3 Steps to Get Started in BatchDialer

Click below for a step-by-step walkthrough

Get Started

3 Steps to Get Started in BatchDialer

Landree Morby

Updated: Mar 14, 2025

Description

Click through a step-by-step, interactive demo walkthrough of Batchdialer, powered by Supademo.

Steps

3 Steps to Get Started in BatchDialer

As your first step, start by going to "Phone System" in your menu, then click on "Phone Numbers".

You'll need to add phone numbers to your account to make and receive calls. If you already own numbers through an external site, choose "add external number". If not, choose "buy number" to get them through BatchDialer. Let's click on "Buy Number".

Your contacts will be more likely to answer your calls if you have phone numbers that match their area code. Click here to pick the state and/or area code to bring up numbers relevant to where you'll be calling into

Click on the box next to each phone number you'd like to add to your account. Industry best practice is to add a number for every 100 dials you plan to make in a day. For example, if you plan on making 500 calls in the day, aim to add a minimum of 5 phone numbers to help you avoid "spam likely" labels.

Click on "Order Now".

If you're in the advanced plan, be sure to click on the box next to each of your new phone numbers to select them, then click the blue "actions" button at the top of the screen, then choose to activate the "Monitor Reputation" option.

Reputation monitoring will display information on if any major phone carriers have flagged your phone number or have marked you as "spam likely". Having this visibility will help ensure you're using phone numbers that are clean. Hover over the shield icon anytime you'd like to look at a numbers' reputation.

As the second step, you'll need to upload a list of contacts you'd like to eventually call. Click on "Contacts".

Then go to "Contact Lists".

Click on "Import Contacts".

Click here to open your computer's downloads

Once you open your computer's downloads, locate the file you'd like to import into BatchDialer. Your file should be in CSV format.

You'll then be brought to a mapping page where you'll want to ensure the system has properly matched your file source columns with BatchDialer as the destination. This includes information like the names of the contacts, the addresses and phone numbers.

Once done, click "Next".

Before finishing, be sure to name your file, decide what will happen with duplicate numbers, and choose if you'd like to have the system scrub out certain numbers, such as anyone on your account's DNC list, the federal DNC or any mobile or landline phone numbers. Click "Submit" when done.

Once your file has been imported, you'll see a quick overview of what was skipped and successfully brought into the system. Click "Ok"

For the third step, go to "Campaigns".

Then click on "NEW CAMPAIGN".

Begin by choosing your preferred dialing mode. The "Preview Dialer" allows you to call one person at a time and is a manual process. This mode is also used to call people back you missed a call from. The "Predictive Dialer" will allow you to call multiple people at once and will automatically rotate through your contacts until someone answers.

Let's choose the "Predictive Dialer" for this example.

You'll need to then assign who will be making the calls in the campaign. Be sure to include your own name if you will be dialing the campaign alongside any additional agents in your account

Then, choose all the numbers you'd like to assign to make and receive calls on in the campaign. Be sure you have enough in your account to make your calls. We recommend making no more than 100 calls per phone number per day to experience better connection rates.

Choose the contact list you've previously uploaded that you'd like to call in your campaign.

Place a name on your campaign that will help keep them organized. Naming it after the contact list can be helpful, referencing the type of contacts and maybe the location as well.

Choose which Call Results you'd like to be included. The system will ask you to select a call result at the end of each call to categorize how it went. Be sure to also choose which script you'd like to use when talking to contacts.

BatchDialer will allow you to call your contacts in a preferred order. "Adaptive" will call all of the 1st phone numbers for all contacts, then move onto the 2nd phone number for everyone and so on. "Highest & Lowest Lead Score" will call contacts in the order of their lead score which is something you can set up in your administrator settings.

"Rapid Fire Mode" Is only available in advanced plans and will change the dialing algorithm to ensure you never have a wasted line and will immediately fill in another contact if someone drops your call. "Max Calls per Day" will allow you to set a limit on how many connected calls your agents can have each day. We recommend leaving it at 0 if you'd like to not set a limit. "Simultaneous Dials per Agent" refers to the amount of contacts you will be calling at one time when dialing. Advanced plans can go up to 5 lines. "Max Attempts Per Record" refers to the amount of times you'd like to try calling someone again if they did not answer. "Retry Time" is the amount of time the system will wait before calling someone again if they did not answer previously.

"Smart Local Presence" is only available in Advanced plans and should stay enabled. This function will enable BatchDialer to use one of your phone numbers with a matching area code to the contact you happen to be calling. This will make them more likely to answer your calls.

"Lead Sheets" are sheets you can create in your administrator settings to help your agents gather information while on connected calls. If you have set this up, connect it here

The last section will give you options to: Record your calls with contacts to reference later, Use "Answering Machine Detection" which will filter out around 70-80% of answering machines from your campaign, And to suppress contacts that may appear on the Federal Do Not Call list, on your personal systems Do Not Call List and any wireless contact numbers. You'll also be able to set calling hours (based on where you're calling into) so that you or your agents don't accidentally call your contacts too early or too late.

To finish, check the box to "accept terms and conditions"

Now that your campaign has been created, click on the blue phone icon in the top right hand corner

Here is an example of active calls ringing on a predictive mode dialer set with 3 simultaneous dials per agent , meaning it is calling 3 people at once. The system will continue to rotate through your contacts and your phone numbers until someone answers.

When someone answers, their contact card will appear. During the trial, the AI Suite will be active, displaying Call Intelligence prompts, a guided script, property details (if available), and a notes section. To end the call, simply click the red phone button.

Once the call ends, you'll need to select a call result that fits what happened on the call. Each and every one of these buttons have rules on the back end that you can edit in the "phone system" section of your menu. The rules will determine if someone is not called again, pushed to your CRM and much more. We recommend you review your call result rules if you haven't already. After choosing a call result, leave a note and a mood with the faces next to the "done" button to categorize how it went. Once finished, click "Done".

Then click "Leave" next to the campaign you were previously working on.

Enjoy the guided demo?