1
Choose a dial mode
Decide between preview, progressive, power, and predictive before you start — see
Dial modes. Preview is the safest choice for a first campaign.
2
Create your dispositions
Define the outcomes your agents will use — see
Create dispositions.
3
Create the campaign
Set its dial mode, abandonment cap, calling-hours windows, and dispositions — see
Create a campaign.
4
Import your leads
Create a lead list with its own caller ID and import your CSV — see
Import a lead list.
5
Load your compliance guardrails
Confirm your DNC list is current before you launch — Get2Dial
checks it automatically, but it’s only as good as what’s in it.
6
Assign agents
Add the agents who’ll take this campaign’s calls — see
Assign agents to a campaign.
7
Start the campaign
Select Start — see
Start, pause, and stop a campaign.
8
Watch it dial
Watch live status on the wallboard, and check
Call records for the calls it places.