Launching a Dialing Session within Campaign Management

1. To launch a list, select the Launch button as shown below next to the red *
   

1. You’ll then see your list loaded into AutoReach Classic where the dialing session takes place. Prior to starting, here are some helpful items to point out:
   

1. Start Calls: select this button to begin a dialing session
2. Next: skips to the next record
3. Finish: ends the agent’s dialing session and brings you back to the AutoReach Campaign Management homepage
4. AutoTab:  if enabled, AutoReach will automatically screen pop an external URL of your choice (ex CRM, ERP, etc.) This feature allows your agents to receive contextual information about a call record which helps them be prepared for each conversation.
5. Delay Slider: Thisallows you to input a lag prior to each phone call. This can be useful when used in conjunction withAutoTab so that agents have ample time to review their screen pop or finish outstanding aftercall tasks
6. Rearrange Slider: if this is function is enabled under Account Settings,  an agent has ability to click this icon and drag the record to another place in the list
7. View External URL: will open the external URL that is associated with a record in a separate tab. If an agent decides not to use AutoTab, this will be another alternative to manually view contextual information via a screenpop
8. View Person: will open up the record in AutoReach CRM 
9. Actions: open up the ellipsis to view the following actions:
   

• Schedule/Manage callback: allows you to create a future call task (with notes) if a callee asks your agent to call back at a later date/time
  
  Callbacks can either be pooled or not pooled (single agent). If your agents are working off a multi-rep list, you might want to consider providing a pooled callback to the first agent that becomes available during that callback period. Otherwise, a callback is not pooled meaning it will be assigned to the original agent who initiated it.
  
  
  

When the time for the callback arrives, the scheduled callback will appear as the next record in that very list. Additionally, the user will also receive an email notification of the scheduled callback.

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• Remove from list has the following options:

1. Just this call down or task
2. All call downs (or tasks) of this list
3. All lists 

• Skip call: passes on the existing call task and moves onto the next 

Add to do not call list: adds the record into the AutoReach DNC list and prevents it from being called again