Quick Start

How to run a voice campaign with DandyDialer

In this section, we will guide you to get your first voice campaign (voice broadcast / press-1) up and running with minimal effort.

1. Preparations

Before you begin, make sure you have these things handy -

  • A list of phone numbers or leads you want to call. They should be in a csv file. If you have an spreadsheet of your leads, you can easily convert them to csv from Microsoft Excel or Google Sheet.

  • The audio file of the recording you want to broadcast. Although, if you want to use the built-in text-to-speech system, you don’t need this.

  • An account with a SIP/VoIP service provider.

    DandyDialer is not a SIP gateway provider. To make phone calls, as a customer, you need to have a SIP account provided by a third party SIP service provider. Please take a look at this section to know more about SIP gateway service providers.

2. Campaign creator wizard

  • Go to the Campaign panel by clicking on Campaigns button on the left navigation menu.

  • In the panel, click Create campaign button. This will open the campaign creator wizard.

campaign wizard
Figure 1. Campaign creator wizard - 1st stage
  • Type in a name for the new campaign in the Name field.

  • Optionally, you can add a Description field to better organize your campaigns.

  • Click Next button to go to next stage. In this stage, you will have to configure various resources associated with the new campaign.

camp wizard 2nd step
Figure 2. Campaign creator wizard - 2nd stage

3. Attaching a call script

In DandyDialer, type of a campaign is determined by the type of the call script attached to it. After clicking on the drop-down selector labeled Call Script, you will be shown a list of all of your call scripts.

call script dropdown
Figure 3. Call script selector
  • If you want to re-use an existing call script, select it.

  • If you don’t have any call script yet, you need to create one. Click on Create new call script button to open the call script creator wizard.

3.1. Adding new call script
call script creator wizard 1st step
Figure 4. Call script creator wizard - 1st stage
  • Choose the type of call script you want to create. If you just want to send an audio message to your leads, select Voice Broadcast. If you want them to talk to an agent upon pressing a key, select Press One.

  • Click Next to go to next stage.

call script creator wizard 2nd step
Figure 5. Call script creator wizard - 2nd stage
  • In the Name field you can see the automatically generated name of the script. You may change it if you want. You may also add a Description.

  • Click Next to proceed. The next stage will differ based on the selected script type.


3.2. Designing an auto-dial campaign
auto dial campaign designer
Figure 6. Auto-dial campaign designer
  • Auto-dialing is the most straight forward among all the campaign types supported by DandyDialer. There is an optional field called Pre-connect audio which you can use to play a message to the callee right after they answer the phone call. If you want to configure this field, follow along rest of this section. Otherwise, just press Save button and skip to attaching a contact list section.

An agent is dialed only after a call is answered. If there is a chance of delay before agents answer their side of the call, you should setup a Pre-connect audio. Usually, it should be a simple and short message asking the callee to wait for a bit.
  • To broadcast a speech generated from text as pre-connect audio, Write your message in the box. You may click on the audio preview button( audio preview button ) shown besides the box to listen to the computer generated voice.

  • You may configure how the machine generated speech sounds. To view related options, click on Text-to-speech (TTS) settings.

tts settings
Figure 7. TTS settings
  • To broadcast an audio file as Pre-connect audio, click on the play-type selector button ( Play type selector ), and select TTS. In place of the TTS input box, you will now see an audio selector. Click on it. A drop-down will be shown where you can select from all of your previously uploaded audio. To upload a new audio, click on Upload audio file button which will open the audio uploader modal. After a successful upload, the audio will be automatically selected.

audio uploader
Figure 8. Audio uploader modal
For uploading, DandyDialer supports most of the common audio file formats, like - mp3, wav, ogg etc.
  • Optionally, you can configure the Voicemail playlist. If your clients miss the call, their answering machine can get the news for them. DandyDailer automatically detects the beep of an answering machine and drops the voicemail.

voicemail playlist
Figure 9. Voicemail playlist
Voicemail functionality is only available in higher tier subscriptions.
3.3. Designing a voice broadcast
voice broadcast editor
Figure 10. Voice broadcast designer
  • Voice broadcast designer has three collapsible sections - Default playlist, TTS Settings and Voicemail playlist. Among the three, Default playlist is the most important one. Here, you can select one or more audio files or text-to-speech texts for your broadcast.

