--- title: "Get Started with Outbound Dialer Campaigns" slug: "outbound-dialer-campaign-getting-started" description: "The Voiso Dialer automates outbound calling campaigns and enable you to either import your calling list or integrate with your CRM." tags: ["campaigns", "Dialer", "live campaign", "Outbound"] updated: 2026-06-04T10:25:44Z published: 2026-06-04T10:25:44Z canonical: "docs.voiso.com/outbound-dialer-campaign-getting-started" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.voiso.com/llms.txt > Use this file to discover all available pages before exploring further. # Part 1: Getting started **Who should read this article**: Administrators, Supervisors Automate outbound calling campaigns with Voiso Dialer, integrating your CRM or importing calling lists. This is part 1 of the **How to run a Dialer campaign** use case. Important The Dialer campaign feature is available for contact centers on the Pro plan or higher. ## Introduction The Voiso [Predictive Dialer](https://voiso.com/products/predictive-dialer/) simplifies outbound dialing campaigns, enabling you to efficiently set up campaigns, add contact numbers, assign Caller IDs and agents, monitor campaigns in real time, and evaluate results after completion. Voiso Dialer automates dialing for [outbound campaigns](https://voiso.com/solutions/outbound-call-center-software/) and offers flexibility with dialing strategies to optimize performance based on agent availability or [real-time metrics](https://voiso.com/products/call-center-dashboard/). You can import a calling list from a CSV or integrate with your CRM to generate one automatically. Additionally, Voiso Dialer ensures contacts are called only at appropriate times in their local time zones and allows you to set [Caller IDs](https://voiso.com/products/predictive-dialer/local-caller-id/) that match the contact's region to improve answer rates. Voiso Dialer also [detects answering machines](https://voiso.com/products/predictive-dialer/answering-machine-detection/), ensuring that agents are connected only to answered calls. Calls routed to answering machines are automatically disconnected. You can customize the audio (MOH) that is played to agents while they are waiting for the Dialer to connect them to the next call by using the **Music on dialer waiting** setting on the **[System Settings](/v1/docs/administration-system-settings#general-section)** page. ## Overview: Setting up a campaign This section introduces the basics of setting up a campaign. For detailed information, refer to **[Outbound](/v1/docs/outbound)** campaign settings. Most features for running your campaign are accessible from the **Outbound** menu in the navigation bar. ![Outbound Menu](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Outbound%20Menu.png) Additional options and settings are specified in the **[Administration](/v1/docs/administration)**, **[Users](/v1/docs/users)**, and **[Reporting](/v1/docs/reporting)** interfaces. For example, media to play audio, wrap-up codes for call outcomes, agent accounts and privileges, and [real-time](/v1/docs/reporting-real-time-dashboard) and [historical reports](/v1/docs/reporting-historical-reports-overview). Before creating your first campaign, complete the following steps: - If you plan to bring in contacts from your CRM database, set up Voiso to integrate with your [CRM](/v1/docs/outbound-dialer-campaign-dialer-campaigns#crm) and create a campaign in your CRM. - Prepare your [calling lists](/v1/docs/outbound-dialer-campaign-dialer-campaigns#calling-list) as a campaign in your CRM or as a CSV file if you are not integrating with a CRM. - Organize or purchase campaign-specific [Caller IDs](/v1/docs/outbound-dialer-campaign-dialer-campaigns#local-callerid). - Choose the dialing [strategy](/v1/docs/outbound-dialer-campaign-dialer-campaigns#strategy) that best suits your organization. - Configure your [redial rules](/v1/docs/outbound-dialer-campaign-dialer-campaigns#redial-rules). Tip Use Voiso's **Predictive** dialing mode (Predictive Dialer) powered by AI to maximize your campaign returns. [Embedded content](https://www.youtube.com/embed/gWkw_VcgiwI) ### CRM integration Check the following table to see whether your CRM [integration supports](https://voiso.com/integrations/) direct contact syncing for campaigns. | Integration | Click-to-call | Screen pop | Calling list import | Call history | | --- | --- | --- | --- | --- | | [Bitrix24](/v1/docs/crm-bitrix24) | ✔ | ✔ | ✔ | ✔ | | [Falcon](/v1/docs/crm-falcon) | ✔ | ✔ | ✔ | ✔ | | [Fintech](/v1/docs/crm-fintech360) | ✔ | ✖ | ✖ | ✖ | | [Freshdesk](/v1/docs/freshdesk) | ✔ | ✖ | ✖ | ✖ | | [Hubspot](/v1/docs/crm-hubspot) | ✔ | ✔ | ✔ | ✔ | | [Leverate](/v1/docs/crm-leveratecrm) | ✔ | ✖ | ✔ | ✖ | | [Panda](/v1/docs/crm-panda) | ✔ | ✔ | ✔ | ✔ | | [Salesforce](/v1/docs/crm-salesforce) | ✔ | ✔ | ✔ | ✔ | | [Zenoti](/v1/docs/crm-zenoti) | ✔ | ✔ | ✔ | ✔ | | [Zoho CRM](/v1/docs/crm-zoho) | ✔ | ✔ | ✔ | ✔ | | [Zoho Desk](/v1/docs/zoho-desk) | ✔ | ✔ | ✖ | ✔ | CRM integration settings may vary based on the platform your organization uses. Configuration may involve adjustments on the **[System settings](/v1/docs/administration-system-settings)** page, the **[CRM Integration Settings](/v1/docs/administration-crm-integration-settings)** page, or both. Requirements typically include the CRM URL, login credentials, and other integration-specific details. Tip Using a CRM to generate your calling list lets you create a **Live Campaign** that automatically updates and reactivates whenever new contacts are added in your CRM. ### Wrap-up codes Voiso allows you to create [wrap-up codes](/v1/docs/administration-wrap-up-codes) (post-call codes) to categorize call outcomes. Agents can select these codes during or after calls to log results, which are stored as part of the [Call Detail Records (CDR)](/v1/docs/reporting-cdr). ![Dialer Wrap-up Codes](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Dialer%20Wrap-up%20Codes.png) To create a wrap-up code, follow these steps: 1. Navigate to **Administration > System Settings** in the navigation bar to open the **System Settings** page. 2. Enable the **Enable after call work (ACW) activities and wrap-up codes** option and save your change. 3. Navigate to **Administration > Wrap-up codes** in the navigation bar to open the **Wrap-up codes** page. 4. Click **Add new code**. 5. In the **Wrap-up code name** field, specify a word or phrase, such as "Do not call," "Success," or "Trial offer," that agents will use to classify call outcomes. 6. In the **Code** field, enter a number to identify the code. 7. To add the wrap-up code to a wrap-up code group, click **Manage** in the **Wrap-up code in groups** section and selected a wrap-up code group. Click **Assign**. 8. Click **Save** to create the wrap-up code. ![Dialer Add New Wrap-up Code](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Dialer%20Add%20New%20Wrap-up%20Code.png) CID. The identification phone number used for an outbound call. The number that is displayed to the call recipient. CIDs might become flagged by phone network providers if they are reported as SPAM or fraudulent. Comma-Separated Values. A data file format where the content is structured in tabular form. Fields (data values) are separated by commas. Rows (records) are separated by line feeds. Voiso supports UTF-8 format for CSV files. CSV files allow interchange of data between spreadsheet applications, text files, and database. It is a common format for importing and exporting data. Each row represents a record. Each value represents an attribute. Customer Relationship Management. A service for managing all your organization's relationships and interactions with customers (contacts) and potential customers. It that provides real-time agent access to customer data and previous interaction information to further personalize the customer experience. CRM integration in a contact center can lead to more personalized service, increased customer retention, and more revenue. Music on Hold. The music played to a caller while their call is on hold either in queue or by an agent. A media file of type audio file. An approach to dialing that initiates a large volume of calls at one time. The Voiso Predictive AI analyzes the abandonment ratio, answer ratio, agent waiting time, average call duration, and more to tune the optimal dial level to predict the availability of outbound agents. Any calls that connect are transferred to available agents. This approach maximizes efficiency of agents who would otherwise waste time dialing a long list individual numbers without a guarantee of a connection. ## Related - [Part 2: Dialer campaigns](/outbound-dialer-campaign-dialer-campaigns.md) - [Part 3: Launching your campaign](/outbound-dialer-campaign-launching-your-campaign.md) - [Part 4: The agent experience](/outbound-dialer-campaign-agent-experience.md) - [Part 5: Real-time Dialer campaign monitoring](/outbound-dialer-campaign-real-time-monitoring.md) - [Part 6: Reviewing campaign results](/outbound-dialer-campaign-reviewing-campaign-results.md)