Before You Start
Outbound campaigns rely on three things being in place before agents can dial. Make sure each is complete:
Call compliance form submitted — required before any number pool can be configured. Form: https://survey.enrollhere.com/callcompliance. Plan for 2–3 weeks to complete the compliance process.
Number pool configured — a set of phone numbers (typically 3–5 per area code you dial into) that the system rotates through automatically. Required for Auto Dialer functionality. See Understanding Number Pools for full details.
Scrubbing confirmed — your agency must be signed up for ongoing number cleaning, otherwise the pool will fill with spam numbers over time.
New numbers take ~2 weeks to warm up. Expect lower contact rates during that period — it is normal.
Prepare Your Lead List
Create a Lead List
Go to Lead Lists from the sidebar.
Click Add List.
Name your list something clear, like "ABC Leads from March 3rd 2026". (Optional) Tag your list with the product line.
Click Save.
Import Leads
Go to Leads → Import Leads.
Select the lead list you just created.
Upload your file (.xlsx or .csv).
Map your fields correctly:
First Name → First Name
Last Name → Last Name
Phone Number → Phone Number
Preview and confirm the import.
Create a Campaign
Go to Campaigns
Navigate to Call Routing → Campaigns.
Click Add Campaign and configure the following sections:
General Settings
Name: Give your campaign a clear, descriptive title.
Description (optional): Add internal notes.
Script: Attach a call script.
Dispositions: Define call outcomes (Sale, No Answer, etc.).
Tags: Add tags to filter or categorize campaigns.
Lead Settings
Set Lead Calling Order
Primary Lead Order Select one of the following:
Least Called – Call leads that have been dialed the fewest times.
Least Recently Called – Call leads that have not been contacted recently.
Random – Present leads in random order.
Newest – Prioritize newly added, untouched leads.
Lead Calling Settings
Lead Call Cap: Maximum number of total call attempts per lead. Leave empty or set to 0 for no limit.
Lead Call Cap Per Day: Maximum number of call attempts per lead per day. Leave empty or set to 0 for no limit.
Wait Between Lead Calls (minutes): How long the system must wait before reattempting the same lead.
Lead Expiration
Enable Lead Expiration: Toggle to enable.
Expiration Days: Number of days before the lead expires.
Expiration Method:
Since first inbound queue call
Since last inbound queue call
Additional Lead Filtering
Ensure appointment availability: Only call leads with appointments available in their ZIP code.
(Note: This is primarily for screening agencies; it normally does not apply to typical consumer campaigns.)Skip Recycle Dispo Check: Ignores previous dispositions and allows all leads to be called — including those marked Sale or Trash.
(Use this only when you explicitly need to recall sales or override standard recycling rules. Most campaigns should leave this off.)
Lead Lists
Select the Lead List(s) you imported.
Optionally add multiple lead lists.
Set distribution percentages to control how leads are pulled.
Example: 50% / 50% distributes equally.
Example: 75% / 25% favors List A more heavily.
Number List (Caller ID)
Attach the number list (your number pool) the campaign should dial from. Without an attached number list, the campaign will not dial — Auto Dialer requires a scrubbed pool.
Select the number list configured for your agency.
Confirm the pool covers the area codes in your lead list. Standard recommendation is 3–5 numbers per area code.
If you are seeing low contact rates, check the pool size before changing anything else in the campaign — under-sized pools are usually the cause.
For details on rotation, warmup, spam handling, and pricing, see Understanding Number Pools.
Agents
Assign specific agents, or
Enable Allow All Agents.
Only assigned agents (or all agents if enabled) will see the campaign.
Pro Tips
Agents only see campaigns they are assigned to or those open to all agents.
Auto Dialer requires a scrubbed number pool attached to the campaign. If agents cannot dial, check the number list first.
Move any personal or agent-specific numbers into the shared pool. Numbers outside the pool miss the benefits of rotation and are more likely to be filtered.
Campaigns ensure structured, efficient, and measurable outbound operations.