Some sections are collapsed by default to reduce cognitive load. When necessary, click on the section title to expand or collapse a section.
  • To broadcast an audio file, click on the text input fields of the first line in Default playlist. A drop-down will be shown where you can select from all of your previously uploaded audio. To upload a new audio, click on Upload audio file button which will open the audio uploader modal. After a successful upload, the audio will be automatically selected.

vb editor audio selector
Figure 11. Audio selector drop-down
audio uploader
Figure 12. Audio uploader modal
For uploading, DandyDialer supports most of the common audio file formats, like - mp3, wav, ogg etc.
  • To broadcast a speech generated from text, click on the play-type selector button ( Play type selector ), and select TTS. In place of the audio selector, you will now see a text box. Write your message in the box. You may click on the audio preview button( audio preview button ) shown besides the box to listen to the computer generated voice.

vb editor tts input
Figure 13. TTS input
  • You may configure how the machine generated speech sounds. To view related options, click on Text-to-speech (TTS) settings.

tts settings
Figure 14. TTS settings
Depending on your subscription, some better quality TTS engines might be grayed out. To use them, you need to upgrade to a higher tier subscription.
  • If you have more than one audio file, you can add more steps with Add step button and configure them like the previous one.

  • Optionally, you can configure the Voicemail playlist. If your clients miss the call, their answering machine can get the news for them. DandyDailer automatically detects the beep of an answering machine and drops the voicemail.

voicemail playlist
Figure 15. Voicemail playlist
Voicemail functionality is only available in higher tier subscriptions.

3.4. Designing a press-1 campaign
press 1 editor
Figure 16. Press-1 campaign designer
  • Press-1 campaign designer has four sections - Default playlist, Key press handling, Text-to-Speech (TTS) settings and Voicemail playlist.

  • Default playlist is where you input your audio or text-to-speech text. By default, only one step is present. If you have more than one audio or TTS paragraphs, you may add more steps by pressing Add step button.

Some sections are collapsed by default to reduce cognitive load. When necessary, click on the section title to expand or collapse a section.
  • To broadcast an audio file, click on the text input fields of the first line in Default playlist. A drop-down will be shown where you can select from all of your previously uploaded audio. To upload a new audio, click on Upload audio file button which will open the audio uploader modal. After a successful upload, the audio will be automatically selected.

vb editor audio selector
Figure 17. Audio selector drop-down
audio uploader
Figure 18. Audio uploader modal
DandyDialer supports various common audio file formats, i.e. - mp3, wav, ogg.
  • To broadcast a speech generated from text, click on the play-type selector button ( Play type selector ), and select TTS. In place of the audio selector, you will now see a text box. Write your message in the box. You may click on the audio preview button( audio preview button ) shown besides the box to listen to the computer generated voice.

vb editor tts input press one
Figure 19. TTS input
  • You may configure how the machine generated speech sounds. To view related options, click on Text-to-speech (TTS) settings.

tts settings
Figure 20. TTS settings
Depending on your subscription, some better quality TTS engines might be grayed out. To use them, you need to upgrade to a higher tier subscription.
  • Key press handling section lets you configure the user interaction.

key press handling
Figure 21. Key press handling
  • Agent transfer key is the dialpad digit callees are supposed to press when they agree to be transferred to an human. You can optionally play a voice response whenever that happens.

  • Selecting Enable hangup response lets you to configure a dedicated key for hanging up and play optional voice response as a courtesy.

  • Selecting Enable wrong key response lets you configure a voice response for invalid or erratic key presses.

  • Optionally, you can configure the Voicemail playlist. If your clients miss the call, their answering machine can get the news for them. DandyDailer automatically detects the beep of an answering machine and drops the voicemail.

voicemail playlist
Figure 22. Voicemail playlist
Voicemail functionality is only available in higher tier subscriptions.
  • Click Save to save the newly created press-1 call script.


4. Attaching a contact list

  • Our next vital campaign resource is a contact list. In DandyDialer, a contact list is a list of phone numbers. You can attach multiple contact lists to each campaign.

Besides phone number, DandyDialer supports importing and editing all kinds of information about a contact, i.e. - name, email, address etc. You can use it as a light-weight CRM, if you wish.
  • Clicking on the Contact Lists selector will show you a drop-down of all the available contact lists. You can select existing contact lists or create a new one.

contact lists dropdown
Figure 23. Contact list selector drop-down
  • If you want to upload a new contact list, press Create new contact list button to open the contact list creator wizard.

4.1. Uploading new contact list
contact list creator wizard
Figure 24. Contact list creator wizard
  • At first, enter a Name for the new contact list. Optionally, give it a Description for better organization.

  • Click Upload CSV button. This should create the new list and open a contact importer dialog.

contact importer dialog
Figure 25. Contact importer dialog
  • Click on Select CSV File button. A file selector dialog will appear. Select the CSV file containing phone numbers of your target audience or leads. Click Next to map the columns of your CSV file to proper data fields in DandyDialer.

csv column mapper
Figure 26. CSV column mapping
  • The column mapping window displays the first few lines from the selected CSV file. Above each column, there is a selection box. Click on it to select an appropriate data fields. At the minimum, the Phone field must be mapped to a column.

csv data field selector
Figure 27. CSV data field selector
DandyDialer supports a wide variety of data fields of various types. Still, if you have data columns which are not covered, you may use the aptly named miscelleneus fields - Misc. data, Misc. data - 2, Misc. data - 3.
  • In the Parsing parameters section, Auto add country code (if absent) selector needs some attention. Internally, DandyDialer stores each phone number in international format. As a consequence, to import local phone numbers, an international telephone prefix must be added in front. If the phone numbers you are importing already have an international prefix, like - +1-XXX-XXXXX or 001-XXX-XXXXX, DandyDialer will automatically ignore this fallback prefix.

