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What it is for

To call many contacts in sequence, without typing them one by one. There are two ways: Dial a list (a team member answers each one) and Voice broadcast (plays a recorded audio and hangs up).

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Who can use it

Dial a list appears for people with permission to create dials and who use a number with Voicer active. Voice broadcast is for the Owner and Admins only. Redial is set up by the Owner and Admins; Supervisors and Operators only see the values. It appears if the agency enabled the Voice module for the organization.

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Where to click

  • Call Center › Now › Dial a list.
  • Call Center › Numbers and Voicer › Open (on the number) and the List dialing and Voice broadcast tabs.
  • Call Center › Numbers and Voicer › Redial.

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Step by step

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Dial a list

1

Choose who to call

Under Who to call, use Segment, Contacts, or CSV file. Contacts without a phone and numbers on the blocklist are left out, and the system shows the count.
2

Adjust the pace

Set Let it ring for and Pause between calls. The Call the next one automatically switch lets Voicer call the next one after the pause; when off, you confirm each call.
3

Start

Click Start dialing. When someone answers, the list pauses and the call opens in Now. When you save the result, the list continues. Incoming calls take priority.
While dialing, use Pause the list, Resume the list, or End the list. At the end, Redial calls again the people who didn’t answer.

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Voice broadcast

On the number’s Voice broadcast tab, follow the three steps Who, Audio, and Rhythm. Choose the audience (Segment or CSV file), upload the Audio to play, set Interval between calls, At the same time (how many channels), and Let it ring for, and click Start voice broadcast. You can leave the screen: the campaign keeps running. The voice broadcast is not recorded.

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Automatic redial

Under Redial, turn on Redial when the call doesn’t connect or isn’t answered. A technical failure calls again right away; a call that rang with no answer is repeated 2 more times. The person calling sees the count and can use Cancel redial. It comes turned off and applies to the whole organization.

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What happens next

Each attempt is kept in the call log, in History, with the reason. The Call connection report shows on which attempt people answered. Voice campaigns appear in Campaigns, with Running, Completed, or Canceled.

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Common errors

  • “The list has N numbers and the limit is M per list.” Reduce the list.
  • “All numbers are on the block list.”
  • “Enter the numbers or choose a segment.”
  • “Choose the audio file.”
  • “The list paused: minutes have run out.” The minutes are set by the agency’s plan. Resume when there is balance, or end the list.
  • “Voice broadcast is not enabled on this server yet.”

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Next step