How does Power Dialer work?
Power dialer is one of the essential ways of calling the end-users; it will take less time to achieve more of your calling target. Users can directly update the CSV file sheet with the designated name and number in the Power Dialer campaign, so there is no need to copy/paste the number after every call. It will make calls in a sequential manner as users have uploaded the CSV sheet.
It would be beneficial as it will allow you to make more calls in a day and save your time. Additionally, you can pause/resume your calling session in between.
Steps to be followed on how to enable Power Dialer:
Login to the CallHippo dashboard.
Navigate to the Power Dialer and click on the “Add Campaigns”.
This is the section where users have to enter all the details about the campaign to run.
Campaign Name:
Users have to enter the name of the campaign; it can be any name of the campaign which would be suitable according to the user.
Allocations:
In allocations, Admin Users can allocate the calls either to the users or to the Team.
Assignee:
Here, users can assign the calls either to the users or the team. But only one of them can be chosen from the list.
For users:
Users can allocate the calls to individual users or multiple users. For example, if three users are selected then calling will be assigned one after the other user as per the calling sheet.
For Teams:
Users can allocate calls to Teams too. However, only a single team can be selected.
Auto Switch:
If you enable the auto switch-
Automatically switch your number based on the country you're calling.
For example: If the user is calling in a US country, then from callHippo dialer, it will automatically select the US number to call. If the user doesn't have the US number, then the call will go through the chosen number.
From Number:
Users can select the desired number from which they want to call. Users can select any number if they have purchased more than one number. But if users have enabled the Auto switch, the number will be selected based on the country the user is calling.
Auto Voicemail Drop:
If a user has enabled this and users started calling through the power dialer, if it detects the answering machine, our system will send the voicemail to the end-users.
Users can type their own message in the description box else; they can upload pre recorded audio also through Music. They can select one language from the multiple languages to send the voicemail, and it can be in a male or female voice.
Music file format: WAV and MP3 file and size should be less than 5MB.
Attempts Per Contact:
The number of attempts you want to make to contacts for which the call did not connect. The system will make calls to such contacts once the campaign is over.
Number of attempts:
It can vary from 1 to 3.
Set Minutes before attempts:
Users can set the minutes before initiating the call attempts to the clients.
Minimum available user to run a campaign :
To run the Campaign, users have to write at least one user.
Import Campaign CSV :
-Users can upload the CSV & XLSX file to start the campaign, and users can add the customers in the excel sheet.
-Users can add up to 7 columns in the excel sheet and it will be shown while dialing the call.
Format of excel sheet: Only name, phone number and you can add 5 more columns.
From Import Campaign: Click on the “Upload Contact list from CRM”.
Note: Integrate Leadsquared with Callhippo first.
- After selecting the “Upload Contact list from CRM”, you can see the CRM Leadsquared, which is integrated with the callhippo.
- Now you have to click on the Leadsqured.
- Then click on the “Select Triggers action to add contact in campaign”.
- Clicking on it will display the three options in the drop down, Lead Creation, Lead update and Lead stage change.
If you have selected the Lead Creation-
After creating the campaign, if the leads are created in the Leadsquared then it will be added to the campaign. And you can check it in the Campaign of the Power Dialer. If one lead is created in the Leadsqured then it will show “ 0 out of 1”, if 3 leads are created in the Leadsqured then it will show “0 out of 3” and more in the Campaigns of Power Dialer. You can enable the Campaign by enabling the toggle button under Active/Inactive.
Hence, after integrations of Callhippo with the Leadsqured, and campaign has been created then all the new leads created in the Leadsqured will be added in the Power Dialer campaign.
If you have selected the Lead Update-
It means that all the leads updated(name, number, email id) in the Leadsqured will be updated in the campaigns.
And the updated leads will be shown in the campaign.
If you have selected the Lead stage change-
The Lead Stage Change to Customer.
If the stage of lead is changed in the Leadsquared then it will be added in the campaign.
You can change the status of the leads in Leadsquared from here.
And similarly it will be shown in the campaign.
Campaign Description :
Users can add the campaign description in the description box.
And Finally, after filling in all the details, the user can Save the campaign.
Now users can activate the campaign.
Click on yes to activate.
Note: The web dialer of the user should be open; otherwise, it will not activate.
Then a message will come that your campaign has started.
How does this calling scenario in Power Dialer work?
-Let's take an example: There are 5 users who are allotted to call the 500 clients (Uploaded the excel in the sequential order). Now the user1 will call client1, user2 to client2, user3 to client3, user4 to client4, and user5 to client5, all at the same time. Now the next call will go to client6 when any of the 5 users gets free first from his/her call. It means that if user3 spoke to client3 and got done with the call, then user3 will call client6. In case, if user3 called client3 and client3 didn’t pick up the call or rejected the call then also the call will go to the client6.
As soon as the users get free from the call, they will automatically arrange a new call to the client from the CSV file in sequential order.
First, the customer will receive the call, then only the user will get a call from the customer end.
Then open the Web Dialer, and you can see that the campaign has been started.
As you can see that call is coming from the customer side.
End Session: The user can end the session from here if the user doesn't want to call the clients. And user can pause/resume the session through the given button.
