leads
96 posts.
How to migrate from OSDial to VICIdial
OSDial is a VICIdial fork with a near-identical database schema. Moving to a current VICIdial install is mostly a schema-diff exercise, not a re-platform. Here is the practical path.
Read postHow to migrate from Convoso to VICIdial
Convoso's per-minute and seat fees add up fast. This guide covers exporting your Convoso data, mapping it to VICIdial's structure, and running a clean cutover to your own managed dialer.
Read postHow to migrate from Twilio Flex to VICIdial
Twilio Flex's consumption billing can spike unpredictably as your team scales. This guide covers exporting your Flex data, mapping it to VICIdial, and cutting over to a fixed-cost managed dialer.
Read postMoving from a self-hosted ViciBox to managed VICIdial
ViciBox gave you a working VICIdial fast, but now the box is aging and maintenance takes real time. Here is how to lift your data to a managed VICIdial host and stop owning the OS.
Read postHow to migrate from Five9 to VICIdial
Moving off Five9 to VICIdial cuts per-seat licensing costs and gives you full control over your dialer. Here is how to export your data, map it into VICIdial, and cut over with minimal downtime.
Read postHow to migrate from GoAutoDial to VICIdial
GoAutoDial and VICIdial share the same core Asterisk engine and a nearly identical database schema, making this migration mostly a config and data lift. Here is how to do it cleanly.
Read postKeeping your leads and recordings on your own box
When you run VICIdial on a single-tenant server you own or supply, your lead data and call recordings stay on that machine — this post explains what that means in practice and how to protect it.
Read postHow to Push Leads From Your CRM Into VICIdial
Use the VICIdial Non-Agent API's add_lead function to push records from any CRM into a campaign list in real time, without touching the VICIdial admin panel.
Read postWhat the GDPR Export and Delete Leads permission does
This permission lets a manager download or fully erase every record for one customer, recordings included, to satisfy a GDPR request. Here is how it works.
Read postWhat the Load Leads and Download Lists permissions control
Load Leads decides who can import contacts into VICIdial, and Download Lists decides who can pull a whole list back out. Here is how each one works.
Read postWhat the Export Reports permission lets a manager download
The Export Reports permission decides whether a manager can pull raw call data off the Reports screen as a downloadable file. Here is what it covers.
Read postWhat the five Modify Leads permission settings do
The Modify Leads permission is not a simple on-off switch. Its five settings range from full edit to read-only. Here is what each value means.
Read postHow to move emailed leads to another list by disposition
Use the Dispo Email URL with the dispo_move_list script to send emailed leads to a different list based on how the agent statused them, including splitting outcomes across many lists.
Read postWhat the Default List ID does for incoming emails
When an inbound email has no matching record, VICIdial creates a new one. The Default List ID is the list that new record lands in.
Read postEMAIL vs EMAILLOOKUP: how VICIdial matches incoming email to a lead
The In-Group Call Handle Method decides whether each new email becomes a fresh lead or gets matched to an existing one. EMAIL and EMAILLOOKUP explained.
Read postWhen to use EMAILLOOKUPRC and EMAILLOOKUPRL for email matching
Two narrower email-matching modes that limit the search to one campaign or one list, so an incoming email attaches to the right record instead of any match anywhere.
Read postHow agents receive and reply to emails in VICIdial
An inbound email behaves a lot like a call. Here is exactly what an agent sees, why the record locks, and how they close it out and get the next one.
Read postHow anyone callbacks go back into the hopper
When an ANYONE callback reaches its scheduled time, VICIdial returns the lead to the hopper and marks it CALLBK so it gets dialed fast.
Read postHow to write a filter that calls only certain area codes
Use a VICIdial lead filter to match phone-number prefixes so your campaign dials only the area codes you want, then test it before enabling.
Read postHow to write a filter that excludes recently called leads
Use a small SQL fragment in a VICIdial lead filter to skip leads you have already dialed in the last few days, then test it before going live.
