Auto Dialer FAQs

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How do I dial a campaign with Call Logic?
How do I dial a campaign with CallFire?
How do I dial a campaign with Sales Dialers?
How do I dial a campaign with GPS?
Why are the notes entered into my autodialer not transferring to Blitz?
How do I know which leads I've talked to?
Why am I receiving an error that there was an issue creating the dialing campaign?
Why is my autodialer dialing previously called numbers when I begin a new dialing session?
Why am I getting a message that the campaign has finished, but it did not dial all of the numbers? 

How do I dial a campaign with Call Logic?

 

Previous video: Set Up and Campaign Creation

Next video: Reporting

1. Set up the integration (Click here for instructions).
2. Within Blitz: Go to Leads > All Leads By Folder.
3. Select the Blitz folder that you would like to begin calling.  Apply any necessary filters if you would like to narrow down the list by clicking the filter icon . For example, if you only want to call leads with a "New" Status, filter the Status column and select New.
4. Click the “Create Call Logic Dialing Campaign” button, located on the top right of the lead list.
   
   
   
   
5. Create a name for the dialing campaign, and choose the Call Logic account you are dialing from (this option will appear if you have multiple accounts).  Click “Add Call Logic Campaign.”
   
   

   
   
   

6. A green notification will appear at the bottom of the screen:
   
   
   • Clicking Details will tell you how many had duplicate phone numbers, unsupported phone numbers, do not call numbers, etc.
   • Start Calling Now will prompt you to begin the dialing session. You can also begin the dialing session by navigating to Leads > Call Logic, and clicking "Start Calling" next to the dialing session.
     
     
7. After clicking "Start Calling Now," a screen will pop up with campaign settings. Fill out the settings for your dialing campaign, and click "Call-In".
   
   
   
   
8. You will then be prompted to dial in to Call Logic and enter a PIN (the pin will be different each session). The number you are using to dial in will appear on the recipient's caller Id. You can also set a default caller ID within your Call Logic account in Campaign > General Settings.
   
   
   
   
9. Once you're connected to the line, the dialing options will appear on your screen. Click "Start" to begin dialing.
   
   
   
   
10. If you'd like to record calls during your session, click "Recording" on the top right of the Call Logic screen before you begin your dialing session. Select "Continuous." Click the "On" button to turn on Recording ("Off" will then turn blue, indicating recording is on as displayed below).
    
    
    
    
11. When the campaign is in session, you will see a split screen:
    
    The top section displays your calling options – you are able to start and stop the call, leave a voicemail, and hang up the call. After each call, Call Logic will quickly move to the next call unless you click "Pause". The amount of time between each call can be customized within your Call Logic account in Campaign > General Settings, under the "Wrap Time" option.
    
    The bottom section on this screen displays the Blitz lead log for the prospect you currently are on the line with.  You are able to update their history, appointments, details, etc. from this screen during the call, and the information will automatically be saved to your Blitz account. 
    To make this process simple, we suggest using Quick Actions for one-click updates!
    
    

    
    
    

12. In addition to any updates you make, Call Logic will add a history note to the lead with the calling disposition (Connected, Busy, No Answer, etc.) This note will not change the Status or Milestone of the lead. If your call was recorded, the recording will be available in the history note for playback.
    
     
    
    
13. All dialing campaigns are also available in Leads > Call Logic.  Click “Start Calling” from this page to resume the campaign where you left off (or to start at the beginning if you haven't began dialing yet). This page also contains statistics and reporting for each campaign.
    Click here for more information about Call Logic reporting.
    
    

How do I dial a campaign with CallFire?

Creating a dialing campaign from Blitz:

1. Set up the integration (click here for instructions).
2. Within Blitz: Go to Leads > All Leads By Folder.
3. Select the Blitz folder that you would like to begin calling.  Apply any necessary filters if you would like to narrow down the list by clicking the filter icon . For example, if you only want to call leads with a "New" Status, filter the Status column and select New.
4. After you're happy with your list, click the “Create CallFire Dialing Campaign” button.
   
