Once you have decided to use the PCT calling system for your campaign, be sure to start early, setting up your network and computers, and testing things out. Most people find the setup process pretty straightforward and quick.
There are, however, a LOT of variables here – internet providers, modems, firewalls, other software installed on computers, etc. – and in the complicated cases, it can take a while to sort things out.
Sometimes there are problems that are related to how many computers you are connecting to the system at the same time. Your internet connection or router may be fine when you connect one or two computers, but problems may come up when you try to log in all ten or twenty of your computers. For this reason, it is very important to test your setup by logging in all of the computers that you plan to use for calling – at the same time. With all of the computers logged in, you can then make manual test calls from the computers to be sure that headsets and sound settings are ok.
You do not need to wait for your real calling campaign to be ready and loaded into the system. If you are using the PDI integration, you do not need to wait for your PDI and PCT accounts to be connected. As soon as we send you the welcome email with your calling system settings and login information, you can set up and test your computers.
Don’t wait until you have phoners coming in later the same day! Do the configuring and testing well in advance of your first day of phoning. That way you will be ready for your first phonebank, confident that things will run smoothly.