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(Video) Agent Training Predictive Dialer Agent Traininghttps://youtu.be/uzTSmMTaFUQ (Video) How to add a sound file into your T-Max Predictive Dialer (In call message, Voicemail) How to add a sound file into your T-Max Predictive Dialer. FREE TRIALS!add a message, add a... (Video) How to add or customize your Database Field on the Dialer How to customize your Database Field on the T-Max Predictive Dialer. FREE TRIALS!Change display... (Video) How to change the Dial rate on your T-Max Predictive Dialer How to change the Dial rate on your T-Max Predictive Dialer. FREE TRIALS! (Video) How to create a campaign-Basic steps to get your T-Max Predictive Dialer up and running Basic steps to get your T-Max Predictive Dialer up and running. FREE TRIALS! (Video) How to customize your Caller ID on the T-Max Predictive Dialer How to customize your Caller ID on the T-Max Predictive Dialer. FREE TRIALS! (Video) How to delete a Campaign on your T-Max Predictive Dialer How to delete a Campaign on your T-Max Predictive Dialer. FREE TRIALS!remove the campaign, delete... (Video) How to export data from campaign from the dialer Video - How to export data from your T-Max Predictive Dialer. FREE TRIALS!Export Spreadsheet,... (Video) How to monitor your Agent's Productivity on your T-Max Predictive Dialer How to monitor your Agent's Productivity on your T-Max Predictive Dialer. FREE... (Video) How to monitor your Agent's calls on your T-Max Predictive Dialer How to monitor your Agent's calls on your T-Max Predictive DialerMust have your webphone or sip... (Video) How to properly disconnect/ log off from the T-Max Predictive Dialer How to properly disconnect from the T-Max Predictive Dialer (Video) How to recycle contacts on your T-Max Predictive Dialer How to recycle contacts on your T-Max Predictive Dialer. FREE TRIALS! (Video) How to set up an email template on your T-Max Predictive Dialer How to set up an email template on your T-Max Predictive Dialer. FREE TRIALS!create an email,... (Video) How to set up your phone book on the T-Max Predictive Dialer How to set up your phone book on the T-Max Predictive Dialer.  (Video) How to setup inbound blend on your T-Max Predictive Dialer How to set up an inbound blend on your T-Max Predictive Dialer. FREE TRIALS! (Video) How to setup your T-Max Predictive Dialer SoftPhone How to set up your T-Max Predictive Dialer SoftPhone. FREE TRIALS (Video) How to transfer/3-Way call on your T-Max Predictive Dialer How to transfer/3-Way call on your T-Max Predictive Dialer. FREE TRIALS (Video) How to use the T-Max Predictive Dialer integrated Webphone How to use the T-Max Predictive Dialer integrated Webphone. FREE TRIALS! (Video) VB How to buy minutes on your T-Max Voice Broadcast Dialer How to buy minutes on your T-Max Voice Broadcast Dialer. FREE TRIALSbuy, purchase, minutes buy... (Video) VB How to set up Messages on up your T-Max Voice Broadcast Dialer How to set up Messages up on your T-Max Voice Broadcast Dialer. FREE TRIALSSet Up, Messages,... (Video) VB How to upload a file on your T-Max Voice Broadcast dialer How to upload a file on your T-Max Voice Broadcast dialercsv, upload, upload csv, file, csv file,... (Video) VB Voice Broadcast Instructions Voice Broadcast Instructions with FREE TRIALsetup, set up, Voice Broadcast set up, instructions,... 1st Row of Contact View: Manual Dial, Direct Dial, Power Dial, 1st person, 2nd person, Book, Blue page, recycle, add a contact   MANUAL DIAL: The manual Dial button will allow you to make a single Manual Call from the... 2nd row of buttons on Contact View Get contact, Hangup, Play message,Record, Transfer, 3-way, Send E-mail, Previous, Next Contact View API link 1. Click the link on the campaign for the API.   2.Then Check the boxes that you want to be sent... Adding contacts to a campaign that already exists on the dialer You can add contacts to an already existing campaign, then the dialer will start right where you... Admin Button (Little blue guy bottom left corner) 1) Edit Properties - Allows you to edit Passwords, Names, Emails, Give Tabs and Special Admin... Agent Monitor - Real-Time Monitor 1. Recorded Calls: allows you to see the direct recorded calls.2. Area you will see all phone... Agent Productivity! To look at your agent productivity you will first need to go to your Dashboard  then click on... Agent Set up and training Agent Set up and training First, make sure your agent's webphone is configured correctly by... Answering Machine Detection and Wait for Agent, How to setup Wait for Agent settings: The Wait for Agent option is how long your recipient will be on hold... Astrisks, TrixBOX or FreePBX! Instead of using a SIP phone our dialer will call your agents extension with this method. 