VB Voice Broadcast setup manual- Step by Step Print

  • Voice Broadcast set up, Set up Dialer
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Quick Setup - Voice Broadcast

 

If you just signed up for the Voice Broadcast trial, please contact our office to schedule a demo or go to your e-mail and schedule from there to qualify and receive your 400 FREE minutes! If you are comfortable using the dialer already, continue to the steps below as a guide to get started now.

 

Please go to login.tmaxdialer.com

 

Log in to the Voice Broadcasting System using the information that was provided to you in the email sent by our support team. Here is what you will see on the following screen after you log in.

 

This screen contains all the information that is related to your campaign. You can
see the dollar amount remaining on your account, create Voice Broadcast’s and see useful help information.

To get started Click the Create Voice Broadcast button to the top right of the screen. 






This will bring up the screen below.




If this is your first Voice Broadcast Name the Campaign “Master Template
Input your information into all the fields in each tab, then click the Create button.



Now you have built and saved your “Master Template” campaign.
Now you can use that campaign to fill out the information in future campaigns.
Just change the Campaign Name from “Copy of Master Template” 


Then click the *Create* button.

You can edit your campaigns at any time by clicking the "Yellow Pencil" button.


 *General Tab*

Campaign Name:
 


This is used to name your Voice Broadcast campaign and describe what you are calling in this campaign. “We recommend placing a date and a small description in this field”

Caller ID Name and Caller ID Number: 

This is the CID information that will be used on the outbound calls generated by the system. Please use real phone numbers. 
"Using an invalid CID is not permitted by Law"
 
Never Call #'s Before and Never Call #'s after: 

These options allow you to specify what time a phone number can start to be called in that phone numbers time zone and stop calling in that phone numbers time zone (If the area code is outside the timeframe you selected, then it will not be called until it comes into the selected time frame).
 

*Options Tab*

Primary Transfer Phone Number and Transfer Backup Number:


When running a voice broadcast you can give the recipient an option to be transferred back to your office by pressing a number.
So, you will need to input the phone number you want us to transfer the caller to, and a backup number in case the primary transfer number is not available. (If you don't have two numbers, put the same number in twice)
*** (This cannot be a toll-free number of any kind because our system uses time zone identification to place the call) ***
 
Calls Per Hour: 

This is the number of calls that you want to dial per hour. (Minimum 240 calls per hour) You can change this number at any time by clicking the up or down arrow on the campaign while the system is running to control or by editing the properties of the campaign by clicking on the yellow pencil  .


 Redial if BUSY or NO ANSWER:

  • Attempts: The Number of tries to redial a number if busy or no answer, 0 – disables this feature, 1 redials the number once, and 2 redials twice.
  • Delay between attempts, seconds: This is how long it will wait before trying to dial the number again (3600 sec is 1 hr.)

Answering Machine Detection:

This is our Answering Machine Detection System, this is going to tell the dialer if a live person is on the line or if it is a voicemail so the dialer can play the appropriate message.


Leave a Message:

If you want to leave a message on answering machines then check this button.  The system will detect between a live person and an answering machine. The detection takes
around 1-2 seconds and due to the way technology is implemented there may
be some occasions where detection is not successful. Our system does have one of the
best detection rates in the industry, however, you should be aware that this is
not going to be 100% accurate at all times.
 
Wait For Silence:  

When this is checked, the dialer will wait for the person or voicemail to stop talking before it plays the message.
 
Transfer on Other Digits: 

When this is checked it allows the person on the phone to hit any key on their telephone keypad and still be transferred to an agent unless the key is assigned to another feature.
                                  “Make sure you don’t have the DNC Key or Leave a Message key defined.” 

Record Transfers: 

This will Record the calls when the recipient selects an assigned key to be transferred to an agent. 

Voicemail on Transfer Failure: 

If for some reason the call fails to transfer to your phone system, this will allow the person on the phone to leave you a voicemail that you can retrieve through the dialer. If you leave this unchecked and no one answers the transferred call, then the transferred call will go to your in-office or personal voicemail, so the recipient can leave a message for a call back when you are available. 
  
*Keys Tab*

Transfer Key:


Set this to the desired number you have in your pre-recorded message for the call to transfer back to you. 

