After creating the GOBI Power Dialer Workflow, the next step is adding your list to the power dialer; follow the steps below to complete this.
Go back to your dashboard and select “Contacts.”
Note: There are two methods for importing the list to the power dialer.
Method 1
Add existing contacts to a power dialer:
- Check the boxes next to the contacts you want to import.
- Select the “Add Campaign” or “Workflow” button.
- From the drop-down menu, select the workflow you just created.
- Contacts with that tag will now appear in your power dialer.
Pro-Tip: Agencies can use multiple filters to narrow down the contacts they want to import to a campaign or workflow.
Method 2
Add new contacts to your power dialer:
- Select the import icon.
- Upload the CSV file from your desktop.
- Make sure the fields are mapped correctly. There will also be a field that asks for adding tags to the list; here, you need to add the tag corresponding to your workflow.
- Confirm the details and save.
Both steps have now been completed, and the power dialer has now been created.
Note: Sometimes, a queue may not populate instantly - we recommend giving it a few hours to populate before troubleshooting.