How to change the order of the Dial List

As you import a calling list into a campaign in Acarda Outbound each record has the date and time of the import set as the last updated date for that record. Later as agents are calling new leads are given out on a First-In-First-Out basis. That means the oldest records in the campaign are given out before newer leads. If your imported list originated in a certain order, then the leads will be sent out approximately in that same order based on the last updated date for that record.

This blog will explain how to randomize the order of the list and to also reset the randomized order. These instructions apply to both the Team and Solo Editions of Acarda Outbound. For Acarda Outbound Team: In Acarda Outbound Manager click on the Manage tab then in the List Management group of icons, click on the Dial List Data icon. For Acarda Outbound Solo: Click on the Administration tab (rather than the Agent View tab) and then the Manage tab, then in the List Management group of icons, click on the Dial List Data icon.

On the right-hand-side below the Filter Criteria region you will see a set of tabs in the Changes region. Click on the one called “Order” and you will see the screen shown in figure 1.

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Figure 1: Dial List Data screen.

Now select the Source Campaign on the left-hand-side which holds the leads you wish to randomize. Next, if you want to, on the right-hand-side you will select a filter criteria. For example, you may want to reset only Not Called records or Call Back records.

To randomize the order select “Randomize Order,” then click the “Change Order” button. This can be undone by clicking the “Reset Order”, and then the “Change Order” button

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Figure 2: Dial List Data – Order tab.

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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