes there are a couple of ways. One way would be to keep track of the dates that you run each rehash within your campaign and then avoiding those time frames when creating your rehash lists for dialing.  This can become very cumbersome over time. Another way is to use a separate cloned campaign that is only used for rehashing. Only use your main campaign for new leads being dialed. For details on this, review the rehash video page above or HERE. The third video on the page covers this during the second half of the video.  This topic is also covered in this Tips Section above under the title REHASHING PREVIOUSLY DIALED CAMPAIGNS.

 

PDF How-To Guides

Voice Broadcast Quick Start Guide

List Rehash (Redial) Guide

Survey Creation Guide

 


How-To Create Caller ID For Your Account

How-To Upload Your List (Leads)

How-To Setup a Press One Campaign

How-To Record Audios Over The Phone

How-To Upload An Audio File

How-To Create a Voice Broadcast

How-To Schedule Your Campaigns

How-To Setup A Survey Campaign

How-To Work With Your Account DNC Manager

How-To Setup a Ringless Voicemail Campaign

  





How-To Tutorials

How-To  -  Message Center
How-To  -  Call Notification
How-To  -  Call Reports  -  An Introduction
How-To  -  Call Reports  -  Using Filters
How-To  -  How Voice Broadcasting Works
How-To - Use Contacts In 800Link As A Entry Level CRM System
How-To Setup a Private Call Manager (Keep Your Info Private)
Password Required - Call 303-322-1234 For Access


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