1. Go... CDR Report codes "Carrier Errors" Here is a list of the possible codes that are listed in the CDR Report for the Predictive Dialer... Call quality issues troubleshooting tips! Here at T-Max Dialer we receive several common issues which can easily be avoided or detected by... Caller ID is showing the wrong name and is different from what is in my settings First - check the Caller ID and name listed on the campaign.Second -If manually dialing the... Can I Transfer or 3 way call to another number or agent Yes, you have 2 ways you can transfer a call.  ( you cannot transfer a call to another agent on... Can I use open office instead of Excel? Yes, but you will need to change the format from a semi-colon separated to a comma-separated... Can I use the T-Max SIP Phone as a stand alone program? T-Max SIP Phone can be used as a standalone program as long as your phone provider supports that.... Can administrators barge or listen in on a call? Yes, administrators can barge in on a live call. ( your webphone or sip phone must be set up to... Check internet connection speed to see if my internet is compatible with the Dialer A Minimum of 512kbps of bandwidth per agent "Upload and Download" with near-zero jitter is... Confidentiality, Terms & Conditions Agreement! Confidentiality Agreement   This confidentiality agreement ("Agreement") is made and entered... Contact List Report/Export Definitions Predictive Dialer Contact List Export Information Contact Status/Disposition + Status... Contacts have not appeared after I uploaded the csv file Files can upload between 1 minute to 10 minutes depending on how many people are uploading on the... Custom Dispositions Log in and go to the Admin Button, click on Configure Custom Dispositions at the top of your... Dialer has dead air when account pops up! Dialer has dead air when the account pops up!1. For a small number of dead air calls, this can be... Display Agent Productivity Link at bottom of home tab By clicking the blue link at the bottom left hand corner of the home tab this screen will pop up... Disposition bar, Custom, Schedule call back, Made Contact, Unable to Contact and Assign To Custom: Where dispositions are able to be modified to read what fits your companies needs and... Do I need a phone or What type of phone do I need? It depends on which dialer you wish to use. Predictive Dialer: No, all you need to use the... Does the dialer stop dialing my contacts while I’m on a call? Does the dialer stop dialing my contacts while I’m on a call?The Dialer will stop dialing when... Download Soft Phone for Mac OS The T-Max Soft Phone isn't compatible with Mac OS. However, our Web Phone will work with Mac OS.... Edit User   Name: This is the agent’s name   Login Name: This is the email for each agent used to... Global Phone Search In the Global Phone Search type in a phone number and it will recall all the accounts or... Hours of Operation Normal Hours of Operations for Sales, Training, General Support, Billing, Trials, and all General... How Do I Buy Minutes VB Buy minutesIf you are logged in to your Voice Broadcast Dialer you can click on the button to... How Do I Change Credit Cards Update Credit Card on fileClick on the link below and you will be taken to an editabe PDF form.... How Do I Change My Password? Click on the "Admin" button Find the person for whom you want to change the password Click on the... How Do I Check My Invoices How To Check Your InvoiceFirst go to https://tmaxdialer.com/ , then in the upper right-hand... How Do I Configure The "Screen POP" for CollectionsMax To activate the screen pop webservice you will need Collections MAX Professional version 3.1 or... How Do I Export Accounts From Collections Max First bring up your Collections Max Administrator and click on Export Accounts Now click on the... How Do I get Started with a free dialer trial? All you need to do to get started is sign up for the free trial. Follow this link... How To Setup An Inbound Campaign 1. Purchase the Number from http://tmaxdialer.com/dial/inbound-blend/2. We will email you once... How can I view the configuration of my Voice Broadcast campaign? The View Detailed Description interface can be accessed by clicking the magnifying glass icon... How do I Set Up an E-Mail Template? Go to the Settings Button.  Click on the button that says Setup Email Templates.  