   
   
   
5. In the popup screen, choose the account you are dialing from.  Once this is selected, additional options will appear below.  Create a name for the dialing campaign, a passcode, and the Caller Id number to be used.  Click “Add CallFire Campaign.”
   
   
   
   
6. A red notification will appear above the lead list that says “Successfully created the CallFire Campaign with # Leads.  Start Calling Now!”

Dialing Instructions:

1. To launch a dialing campaign from Blitz you have two options:
   a) Click “Start Calling Now” after the campaign is created (see step 5 above).
   b) To come back to the campaign later, or start where you left off if the campaign has already been partially called, go to Leads > CallFire Dialing Campaigns and click “Start Calling” or the green arrow.
   
   
   
   
2. Once CallFire has launched, you will be prompted to log into CallFire.
   
   **Click here for instructions on creating different usernames & passwords for each producer/caller.
   
    
   
   
3. CallFire will now call the phone number listed in your CallFire settings (make sure this is a number you are available to answer).
   
   
4. Click “Begin Dialing” on the top right.
   
   
   
   
5. Once connected to a call, the section on the top displays your calling options.  To access and update the lead via Blitz, click the “Link-E” tab.  You are able to update the connected lead’s history, appointments, details, etc. from the lead log during the call.
   
   

How do I dial a campaign with Sales Dialers?

All dialing will be done from Sales Dialer's platform, and new updates will be sent to Blitz automatically. Click here for setup instructions prior to dialing.

How do I dial a campaign with GPS Mojo?

1. Import a list into GPS that was exported from Blitz. Click here for detailed instructions. 
2. Make sure you are signed into Blitz in a separate window to enable to information to be transferred, and start dialing your leads using GPS’s user interface.
3. When a lead is on the line, you can update Blitz by clicking on the User Fields tab within GPS and clicking the available link (the URL field that you imported). This will open the corresponding Blitz Lead Log in a new window so you can update the lead.

Why are the notes entered into my autodialer not transferring to Blitz?

• If you are using CallFire, make sure you are entering notes directly into the Blitz Lead Log instead of the CallFire notes section. The Blitz Lead Log can be found in the Link-E tab in CallFire. Click here for screen shots.
• If you are using Sales Dialers, make sure the integration is set up properly prior to dialing. Click here for setup instructions.
• If you are still having issues, click below to submit a ticket.

How do I know which leads I've talked to?

CallFire, Call Logic, and GPS:

As you are dialing, make sure to update the Blitz Status and/or Milestone as you add history notes to Blitz. You will be able to tell which leads you've talked to based on the Status and Milestone. 

Sales Dialers:

Sales Dialers only transfers leads to Blitz that you have updated from Sales Dialers, so only the leads you have updated from Sales Dialers will be in your Blitz account.

Why am I receiving an error that there was an issue creating the dialing campaign?

1. Make sure there are phone numbers on the Blitz campaign you are attempting to create a dialing campaign for. If there are phone numbers, it is possible they have been scrubbed out by the dialer, leaving no leads left. This could happen if they are cell phone numbers, on a DNC list, or other factors depending on how the dialer scrubs.
2. Make sure there are funds or minutes available on your autodialer account. This would prevent the campaign from being created.
3. If you are still having an issue, click below to submit a ticket.

Why is my autodialer dialing previously called numbers when I begin a new dialing session?

• If you haven't finished the campaign, go to Leads > Dialing Campaigns (depending on your dialer) and resume your dialing campaign from there by clicking Start Dialing. This will begin right where you left off on the list.
• If you have finished the campaign and would like to go back through it to get the leads you didn't reach the first time, you will need to filter the lead list (instructions) then create a new campaign with the filtered numbers.

Why am I getting a message that the campaign has finished, but it did not dial all of the numbers?

Generally this is because some of the numbers have been scrubbed out of the list by the dialer (they could be cell phone numbers, on a DNC list, duplicate numbers, etc.). The best option is to contact your dialer, or log into your dialer account to examine the campaign.