How to configure an Auto Dial campaign with options

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The options are for the person to press 1 to connect to a live person or press 9 to be added to the do not call list.

Log into your Admin account and go to Campaigns->(CAMPAIGN ID – Press 1 Campaign)->Detail->Survey. The picts below will help navigate you to the location.

Survey First Audio File: (8 digit record message) Message to be played for auto dial which may include press digit options.
Survey DTMF Digits: 19 (in this example we are using 2 press digit options 1 and 9)
Survey Not Interested Digit 9 (the press 9 digit will be use for the “Survey Not Interested Status” option)
Survey Opt-in Audio File: (blank)
Survey Not Interested Audio File: (blank)
Survey Method: EXTENSION ( When caller presses 1, this option enables an external phone to be called using the “Survey Survey Xfer Extension” field below. AGENT_XFER option will send the call to the next active agent.
Survey No-Response Action: OPTIN
Survey Not Interested Status: DNC (When 9 is pressed, the record will be marked as Do Not Call)
Survey Response Digit Map: 1-XFER|9-DNC|X-NO RESPONSE| (shows in export calls report in security phrase field)
Survey Survey Xfer Extension: user admin id + 1 + 10 digit number to dial (number dialed with press 1)
All other field can be default or blank Setup remote agent.

Setup remote agent. This is for starting the auto dial without logging into an agent.

Go to Agents->Add New Special Agents

Agent ID Start: You must use one of the existing agent IDs
Number of lines: 1 (number of lines to outdial)
External Extension: same Agent ID as above
Agent ID Start: INACTIVE
Extension Group: NONE
Campaign: to run with ACTIVE
Select queue for campaign: (choose the press 1 campaign)
On-Hook Agent: N
On-Hook Ring Time: 15 (default value)
Inbound Groups: select the checkbox for the top Inbound Q that ends in 000
Select SUBMIT to save your options

To run the auto dial campaign and leave message on voicemail go to Campaigns->(CAMPAIGN ID of press 1 Campaign)and do the following.

To get the campaign ready to dial you must first load your leads and activate the loaded list. See Help section “Basic Admin setup for outbound dialing” section 3 to load leads.

To start the Auto dial campaign there are different ways of doing this depending on how the press 1 are going to be answered.

How to start dialing for a press 1 campaign to an external number and have no logged in agents.

This is where in step 2. “Survey Method” was set to EXTENSION and Step 4 Dial Method: was set to PROGRESSIVE DIALING

This is where in step 2. “Survey Method” was set to AGENT_XFER and Step 4 Dial Method: was set to PREDICTIVE DIALING

To start dialing, login as an agent into the Press 1 Campaign and set to Active. On the admin dashboard LINES PER AGENT dropdown controls the number of lines dialed and when a agent is on a call or paused the lines will stop dialing.

How to start dialing for a press 1 campaign for agents that are PAUSED or ACTIVE to accept calls. Requires 2 agents and 2 campaigns.

This is where in step 2. “Survey Method” was set to AGENT_XFER and Step 4 Dial Method: was set to PROGRESSIVE DIALING for Press 1 Campaign.

Set Campaigns->362000Campaign (Non Press 1 campaign)->Detail->SurveyAgent In Queue Ringing: Y
Set Campaigns->362000Campaign (Non Press 1 campaign)->Detail->Allowed Inbound Groups: Q420000

Make sure there are no lists Active to dial for 362000Campaign (Non Press 1 campaign)

Agents can then log into 326000 (Non Press 1 campaign). Do not use 1st agent (362001), this will be reserved as the special agent that will start the dialing.

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