The dialer... How do I change the Dialer to SIP Phone? Click on the "Admin" Button. Next find the person that you wish to enable the SIP phone for.Click... How do I configure / Setup T-Max SIP Soft-phone (TMaxSIP) for the Predictive Dialer? STEP 1: Log into your dialer using the EMAIL and PASSWORD you signed up with. Click on the... How do I configure an http get command or create a post url? Log in as Admin. Go to the Admin Button . Click on the Edit Properties (yellow pencil icon) for... How do I find my three-way call recordings? You can find the three-way call recordings the same way you find the normal recordings by... How do I import notes from the Predictive Dialer back into Collections Max? We're going to show you how to import notes from your campaigns back into Collections Max. First,... How do I log off the dialer? At the bottom left of the screen, you should see the below picture, click the door to the right... How do I pop the screen in Simplicity? Log in as the Admin on the dialer. Click on the Admin Tab. Click on the Edit Properties button... How do I pop up account from T-Max to Bitrix24 Screen pop Here are the steps to enabling the Post to URL feature on T-Max Dialer with Bitrix24 for... How do I schedule a call back? Click the Schedule Callback button on the disposition bar in your Contact View. From here you can... How do I set up a pop up script? Go to the settings button of each agent.  Click the Setup Scripts Button  Name Script Put in... How do I setup a Predictive Campaign? How do I setup a Predictive Campaign? Creating a Campaign: (Only available on ADMIN Accounts)... How do I turn ON or OFF the hold music? or change hold music? Click the Settings Button on your dialer  on the bottom left of your dialer.Click the pencil icon... How do i set up X-Lite ( xlite ) SIP Phone? 1.       Please download X-Lite or whatever sip phone you choose to each of your agent's... How do you upload multiple Phone Numbers? To do this simply go to The Admin Tab: Click setup database fields on the top left. Add a... How long does it take to setup? Once an account is ordered through our Checkout payment system, it typically takes about 60... How to check current Internet outages by provider If you are having trouble connecting to certain pages on the Internet and are having trouble... How to clear your internet Cache? Please clear your internet cache or try a different browser likeChrome:... How to configure Paired Location for Predictive Dialer The first thing you want to do is go to your admin screen, by clicking the Person icon  on the... How to download call recordings and voicemails? Go to the Campaigns Tab  Locate the campaign for the call that you are wanting to listen to.... How to enable Third-Party Cookies on your browsers? How to enable Third-Party Cookies on your browsers? Enabling Third-Party Cookies on different... How to setup the Integrated Web Phone with Mac/ PC How Do I Set Up the Web Phone? Click on the "Admin" Button.   Next find the person that you... How to sign in and out of the Predictive Dialer correctly? If the agent walks away from their desk or they have finished for the day, they should be sure to... How to view/check your invoices Login to Client Area from tmaxdialer.com (Top Left Hand Corner above Tmax Dialer logo) Click on... I am having poor voice quality! I am having poor phone quality! 80% of voice quality issues are the result of the end user's internet connection. High quality... I am having trouble with Ports, Firewalls, and Proxy Services To connect with the dialer, computers need outbound access to the following TCP ports 80, 4000,... I can't add a Recording, it won't make a test call. How can I record a wav or .wav file? Make sure the phone you used does not have an auto secretary or auto attendant. Try a couple of... I can't get the recorded voice mail message to play, It says no sound file available You need to enable the sound file for In-call playing. It's one of the hyperlinks near the wav... I cannot log into my system If you are unable to log in to your system please check that you are using the correct URL in... I dont have a csv format mine is excel! Open your file in Microsoft office excel click save as/save a copy name your excel file click on... I've uploaded a recording and it will not play on the answering machine First, you will want to make sure your message is enabled by clicking on Enable for In Call... If I recycle a campaign does it keep previous notes and dispositions? Yes it keeps the previous notes and dispositions if you recycle the campaign. Importing notes from Predictive Dialer back to Simplicity Collections software Click on the Export button for the campaign you want the notes from and choose Contacts List then... Is My Dialer Billing Correct Yes. However, the way the CDR reports exports could be viewed as incorrect.  To see the true... Is there any way to look up customers via their name on the Agent or Admin screens? You cannot look a specific account up on the Dialer using a name, however you can look the... Join a Predictive Campaign Click the "Dashboard" button to the leftIn this area are all active campaigns.  