Using the Dialer (Calling Campaign) – Call Logic

Information on Calling Campaigns

During calling campaigns the user will be connected to the service over the phone and will be looking at a screen that will display the information of the contact. They are able to take notes, transfer calls, select a disposition, and other various things with the contact during this time. The User will have a specific amount of time after each picked up call that will allow them to complete notes and dispositions. This is known as Wrap Time and can be set by the user. Click here to learn more about Wrap Time.

Why Don't I Hear Any Ringing?

You will not hear any ringing on a Calling Assistant Campaign. This is normal. If you connect with a live person or with a voicemail box, you will hear a beep before they speak. The contact on the other end of the phone will not hear the beep. There is no delay when the contact answers the phone.

How Many Times Can I Call My Campaign?

Contacts can be called up to 3 times in a single campaign depending on the disposition. Contacts who are connected with are removed from the campaign, including live phone calls and voicemail boxes.

What Do Dispositions Do?

Dispositions tell the outcome of your call. Did you speak to someone who was not the person you're calling for? Did they provide you with their information? Are you going to send them a follow-up email after the campaign? Selecting a disposition tells you what happened each time you call a lead in a campaign.

Every call must be followed by a disposition. You must choose a disposition and click 'Submit' before moving on to the next call. If you do not choose a disposition and click 'Submit' while on the campaign, the contact will be parked on your home page after the campaign. Click here for more information on Parked Dispositions.

*Note that if a contact does not answer, Call Logic will automatically mark that contact as 'No Answer' and move on.

What Happens When I Use Dispositions?

The system dispositions are set up for you, and using them affects how contacts in your campaigns are handled by the system. Below the system dispositions have been organized to show the outcome.

*Note that all connections to live callers and voicemail boxes result in the contact being removed from the campaign no matter what disposition you select.

The contact is permanently removed from the calling campaign:

Call Back/Not Available
Personally Left Voicemail
Click Button Left Voicemail
Provided Information
Not Interested
Interested/Don't Call Again
Wrong Number
Follow-Up Complete
Wrong Number

The contact is removed from future calling for 2 hours:

*Note that auto-dialing laws require a 2-hour cooldown period between auto-dials.

No Answer
Busy
Other

Tip: Other means Call Logic was unable to make a connection but didn't recognize the tone for why it wasn't connected. Call Logic will recognize busy tones/fax tones/invalid number tones. Any other tones are unrecognizable by Call Logic and will be marked as Other. We recommend calling the number outside of Call Logic to hear the tone presented when the number is hand-dialed.

Creates a Parked Disposition - action required:

*If these contacts were connected to, they will be removed from the campaign.

Send an Email
Make an Appointment

The contact is permanently removed from Call Logic:

Do-Not-Call/Remove
Unable to Reach - Reached after 3 attempts resulting in No Answer

*If you stop a campaign in the middle, it will pick up where you left off when you begin dialing again.

**Once all available contacts in the list have been called, the campaign will start over from the beginning with the remaining contacts.

***Personally Created Dispositions do not follow the same rules as above except for contacts dispositioned as "Do-Not-Call/Remove"

No Dial-able Contacts

If there are no dial-able contacts in your campaign this can be for a few reasons:

1. The first could be that the contacts are not available for auto-dialing yet. Different states may have a set time where auto-dialing is legal. Let's say the state does not allow calling until 9:00 AM. If I try to dial a campaign at 8:55 it will say there are no contacts available. Once the time passes 9:00 AM, that will change and I can start dialing.

2. The next thing it could be is cell phone numbers, if you are doing a prospecting campaign on cell phone numbers, click here to learn how to use the Click to Call Campaign.

3. The numbers are marked do not call or have a Not Interested disposition.

4. There is a two hour waiting period with contacts. If a contact has been auto-dialed, it needs to wait 2 hours before it can be dialed again.

How to Start a Calling Campaign

1. Make sure you already have a campaign created. If you do not, click here.

2. Navigate to Campaign > Campaign Setup.

3. Click the campaign you would like to start/resume.

4. If the contacts are businesses or have given you permission to leave them a voicemail, check the correct bubble.

5. Select a Ring time. (Time the system will ring a phone before moving on to the next number)

6. Select a pre-recorded voicemail. (Note you can only use these if you have selected that you have received confirmation that it is okay to leave a pre-recorded message, or that your contacts are businesses.) If you want to create a pre-recorded voicemail message, Click Here.

7. Click the Call-In button.

8. Follow the instructions on the screen to start the campaign. You can dial using any phone you like including your cell phone. You'll have to dial the number shown and enter the PIN displayed.

9. Select a local Call-In number (Optional)
Press the "more" option to see a list of numbers that can be filtered by area code or state to find and then select the call in phone number.

In a Calling Campaign

1. Once you have dialed in, you can press the green start button to begin.

2. A contact will look like this:

3. If no one picks up the phone, the system will skip that contact for you and disposition it as 'No Answer'.

4. If you need to type a note or take a break, use the yellow pause button. You can remain paused for up to 5 minutes before the campaign ends automatically.

5. When you are done, use the STOP button at the top. Do not just hang up the physical phone. This can cause a problem for the next time you go to dial.

6. If a contact does not pick up the phone after 3 calling attempts the system will automatically disposition them to Unable to Reach.

How Do I See A Contact's Address or Other Information?

If you need to see additional information on the contact while on the campaign, select the blue View/Edit button to view all of the contact's details. Users can update data, as well as add and review notes.