Full Campaign Management Guide

Admin Steps

As an admin for the account, complete these steps before having an agent start their first dialing session.

• Complete dialer configuration with one of our partners
  • Dialpad
  • Vonage
  • Zoom
• User Management
  • Provision License and Roles
  • Create and Assign Teams
• Understand AutoReaches List Building Cycle and Fundamentals
• Set up your CRM
  • Creating Custom Fields
  • Importing Records
• Enable you agents - Optional features to enable
  • SMS Message Template
  • Agent Scripting
  • Successful Phone Interactions
    • Via Dispositions
    • Call Success Button
• List Creation
  • List fundamentals and concepts 
  • Building Lists
  • Cadences
  • Adding Members to a list
    • Dynamic Lists
    • Static Lists
    • Member Priority
  • Cloning Lists
• Building Campaigns
• Skill based routing
• Lead Routing
• Review Account Settings

Note: As subscribers to AutoReach Campaign Management, you also get access to AutoReach Professional which grants you access to the following

• AutoReach Professional Documentation

Agent Steps

• Review your Agent Settings
• Understand your Agent Experience
  • Agent View
  • Launch a Dialing Session
  • Action Required