The Start Calling Homepage provides new Admin and trial users with a streamlined, step-by-step onboarding experience that simplifies the path to calling via BatchDialer. By guiding users through key setup steps and providing vital metrics directly on the homepage, it helps users get the most out of their BatchDialer experience from the start.
Release Highlights:
What if there didn’t have to be a learning curve for making your first outbound call using BatchDialer?
Introducing—BatchDialer’s Start Calling Homepage!
BatchDialer’s Start Calling Homepage is designed to help new users get up and running faster.
Where new users (or those who have not yet made a call in-app) previously saw the Live Dashboard immediately after logging in, they will now see the temporary Start Calling Homepage, which features a guided onboarding checklist that clearly outlines the steps required to configure an account, launch a campaign, and make those first outbound calls with confidence. Also, the Start Calling Homepage features real-time data that lets users track campaign performance and verify the status of their phone numbers.
Experience the new homepage firsthand with this interactive demo.
Psst! Need a little extra BatchDialer help? Live Support is here to help you resolve your BatchDialer questions and concerns in real time.
You can reach out to support via email at support@batchdialer.io or by calling (877) 899-6534.
Let’s dive into what else users can expect from the Start Calling Homepage.
Previously, when starting a free trial or logging in to a BatchDialer account, users would see their standard Live Dashboard view.
Now, users who either:
a.) Are utilizing a free trial, or
b.) Have not made an outbound call from BatchDialer
Will see the Start Calling Homepage instead when they log in.
| Note: Since the primary purpose of the Start Calling Homepage is to accelerate the path to dial during the earliest stages of the customer journey, the Live Dashboard view will replace the Start Calling Homepage after the first call is made. However, the Start Calling Homepage will remain manually accessible depending on user account permissions. |
At the top of the Start Calling Homepage, users will see an onboarding checklist with 3 steps that are required before they can begin cold-calling in BatchDialer.
They are:
| Note: The 3 steps mentioned above are required to start making calls, but the onboarding checklist offers additional steps to enhance your BatchDialer experience and maximize your outbound dialing experience. These steps include: – Set Up Voicemail – Submit Remediation – Add Call Scripts – Schedule Onboarding – Set Up an Inbound Call Queue |
| Note: Clicking View all numbers redirects users to the Phone Numbers section of their account. |
Phone Number Health currently appears on the Phone Numbers page, allowing users to monitor the health and reputation of their active numbers.
However, to make it easier for newer users to access, the Start Calling Homepage moves the most important phone health data to one of the first things they see after logging in.
The Phone Number Health section offers insight into:
Displays the number of healthy phone numbers associated with the account using existing system data.
Displays the number of phone numbers requiring user attention using existing system data.
| Note: This information is especially valuable for Starter Plan users, as automatic number replacement is not available. However, additional phone numbers can be purchased manually at any time. See the phone number purchase guide for step-by-step instructions. |
This widget surfaces the number of available phone numbers included in a user’s plan that have not yet been claimed or activated.
The goal is to encourage users to fully utilize their allotted phone numbers, as greater number rotation can improve phone number health and overall dialing performance.
| Pro Tip: For more detailed insights and management options regarding phone number health, navigate to Phone System > Phone Numbers. |
The Campaign Snapshot section displays essential details directly on the Start Calling Homepage, allowing you to monitor your campaign’s most critical metrics at a glance.
For a comprehensive analysis, you can access the complete results by clicking the View Full Report button located in the upper-right corner.
The metric boxes shared in the Campaign Snapshot are:
Additionally, each metric includes a percentage indicating whether the value increased or decreased from the previous day.
The Training & Support section offers vital resources for new users to ask unique questions, watch tutorials, and schedule an onboarding session with a BatchDialer pro, helping them get the most value from their trial or subscription.
Actions users can take from this section include:
BatchDialer is the industry’s top outbound dialer, with a library of features designed to help users make the most informed calls in the least time, protect phone number integrity, and turn more conversations into business.
However, your system is only as good as your ability to navigate it. The Start Calling Homepage mitigates the learning curve associated with a new system, enabling users to spend more time making calls and getting results and less time fumbling with a new interface.
Interested in experiencing the Start Calling Homepage first-hand? Log in if you are an existing BatchDialer subscriber who has yet to place a call or sign up for a 7-day free trial today.
The Start Calling Homepage is displayed to:
Users who have already completed an outbound call will continue to see the standard Dashboard Live experience by default.
The Start Calling Homepage is a guided onboarding experience designed to help new BatchDialer users complete setup and begin making outbound calls as quickly as possible. It provides a centralized view of the key actions required to get started, reducing confusion and accelerating activation.
Yes. While Dashboard Live becomes the default landing page after activation, the Start Calling Homepage may still be accessible manually depending on account permissions and navigation paths.
No. Dashboard Live remains the primary dashboard experience for active users. The Start Calling Homepage provides a temporary onboarding experience for users who have not yet completed their first outbound call.
Complete all three required steps in the BatchDialer Card:
i) Upload Leads
ii) Add Phone Numbers
iii)Create Campaign.
To optimize your dialing and calling performance during the trial and beyond, we recommend completing the next steps. These include:
Remember, our amazing 5-star customer support is always here to support your setup process!
The Phone Number Health Card provides a quick snapshot of your phone number inventory. It shows how many phone numbers are currently healthy, how many have been flagged, and how many in your plan remain unclaimed. This visibility helps you better manage your phone number rotation and maintain strong dialing performance.
For more detailed insights and management options, navigate to Phone System > Phone Numbers.
The Campaign Snapshot Card provides a quick overview of your calling activity and campaign performance directly from the Start Calling Homepage. Using existing reporting data, it highlights key metrics including Leads Generated, Connected Calls, Average Call Duration, and Total Outbound Calls, giving you immediate visibility into your team’s activity without leaving the homepage.
To view more detailed campaign performance and reporting, click View Full Report in the top-right corner of the card, or navigate to Campaigns.
The Training & Support Card provides quick access to onboarding resources and support tools designed to help you get up and running with BatchDialer faster. Located on the Start Calling Homepage, it serves as a central hub for new users to access guidance, training, and assistance throughout the onboarding process.
The card includes shortcuts to:
As always, you can reach out to support via email at support@batchdialer.ioor by calling (877) 899-6534.