Getting started 

1. Create a new campaign.

2. Import contacts for the campaign.

3. Customize the campaign.

4. Launch the campaign.

 1. Create a new campaign 

To create a new outbound call campaign:

1. Select the Power Dialer menu from the left menu bar.
   
2. Click the Add Campaign button in the top right corner.
   
3. The Add Campaign page appears, prompting you to create a Dial Group for the campaign.

 2. Import contacts for the campaign

Dial Group: A quick-curated list of imported contacts for efficient dialling. The dial group of a campaign can only have a maximum of 1,000 contacts.

A. Import new contacts from a CSV file

Default country: Determines the default country code for the contacts to be uploaded. 

The default country code selected above will be used for contacts without a country code.

Tag name: Assign a unique tag name to be used for quick classification and retrieval of contacts uploaded and saved in Zoho Voice.

Tags constitute custom categories that help in quick retrieval of contacts. A contact can possess multiple tags.

Contact name: Map the relevant field label in the CSV file that matches the contact name.

Contact number: Map the relevant field label in the CSV file that matches the contact number.

All of the contacts imported via CSV files are saved in Zoho Voice's Contacts module along with the assigned tags for classification. These contacts can be reused for future campaigns.

B. Select existing contacts from Zoho Voice

Imports contacts directly from Zoho Voice's internalized Contacts module.

To apply filters, click on the Filter button in the top right corner.

Name: Filters contacts for a specific contact name.

Email: Filters contacts for a specific email ID.

Company: Filters contacts by a specific company name.

Country: Filters contacts by a specific country.

Status: Filters contacts by the following status options:

• Active: Contacts who approve regular engagement.

• Inactive: Contacts who refuse regular engagement.

• VIP: Contacts requiring special services.

C. Import contacts from integrated apps

All the contacts imported via the integrated Zoho apps are saved in Zoho Voice's Contacts module. If the contacts already exist in Zoho Voice, the contact details are updated.

3. Customize the campaign

 4. Launch the campaign 

Once the campaign is created and listed on the Power Dialer page, the campaign can be launched only by the designated agent associated with the campaign.

 

To launch a campaign:

1. Click on the campaign of your choice to navigate through it.
   
   
2. On the specific campaign page, click on the Start Campaign button at the top.
   
   
   
   
3. After clicking Start Campaign, the Select Outgoing Number dialog box offers you two options to select the phone number that will be used for the outgoing calls of the campaign:
   
   
   
1. In the first option, enabling Auto-Select will automatically choose the source number from which calls will be made. Auto selection chooses a source number based on the following order of priority:
   
1. Picks a number with a country code that matches the country code of the destination number lined up next in the dial group.
   
2. Picks the favorite number. If there are multiple favorite numbers, the auto-select option chooses a random favorite number.
   
3. Picks any random number under the organization.
2.  On the other hand, as the campaign creator, you have the option to manually select a specific number from the list of available numbers and assign it to the campaign.
   This will be the number from which the outbound calls originate.
   
   
4. Once a selection is made click Submit.
   
5. An Incoming call arrives to the chosen number with the campaign name as caller ID acknowledging your selection.
   
6. Accept the call to initiate the campaign.
   

      

Pausing or stopping a campaign  

Any ongoing campaign can be paused or stopped by the campaign's creator, the super admin, or the admin(s) of your organization.

If a campaign is paused or stopped in the middle of an ongoing call, it won't disrupt the call. However, subsequent scheduled calls are impacted by the pause or stop.

 Viewing power dialer campaign call logs 

1. Select Logs menu from the left menu bar.
   
2. On the Logs page, select the Call Logs tab and click on the Filter button on the top right corner to apply advanced filters.
   
3. Go to the Campaigns filter option and select the campaign name you want from the list of available campaigns.
   
4. Couple the Campaign filter option with other filter options, such as Disposition or Agent, to gain a granular view into specific campaign calls.

Cloning and editing campaigns 

For any product-related queries, reach out to support@zohovoice.com