BatchDialer

Quick Start Guides 7

• Administrators
• Agents
• Best Practices
• LIVE Training Sessions
• How to Create Campaigns

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Dashboard 3

• Understanding the Administrator Dashboard
• How to Listen in, Barge in & Whisper on live calls
• Understanding the Agent Dashboard

Campaigns 3

• How to Create Campaigns
• Understanding Recycled and Call again Campaigns
• Understanding Campaigns

Phone System 11

• How to Purchase Phone numbers
• How to add an External Number
• Advanced Phone Reputation
• How to use Number Groups
• How to replace Phone Numbers

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Contacts 3

• How to Import your Spreadsheets into BatchDialer
• Understanding your Contacts' Information
• How to Push Lists from BatchLeads to BatchDialer

Users 2

• How to add Users
• How to edit User Permissions

Reports 6

• Managing Recent Contacts
• Managing Time in Status
• Managing Campaign Reports
• Managing Agent Reports
• Managing Number Reports

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Dialing 6

• How to Start Dialing - "Preview Mode"
• How to Start Dialing - "Predictive Mode" - Multiline Dialer
• How to Start Dialing - "Predictive Mode" - Single line Dialer
• How to Call Contacts back / Make Test Calls
• How to Set up the Address Book & Transfer Calls

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General / Settings 15

• How to use the Calendar
• Team Chat and Lead Voicemails
• How to set up the Address Book and Transfer Calls
• How to Create Voicemails
• How to integrate your CRM using Zapier

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Community Resources 3

• Join the BatchService Community
• Upcoming Challenges, Master Classes and Webinars
• Contact Us

On-Demand Training Sessions 3

• 4 Steps to Start Making Calls in BatchDialer
• Getting Started with BatchDialer 4/12/24
• BatchDialer On-Boarding

Release Notes and System updates 12

• Release Notes [v 8.3]
• Release Notes [v 8.4]
• Release Notes [v 8.5]
• Release Notes [v 8.6]
• Release Notes [v 8.7]

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Education Release 5

• How Do I Avoid a “Scam Likely” Call Label?
• High-Volume Outbound Calling: Best Practices and Caller ID Management
• What is Call Attestation? A, B, and C-Level Tokens Explained By Chris Meabe
• Scam Likely vs. Potential Spam vs. Survey: Call Labels Explained
• Are Anti-Robocall Apps Impacting Your Calls?

Front Facing FAQs 5

• Q: Is there training involved? Can I get an onboarding call?
• Q: What if I have a team?
• Q: How does lead scoring work?
• Q: What setup do I need to use BatchDialer?
• Q: What is BatchDialer?

In app General FAQ : Tracking / Metrics / KPIs 37

• Q: Can I change an agents status?
• Q: Does it cost to create different logins?
• Q: How can I listen to a recorded call?
• Q: Can 2 people log in at once?
• Q: Do I need to purchase 2 phone numbers one from the inbound calls and one for outbound calls or one number can be used for both?

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FAQs 0

How Tos 8

• How to setup Zoho's integration with BatchDialer
• How to setup Hubspot's integration with BatchDialer
• How to setup ActiveCampaign's integration with BatchDialer
• How to setup Mailchimp's integration with BatchDialer
• How to setup Google Calendar's integration with BatchDialer

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