---
title: Outbound Auto Dialer
description: The outbound auto dialer will run in conjunction with a campaign, and can also be synced to a saved search in your CRM. Contivio will be able to assist you with the setup of this functionality. Campai
---
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# Outbound Auto Dialer
The outbound auto dialer will run in conjunction with a campaign, and can also be synced to a saved search in your CRM. Contivio will be able to assist you with the setup of this functionality. Campaigns can be run in a variety of modes (e.g., preview, power preview, progressive).
1. To get a campaign provisioned click "**Call Centers**" \> "**Outbound Dialer**"
2. On the Dialer Dashboard tab select and complete your standard campaign settings. A detailed breakdown of each tab within the campaign module is noted below.
**Tip**: After you create your campaign make sure to assign users under People \> [Users](http://3486001.hs-sites.com/knowledge/modify-existing-contact-center-pbx-users).
You can also import a contact list into the portal in a .CSV format, with the following column headers:
- Name: name of the contact
- Phone: number of the contact
- Alternate numbers must be comma separated in the CSV
- Any Call Parameters you would like to include will need to be in their own column header.
- Date Range: must be specified with the time zone of the contact (in minutes +/- UTC)
- Time Based Calling: local time frame the contact will be considered by the campaign dialer. Must be specified with the time zone of the contact (in minutes +/- UTC)
| **General Settings** | **Description** |
| --- | --- |
| Campaign Name | If using a campaign with your CRM, campaign name must match the CRM |
| Campaign Type | Preview (recommended) or Progressive |
| Start Date | When the campaign will begin |
| CRM Phone Order (Optional) | |
| Preamble File | A file that can be played at the beginning of each call |
| Recording Mode | Full Duplex or Agent Only |
| **Contact List** | **Description** |
| --- | --- |
| Call Identifier (Field one in list) | Can choose a call parameter |
| Truncate and accept long Identifier | Yes/No |
| Start Date | When the campaign will begin |
| Phone Number (Field two in list) | Can choose a call parameter |
| Additional Data (columns in CSV) | |
| Restrict to Agent (Personal Campaign) | All Agents, or can pick a specific agent |
| **Dialer Settings** | **Description** |
| --- | --- |
| Contact Moratorium Period | |
| Busy Calls Redial Delay (sec) | How long, in seconds, before the campaign will attempt to redial a number that rang busy |
| Busy Calls Redial Retries | How many times the campaign will attempt to redial a number that rang busy |
| No Answer Calls Redial Delay (sec) | How long, in seconds, before the campaign will attempt to redial a number that rang no answer |
| No Answer Calls Redial Retries (sec) | How many times the campaign will attempt to redial a number that rang busy |
| Agent Declined Calls Redial Interval (sec) | How long, in seconds, before the campaign will attempt to redial a call that was declined by the agent. |
| Agent Declined Calls Redial Retries | How many times the campaign will attempt to redial a number that was declined by the agent. |
| User Phone Max Ring Time | How long the call will be offered to the agent |
| Contact Max Ring Time | How long the call will ring the contact |
| **Other Settings** | **Description** |
| --- | --- |
| Caller ID Displayed (Optional) | Caller ID that will be displayed to campaign contacts |
| Allow Agents to Set Caller ID | Yes/No |
| Auto After Call Wrap Up | Length of post-call wrap up period |
| Enforce Wrap Up Disposition | If enabled, wrap up period will require a disposition being selected before expiring or dismissing |
| Voice Recording Percentage | Percentage of campaign calls to be recorded |
| Post Wrap Up Call Retention | Dismiss call data automatically, or retain call data for manual dismiss |
| Agent Script | If applicable |
| Auto Answer Calls | Calls will be automatically answered by the agent without first being offered |
| **CRM** | **Description** |
| --- | --- |
| Screen Pop Application | Screen pop that will display for campaign calls |
| Post Call CRM Update | CRM Update that will be pushed for campaign calls |
| Voice CRM Update Mode | Automatic (recommended) or manual |
| **Routing** | **Description** |
| --- | --- |
| Operating Hours | Campaign operating hours (optional) |
| Holidays | Campaign holiday routing (optional) |
| Performance | Reroute if total inbound contact threshold is breached (optional) |
| Wait Times | Reroute if wait times are breached (optional) |
| Default | Default campaign action |
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