The Start Calling Homepage is a guided onboarding hub designed to help new BatchDialer users complete their setup and begin making outbound calls efficiently.

Whether you're configuring your account or preparing to launch your first campaign, the Start Calling Homepage helps ensure everything is ready before you begin dialing.

The Start Calling Homepage is automatically displayed to:

Users who have already made at least one outbound call will continue to see Dashboard Live as their default homepage.

Note: After your first outbound call, Dashboard Live automatically becomes your default homepage. Depending on your permissions and navigation settings, you may still be able to access the Start Calling Homepage manually.

When you log in to BatchDialer for the first time, or if your account has not yet placed an outbound call, the Start Calling Homepage will automatically appear.

This page provides step-by-step guidance to help you prepare your account and launch your first campaign efficiently.

Trial users and eligible new users will see this page as their default landing experience until their first outbound call is completed.

These are the 3 minimum steps required to start making outbound calls in BatchDialer:

Note: The progress bar shows the completion status for the 3 required onboarding steps.

Upload the contacts you want to call.

You can import leads by:

Add phone numbers to your account to place outbound calls.

Configure your campaign settings, dialing rules, and preferences.

Once all three steps are complete, you're ready to start calling.

In addition to the required setup tasks, BatchDialer provides several optional recommendations designed to improve your workflow and calling performance.

While these steps aren't required to begin dialing, they can help optimize your team's efficiency and results.

The Phone Number Health feature, originally located on the Phone Numbers page, enables users to track the reputation and status of their active lines. This update adds an Unclaimed Phone Numbers widget to highlight available numbers within a user's plan that are not yet in use. By promoting fuller use of allotted numbers, this tool aims to boost dialing performance and health through better number rotation.

The three status categories under Phone Number Health are:

To view detailed phone number health information, navigate to:

Phone System > Phone Numbers

You can also select View All Numbers from the Phone Number Health card.

The Campaign Snapshot card provides a quick overview of campaign activity and performance directly from the homepage.

Key metrics include:

Each metric also includes a percentage change indicator that shows whether performance increased or decreased from the previous day.

For additional reporting and campaign analytics:

The Campaigns page provides more detailed reporting, performance metrics, and campaign management tools.

Training & Support Card

This section provides quick access to helpful resources and support options to guide you throughout your BatchDialer journey.

These resources are available to help you set up, optimize, and get the most value from your BatchDialer experience.