Some SIP gateways only recognize local numbers. For such gateways, phone numbers can be set to automatically be formatted to their local form during campaign run. DandyDialer also supports adding custom dialing prefix in-front of local numbers. You can find the related options in gateway settings.
  • Click Next to upload the CSV file to server and begin contact importing.

5. Attaching a caller-ID

Caller-IDs represent your identity as a caller. During a campaign call, mobile phone users will see this number as the call originator. Ideally, it should be a regular phone (DID) number where you can receive incoming calls. People you are calling should be able to reach you by dialing this caller ID number.

If you use voicemail dropping functionality of DandyDialer, it is a good practice to set caller ID to the call-back number of the voicemail message.
DandyDialer does not handle incoming calls.
  • Clicking Caller IDs selector will show a drop-down, listing all existing caller IDs in the system. You may select one or more from them. If you want to create a new one, click on create new caller ID button.

caller ids dropdown
Figure 28. Caller ID selector drop-down
If multiple caller-IDs are selected, different callees will see different caller ID numbers, evenly divided between all the callees of a campaign. Selecting multiple caller IDs is specially beneficial if you are expecting many call-backs simultaneously.
5.1. Adding new caller-ID
caller id creator
Figure 29. Caller ID creator
  • To add a caller-ID, simply type in the phone (DID) number in the Phone Number field.

Before you add a caller-ID, make sure whether your SIP gateway approves use of the said caller-ID. Some SIP providers are very lax about this and approves any number. Others, like Twilio will only allow numbers leased from them for a charge.
  • Optionally, you can give this caller-ID a Name.

  • Click on Add to save the caller-ID.

6. Attaching an agent (only for auto-dial and press-1 campaigns)

If you are creating an auto-dial campaign or a press-1 campaign, at least one agent must be attached to the campaign. In DandyDialer, an agent is human who is reachable through a phone (DID) number or a SIP address. After the callees of a press-1 campaign presses the affirmative key (usually ''1''), the call is transferred to the agent.

Agents selector is only visible if you have selected either an auto-dial call script or a press-1 call script.
  • Click on Agents selector to see a drop-down of all existing agents. You may select multiple agents. If you want to create a new agent, click on Create new agent button. This should open the agent creator wizard.

agents selector dropdown
Figure 30. Agent selector drop-down
6.1. Adding new agent
agent creator wizard
Figure 31. Agent creator wizard
  • As in other resources, you will have to give your agent a Name.

  • Enter the phone (DID) number of the agent in Phone number or SIP address field.

  • Alternatively, if your agent is using a SIP softphone, enter their SIP address. For example - sip:john:[email protected]:5060 is a valid SIP address. Consult your softphone documentation to get the correct SIP address.

  • Concurrent call capacity is by default set to one. If you are using a call-center to employ a group of agents, set this limit appropriately.

DandyDialer is careful about not dropping transferred calls. As such, it will only dial new numbers if at least one of the agents is free (call capacity not saturated). For press-1 campaigns, it is important to employ sufficient number of agents to keep campaign throughput high.
  • Click Add button to save the agent to system.

7. Attaching a SIP gateway

A SIP gateway is a bridge between DandyDialer and a telephone network. For a campaign to be able to make outgoing calls, you must attach a SIP gateway to it.

To know more about what is a SIP gateway, please read this section.
  • Click on SIP Gateways selector to view a list of all the available gateways. You may choose more than one gateway, if you want to evenly distribute your calls through all of them.

  • If you want to create a new SIP gateway, click on Create new SIP gateway button. This should open the SIP gateway creator wizard.

gateway selector dropdown
Figure 32. SIP gateway selector drop-down
7.1. Adding new SIP gateway
sip gateway creator wizard
Figure 33. SIP gateway creator wizard
  • As in other resources, give your SIP gateway a name using Name field.