Users can see the details of the clients.
After completing the session. Users can check the power dialer campaign. That all the calls have been executed or not.
Users can download the data in excel sheets.
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It would be beneficial as it will allow you to make more calls in a day and save your time. Additionally, you can pause/resume your calling session in between.
Steps to be followed on how to enable Power Dialer:
Login to the CallHippo dashboard.
Navigate to the Power Dialer and click on the “Add Campaigns”.
This is the section where users have to enter all the details about the campaign to run.
Campaign Name:
Users have to enter the name of the campaign; it can be any name of the campaign which would be suitable according to the user.
Allocations:
In allocations, Admin Users can allocate the calls either to the users or to the Team.
Assignee:
Here, users can assign the calls either to the users or the team. But only one of them can be chosen from the list.
For users:
Users can allocate the calls to individual users or multiple users. For example, if three users are selected then calling will be assigned one after the other user as per the calling sheet.
For Teams:
Users can allocate calls to Teams too. However, only a single team can be selected.
Auto Switch:
If you enable the auto switch-
Automatically switch your number based on the country you're calling.
For example: If the user is calling in a US country, then from callHippo dialer, it will automatically select the US number to call. If the user doesn't have the US number, then the call will go through the chosen number.
From Number:
Users can select the desired number from which they want to call. Users can select any number if they have purchased more than one number. But if users have enabled the Auto switch, the number will be selected based on the country the user is calling.
Auto Voicemail Drop:
If a user has enabled this and users started calling through the power dialer, if it detects the answering machine, our system will send the voicemail to the end-users.
Users can type their own message in the description box else; they can upload pre recorded audio also through Music. They can select one language from the multiple languages to send the voicemail, and it can be in a male or female voice.
Music file format: WAV and MP3 file and size should be less than 5MB.
Attempts Per Contact:
The number of attempts you want to make to contacts for which the call did not connect. The system will make calls to such contacts once the campaign is over.
Number of attempts:
It can vary from 1 to 3.
Set Minutes before attempts:
Users can set the minutes before initiating the call attempts to the clients.
Minimum available user to run a campaign :
To run the Campaign, users have to write at least one user.
Import Campaign CSV :
-Users can upload the CSV & XLSX file to start the campaign, and users can add the customers in the excel sheet.
-Users can add up to 7 columns in the excel sheet and it will be shown while dialing the call.
Format of excel sheet: Only name, phone number and you can add 5 more columns.
From Import Campaign: Click on the “Upload Contact list from CRM”.
Note: Integrate Leadsquared with Callhippo first.
- After selecting the “Upload Contact list from CRM”, you can see the CRM Leadsquared, which is integrated with the callhippo.
- Now you have to click on the Leadsqured.
- Then click on the “Select Triggers action to add contact in campaign”.
- Clicking on it will display the three options in the drop down, Lead Creation, Lead update and Lead stage change.
If you have selected the Lead Creation-
After creating the campaign, if the leads are created in the Leadsquared then it will be added to the campaign. And you can check it in the Campaign of the Power Dialer. If one lead is created in the Leadsqured then it will show “ 0 out of 1”, if 3 leads are created in the Leadsqured then it will show “0 out of 3” and more in the Campaigns of Power Dialer. You can enable the Campaign by enabling the toggle button under Active/Inactive.
Hence, after integrations of Callhippo with the Leadsqured, and campaign has been created then all the new leads created in the Leadsqured will be added in the Power Dialer campaign.
If you have selected the Lead Update-
It means that all the leads updated(name, number, email id) in the Leadsqured will be updated in the campaigns.
And the updated leads will be shown in the campaign.
If you have selected the Lead stage change-
The Lead Stage Change to Customer.
If the stage of lead is changed in the Leadsquared then it will be added in the campaign.
You can change the status of the leads in Leadsquared from here.
And similarly it will be shown in the campaign.
Campaign Description :
Users can add the campaign description in the description box.
And Finally, after filling in all the details, the user can Save the campaign.
Now users can activate the campaign.
Click on yes to activate.
Note: The web dialer of the user should be open; otherwise, it will not activate.
Then a message will come that your campaign has started.
How does this calling scenario in Power Dialer work?
-Let's take an example: There are 5 users who are allotted to call the 500 clients (Uploaded the excel in the sequential order). Now the user1 will call client1, user2 to client2, user3 to client3, user4 to client4, and user5 to client5, all at the same time. Now the next call will go to client6 when any of the 5 users gets free first from his/her call. It means that if user3 spoke to client3 and got done with the call, then user3 will call client6. In case, if user3 called client3 and client3 didn’t pick up the call or rejected the call then also the call will go to the client6.
As soon as the users get free from the call, they will automatically arrange a new call to the client from the CSV file in sequential order.
First, the customer will receive the call, then only the user will get a call from the customer end.
Then open the Web Dialer, and you can see that the campaign has been started.
As you can see that call is coming from the customer side.
End Session: The user can end the session from here if the user doesn't want to call the clients. And user can pause/resume the session through the given button.
Users can see the details of the clients.
After completing the session. Users can check the power dialer campaign. That all the calls have been executed or not.
Users can download the data in excel sheets.
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Updated on: 11/04/2022