Before you start
- You need an outbound route able to reach the numbers you’ll dial, unless you plan to force every call through one specific carrier.
- Decide your dial mode before you start — it changes which other settings on this page matter.
- You need at least one active disposition — a campaign can’t be created without selecting at least one.
Steps
1
Name the campaign and pick a dial mode
In the left navigation, select Campaigns, then New campaign. Enter a Name
and choose a Dialer mode: Preview, Progressive, Power, Predictive, or Press-1
broadcast. Choosing Press-1 broadcast reveals a separate set of fields — see
Configure a press-1 campaign instead of the
remaining steps on this page.
2
Choose a queue for connected calls
Leave Connect queue on Auto-create a queue for this campaign — Get2Dial
provisions a dedicated queue and you enroll agents in it afterward (see
Assign agents to a campaign). Pick an existing
queue instead only if you want this campaign to share an agent roster with another.
3
Set the carrier and agent assignment mode
Leave Carrier override on Auto to route by dialed number through your outbound
routes, or pick a specific carrier to force every call through it. Set Agent
assignment to Selectable (agents opt in) or Forced (assigned agents take calls
automatically).
4
Set the abandonment cap and connect window
Enter an Abandonment cap (%) — the pacer never dials past this regardless of mode —
and a Connect window (ms), the time a connected call waits for an agent before it
counts as abandoned. For power mode, also set the Dial level (overdial ratio),
either the recommended value or a custom multiplier.
5
Set attempt limits and time zone
Enter Max attempts per lead and, optionally, Max dials per day per lead. Set a
Default timezone, used for any lead that doesn’t carry its own.
6
Configure answering machine detection, if you want it
Turn on AMD to have Get2Dial classify machine answers automatically; set the AMD
timeout (ms) and, if you want a message left automatically, a Voicemail drop audio
file.
7
Turn on recording and attach a script, if you use them
Check Record calls to record this campaign’s calls, and select a Script if
agents need to see one during the call.
8
Select dispositions and calling hours
Choose which dispositions agents can use on this campaign — at least one is
required. Add at least one calling-hours window (day, start, end, evaluated in each
lead’s local time zone).
9
Save the campaign
Select Save. The campaign is created with status Draft.
Verify
The campaign appears in Campaigns with status Draft, the settings you chose, and
the dispositions you selected.
Common problems
- Save is blocked with a disposition error. A campaign must have at least one active disposition selected — see Create dispositions.
- You’re not sure which dial mode to pick. See the decision table in Dial modes.