Support Center

Instant Connect, Easy as 1-2-3

Last Updated: Mar 06, 2015 11:37AM EST
Here you will see the entire process, starting with defining a new list, creating a message, loading contacts to dial, and finally launching a dial.  Once you understand the process, you can then expand these concepts to create other lists. 

Step #1: Starting from the My Lists page, click the drop down arrow and select “Create a list” from the action menu.


You should now be on the List Details page.  Enter a name for your list such as “Test List” as in the example below:



Step #2: Now, it’s time to create a message - click the New Message button.  You will be taken to a screen with several input fields for creating a new message. You are going to use Recorded Voice for your message.


 Now enter your phone number in the phone number field.  If the phone number that you will be using has an Automated Attendant that requires callers to enter extensions, then also enter your extension.  In the example below, I entered our support and I’m not using the extension field.


You can use the input field in item 3 to jot down what you would like to say in your message.  Doing so will often help to prepare your message.  With your phone number entered, press the Record Message button and answer your phone when it rings (it may take a minute so please be patient).  Upon answering, follow the directions to record your test message. 



‚ÄčAfter you have recorded your message and hung up the phone you will see a green confirmation message concerning the recording. Simply click save to save your message and be taken back to the List Details screen. Only one more step!

Step #3: You should now be back on the List Details page.  Select “Add contact” from the drop down menu:



This takes you to the Edit Contact page.  Enter your recipients name and telephone number. I have entered an example name and phone number below:


Click the OK button to save your information.  Upon clicking OK, you will return to the List Details page. 

You just finished all 3 steps.

Now start the list so that it will call your recipients phone and play the message you created.  Click the Send Message Now button and your message will be sent.  When your recipient answers, they only need say, “Hello” like they would normally - the message will play.


 
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