What is a Predictive Dialer and How to use Predictive Dialer?
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.
How does Power Dialer work?
Power dialer is one of the essential ways of calling the end-users; it will take less time to achieve more of your calling target. Users can directly update the CSV file sheet with the designated name and number in the Power Dialer campaign, so there is no need to copy/paste the number after every call. It will make calls in a sequential manner as users have uploaded the CSV sheet.
It would be beneficial as it will allow you to make more calls in a day and save your time. Additionally, you can pause/resume your calling session in between.
Steps to be followed on how to enable Power Dialer:
Login to the CallHippo dashboard.
Navigate to the Power Dialer and click on the “Add Campaigns”.
This is the section where users have to enter all the details about the campaign to run.
Campaign Name:
Users have to enter the name of the campaign; it can be any name of the campaign which would be suitable according to the user.
Allocations:
In allocations, Admin Users can allocate the calls either to the users or to the Team.
Assignee:
Here, users can assign the calls either to the users or the team. But only one of them can be chosen from the list.
For users:
Users can allocate the calls to individual users or multiple users. For example, if three users are selected then calling will be assigned one after the other user as per the calling sheet.
For Teams:
Users can allocate calls to Teams too. However, only a single team can be selected.
Local Presence:
If you enable the Local Presence-
Automatically switch your number based on the country you're calling.
For example: If the user is calling in a US country, then from callHippo dialer, it will automatically select the US number to call. If the user doesn't have the US number, then the call will go through the chosen number.
From Number:
Users can select the desired number from which they want to call. Users can select any number if they have purchased more than one number. But if users have enabled the Local Presence, the number will be selected based on the country the user is calling.
Auto Voicemail Drop:
If a user has enabled this and users started calling through the power dialer, if it detects the answering machine, our system will send the voicemail to the end-users.
Users can type their own message in the description box else; they can upload pre recorded audio also through Music. They can select one language from the multiple languages to send the voicemail, and it can be in a male or female voice.
Music file format: WAV and MP3 file and size should be less than 5MB.
Attempts Per Contact:
The number of attempts you want to make to contacts for which the call did not connect. The system will make calls to such contacts once the campaign is over.
Number of attempts:
It can vary from 1 to 3.
Set Minutes before attempts:
Users can set the minutes before initiating the call attempts to the clients.
Minimum available user to run a campaign :
To run the Campaign, users have to write at least one user.
Import Campaign CSV :
-Users can upload the CSV & XLSX file to start the campaign, and users can add the customers in the excel sheet.
-Users can add up to 7 columns in the excel sheet and it will be shown while dialing the call.
Format of excel sheet: Only name, phone number and you can add 5 more columns.
From Import Campaign: Click on the “Upload Contact list from CRM”.
Note: Integrate Leadsquared with Callhippo first.
- After selecting the “Upload Contact list from CRM”, you can see the CRM Leadsquared, which is integrated with the callhippo.
- Now you have to click on the Leadsqured.
- Then click on the “Select Triggers action to add contact in campaign”.
- Clicking on it will display the three options in the drop down, Lead Creation, Lead update and Lead stage change.
If you have selected the Lead Creation-
After creating the campaign, if the leads are created in the Leadsquared then it will be added to the campaign. And you can check it in the Campaign of the Power Dialer. If one lead is created in the Leadsqured then it will show “ 0 out of 1”, if 3 leads are created in the Leadsqured then it will show “0 out of 3” and more in the Campaigns of Power Dialer. You can enable the Campaign by enabling the toggle button under Active/Inactive.
Hence, after integrations of Callhippo with the Leadsqured, and campaign has been created then all the new leads created in the Leadsqured will be added in the Power Dialer campaign.
If you have selected the Lead Update-
It means that all the leads updated(name, number, email id) in the Leadsqured will be updated in the campaigns.
And the updated leads will be shown in the campaign.
If you have selected the Lead stage change-
The Lead Stage Change to Customer.
If the stage of lead is changed in the Leadsquared then it will be added in the campaign.
You can change the status of the leads in Leadsquared from here.
And similarly it will be shown in the campaign.
Campaign Description :
Users can add the campaign description in the description box.
And Finally, after filling in all the details, the user can Save the campaign.
Now users can activate the campaign.
Click on yes to activate.
Note: The web dialer of the user should be open; otherwise, it will not activate.
Then a message will come that your campaign has started.
How does this calling scenario in Power Dialer work?
-Let's take an example: There are 5 users who are allotted to call the 500 clients (Uploaded the excel in the sequential order). Now the user1 will call client1, user2 to client2, user3 to client3, user4 to client4, and user5 to client5, all at the same time. Now the next call will go to client6 when any of the 5 users gets free first from his/her call. It means that if user3 spoke to client3 and got done with the call, then user3 will call client6. In case, if user3 called client3 and client3 didn’t pick up the call or rejected the call then also the call will go to the client6.