  • SIP Termination server is the url or server address of your SIP gateway. You should consult your gateway provider to determine the exact address of their SIP Termination server. Here’s a few samples of what it might look like -

    • sip://trunk1.us1.example.com:5060

    • trunk2.eu.example.com

    • 203.0.113.50:5080

      Don’t include SIP account username and password in this field. Don’t do this - sip://maria@1234pass:trunk3.example.com
  • Next, you will have to set up authentication parameters for your gateway, using the Auth Type section. DandyDialer supports two kinds of authentication -

    • Password Based

    • IP Address Based

  • If your SIP gateway provider supports username and password based authentication click on Password Based button. Type in the SIP username and SIP password (obtained from your SIP gateway service provider) in the input boxes.

password based gateway auth
Figure 34. Username and password based SIP gateway authentication
  • If your SIP provider provides IP address based authentication click on IP Address Based button. You will be shown a list of pairs of IP addresses and port numbers. Use your gateway provider’s management portal to allow calls from these addresses and ports.

ip based gateway auth
Figure 35. IP Address based SIP gateway authentication
IP address based authentication is only available in higher tier subscriptions.
  • The rest of the options in Misc. settings section and Caller-ID Tweaks sections are various flags to align DandyDialer with expectation of the SIP gateway. In most cases, the defaults should work. If calls don’t go through, ask our support team to configure these options for you.

  • Click on Add button to save the new gateway.

You can easily test whether a SIP gateway is correctly set up or not without starting a campaign. 1. Go to SIP Gateways panel from left side menu. 2. Select the gateway to test from the center table. 3. Click on Test gateway button. This should open the gateway test wizard.

8. Configure campaign options

After all the resources are attached to a campaign, you should press Next. This will bring you to the last stage of campaign creation.

camp wizard 3rd step
Figure 36. Campaign creator wizard - 3rd stage
  • If you are impatient and just want to see the campaign in action, click Create and run button and skip to controlling and monitoring section.

  • Call within hours selector needs some attention if you have a very big list and you want DandyDialer to not annoy people by calling at inappropriate hours in their timezone. For marketing and other low-priority campaigns you should set it to business hours.

DandyDialer can automatically control schedule of a campaign, if you setup a Call within hours. DandyDialer can -

  • Start calling at appropriate hours of the intended audience (hours are automatically calculated using phone numbers' geo-location),

  • Sleep, if there is no audience for the moment, for whom calling hours will be appropriate.

  • Resume whenever it can call again, until all the contacts are exhaustively called.

  • If you have agent timezone matching in your package, you may specify agents' work hour schedules in each agent’s settings. With that, campaigns requiring agents (like press-1) will go to sleep if there is no one to take the calls.

  • If you intend to drop voicemail on callees' answering machine, turn on Enable voicemail detection switch.

  • Alternatively, you might not be interested to waste time with a call that is going to voicemail. In that case, switch on both Enable voicemail detection switch and Hangup on voicemail switch.

Voicemail detection is only available in higher tier subscriptions.
  • Some SIP gateway providers use very old technology to transmit key press information (also known as DTMF codes). If your tests suggest that key presses are not being handled properly, turn Use legacy DTMF detection on.

Legacy DTMF detection feature is only available in higher tier subscriptions.

9. Controlling and monitoring your campaign

If you completed all the previous steps, your campaign should be up and running. Congratulations!

In this section, I will briefly describe how to control and monitor your newly created campaign.

  • On the Campaigns panel, all of your campaigns are listed in a table. To select a particular campaign, click on it.

selected campaign
Figure 37. A Selected campaign in campaign panel
  • The small blue progress bar below the campaign name let’s you quickly judge the how far the campaign has progressed.

  • The status column indicates current status of the campaign , i.e. - ACTIVE, PAUSED, COMPLETE etc.

  • At the end of the table row, there are some quick controls to pause/resume and edit the campaign.

    • If you want to pause the campaign temporarily, click on PAUSE button. A paused campaign can be resumed any time with the RUN button.

    • If you want to cancel an active campaign midway, click on Abort button. Your campaign statistics won’t be harmed.

    • You can restart a COMPLETE campaign with the help of Restart button. In that case, your analytics will be reset.

Change of campaign states might take some time. DandyDialer is careful not to hangup ongoing calls midway, specially the ones where an agent is connected to a callee. If you see a clock symbol ( pending pause ) besides the campaign state, it means DandyDialer is waiting for existing calls to finish, although it won’t make any new calls.
  • At the right side, you can see a context panel with details about the selected campaign.

campaign context panel
Figure 38. Campaign context panel
  • The Actions section contains some self-explanatory buttons to modify and control the campaign.

  • At Call progress section, you can see a real-time graph of your campaign’s progress. It displays how many calls are in what state, for the past 60 seconds. It updates every second. You can hover on the graph to view the actual numbers in each data point.

call progress graph
Figure 39. Call progress graph
  • Clicking on the Analytics tab will show you various analytical data about the campaign. The are five sub-tabs - Conversion ratio, Conversion flow, Call counts, Duration metrics and Hangup Analysis, each displaying different metrics using graphs and tables.

camp analytics 1
Figure 40. Campaign analytics - conversion ratio pie chart
camp analytics 2
Figure 41. Campaign analytics - conversion funnel chart
  • The Details section displays various information about the campaign in a simple descriptive way.