Curious On Everyone's Setup

[hiadviser]

Hey everyone,

I have been an admin for Vici for a small company for a few months. We are starting to get quite a few leads built up, I think around 50,000 right now.

I am curious to know how other organization's have their Vici setup, such as lists, campaigns, lead recycles, etc. and how you organize and dial them. I'd like to learn different styles and techniques with leads. I have a feeling our setup isn't as effective as it could be. Please, share away.

Thanks for all the help in advance.

[omarrodriguezt]

Hello,
Start by sharing with us your techniques.

[hiadviser]

Right now, I have just two lists setup in one campaign.

One is for manual import of leads. We get a list of about 10,000 every few months.
The other is coming from a broker, where the leads get imported via api everyday. We get about 300-400 imported from this everyday. They are sent straight to the hopper and dialed first as they come in.

We have lead recycling setup on most dispostions: answering machine, busy, no answer, etc. They are setup to dial 3 times in the next hour after they are initially dialed. I reset the lists as needed.

List order is set to UP.

Anything else anyone wants to know, just ask.

[omarrodriguezt]

Ok.
I recommend to disable the automatic lead recycling and reset the lists manually. Also I prefer list order down count 2nd new.

[DomeDan]

hiadviser:
Your setup seams nice, don't understand your worries about not being effective, tell us more about your thoughts!

I'm using lead recycle too and combined with resetting lists.

My setup:
I migrated the old hand-made customer database ( MS-SQL ) to mysql, because I moved everything to vicidial (from some propiraty s**t)
so there it lives besides vicidial, I wrote a few scripts to manage that database.

the scripts takes customers (under certain criterias) from that database, table customers_X, and puts them into a campaign in vicidial,
when a SALE is made, those are imported to the database in an other table orders_X,
a third scripts creates invoices in the table invoices_X and creates pdf-files to be printed
and there is some scripts to update the invoices based on time and update them if they get paid etc, you get the picture

X is the campaign in question, but i realize that I should have just made the tables customers,orders,invoice
and have a field telling what campaign there is instead of spreading out the campaign in different tables...

I try to prevent cluttering down the vicidial database by updating the leads in vicidial_list instead of just import them again if its the same customers that is gonna be imported.
I recommend you other admins out there to not tinker too much with the vicidial database, you got to know how to debug if you do, because you will get into some problems.
but it seams to work pretty well with my method, all the calls are stored in vicidial_log anyway so I change stuff in vicidial_list and still keeps the history of the lead.

regarding lead recycle, I use the built in recycle function in vicidial, but its not enough for what i want, thats why I made a lead loader that takes leads from my "CRM" and imports them into vicidial_list
and updates the ones that got a NI,SALE,WN,DNC,A,NA etc that are not called in long enough time

[williamconley]

Right now, I have just two lists setup in one campaign.

One is for manual import of leads. We get a list of about 10,000 every few months.
The other is coming from a broker, where the leads get imported via api everyday. We get about 300-400 imported from this everyday. They are sent straight to the hopper and dialed first as they come in.

We have lead recycling setup on most dispostions: answering machine, busy, no answer, etc. They are setup to dial 3 times in the next hour after they are initially dialed. I reset the lists as needed.

List order is set to UP.

Anything else anyone wants to know, just ask.

Advice: Do not use "UP" or "Down" or "Phone XXX" for list order. This inevitably leads to dialing sequential phone numbers and sets off flags at carriers and can get you "noticed" by people you want oblivious of your existence. One day you will load your list after sorting in excel by phone number ... start calling ... and get a call from a telecom that they are shutting you down for robodialing because you were "flagged" for sequential dialing.

Do not use lead recycling. It often hiccups and redials numbers it should not (because they called back or for some other reason). Dial the entire list. Reset it. Dial the entire list again. Micromanagement by lead recycling can also seriously annoy those who don't want to talk to you. Call them three or four times when they are not answering you for a Reason ...and they can complain (loudly) and there you are with that flag again. We've found (over the years) that recycling is best done at the List level for overall response. And reduction in complaints.

We have recently added a feature (posted here) that will allow lists to reset automatically when the campaign has no more leads (chosen lists only, those specifically set to "auto" for reset times).

[hiadviser]

Interesting. Thanks williamconley.

So, you said recycling is done best at the list level. Do you mean just resetting them manually or is there a way to set recycles at the list level?

[omarrodriguezt]

Agree a 100% with William