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Before running a campaign you need to configure your contact list.

Contact Groups:

• Go to Contacts → Contact Groups in the main menu.
• Click Add New, enter a title and description, choose an import source, then click Save.

Contacts:

• Go to Contacts → Contacts, select a group from the dropdown and click Search.
• Click Add New, fill in personal info and contact addresses, optionally assign to existing groups, then Save.

DNC Contacts:

• Go to Contacts → DNC Contacts to manage your do-not-call list.
• Click Add New, select a DNC group, enter the number and any notes, then Save.

Recordings / Messages:

• Go to Messages → Recordings.
• Click New Recording, enter a name and description, select a recording source, upload your file, then Save.

ICTDialer supports several campaign types. To create one:

1. Go to Campaigns in the main menu.
2. Click Add New — choose from Agent Campaign, Fax Campaign, Interactive Campaign or Press 1 Campaign.
3. Fill in the campaign form:
   • Campaign Name — used in reports and dashboards.
   • Campaign Mode — Inbound or Outbound.
   • Contact Group — select from your saved groups.
   • Caller ID — enter your caller ID type, number and name.
   • Agent/Extension — assign single agents or a queue.
   • AMD — choose how answering machines are handled (ignore, hang up, or leave message).
   • Settings — set max concurrent channels, call retries, max duration and ring time.
   • Schedule — start immediately or at a scheduled date/time; set a stop condition.
4. Click Save to launch the campaign.

All reporting is under the Reports menu:

• Overview — filter by service type, company, user and date range to see a summary.
• CDR Summary — chart view of campaign status, company, user, campaign, destination and call status.
• CDR (Call Detail Record) — per-call detail for every call placed by a campaign.
• Queue Statistics — live view of agent states in the queue (offline, ready, busy).
• Live Statistics — agent login time, session age and current operation.
• Agent Statistics — filter by agent to see overall performance summaries.
• Campaign Statistics — per-campaign breakdown by outcome and duration.

After logging in, configure your contact base before running any campaign:

Contact Groups:

• Navigate to Contacts → Contact Groups.
• Click Add New, enter a title, description and import source, then Save.

Contacts:

• Navigate to Contacts → Contacts, select a contact group and click Search.
• Click Add New, enter personal info and addresses, assign optional groups, then Save.

CRM campaigns automate follow-ups and contact outreach:

1. Go to Campaigns → Add New.
2. Select the campaign type and fill in the name, contact group and caller settings.
3. Configure the schedule — start immediately or at a specified date and time.
4. Set retry rules and max concurrency for pacing.
5. Click Save to activate the campaign.

Use the Contact Timeline on each contact record to review every interaction, add notes and update the lead status.

• Open a contact record to see the full activity timeline — calls, dispositions, notes and tasks in one view.
• Use the Lead Status field to track pipeline stage (New, Contacted, Qualified, Closed).
• Assign follow-up tasks with due dates to ensure no lead is missed.
• Use Reports → Campaign Statistics to track conversion rates across campaigns.

ICTDialer exposes a full REST API for bi-directional integration:

• Trigger campaigns from external events (form submissions, CRM updates, webhooks).
• Push and pull contact data between ICTDialer and your own system.
• Receive real-time call events via webhook to update records instantly.

API credentials and documentation are available under Settings → API Access in your dashboard.

Send a fax directly from the browser:

1. Go to Fax → Send Fax in the main menu.
2. Enter the destination fax number (with country code).
3. Click Choose File and upload a PDF or TIF document.
4. Optionally add a cover page and subject line.
5. Click Send. The delivery status updates in real time under Reports → Fax CDR.

Send a fax without logging in by using your registered email address:

1. Compose an email from your registered address.
2. Set the To field to [destination-number]@fax.ictdialer.com (replace with the recipient’s fax number).
3. Attach your PDF or TIF document.
4. Send the email — ICTDialer will convert and deliver it as a fax automatically.
5. A delivery confirmation is emailed back to you once sent.

ICTDialer assigns you a dedicated inbound fax number. When someone sends a fax to that number:

• The fax is converted to a PDF and emailed to your registered address.
• The email includes sender ID, timestamp and page count.
• You can also view all received faxes under Fax → Inbox in the dashboard.

To configure your inbound fax email address, go to Settings → Fax Inbound Routing.

Send a fax to thousands of recipients in a single campaign:

1. Prepare your contact list as a CSV with fax numbers in E.164 format.
2. Go to Campaigns → Add New → Fax Campaign.
3. Enter a campaign name, upload or select your contact group and attach the fax document.
4. Set a Schedule — start immediately or at a specific date and time.
5. Configure retry settings (number of retries and interval for busy/no-answer).
6. Click Save to launch. Monitor delivery in real time under Reports → Campaign Statistics.

ICTDialer’s Fax Marketing is HIPAA-ready for healthcare and regulated industries:

• TLS encryption in transit for all fax transmissions.
• Role-based access control — restrict who can send, receive and view faxes.
• Audit logs — every send, receive and access event is logged with user, timestamp and IP.
• BAA (Business Associate Agreement) — available to Enterprise plan customers. Contact sales@ictvision.net to arrange.
• Data retention — configure automatic expiry of stored fax documents per your compliance policy.

• Fax CDR — per-page, per-recipient delivery status with timestamps.
• Campaign Statistics — overall campaign delivery rate, failed numbers and retry counts.
• Cost Reports — per-page cost breakdown for budgeting and billing.

All reports are filterable by date range, campaign and destination. Export to CSV from the report view.