Creating Call Campaigns

Step 1: Create a New Call Campaign
Welcome to the Scale to Win Dialer! This set of instructional guides for the administrators of dialer organizations explains the step-by-step process for ho...
Thu, 18 May, 2023 at 2:40 PM
Step 2: Set Up an NGP VAN Integration
You have the option to set up an ‘integration’ that links your Scale to Win Dialer organization with your campaign or organization’s NGP VAN account. ...
Thu, 18 May, 2023 at 11:46 AM
Step 3: Write Your Questions (the Call Script)
During Step 3 of the campaign creation process, you’ll write and build the script of your calling campaign. This is the script your callers wil...
Thu, 18 May, 2023 at 6:52 AM
Step 4: Add Contacts (Upload List)
Attention: if you would like information on how to use the VAN integration to upload lists directly click on this Guide. The next step of building you...
Fri, 26 May, 2023 at 1:25 PM
Step 5: Caller Sidebar
With the Caller Sidebar, you can add crucial campaign information and contact details with your callers.  The new Step 5: Caller Sidebar and where ...
Thu, 25 May, 2023 at 12:30 PM
Step 6: Choose a Caller ID
In this step, enter the three-digit area code that you want your calls to come from. We recommend that you choose an area code local to the people you’re ...
Thu, 25 May, 2023 at 12:31 PM
Step 7: Leave Voicemail
Optional: you can decide whether you’d like your call campaign to automatically leave pre-recorded voicemail messages on the answering machines of landlin...
Thu, 25 May, 2023 at 12:38 PM
Step 8: Number of Passes
In Step 8 of the campaign creation process, you choose the number of times you wish to attempt to call the contacts on your list for this call campaign. ...
Thu, 25 May, 2023 at 12:40 PM
Step 9: Start/Run the Campaign
Start Campaign Now you’re ready to launch your campaign! Click the “Start Campaign” button! The button to Start your Campaign! If you haven’t comple...
Wed, 27 Sep, 2023 at 8:23 AM
Step 10: View Results
Once you’ve finished creating your call campaign and clicked “START CAMPAIGN” in Step 9, you’ll now see two additional steps on the left-hand side of your s...
Thu, 18 May, 2023 at 11:49 AM