# Prepare a Power Dialer campaign Script, outbound numbers, rotation, local presence and lead import. - Role: Manager - Business plan - Duration: 5 min - On: Web, Mac - Learning Centre: https://callizy.ca/en/apprendre/preparer-campagne-pd - Open this screen in Callizy: https://app.callizy.ca/en/manager?view=power-dialer ## Before you start - Be a manager of the Callizy account. - The Business plan. During the trial, everything is open. - Your prospects in a CSV file, with at least one phone column. ## Step by step 7 steps, about 5 min. Screenshots show Callizy in French. Button names are given in English. **The first time** ### 1. Activate the Power Dialer (1 min) In **Administration**, under **Call**, click **Power Dialer**. Search numbers by area code, for example 416, check them, then **Activate Power Dialer**. These are the numbers your prospects will see. Take at least two for rotation. Menu: Administration › Power Dialer **For each campaign** ### 2. Name the campaign and write the script (1 min) **Campaigns** tab, click **New campaign**. **General** step: the **Campaign name**, a **Description** and the **Call script**. In the script, [nom], [prenom], [entreprise], [poste] and [telephone] are replaced with the prospect’s details: last name, first name, company, job title and phone. ### 3. Set the numbers (1 min) **Settings** step: check the campaign’s **Outbound numbers**. **Automatic rotation** alternates between them. **Local presence** shows the prospect one of your numbers with their area code. **Sticky number per contact** keeps the same number from one call to the next. **Daily cap per number** limits each number’s calls, 100 to start. ### 4. Check the dispositions (20 s) Further down, **Dispositions**: the results the agent picks after each call, such as interested, call back or wrong number. A new campaign uses the company’s; once it is created, you can give it its own list. ### 5. Assign the agents (20 s) **Agents** step: under **Assign agents**, check the people who will call. Only they see the campaign. ### 6. Import the prospects (1 min) **Prospects** step: drop your CSV file. Columns: phone, required, then first_name, last_name, company, position and email. **Download a template** gives a sample with French headers, which work too. The preview counts the prospects to call, the rows skipped and the duplicates. Click **Create campaign**. **Then** ### 7. Follow your campaigns (20 s) The list shows each campaign’s **Status**, **Progress**, **Agents** and **Interested**. The row’s menu: **Edit**, **Pause**, **Duplicate** or **Delete**. ## Key points - Only the assigned agents see the campaign. - The number shown is decided at dial time: pinned number, then the contact’s usual number, local presence, then rotation. - Deleting a campaign also deletes its prospects. - Before calling, respect the permitted hours and the do not call list: see [Power Dialer and the National DNCL](https://callizy.ca/en/apprendre/power-dialer-lnnte). ## Settings - **Company default dispositions**: Under **Dispositions**, **Edit company defaults →** opens them. They apply to every campaign without its own list. Each has a name and a category: positive, negative, callback, neutral, voicemail or disqualified. The category sets the color, icon and behavior; a callback disposition asks the agent for a date. The default names are in French: rename them here if your team works in English. - **A list for one campaign**: Open the campaign with **Edit**, **Settings** step, and turn on **Custom dispositions**: add, rename, move up, move down or delete. **Reset to defaults** goes back to the company’s list. - **Buy more numbers**: **Numbers** tab, **Buy a number**: **By area code** or **Toll-free**, in Canada or the United States. ## Not working? ### Callizy shows “No Power Dialer number available. Purchase some first.” 1. **Numbers** tab, click **Buy a number**. ### Callizy shows “No phone column detected. Use the template ("phone" column).” 1. Name the column phone, telephone or numero, then choose the file again. ### Callizy shows “Your trial is limited to 1 number. Activate your subscription to buy more.” 1. During the trial, check a single number. 2. Or start the subscription: see [Manage your subscription and invoices](https://callizy.ca/en/apprendre/abonnement-factures). ### Callizy shows “Add a card to get a number. You will not be charged during your trial.” 1. Add a card in **Settings** › **Billing**, then try again. ### Callizy shows “This feature is included from the Business plan.” 1. The Power Dialer is part of the Business plan. ## Frequently asked questions ### Can I add prospects later? Yes: **Edit**, **Prospects** step, import another file. A number already in the campaign is skipped. The agent can also add one during their session. ### What does pausing do? It sets the campaign to “Paused”; **Resume**, in the same menu, starts it again. ### When is a campaign “Completed”? When an agent handles the last prospect waiting. ### Can I write the script variables in English? No: only the French names are replaced, [nom], [prenom], [entreprise], [poste] and [telephone]. Updated October 29, 2026.