Read postWhat the CALLBK lead status means
CALLBK marks a lead as a due scheduled callback that has rejoined the hopper, so the dialer treats it as a priority and calls it fast.
Read postWhat the My Callback checkbox does
The My Callback checkbox decides whether a VICIdial callback is reserved for you or handed back to the whole team.
Read postHow to set the date and time on a callback
How a VICIdial agent picks the future date and time for a callback, and what the calendar limits mean.
Read postHow to test a filter with Test On Campaign before enabling it
The Test On Campaign tool previews how many VICIdial leads remain dialable under a filter, so you never starve a live campaign by mistake.
Read postWhat a scheduled callback is in VICIdial
A scheduled callback is a lead an agent flags to be contacted again at a set future date and time, in one of two flavors.
Read postHow to write a filter on a custom lead field
Filter VICIdial leads on a custom field like vendor_lead_code so your campaign dials only the segment you choose, and test it before enabling.
Read postHow to write a filter that calls only certain time zones
Filter VICIdial leads by GMT offset so your campaign only dials contacts whose local time is inside your calling window, with a test before you enable.
Read postHow to write a filter based on called-count
Use the called_count column in a VICIdial lead filter to dial only leads with the right number of attempts, then preview the result before enabling.
Read postHow to give agents user-only callbacks
Enable the VICIdial Agent only callbacks user option so an agent can reserve a CALLBK lead for themselves instead of the shared hopper.
Read postHow to write a filter that calls only certain states
Build a VICIdial lead filter with a one-line SQL fragment so your campaign dials only the states you choose, then test it before going live.
Read postHow to email an agent when their callback triggers
Use Send Callbacks Email plus the AGENT_CALLBACK_EMAIL container to email an agent when a USERONLY callback hits its trigger time.
Read postHow to set a callback from the agent screen
A step-by-step walkthrough of how a VICIdial agent schedules a callback right from the live call screen.
Read postWhat the QC lead-information section shows
The second QC section shows the standard vicidial_list lead fields, auto-saves your edits, and surfaces the QC webform link if one was defined.
Read postHow to run a report against archived data
Older VICIdial call data moves to archive tables. Use the Search archived data checkbox to run a report against it without digging through SQL.
Read postHow to use the Export Leads Report
The Export Leads Report downloads one row per lead from VICIdial, no matter how many times it was dialed, as a spreadsheet-ready text file.
Read postWhat lead penetration means on the Dialer Inventory Report
Lead penetration tells you how deeply a list has been worked, comparing how many leads you have dialed against how many remain callable.
Read postHow to read the Dialer Inventory Report
The Dialer Inventory Report shows how many leads are loaded and how many are still dialable across your lists and campaigns right now.
Read postHow to use the Export Calls Report
The Export Calls Report pulls one tab-delimited row per call from your VICIdial logs, so you can analyze call activity outside the dialer.
Read postExport Calls vs Export Leads: which one to use
Export Calls gives you one row per dial from the call logs; Export Leads gives you one row per contact. Here is how to pick the right one.
Read postLoading a File That Updates Existing Leads in VICIdial
The lead loader can do more than insert new records. With duplicate checking and the status mismatch action, it can move and update leads you already have. Here is how that works.
Read postWhat Happens to Leads After a VICIdial List Expires
An expired list does not delete anything. It quietly stops dialing. Here is exactly what the expiration date does to your leads and how to bring them back.
Read postReading How Many Leads Are Loaded and Dialable in a VICIdial List
A loaded list and a dialable list are not the same thing. Here is how to read the count that actually decides how many calls you can make.
Read postWhat the List ID on a Lead Actually Means
Every lead carries a list_id. Here is what that number controls, why it cannot change, and how it ties a lead to a campaign.
Read postBulk Loading vs Adding Leads One at a Time in VICIdial
When to use the web lead loader for a file of leads and when to add a single lead by hand, plus what each path skips.
Read postHow to download a list
How to export a VICIdial list to a file from the list modification page, what the download contains, and what to do when a list is too big to pull this way.
