eDialer: How to Setup Custom Caller ID

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In this tutorial, we will do a walkthrough on how to set up a Custom Caller ID in eDialer.

What is a Custom Caller ID?

This option allows you to use the Miscellaneous or Security Phrase field
in eDialer as the CallerID sent out for each lead. This means an individual Caller ID must be added to
each lead as a separate column in your spreadsheet before you upload your leads to the list.

If this field contains no Caller ID for a given lead, the Campaign CallerID will be
used by the dialer system instead.

Setup Steps

1. Prepare your spreadsheet

   Before uploading to eDialer, verify that your spreadsheet includes a Caller ID column.
   This column must be mapped to the Security Phrase or Miscellaneous field
   of the dialer during the upload process.

   Note: Once leads are uploaded, there is no way to bulk-edit the Caller ID.
   You would need to edit each lead individually or re-upload the entire lead list.
   Please refer to our videos on how to upload leads in eDialer for guidance.

2. Activate Custom CID in eDialer

   Now that your leads are uploaded with their individual Caller IDs, you need to enable the
   Custom CallerID setting within your campaign. Follow these steps:

   1. Go to Campaigns.
   2. Select Campaigns Main.
   3. Click Modify on the campaign you wish to update.
   4. Under Detail, locate Custom CallerID and set it to Y.
   5. Click Save Changes.

Need help setting up your eDialer system?
Call our support team at 866-273-4639 or
reach our sales team at 1 (800) 233-0234.