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Understanding Lead Management in Dialer.io

Learn how preview dialing works, how lead prioritization improves contact rates, and best practices for efficient outbound calling.

Updated over 9 months ago

Preview Dialing: Compliance Meets Efficiency

Dialer.io uses a preview dialer system, allowing agents to review leads before calling. Unlike power dialing or multi-line dialing, preview dialing reduces regulatory risks and minimizes spam flags. This method helps maintain high pickup rates by ensuring agents are engaged and informed before every call.

Dialing Priorities: How the System Works

Dialer.io’s lead flow is organized by four priority levels, which dictate how leads are contacted over time:

  1. Priority 1 (P1)

    • Targets new leads, often within 10 seconds of opt-in.

    • Agents should remain in Ready Mode for immediate calls.

    • Standard: 3 call attempts on day one.

  2. Priority 2 (P2)

    • Focuses on leads from day two onward.

    • Prioritizes those with the least contact attempts.

    • Maintains consistent follow-up.

  3. Priority 3 (P3)

    • Covers first-week follow-ups, outside of the initial 6 dials.

    • Continues prioritizing leads with minimal contact.

  4. Priority 4 (P4)

    • Manages long-term follow-ups, typically one call per day.

    • Ideal for extended campaigns with persistent yet respectful outreach.

Key Metrics to Understand

  • Unique Dial Rate: Measures how often leads are redialed.

    • A 50% rate suggests leads are called twice daily, striking a balance between persistence and efficiency.

  • Contact Rate: Higher priority leads (P1) typically offer the best contact rates, often 40% or higher.

    • Contact rates drop as leads age through lower priorities.

Best Practices for Agents

  • Stay Logged In & Ready: Lead flow depends on agent availability. Staying online ensures no missed calls.

  • Monitor Priority Levels: Focus on P1 leads for the best outcomes.

  • Understand Lead Queuing: Leads are scheduled based on opt-in times; delays between calls are normal and expected.

  • Troubleshoot Wisely: If no leads appear, it’s often a timing issue, not a technical error. If gaps between calls exceeds 20 minutes, contact Support.

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