Sales Dialer Reattempt Rules

Reattempt rules control when and how the dialer retries contacts based on call outcomes. Set them globally or per campaign.

Two Types of Rules

Global rules — configured in Sales Dialer Settings. Apply to all campaigns that don't have custom rules.

Custom rules — set per campaign. Override global rules for that campaign only.

Setting Up Global Rules

1. Go to Sales Dialer → Settings → Reattempt Rules.
2. Click Add Rule.
3. Configure:
   • When to reattempt — delay in days, hours, and minutes
   • Which outcomes trigger it — select call statuses or dispositions ("Unanswered" is pre-selected by default)
   • Dialing priority — new leads first or reattempts first
   • Campaign types — Power, Dynamic, Predictive, or all
4. Save.

Setting Up Custom Rules (New Campaign)

1. During campaign creation, reach the Settings step.
2. Toggle on Set Up Reattempt Rules.
3. Select Custom Reattempt Rules.
4. Choose when reattempts start: immediately or after all contacts are dialed once.
5. Add rules:
   • Pick a disposition or call status
   • Set retry delay
   • Add multiple rules as needed
6. Click Finish Setup.

Setting Up Custom Rules (Existing Campaign)

1. Go to Campaigns and open the campaign's settings.
2. Find the Reattempt Rules section and configure as above.

Key Details

• Global rules only apply to campaigns without custom rules.
• Each rule labels its attempt automatically (e.g., "Attempt second call after...").
• Custom rules restrict available dispositions to those assigned during campaign setup.

Related Articles

• How to Create a Campaign
• Manage Your Campaigns