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Welcome to Orum! Let’s get started.
First, before logging in to Orum via Outreach, log into your Outreach account using the internet browser you will be utilizing when operating Orum. (For example, you cannot log into Outreach in Firefox and then log in to Orum using Chrome. You need to use the same browser for both logins.)
|Orum recommends that you use the Chrome Browser for the best results with calling.|
Next, after you have logged into Outreach, click on “New Tab” in your browser. In this new tab, go to www.Orum.com.
Once the page has loaded, click on LOGIN in the upper right of the Browser.
You should now see these login options:
Login Options - Orum
Select “Log in with Outreach” You should then see a screen asking for permissions for the Orum App - Please ACCEPT these permissions to use Orum.
You should now be logged into Orum and Outreach in two separate tabs within the same browser.
Now that you are logged in correctly, there are a few initial steps that must be completed before you can start dialing.
Add Call Dispositions
(Dispositions may be loaded directly from Outreach in your account - this is Optional for Outreach)
For Outreach users, you can also modify your Call Dispositions before you start dialing the first time.
Navigate to the “Settings” link at the top of the Orum browser app, after you click on Settings.
After clicking on ”Settings,” you will be able to add Dispositions to help you track the outcomes of different scenarios depending upon if the person is interested or similar. See the pictures below that shows where to add new dispositions, then make sure to Save your results.
When you complete Cause Disposition Mapping you will see the screen shown below and you can map the built in “Causes” on the left side to “Dispositions” on the right side. Again, make sure to Save your results.
Load a Sequence into Orum
You should see a simple screen like the image below:
Click on the name of the correct Outreach Sequence in the list you see in Orum.
Select Your Calldown List
If you already have a Sequence ready to dial in Outreach, just type the name of the sequence into the box in the “Search Lists” section. Hint: It must be a Outreach Sequence with Dialing Steps - an email only sequence will not work.
|Best Practice Hint: Start with a simple Calling Sequence. Check the Sequence in Outreach - there must be “Calls Due” in order to dial from Orum.|
If you had to make a new sequence, save it and go back to the Orum tab in your browser. Click the browser refresh button so Orum can re-read the Outreach sequences. Now you can type in the first few letters of your new sequence name and it should appear.
Click on the name of the correct sequence in the list you see in Orum. The picture below shows a typical Sequence in Outreach
Outreach Sequence Example - Notice there are "Calls Due"
In this example, we will use the Example 07 Call Sequence from Outreach.
Now you should see the Prospects from the sequence and the same fields your sequence shows in Outreach.
Calldown List Example
Now that your report has populated, make sure the correct “PHONE” field information is appearing in the area to the left side. If your list is showing “MOBILE,” and you do not want to dial Mobile numbers, you can delete that field.
If your “PHONE” field is not showing, start typing in the name of the phone field in the Dialing Options box. Press enter when the field appears to select this option.
You can ADD more phone fields from your report by clicking in the “Phone Fields” area and you will see a dropdown of all the phone fields available. Add more by clicking on the field in the list. You can also REMOVE a phone field by placing your cursor to the right of the field in the area and clicking Backspace or Delete.
Choose a Call From Number
On the lower left side, you can either Call from the default phone number shown in the “Call from number” box or you can select a new phone number to Call from.
To select a new phone number, click the (+) sign, enter a prefix number (in the US, an Area Code), and then choose one of the numbers displayed. Please note that numbers are not available in all calling prefixes. Orum will assign this number to you and you can continue to dial from this number in the future.
Create a Voicemail message (Optional)
|Voicemail may not appear as an option in your account. You can add voicemail by upgrading your Orum account.|
On the left side, where is shows “Voicemail,” click the small plus sign (+) next to Voicemail to add a new message. You will then provide a phone number for Orum to call you and create a recorded message.
|Hint: You can create more than one voicemail for different calling purposes and lists. Then, when you start a dialing session, you can choose the right voicemail for that session. For now, you can just create a default voicemail message to get started.|
Set Auto Detect Features (Optional)
Under the Parallel Dialing setting on the left side, there are checkboxes to select what happens when the system detects an Auto Answer message or a Dialing Tree. The option settings allow you to leave a voicemail automatically in the case of an Auto Answer message and/or to Skip Dialing Trees.
Ready to Dial!
Are your ready to dial now? Click to see the Start Dialing help article!
More on using Orum …
At any time, you can view the “Analytics” tab to see a summary of your dials. You can analyze the dispositions you’ve selected over various time periods, see how long you’ve dialed/talked, and get a breakdown of the call results (voicemails, failed, busy, dial trees, etc).
Questions and Support
If you have any questions or concerns, please reach out to us at support.orum.com and click "Submit A Support Request". You can also visit our knowledge base at https://orumhq.zendesk.com/hc/en-us.