If you’re getting started with outbound dialing, it is helpful to download and print the Genesys Cloud outbound dialing planning guide. This guide identifies information to have on-hand when configuring an outbound dialing campaign. The outbound dialing section of the contact center planning resources explains how outbound dialing affects agent organization and contact center operation.

• Plan for outbound dialing
• Download the Genesys Cloud outbound dialing planning guide

Dial phone lists automatically. Screen out answering machines, busy signals, and non-completed calls. Populate agent displays with information about the call, the customer, and your campaign goals. Collect information entered or updated by agents.

• Outbound dialing concepts
• Outbound dialing roles and permissions
• Use divisions to manage access to outbound dialing objects
• Outbound dialing: time zone management overview
• Reschedule time zone skipped contacts
• How are calls selected in skill-based dialing?

Displays campaigns that are currently in an active state. The dashboard indicates each campaign’s dialing mode with statistics that help an outbound dialing administrator track dialing progress, connect rate, and other details.

• Campaigns dashboard page
• Outbound campaign details view
• Transfer calls from the campaign details view
• Wrap up calls from the campaign details view

Define campaigns that tell the system whom, when, and how to contact a list of people. Specify which script agents see during campaign calls. Run campaigns singly or in sequence. Prevent campaigns from dialing numbers found in a do-not-call list. Campaign modes include preview, progressive, power, predictive, and agentless dialing modes, as well as a messaging mode.

• Campaign management overview
• Voice campaigns view
• Digital campaigns view
• Customize campaigns view columns
• Create an SMS campaign
• Create an SMS campaign with MMS
• Create an email campaign
• Create a WhatsApp campaign
• Create agentless email notifications
• Dialing modes
• Campaign properties by dialing mode
• Create new campaign
• Campaign editor
• Create a predictive dialing campaign
• Predictive dialing best practices
• Create a power dialing campaign
• Create a progressive campaign
• Create a preview campaign
• Create an external calling campaign
• Place an outbound preview call
• Create an agentless campaign
• Create a multichannel campaign with orchestration rules
• Callbacks in campaigns
• Edit an existing campaign
• Copy campaigns
• Start or pause a campaign
• Recycle a campaign
• Delete campaigns

Define a sequence of chained campaigns. Instead of starting and stopping campaigns one at a time, administrators start or stop the sequence.

• Sequences view
• Create a campaign sequence
• Turn a sequence on or off
• Edit a campaign sequence
• Copy a campaign sequence
• Delete campaign sequences

Execute outbound campaigns in accordance with a schedule. Each schedule entry defines a start and a stop time for a campaign or a sequence.

• Schedule view
• Add a schedule entry for a campaign or campaign sequence
• Edit a schedule entry for a campaign or campaign sequence
• Remove a schedule entry for a campaign or campaign sequence

Manage do-not-call and contact lists. Upload customer or prospect numbers to dial. Upload numbers never to dial. Limit contact attempts. Apply a contact list filter. Use automatic time zone mapping to determine compliant dialing times for contacts in a contact list.

• List management overview
• Contact lists view
• Create a new contact list
• Edit contacts in a contact list
• Create lists in CSV format
• Assign contact list to a campaign
• Edit a contact list entry
• Append records to a contact list
• Download contact list records
• Delete a contact list
• Automatic time zone mapping overview
• Automatic time zone mapping examples
• Automatic time zone mapping preview

Create a contact list template to configure the columns required for building contact lists with an Import template.

• Create a contact list template
• Contact list builder

Create an Import template to build contact lists from a .csv file.

• Create an Import template
• Contact list builder

Create a file specification template to use when building your contact lists.

• Create a File Specification Template

Select and dial only records that match your filter criteria.

• Contact list filters view
• Create a new contact list filter
• Contact list filter conditions overview
• Edit a contact list filter
• Copy a contact list filter
• Delete a contact list filter

Manage do-not-call (DNC) list entries. A DNC list is a data source of telephone numbers that a campaign should not dial.

• Do not contact lists view
• Create a new internal DNC list
• Create a new internal-custom DNC list
• Assign DNC lists to a campaign
• Append records to an internal DNC list
• Edit a DNC entry
• Download DNC records
• Delete a DNC list
• Use DNC scrubbing provided by Gryphon Networks Corporation
• Use DNC scrubbing provided by Contact Center Compliance Corporation

Prevent a phone number or contact record from being dialed too often.

• Limit contact attempts
• Configure an attempt controls entry
• Assign attempt controls to a contact list
• View recalls scheduled by attempt controls

Manage when calls are placed by specifying when dialing can occur for particular time zones.

• Contactable time sets overview
• Create a contactable times set
• Understand time zone names
• Add a time zone to a set of contactable times
• Assign a set of contactable times to a campaign
• Copy a contactable time set
• Edit a contactable times set
• Delete a contactable times set

Call analysis detects whether a live person or an answering machine answers a call. Tell the system what action to take for each type of call analysis result. Assign the resulting response table to a campaign. Afterward, the Edge device acts on each call analysis result in accordance with campaign settings.

• Call analysis responses overview
• Supported call analysis regions
• Create a call analysis response
• Edit a call analysis response
• Copy call analysis responses
• Delete a call analysis response
• Assign a call analysis response to a campaign
• How Genesys Cloud delivers outbound calls to agents
• Call analysis model updates

Manage call rule and campaign rule sets. Rules evaluate conditions to determine whether to carry out actions. A call or a campaign can act based on logic in rule sets assigned to it.

• Rule management overview
• Add a rule
• Call analysis dispositions returned for Genesys Cloud Edge
• Date-time formats for call rules
• Test a contact column for empty, null, or zero values
• Pre-call rules for voice campaigns
• Wrap-up rules
• Pre-contact rules for digital campaigns
• Post-contact rules for digital campaigns
• Create a set of rules
• Configure rule actions
• Use a rule to evaluate information from a data action
• Use a digital rule to evaluate information from a data action
• Edit a set of rules
• Reorder rules in a set
• Copy a rule set
• Delete a rule set
• Campaign rules view
• Create campaign rules

Configure outbound dialing to flag a single number or an entire contact as uncallable based on the wrap-up code assigned after an interaction.

• Use wrap-up codes with outbound dialing
• Set wrap-up code mappings for outbound dialing
• Wrap-up codes assigned by outbound dialing

Examine errors that occurred with one or more of your running campaigns.

• Event viewer page
• Event levels
• Event categories

Configure settings that apply to all campaigns in your organization.

• Outbound settings
• Outbound abandoned calls
• Use the Prefix Blocking feature to block and allow outbound dialing prefixes

Learn about scripts. Script designers create instructions, called scripts, to help agents process interactions. Scripts display editable records and directions to each agent that handles a particular type of interaction. Scripts present agents with details about the caller or contact, often with fields for collecting or updating information. Properly designed scripts ensure consistent handling of interactions.

• Scripting: what outbound admins need to know