Read postHow DNC scrubbing works when you dial
How VICIdial checks numbers against your Do-Not-Call lists in real time as leads move into the hopper, so blocked numbers never get dialed.
Read postHow to remove a number from the DNC list
When a number should be callable again, here's how to take it off a VICIdial Do-Not-Call list using the same Add-Delete tool.
Read postHow to add a number to the DNC list
Two ways to put a phone number on a VICIdial Do-Not-Call list: the Add-Delete DNC Number link and automatic adds from dispositions.
Read postInternal DNC vs campaign DNC: what's the difference
VICIdial keeps two kinds of Do-Not-Call lists. Here's how the internal list and campaign-specific lists differ and when each one applies.
Read postHow to create custom fields (step by step)
A start-to-finish walkthrough for adding a custom field to a VICIdial list, using a pulldown menu as the worked example.
Read postRe-ranking custom fields on the agent screen
How New Field Rank, Field Order, and Re-Rank Fields Below control where each custom field lands on the agent's Form tab.
Read postHidden custom fields explained
What HIDDEN and HIDEBLOB custom field types do in VICIdial, and when to reach for a field the agent never sees.
Read postEncrypted custom fields explained
How encrypted custom fields protect sensitive lead data with AES on a managed VICIdial platform, and the rules around enabling them.
Read postCustom field types: text, dropdown, date, and more
A tour of VICIdial custom field types, from plain text to dropdowns, dates, hidden fields, and source-driven menus.
Read postHow to add a custom field to a list
A step-by-step look at creating a custom field on a VICIdial list, including the rank, label, and naming rules that trip people up.
Read postWhat list custom fields are
List custom fields let you add your own data points to leads and show them to agents on the Web Form tab.
Read postFixed-width vs delimited files in a loader template
The difference between delimited and fixed-width lead files, and how each one is described inside a VICIdial loader template.
Read postThe Listloader auto-detect feature
How VICIdial's loader guesses which column in your file maps to which list field, and how to tune the match score.
Read postAssigning Columns in a VICIdial Loader Template
Map each list and custom-table column to a field from your sample file using the colored dropdowns, and master the index-based editor for fine control.
Read postHow to Create a Custom Lead Loader Template in VICIdial
Build a reusable VICIdial loader template by uploading a sample file, naming it, picking a target list, and mapping each column once.
Read postWhat a Custom Lead Loader Template Is in VICIdial
A custom lead loader template saves your file layout once so repeat imports skip the column-mapping step every single time.
Read postStatus Mismatch Action When Loading VICIdial Leads
Status Mismatch Action moves near-duplicate leads into your new list when they dupe by phone but not by status, so the freshest record dials from the right place.
Read postInvalid Phone Number Replacement When Loading VICIdial Leads
Invalid Phone Number Replacement swaps a bad primary number for the alt phone or address3 value during load, saving records that would otherwise be wasted.
Read postState Abbreviation Lookup When Loading Leads in VICIdial
State Abbreviation Lookup turns spelled-out state names into two-letter codes as your leads load, so your data lands clean.
Read postLead Time Zone Lookup: how VICIdial finds a lead's timezone
VICIdial codes each lead to a time zone at load using phone code, area code, postal code, or the owner field — and checks daylight saving too.
Read postDNC Scrub by Country during lead load
If international DNC lists are loaded on your system, VICIdial can scrub new leads against the right country's list as they import — a key compliance guard.
Read postUSA-Canada Check on lead load
The USA-Canada check filters out impossible North American numbers at import — bad fourth digits, invalid area codes, and optional NANPA prefix validation.
Read postDuplicate Checking when loading leads
VICIdial can catch and drop duplicate records as they load — by list, by campaign, or system-wide, with an optional 90-day window and status filter.
Read postSupported file formats for loading leads
TXT, CSV, XLS, XLSX, and OpenOffice formats all work in the VICIdial loader — here is which to use and how the delimiter and extension must match.
Read postHow to load leads into VICIdial
A friendly walkthrough of the web lead loader: prepare your file, pick a list, choose your on-load options, and import records.