By clicking on a... Location lock -You can restrict where your staff can login and where they can use the dialer with Location Lock or IP Restriction If you would like to restrict the network and location of where your staff can log in and use the... My Stats, Get Custom Stats You can see your Stats for the day, week, month, or even custom dates by clicking on the Display... Not all the phone numbers in a CSV file are uploading 1. Try saving the .csv file then upload it to a new campaign and see if this fixes it. 2. Make... Our admin is no longer with our company how do we get access to the dialer? If the admin on the account is no longer with your company and there is no contacts from your... Overseas Sorry, we no longer offer the Free Trial service to areas outside of the United States or Canada... PD Contact List Report/Export Definitions Predictive Dialer Contact List Export Information Contact Status/Disposition + Status... Pie charts Pie charts   If the pie chart is Light blue, it means that all the remaining contacts are out... Play a Msg - Play a Pre-Recorded Message Leave a message on an Answering Machine     Play Msg - Play Pre-Recorded Message    How do I add/assign sound files for use with the... Pop an account on a web-based CRM with a post URL button Pop an account on a web based CRM with a post URL buttonLog in as Admin. Go to the Admin Button... Predictive Dialer Rates and Prices Predictive Dialer Rates and Prices   Unlimited Plan – $100 per month per agent (US & Canada... Predictive Dialer Seat Cancelation Predictive Dialer Seat Cancelation To cancel a seat do not just remove it from your admin page... Record Direct Calls If we set your account up this should already be done but if it’s not then after logging into the... Recycle and or Move Contacts on a Predictive Dialer Campaign Recycle and or Move Contacts on a Predictive Dialer Campaign If you want to follow up on leads... Referral Program If you know any company that can use our services, you can potentially earn a 5% monthly residual... Remove Duplicate Numbers Instructions How to Remove duplicate phone numbers from a Spreadsheet. Many call centers... Removing bad numbers in Simplicity This video is provided by Simplicity Collect and is being provided for reference only. Scheduled Calls Once you schedule your call back as follows:Click the schedule callback button on the disposition... Session Expired - Using Google Chrome If you are getting the following message on Google Chrome when trying to log in to the dialer,... Session Expired - using Microsoft Edge Session Expired: We highly recommend you use Google Chrome as your default browser.If Microsoft... Set up Sip Phone with Zoiper Communicator Set up Sip Phone with Zoiper Communicator.Go to each agent's computer and log in to the dialer as... Setting Abandon Message HOW TO SET ABANDON MESSAGE:1: Start by clicking the "Campaign Tab". 2: Then click the "Speaker... Setting up headers for dialer on Simplicity Collect Please send us a list of the headers from csv. or excel file you exported from your account... Settings Tab These settings are for Each Individual Agent and must be set or changed on each agent seat.... Soft phone keeps timing out, Saying it request time out If you are using Windows XP, Try switching to Mozilla Firefox.  Internet Explorer on Windows XP... Sugar CRM Export Contacts http://forums.sugarcrm.com/f22/export-contacts-18556/   The Dialer is calling the same number again in the campaign! The dialer is calling the same number again in the campaign!If you get a complaint that you are... The System is stuck and I can't log off The System is stuck and I can't log off When it comes to something like this it is usually best... There is a call stuck in the agent monitor tab and the timer is still running There is a call stuck in the agent monitor tab and the timer is still running. If there is a... Tips and Tricks for Predictive Dialer/Voice Broadcast Dialer! Tips & Tricks for Predictive dialer:              -   If you are the only agent and you are... Turning Up or Down the microphone and/or speaker volume on the T-Max Phone Turning Up or Down the microphone and/or speaker volume on the T-Max Phone On the left side of... Uploading CSVs? First click the "Campaigns Tab".Next find the campaign you want to load your CSV file to or... VB Broadcast message and voicemail message for voice broadcast Uploading a message to broadcast:  To upload the message that will be used for the campaign,... VB Bypass Answering Machine VS Leave A Message on the Voice Broadcast dialer? Bypass Answering Machine VS Leave A Message on the Voice Broadcast dialer  Bypass Answering... VB Contact List Report/Export Definitions VB Contact List Report/Export Definitions Voice Broadcast Contact List Export... VB Do you need Support or LIVE HELP? Please call our office at (620) 607-0249 or use our automated