smrtDialer Outbound Integration

The smrtDialer outbound integration allows you to send records from REISift to smrtDialer directly. This integration is available on our Professional and Business plans.
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​Please note: in order to automatically update your records in REISift, you will need the Business Plan.

There are no additional integration steps for smrtDialer in your REISift account. Once you install the smrtPhone integration and have added the recordings mentioned in this article, you'll have access to send records to smrtDialer if you are on our Professional or Business plan and have purchased smrtDialer.
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To install the smrtPhone integration please follow the steps listed in this article:
​Setting up smrtPhone Integration

Important: Before sending records, you will need to record the following under the Media Manager section of your smrtPhone account. You will not be able to send records through the integration until these items have been recorded.

The Voicemail Drop is a recording that will drop when a contact's voicemail is reached. If a seller or contact rejects your call, the seller's voicemail will kick in, and then you have the option to drop a voicemail and/or finalize the call to move on to the next one. When the recipient rejects a call, the status will show as Completed under the Call Outcome in smrtDialer. This is an automated status from Twilio.

The Campaign Callback Message is for multi line dialing only. The callback message will play when you are dialing multiple numbers at once, and more than one number connects.

Typically, this is a simple recording that says you're trying to reach them and you'll call right back. When the agent is finished with the first call, the callback call will be automatically prioritized. You will need a callback message for each of your callers.
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For more information on campaign setup in smrtDialer please review the following documentation in smrtPhone:
​smrtDialer Campaign Prep

Using Recordings in your smrtDialer Campaigns

To send records to smrtDialer, navigate to the records page and filter and select the records you want to send.

Tip: For new campaigns, typically you'll want to filter to exclude all property statuses, phone numbers -> Yes and Call Attempts 0, or exclude all call attempt tags.

Once you have selected the records you want to send, hover over Send to and select Integrations.

Next, select smrtDialer.

The options you select under the phone type, phone status, and phone tags section affect which numbers are sent through the integration. Click to select or de-select the options you want to include.
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If this is a new campaign, you'll probably want to send only the "No Status" phone numbers. As long as your records are being updated and managed properly, this should be any phone numbers you have not reached yet.
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If you are sending a follow up campaign, for example, following up with contacts who were previously not interested, consider selecting only the "Correct" phone status. This will send just the phone numbers marked as correct.

First, enter the Campaign Name. This will be the title of your campaign in smrtDialer.

Next, select the Rotating Campaign Numbers. These numbers will be used to dial the campaign.

Now select the Campaign Voicemail Drop and Campaign Callback Message,
For more information on voicemail drops and callback messages, please see the Campaign Setup section of this article.
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We will automatically tag the property record based on when and where you are sending the records, for example: smrtDialter MM/YYYY and smrtDialer MM/DD/YYYY
These tags can be removed by clicking the x next to the tag name, however it is highly recommended to leave the auto tags so you can easily see and filter for when and where the records were sent.
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Custom tags can be entered in on the right side of the screen. Custom tags can be used to add call attempts, or tag records with the campaign name.
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Please review all options selected, once you have reviewed and all options are correct, click Send Contacts to begin the transfer to smrtDialer.

After the records are sent, you can track the progress under the Activity -> Predictive Dialer section of your REISift account.
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Once the status is complete, you should begin seeing the records in your smrtDialer account.

In smrtDialer, you can select how many lines are dialed at the same time, edit the numbers that are used to dial the campaign, recordings, and choose which numbers are called back again if they appear in the same campaign.
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To help prevent re-calling the same numbers that appear on other records in the campaign, consider toggling some call statuses to wrong number.
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Example below:
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For more information on smrtDialer campaign setup, please see smrtPhone's documentation: Overview of smrtDialer Setup

The smrtDialer inbound integration allows you to receive information to update your records in real time based on the call status selected in smrtDialer.
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​The inbound integration with smrtDialer is available on our Business Plan.

Selecting the Call Status options in smrtDialer sends information back to REISift, updating the property and/or phone status for each record.

For the record to update through this integration, the property address and phone numbers need to exist in both REISift and smrtDialer.

Below are the Call Status options in smrtDialer, and the information that will be updated in REISift once they are selected. Custom Statuses are not included in the integration.
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You will notice there are three separate options for DNC.

​Follow Up Later should be used to finalize the call when the owner does not answer or you reach a voicemail.

DNC Correct should be used when the person you are speaking with confirms they are the owner and they request to not be contacted. This option will update the phone status to Correct DNC.

DNC Wrong should be used when the person you are speaking with states that you have the wrong number and they request to not be contacted. This updates the phone status only to DNC Wrong.
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​DNC Unknown should be used when the person you are speaking with does not confirm if they are the owner or not and they request to not be contacted. This updates the phone status only to DNC.

​Dead Number means a number was unable to connect or the number is invalid. If the call fails due a to a dead number, the Dead phone status will automatically be sent. Occasionally a dead number may slip through, or you may reach a fax line. If this happens you can manually select the Dead Number call status.

Just Correct Number sends the Correct phone status only. It can be used for instances where you reach a relative or associate of the owner, but cannot determine if it's a lead.

The property status must be toggled to active in order to update through the integration. If any of the property statuses mentioned above are toggled off in REISift, please toggle them on.

Call notes made in smrtDialer can be viewed on the Message Board within the Property Record. You'll also see the note on the Activity Log.

Integration events are logged to the activity log within each record.

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Property and Phone Status updates will appear within the Activity Log in the property record.
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On the Activity Log within the record, you'll see a history of call events for when an owner was called, and if the call was answered or missed. It the call was recorded, there will be a link to the recording within the call event.

Error Message when sending records

If you are seeing an error message stating you haven't configured the integration yet, this means you're missing one or more of the following:

Unable to continue past the setup step when sending records

Campaign name, numbers, rotating campaign number (at least 1), voicemail and callback message are required for sending. Please enter in all required information.

Unable to select a Voicemail Drop or Callback Message

These must be recorded in the Media Manager section of your smrtPhone account before sending. Please see smrtPhone's documentation Using Recordings in your smrtDialer Campaigns

Status shows complete but no phone numbers were sent

The options you select under the phone type, phone status, and phone tags section determine which phone numbers are sent. If the record has phone numbers, but none were sent through the integration, it means no phone numbers met the criteria you selected when sending.

​Note: when selecting multiple phone tags, the same phone number would need to have all phone tags selected.
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Setting up smrtPhone Integration