• Click on the Power Dialer  in the Toky menu
  • Click on New Campaign
  • Assign a campaign's name and click on Save Changes
  • Validate the Assignee this will be the agent who will run the power dialer campaign. By default the campaign creator will be the assignee, but Administrators can click on Edit assignee to change the agent.
  • Select the caller ID, this will be the phone number used to make the phone calls. To select one of your available phone numbers click on Edit Caller ID.
  • Then select one of your phone numbers by clicking on the plus sign and the click on Save Changes.
  • Set the wrap up time, this time in seconds will be the time that the power dialer will wait between each call. You can use this time to do your after call work or prepare the next call. If you want to change the suggested time click on Edit wrap up time.
  • Prepare a CSV field with the customers or leads to call in the campaign. This CSV file must have the following fields separated by comma: Name, Phone Number, Email, Company. The first row must have the field names.
  • Define the campaign recipients, these will be the list of leads or customers to call. Click on Add Recipients and upload the CSV file.

Check this CSV file as example

  • Map the loaded data with the corresponding campaign fields.
  • Click on the Submit file button

  • If you want to remove contacts from the list, click on the delete button. If you want to add recipients, click on Add Recipients and upload the file, new records will be appended to the current list.
  • To run the campaign click on the Campaign Progress tab and next click on the Start Campaign button.
  • After starting a campaign you can pause it or stop it any time and you can also see the timer with the wrap up defined.

  • You can see the progress of your current campaign on the Campaign progress tab.

If you have any questions please contact support@toky.co or start a chat from our website

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