Custom Cadence:
Unlike the Preset Speed to Lead cadence, Custom Cadences let you build tailored schedules and outreach sequences that align perfectly with your team’s unique workflow.
How It Works:
Design personalized contact strategies, set custom dialing intervals, and adapt lead progression to fit your specific sales process.
Step 1: Go to Settings → Cadences
Step 2: Click on Create New Cadence
Step 3: Complete the Details of your new Custom Cadence
Cadence Details
Select what cadence to build:
Pick Custom
Read the Compliance Disclaimer and click Close afterwards.
Cadence Title:
Give your cadence a clear, recognizable name—this helps teams identify it quickly in lists, campaigns, skills, and reports.
Description:
Add a brief summary of your cadence’s purpose or strategy. This helps teams understand its intent at a glance.
Schedule Configuration
Operating Days and Hours
Operating Days details enables us to properly configure your Inbound campaign for handling return calls and voicemails to your agents.
Operating Hours determine the dialing schedule of your cadence—based on the lead’s local time, not the agent’s time zone.
Note:
Dialer.io does not assume liability for any regulatory violations arising from altering the dialing schedule configuration. It is your responsibility to ensure that all dialing practices comply with the laws and regulations of which you operate.
Time Zone
Time Zone details also enables us to properly configure your Inbound campaign for handling return calls and voicemails to your agents.
Region
Primary Country to Dial
Select the main country your cadence will target. This helps assign the appropriate pool of outbound numbers.
Click Next Step
Access Control:
Configure who can handle leads and set priority levels
Choose a Team. Enable the team who will handle the leads by sliding the Enabled button. At least one team must be selected.
Cadence Priority. Higher priority cadences are processed first, ensuring time-sensitive or high-impact outreach is prioritized. Use this setting to control dialing flow across multiple cadences and align with campaign urgency or business rules.
If the selected priority already exists, an error message will appear. You may proceed by assigning a higher cadence priority, then review your existing cadences and make any necessary adjustments afterward.
Click Next Step
Cadence Configuration
Define your dialing steps and make any necessary adjustments before activating your cadence.
Start configuring your Dialing Steps by clicking Add Step
Set how this step dials and filters your leads by completing the Configure Step
Step Name. Give this step a clear name so it’s easy to track and manage in your cadence flow.
Dial Mode. Choose how calls are routed based on your team’s workload.
Preview. Allows agents 20 seconds or more to review lead details before dialing.
Power. Dials automatically as soon as the lead is routed to the agent. (Recommended for opt-in leads and not for cold-calling)
Total Dial Attempts. Set how many times you'd like to dial for this step.
Lead Age Filter. When enabled, filter the leads to dial by the time they were added in the system
Sort Leads By. Choose how leads are prioritized for dialing:
Most Recent. The dialer will call the most recent uploaded lead.
Least Contacted. The dialer will call the leads with the least dial attempts.
Click Save Step. An overview of each step’s settings is displayed, you’ll also find an estimate of dial attempts and timing—calculated based on the configuration you've applied.
Note:
If Dial Mode is set to Preview and Filter by Time in System is enabled, you can configure up to five (5) steps in your cadence. Click +Add Step to add a new step.
If a cadence exceeds 7 dial attempts within a 7-day period, an Exceed Recommended Limit Notice will appear. Simply click Close, then review and adjust the step settings in your cadence as needed.
If a cadence is created that exceeds the limit, the system sends an email from Dialer to the creator’s registered address containing the cadence configuration details.
Separately, to update or remove a step, simply click the Edit or Delete button of each step.
Click Create Cadence.The success page will display the Webhook URL—be sure to copy and save it. This URL serves as your integration point, allowing your CRM to send leads directly to the Dialer.
To use, Send an HTTP POST request to the webhook URL with the JSON body above to add leads to this cadence.
Webhook URL Sample: https://api.dialer.io/v1/cadences/XXXXXXXXX
Sample JSON Body Format
{
"number1": "5551234567",
"first_name": "John",
"last_name": "Doe",
"email": "[email protected]",
"notes": "Interested in our premium package",
"lead_website": "https://johndoe.com",
"lead_source": "Website Contact Form",
"crm_reference": "LEAD-12345",
"street": "1234 Maple Avenue",
"city": "Springfield",
"state": "Illinois",
"zip": "62704"
}
Note:
No notification will be sent upon completion. If you'd like to check its status, feel free to reach out via Support chat.