As soon as the users get free from the call, they will automatically arrange a new call to the client from the CSV file in sequential order.
First, the customer will receive the call, then only the user will get a call from the customer end.
Then open the Web Dialer, and you can see that the campaign has been started.
As you can see that call is coming from the customer side.
End Session: The user can end the session from here if the user doesn't want to call the clients. And user can pause/resume the session through the given button.
Users can see the details of the clients.
After completing the session. Users can check the power dialer campaign. That all the calls have been executed or not.
Users can download the data in excel sheets.
What are the benefits of automatic voicemail drop in Power dialer?
The automatic voicemail drop option in the Power dialer is a very useful feature. Even if your call does not connect, you can still drop a message for the callee you were trying to connect with. You can set your message while creating the campaign and the system will automatically drop the message when the calls go to the voicemail of the callee. It helps in increasing connectivity and reduces time consumption.
Hope this was helpful!
For further queries, please contact us at support@callhippo.com
How to check the live calls of Power Dailer?
Step 1: Login to your account (web.callhippo.com)
Step 2: Click on your Dashboard option you will be able to see three option: - Dashboard, Live call & Power Dialer.
Step 3: Click on “Power Dailer” option to check the live calls of Power Dialer. Ensure that your campaign is active and running.
Hope this was helpful!
For further queries, please contact us at support@callhippo.com
How can we download the report from the Power Dialer feature?
Step 1: Log in to your account (www.callhippo.com)
Step 2: Click on the Power Dialer list shown below.
Step 3: Click on the download icon shown below.
Hope this was helpful!
For further queries, please contact us at support@callhippo.com
How to add a Power dialer campaign?
Step 1: Sign in to your account (web.callhippo.com)
Step 2: Go to Power Dialler
Step 3: Click on Add Champaign
Step 4: Fill up the details:
Name of the Campaign
Allocation: Allocate the campaign to users/teams.
Assignee: Select the users or team you want to assign the campaign to.
Select from number: Select from which number you want to make the campaign calls.
Minimum available users to run the campaign: Campaign should be run by at least 1 user (more users).
Campaign description: Describe what the campaign is for. It is optional.
Step 5: And lastly, save the added campaign once the details are perfectly filled.
Hope this was helpful!
For further queries, please contact us at support@callhippo.com
What does ‘Minimum available agents’ mean in Power dialer?
The minimum available agent defines the minimum number of agents required to run a Power dialer.
For e.g. the Power dialer is assigned to 20 agents and the Minimum available agents that you have set is 5. If there are less than 5 agents available, the Power dialer will stop.
Hope this helps! For further queries, please contact us at support@callhippo.com
Can we run multiple campaigns in Power dialer?
Yes, you can add multiple campaigns in the Power dialer and run at the same time.
How to filter Power Dialer calls?
In the ‘Activity Feed’ section, you can filter out the call logs related to all the calls which were made with the power dialer. You can do this by following these simple steps:
1. Log in to the CallHippo web account (web.callhippo.com)
2. Navigate to the ‘Activity Feed’ section on the panel to the left of your screen and click on the filter icon as shown in the image below
3. Select the ‘Power Dialer’ option. You can add other filters too, as per your requirements.
4. Click on the ‘Search’ button. You will now be able to see all the calls that were made with the power dialer.
We hope this guide was helpful!
In case of any queries, please contact us at support@callhippo.com
What is Power Dialer and How to use Power Dialer?
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A power dialer is one of the essential ways of calling the end-users; it will take less time to achieve more of your calling target. Users can directly update the CSV file sheet with the designated name and number in the Power Dialer campaign, so there is no need to copy/paste the number after every call. It will successively make calls as users have uploaded the CSV sheet.
It would be beneficial as it will allow you to make more calls in a day and save you time. Additionally, you can pause/resume your calling session in between.
Login to your CallHippo Dashboard (web.callhippo.com)
Go to the Auto Dialer module.
Click on Power Dialer where you will find the below 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.
Select the List of Data for which you wish to run the campaign.
This will Auto fetch the Name for the Campaign based on the above list selected. You can still change the Campaign Name.
You can select the From Number: It can be Numbers, or you select the DID Group.
Select allocation type from Users or Teams.
Select the User(s) from Assignee.
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 ‘()’.
Once you have added all your contacts to the sheet. Click on Upload and insert the file.
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.
Describe 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.
Automatic Machine Detection. The call will be disconnected when the system detects the answering machine at the other end.
Auto 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.
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.
Set hours before attempts: This defines time in hours to take a pause before the next attempt for the selected calls.
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.
Click on "Save" button to create the campaign Successfully.
Campaign List: All the campaigns that are created can be found under the Campaign List.
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.
Once the session is started, the agents will start getting calls on their dialers.
The agents can change their availability status to take a break and then change it again when they are back.
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.
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 Power 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.