Campaign dial plans offer a way for admins to limit dialing to only certain leads on any given campaign. The most basic function of a dial plan is to allow you to limit dialing on leads based on information such as the state or timezone they live in. This can be useful in situations in which you only want to dial leads located within that specific state or timezone. For example, if you work for a company that sells outdoor winter gear, you might want to limit your dialing to only the states that experience cold winter weather, such as Colorado or Montana.
Dial plans also allow you to set up more specific conditions for dialing. For example, you can limit your dialing to only certain times of the year, or you can configure the system to only dial leads living within a certain zip code. You can even limit dialing to only contact leads that have reached a certain number of passes.
You can reach your dialing plan options via the Dial Plans setting on your campaign’s configuration panel. Here you’ll find a couple of different sections offering filtering and campaign criteria settings. Let’s review these now.