Archive for July, 2015

How to add new numbers to your dial list

This blog explains how to add a new, one-off, telephone number to your dial list to call. It applies to the team edition of Acarda Outbound and the solo edition when you set the Agent View screen to Card View. In solo the Agent View is set on a per user basis in Administration under the Setup tab then Users.

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Figure 1: Users Settings for Agent View.

When you set up an outbound calling campaign, usually, in Acarda Outbound Manager, you would import a csv file list of numbers and contact details that you intend to make the calls to. This calling data is referred to as a Dial List because it is a list of numbers to dial for a campaign. When the agents whose team is assigned to the campaign log in they would be sent the numbers to call, one at a time and the number with associated data are displayed in the Acarda Outbound Agent screen in an area referred to as the Dial Card. It is called this because it is like a business card view of one record from the Dial List.

In some cases, however, you may not have a calling list to import into Acarda Outbound. There are situations where the agent is building up the calling list on the fly, for example, they could be working through the telephone book to find numbers to call. Acarda Outbound Agent provides the ability for agents to add a new number to your Dial List for the campaign they are working on. Take the following steps to do this:

1. Finish of any Dial Card record displayed currently in the Dial Card panel by clicking the Call End button.

2. Once you have a blank empty screen click on the Action button and select Add Dial Card.

3. An input box will pop up for you to enter the telephone number you wish to add. Enter the number and then click the OK button. After the Acarda Outbound Server checks the Do not Call list database it will add the telephone number and it will be displayed.

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Figure 2: Agent Screen with blank Dial Card and Action Menu open.

For more details on Acarda Outbound please see http://www.acarda.com/telemarketing-software-team.html. You can download an Acarda Outbound trial via http://www.acarda.com/downloads.html

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