Howard Ong Asked:
“I want to power dial leads first. To power dial imported leads first, do I set up a campaign first to use the power dialer? Then, for leads that do not answer the phone, I want to redial them every 4 hours for a total of 5 tries. For those who do not answer after 5 tries, I want to send an SMS text. If they do not reply to the text after 4 hours, I would then like to send them an email. Can all of this be set up in one campaign, or do I need multiple campaigns?”
The Answer
Yes! All of this can be set up within a single campaign using the Power Dialer, SMS, and Email steps inside Agent CRM. Below is a step-by-step guide to setting up your campaign correctly.
How to Set Up Your Power Dialing Campaign
1️⃣ Go to Marketing > Campaigns > Create New Campaign
2️⃣ Set Up the Power Dialer Steps
- Add 5 Manual Call Events
- Space them 4 hours apart
- Under the Campaign Configuration, toggle “Stop on Response” (so contacts who answer do not get additional calls)
3️⃣ Add an SMS Event
- If the contact does not answer after 5 calls, an SMS will be sent
- Delay the SMS by 4 hours after the final call attempt
4️⃣ Add an Email Event
- If the lead does not reply to the SMS, an email will be sent
- Delay the email by another 4 hours
5️⃣ Final Review & Activate
- Check all settings to ensure the campaign triggers correctly
- Activate the campaign
Once this is set up, Agent CRM will handle everything automatically, ensuring no lead is left behind without a follow-up.
Campaign Event Setup:
Campaign Configuration Setup:
Howard Ong asked us, “Does the dialer dial automatically through all the calls or do I have to dial each call “manually.”
✅ It dials through your calls automatically! You do not need to manually dial each call—the system will move through your list for you.
Additional Resources
For more strategies on automating your sales process, check out these blog posts:
Watch and Learn
Also, check out our YouTube channel for more resources to help you thrive, like this video:
Getting Started With an Insurance CRM
