Notice: The Settings tab is only available to members with ownership status
In the admin interface of your dialer organization, the “Settings” tab is on the left-hand side of your screen. You can set defaults for a number of fields and enable features to alter both the call script and collect more information from your callers.
Where to find the Settings page in your admin interface.
In “Organization Settings” or “Subacount Settings”, you’ll be able to edit your dialer organization’s display name (the name displayed in the top left-hand corner of your admin interface), set a callback forwarding number and toggle on the ability to collect email addresses from your callers.
By default, when a contact tries to return a call from the number that dialed them, they won’t be able to reach anyone. When you set a callback forwarding number, this gives your contacts the ability to call the number that dialed them, so you can receive that call and continue the conversation.
To collect email addresses from your callers, toggle on the “Collect email from callers” option. The “Caller” login screen will update and add an additional text box below “Name” that prompts your callers to input their emails when connecting to your call campaign.
The the email prompt appears below the phone number and name collection fields in the caller interface.
Campaign Defaults
“Campaign Defaults” is the second section of Settings, and provides the ability to change default caller ID area codes and caller hours.
You can set a default area code for the phone numbers used to make your calls, and default calling hours. This will determine what initial area code and calling hours will appear when you create a new campaign.
This is also where you can choose whether to require “clicking”, which is the manual pre-approval of all or certain types of phone numbers before dialing them. You can choose to require the clicking of some, all, or none of the phone numbers contained in the contact lists you upload to calling campaigns. Here are the options you can select under “Clicking Requirement”:
Require clicking for all types of phone numbers: This option requires clicking for all types of phone numbers, including landlines.
Require clicking only for cell and VOIP phone numbers, not landlines (default): This setting requires clicking only for cell and VOIP phone numbers, but not landlines.
Do not require clicking for any phone numbers: This option turns off the clicking requirement entirely.
“Clicking” may be required depending on the purpose of your calling and relevant law and regulations. Always ensure compliance with the law and consult with your legal counsel for additional information!
Messaging
Set up to enable the text message question type is in “Messaging,” the last section of the Settings tab.
The “Messaging” section of “Settings” is used to set up the “Text Message” question type.
From there you’ll be asked to double check your chosen area code because we will purchase one number for your outbound, one directional texts to come from. This number will be assigned to your dialer organization and cannot change. Once you’ve pressed “Enable” in “Messaging”, the question type will become available.