Read postThe standard VICIdial lead fields explained
A plain-English tour of the default fields on every VICIdial lead, from phone and status to vendor code and owner.
Read postHow to modify a lead in VICIdial
After finding a record, the lead-modify page lets you edit every field, set callbacks, and review call and recording history.
Read postHow to add a single lead manually in VICIdial
When you only need to enter one record, the Add A New Lead screen drops a single lead straight into the list you choose.
Read postHow to search for a lead in VICIdial
Use the Search For A Lead screen to find any record by phone, name, vendor code, status, list, or owner before you edit it.
Read postXfer-Conf Number Override per list in VICIdial
Override the five transfer-conference number presets for a single list so agents see the right transfer targets for that data.
Read postAuto Alt Threshold Override per list in VICIdial
Set a per-list cap on how many attempts a lead gets before VICIdial stops dialing its alternate phone numbers.
Read postAnswering Machine Message Override per list in VICIdial
Play a different recording when a machine answers, for one VICIdial list only, by overriding the campaign answering-machine message.
Read postDial Prefix Override per list in VICIdial
Route one VICIdial list's calls through a different carrier or rule by overriding the dial prefix on the list, not the campaign.
Read postCampaign CID Group Override per list in VICIdial
Make one VICIdial list rotate through a pool of caller IDs by pointing it at a CID group, overriding the campaign for that list only.
Read postCampaign CID Override per list in VICIdial
Give one VICIdial list its own outbound caller ID without changing the campaign, and know how it interacts with CID groups.
Read postAgent Script Override per list in VICIdial
Set a different agent script for one VICIdial list without touching the campaign, and understand where ingroup scripts still win.
Read postList-level overrides: changing campaign settings per list
How VICIdial list overrides let one list use a different script, caller ID, dial prefix, or answering-machine message than its campaign.
Read postList reset vs lead recycling: what's the difference
Resets recall an entire list at once; recycling redials specific statuses on a timer. Knowing which to use keeps your dialer honest.
Read postCampaign Lead Recycling: redialing specific dispositions
Lead recycling redials chosen statuses at a set interval without resetting the whole list, ideal for Busy numbers.
Read postWeekday Resets Container explained
A Weekday Resets Container lets a list reset at different times on each day of the week, layered on top of the daily Reset Times.
Read postDaily Reset Limit explained
The Daily Reset Limit caps how many times a list can reset per day, a safety valve against accidental over-dialing.
Read postReset Times: scheduling automatic list resets
The Reset Times field lets a list recall itself at fixed clock times every day so you never have to reset by hand.
Read postReset Lead-Called-Status: recalling a whole list
Resetting a list flips every lead back to a callable state so the dialer can work the same numbers again after a full pass.
Read postList Statistics: reading a VICIdial list's health
The List Statistics on the modify page tell you what's left to dial. Here's how to read dispositions, dialable, and penetration.
Read postList Expiration Date: auto-retiring a VICIdial list
The Expiration Date setting quietly stops a VICIdial list from dialing after a chosen day. Here's how it works and how to read the EXP flag.
Read postAssigning a VICIdial list to a campaign
How to attach a list to a campaign in VICIdial, what changes when you move it, and why a list can only run on one campaign.
Read postActive: turning a VICIdial list on and off
The Active setting is the master switch that decides whether a VICIdial list gets dialed at all. Here's how to use it.
Read postHow to modify a list in VICIdial
A tour of the Modify List screen — the settings you can change after a list is created, and the ones you can't.
Read postHow to add a new list in VICIdial
A walkthrough of adding a new list in VICIdial, including the list ID rules that trip up most first-timers.
Read postWhat a list is in VICIdial
A plain-English look at what a VICIdial list is, how it holds your phone numbers, and how it feeds calls to a campaign.
Read postVICIdial lists and leads: the complete guide
What a list is, how settings work, how to load leads, and how leads flow into the dialer. The cornerstone guide to lists and leads.
Read post