support ticket system. If you... VB How to Add Money, or Money not added to my account How to Add Money, or Money not added to my account To purchase minutes for your VB account,... VB How to Recycle Contacts on Voice Broadcast? How to Recycle Contacts on Voice Broadcast. How to recycle contacts from voice broadcast.... VB How to tell if your Voice Broadcast is started/stopped? The Campaign Background in question will turn light green if started and running. When stopped it... VB I added money and it started dialing, why? If your Dialer started calling numbers again after purchasing minutes, this is because the dialer... VB I am having trouble uploading my Contacts File. .CSV Formatting Guidelines, Phone Database Fields Names, Database fields limit, .CSV file errors, Contacts are not loading up 1. If you are using FireFox or Internet Explorer swtich to a different browser like Chrome.2. Be... VB I stopped the dialer, why did it start back up? Where did my money go? Logged off the dialer, why is it still spending my money? There are several reasons this could happen. It is your responsibility to Stop/Pause the dialer... VB If you turn on the voice broadcast and it stops? You might not have any contacts left in the campaign You might not have any numbers that... VB Manage Do Not Call List DNC Voice Broadcast! This is where you can manage your DNC (Do Not Call) list. You can copy and paste your DNC list... VB Minimum calls the Voice Broadcast dialer will dial per hour The Voice Broadcast dials 360 calls per hour minimum.  (If you put a lower number than 360 it... VB Money Has Not Posted It generally takes 30 Seconds after payment is made for the Money/Minutes to show up on your... VB Schedule Campaign Button To Schedule a Campaign to be called at a certain time, first click the box that says "Schedule... VB Uploading Multiple Number fields to a campaign Uploading Multiple Number fields to a campaign To Upload multiple number fields to your campaign... VB Voice Broadcast Dialer Prices Voice Broadcasting Rates and Prices 2.5 csnts a minute (minutes are billed in 6 second... VB Voice Broadcast setup manual- Step by Step   Quick Setup - Voice Broadcast   If you just signed up for the Voice Broadcast trial, please... VB What Does a Voice Broadcast Dialer Cost or Price? Voice Broadcasting (Press 1, Voice Blast, and RoboCalling)* 2.5 cents a minute$52.00        -... VB What are the details under the Magnify glass icon? "View Detailed Description" When you click the magnifing glass at the top right of the desired Campaign you will get this... VB What does a Voice Broadcast do how does it work? The T-Max Voice Broadcast is great for appointment reminders for doctors, spas and other offices... VB What is Transfer on All other Key Pressed and how does it work? Transfer on All other Key Pressed. In short these are the numbers and symbols on your telephone... VB What is a Voice Broadcast used for? Most companies either need or desire new customers, sometimes it's because they are just starting... VB What is the Calls Per Hour for Voice Broadcast? Calls Per Hour: controls the number of calls per hour that the Voice Broadcast Dialer makes. The... VB What is the Primary Transfer to Phone Number, and the Backup Transfer to Phone Number? When your recipients choice to press “1” to be connected to your agent the Primary Transfer to... VB What is this Never Call #'s Before and Never Call #'s After? Let's say that you are calling California, Texas, or Florida, the dialer "WILL NOT" call these... VB When I upload a file it shows accounts out of time. How do I fix this? The Pie Chart on the campaign will have RED slices.Go to the edit properties "Pencil". In the... VB When am I being charged on voice broadcast? You will be charged from the moment the call is connected to the moment the call is disconnected.... VB Why is my dialer still spending money, but I deleted all my campaigns already? The system is cloud based and will continue to run until it is told to stop. Even if you log off... VB Why won't my voice broadcast run, or it stops after starting? When a Voice Broadcast does not start after you click the play button. Please check your "Do not... VB Why won't the test call work? Check to make sure your Caller ID number is not the same as the number you are attempting to test... What Bandwidth/Speed Does the Dialer Use? A Minimum of 256kbps of bandwidth per agent "Upload and Download" with near zero jitter is... What Dialer Should I Use? With T-Max Your Company has a wide variety of dialers at your disposal. With your predictive... What Do the Colors Indicate in Agent Monitor? What Do the Colors Indicate in Agent Monitor The highlighted color indicates the agents status.... What Is Inbound Blend Are your Agents jumping off the dialer to take