Do Not Call Key (DNC): 

If you give an option in your pre-recorded message for the caller to be removed from your calling list, then select the key you have specified in the recording. (If you do not want to use this feature select None)

Leave a Message key: 

This is set to the specified number/caricature you stated in your pre-recorded message to allow the consumer to leave you a message (This message is stored on our system). * We save these until you delete the campaign, if you delete the campaign the recordings are deleted and cannot be retrieved. If you want to delete the campaign and save the recordings then you will need to download them from our server by clicking on the Magnify glass 

On the screen that pops up find Voicemail Download URL: then click on the link and there you can download the voicemails.
(If you do not want to use this feature select None)
 

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Uploading Contacts
:


 Your campaign requires a list of contacts to make calls. This data is stored in a
contacts file that is uploaded to the system. The file needs to be in a .csv
(Comma Separated Value) format and must contain at least one field that contains the telephone numbers. This file must have a HEADER ROW .

*(Acceptable Files): CSV (MS-DOS) (*.csv) and or CSV (Comma delimited) (*.csv) 

To upload:


To upload your file to the system, click the "Add or Recycle Contacts" button (Green Plus Sign ) in the campaign you want to add your file to. Select by uploading a .csv file and hit go.

 


Next Select the Load CSV 

Locate the file you want to upload.
The file will appear in the .csv file contents box. Now hit the "Auto-Assign"  button on the right side of the page. This will move the fields in the drop-down box

to match to the headers from your .CSV file on the right. Now change any additional fields, change from the --Choose Field-- to the correct header matching your .csv file by clicking on
You want to move/assign * Phone * to the first column of the phone numbers that you want to call.

 

 




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Uploading a message to broadcast:

 
To upload the message that will be used for the campaign, click on the  ”Add or Upload Message” button on the campaign you want to assign the message to. Now you need to create a sound file if you don’t already have one created. Click the Add a sound file button located to the bottom left of the screen that popped up.

Name your recording so that you will be able to tell what it’s for, Voice Broadcast, or a Voicemail.






Generally, you will need 2 recordings. One recording will be for the Voicemail message that will be left when an answering machine is detected, and the other message is your Broadcast message which is where the recipient will hear your assigned key to press and transfer the recipient back to you.

As you can see in the above picture you have 2 options to upload your message, you can Upload a wave file or Record over the phone.

Upload a wave file:

Click the blue-button that says Select WAV File.
Browse your computer and find the .wav sound file you want to upload and click ok. 
To upload the message to the system click the blue Add Sound button

Record Over The
 Phone:

Select the "Record Over The Phone" option

Put in the Phone Number you wish to call next to "Other Phone"
Once you click "Add Sound" the dialer will call the number you inputted.
At the end of your message press, any key to have your message played back to you.

Once you have uploaded all your messages, you will need to select what message you want to play for your Voice Broadcast (Broadcast) and (Voicemail) per the recording.



Next, click “Set as broadcast message” on the message you want, live callers to hear. You should see the message indicating that the file you have uploaded is the current broadcast selection on the right side. Now click “Set as Voicemail Message” on the recording you want to play on voicemails. If you are using the same message for your Broadcast and Voicemail message you can select both options on the same recording.

Once you have selected your messages, click the blue Copy Sound Files button to the bottom right on the pop-up screen.










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Sending a test call: 

We recommend that you use the Send Test Call feature to test the campaign configurations making sure you get the desired result functionality.

To send the test call you must use a direct phone number that doesn’t have an IVR “E.g.: Cell Phone, Home phone, etc.” This feature allows a single call to be made to a specified number.
You should not proceed to the next step of running a full broadcast if you have not TESTED your configuration. 
           
"Doing so may be expensive for you."

 
Running your Broadcast: 

To the right of the campaign name, you should have a green checkmark and green speaker icon showing your campaign is ready to be played. If you have a yellow triangle your campaign is not ready.  Put your mouse over the triangle to see what needs to be done.


Your Voice Broadcast Dialer is now configured, and the Voice Broadcast Campaign can be started by clicking the "PLAY" button to Activate the Voice Broadcast. 

To stop the campaign, click the Stop button    next to the Play button. You must hit the STOP button to stop the campaign do not rely on logging out or even shutting down your computer. We are a cloud-based dialer and you must physically click the STOP button to stop it. The Dialer will pause if you run out of contacts or minutes but will resume once you load more.





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