ConnectWise Manage certified integrator

Setting up FlashDialler

Steps you need to take

Initial setup

Creating API keys

Configuring system settings

Linking ConnectWise Members to FlashDialler

Managing your subscription

Implementing phone integration

Supported browsers

Configuring Company and Contact opt-out settings

Configuring Campaigns

Overview

Data assignment

Automated emails

Outcomes

Configuration data

Scripts

Campaign templates

Making calls

Overview

Opening the call screen

Initiate the call

Editing call data

Selecting an Outcome

Sending an email

Ending a call

Viewing the call cycle

Reporting

Performance summary report

Campaign Templates

Configuring a Campaign can take time. FlashDialler allows you to save a pre-configured Campaign to a template that can be applied to a new Campaign.

Please note. A template can only be applied to a new Campaign. It is not possible to apply a template "over the top" of a previously configured Campaign.

By default, FlashDialler includes a sample template called "FD Sample Template". This template can be edited and copied to create new versions.

Creating a template