incoming calls? Why not forward those calls to the... What are the Network Requirements? To connect with the dialer, computers need outbound access to the following TCP ports 80, 4000,... What are the System Requirements to use the Dialer? T-Max dialer requires a computer running Windows 8.1, or Windows 10 with a minimum of 4GB of ram... What are the remaining contacts? Your remaining contacts are the Uncalled contacts and the contacts showing out of time.If you add... What do Carrier Errors stand for? What do Carrier Errors stand for? Carrier Error dispositions or status occur when the dialer... What do I need to get started? You will need a list of Phone Numbers to call in CSV format. High Speed internet. A Newer... What does the Answering Machine Detection box mean for the Predictive Dialer? By leaving Answering Machine Detection (AMD) box unchecked it will pass your agents all answered... What happens if we do not complete a campaign before the end of day? If you do not complete a campaign by the end of the day and you have not Re-Cycled your contacts... What happens to the extra lines that are ringing when all the agents are busy? What happens to the extra lines that are ringing when all the agents are busy The client will be... What is a CSV file? A comma-separated values (CSV)  the separator character does not have to be a comma) file stores... What is a Predictive Dialer? What is a Predictive Dialer?  The Predictive Dialer is a great tool for Sales, Collections, and... What is the Latency Indicator? The latency indicator shows the time it takes for an internet message to go from your computer to... What is the List View and how does it work? The list view contains a list of dispositioned calls other then the calls that were dispositioned... What is the List View and how does it work? What is the List View and how does it work? The list view contains a list of dispositioned... What is the Master Do Not Delete? The Master Do Not Delete campaign is the master template you are going to load from when you are... What is the dial rate override? What is the dial rate override?   Dial rate Override is how many numbers that are being dialed... What is the “Remote Support” tab? Remote support allows us to view your monitor only with your permission, so we can more... What is your uptime? The dialer industry as a whole has pretty poor uptime standards, because there are so many moving... What order does the dialer make calls? The dialer will transfer calls in the same order they are loaded from your spreadsheet. If there... What order does the dialer transfer/connect calls? Who receives the next call? What order does the dialer transfer/connect calls? Who receives the next call? The first person... What type of phone or phone system do I need? All you need to use the predictive dialer is a headset that can be connected to your computer... When I upload a file, it shows accounts out of time zone. How do I fix this? Go to the Edit Properties Pencil on your Campaign.  The Never Call Before and the Never Call... Where are the Reports for Predictive Dialer? Where are the Reports for Predictive Dialer? It depends on the type of report you are looking... Where are the reports for the Voice Broadcast Dialer? Find the campaign you wish to get the report on, then click the Purple arrow pointing UP/Right.... Why Can't I Hear Anything On My Headset? The main volume controls are on both sides of the T-Max sip-phone, the right side being the... Why am I receiving so many answering machines if my Answering Machine Detection is already checked? Why am I receiving so many answering machines if my Answering Machine Detection is already... Why can't I hear anything on the dialer? Why can't I hear anything on the dialer? If you are unable to get audio some headsets may have... Why do you charge for after hours non emergency support? To keep our costs low for all of our customers, T-Max charges $30/hour for non emergency support... Why when I login to my dialer dashboard, my campaigns say 0 (Zero)? The dialer is on standby and is awaiting your commands. Hit the re-fresh   icon to refresh or you... Why will it not display my caller ID name on a caller ID I call This feature is mainly for international dialing.  In the US, the Carrier/Phone company you got... (Video) Admin Getting Started with Predictive Dialer - Video Tutorial Predictive Dialer Training with FREE TRIAL admin, training, Instruction, getting started,... Full steps - Predictive dialer setup (no pictures)     Full Setup for Predictive Dialer   From the e-mail you have received from us, follow the... Add Multiple phone numbers to your campaign To do this simply go to The Admin Button: Click setup database fields at the bottom right....
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