Digital Campaigns
DNI SETUP
Campaigns can be created for DNI Numbers (Dynamic Number Insertion). A DNI number is a number that is assigned specifically for a consumer for their session length so that their calls can be associated with their tracking data.
NAVIGATING
Select Manage Account on the left-hand navigation bar
On the manage account screen, search for the sub group or location you'd like to edit & click on the name.
At the bottom of the sub group, locations will be listed. Click on the location you'd like to edit.
Navigate to the Digital Campaigns tab
SETUP
The setup begins by adding the domain name where you will be placing the script (eg. abctext.com).
STEP 1 - Basic Settings
Name: Create a name for the campaigns
Tags: From a pre-existing list, you can apply additional ‘tags’ to the campaign to further break down future reporting. Select the tag you’d like to use and then add a value. See Tags for more info.
Phone Number to Replace: In this section, you will place the number on your website that you would like DNI numbers to swap out. For example, if this is your “Sales” campaign, you would put your current Website Sales number here. (Example Below)
Pool Size: Select the size of the pool of numbers needed. This will be how many available numbers are in the pool to assign to users that land on your site. Sites with more traffic will need more numbers than sites with lower traffic.
Pools can be added in increments of 5 up to 50.
You can always increase pool size, but you can never decrease pool size later
STEP 2 - Enabled Features
Apply the features you want for this campaign:
CallShield - A feature that will block calls from getting through when our system detects that there is a samp call.
Call Recording - A feature that records the phone call to be listened to later. If “ON”, a disclaimer language needs to be selected (what language the disclaimer will play in for the caller)
Texting Enabled - a line can be text enabled so that potential customers can text message a phone number instead of making a phone call. This must be enabled for a number to be able to receive text messages. **Note that there are costs associated with this feature. Enabling this feature will begin billing for text messaging.
Step 3 - Advanced Settings
Select either Ring to Number or Call Treatment to determine what routing the campaign will have.
Call Treatment is applying a specific treatment to DNI calls. Call Treatments are additional menus or actions a caller can go through before they reach an endpoint. See Call Treatments
Ring to Number, the call will ring directly to the number entered and have the following options:
Consumer Greeting: This is a message that plays at the beginning of a call. For example, the message can say “Thank you for calling ABC Dealer” before the disclaimer to identify the business.
Sales Rep Whisper: A message that plays to an agent as soon as they pick up the phone, usually something to indicate where the call is coming from. (Example: “Another call from AutoTrader”). This is useful for call centers that may be taking calls from multiple locations.
Call Ends - Assign Representative Code: When enabled, a new message plays at the end of a call that will ask the sale rep to enter in their own unique code. When the code is entered, the corresponding employee will now be 'assigned' to the call in our reporting system. **Caller must hang up first for the message to play (sales rep will need to wait for the prompt)
Webhook: If a webhook has already been set up in Webhook Management, it can be selected here so that calls from this campaign trigger a webhook to be sent. Calls can be delivered at beginning of the call, or end of the call. Click the “+” to add more than 1 webhook.
Step 4 - Number Settings
Select the toggle if you would like Toll-Free or Local numbers for your pool of DNI numbers.
TOLL-FREE
Select the Toll-Free prefix you want to use:
LOCAL
For local, specify the area code and prefix to pull matches for local numbers. Select the number of locals for each area code + prefix match you need. Make sure you choose enough to match the pool size you selected.
Make sure to select the correct number of numbers in all dropdowns. If you have a pool size of 10, you will need to make sure your numbers add up to 10. If you have too many or too few selected, an error will show and the finish button will be grayed out.
Click Finish to complete the campaign setup.
NOTE: Our campaign limit is very high. You can have thousands of campaigns set up in the system, but our recommendation is no more than 200.
Edit Digital Campaign
Once a campaign is created, you can always go back to edit settings by clicking “Edit” on the right-hand side of the campaign on the Digital Campaign Management list.
The Edit Campaign screen will open up and you can edit any of the names or features that were set up on the campaign, or you can add new greetings, etc.
NOTE: You can increase the pool size in this window, but you will never be able to decrease pool size.
When you click on “Manage Pool” you’ll be able to see the actual numbers in your current pool as well as increase the pool size
You can also see the tracking number in the pool and the last time its session timed out.
In order to add numbers, click on “Add Pool”
On that new screen, you will be able to specify how many more numbers you want. The screen will default to Toll-free numbers and you will select the Area Code you want to use.
If you want to add local numbers, toggle to “Local” and type in the Area Code + Prefix for what you’d like the numbers to be local to.
Make sure that if you select 5 numbers for additional pool size, that you select 5 numbers in the right column for local numbers. If you select fewer numbers than your additional pool size, you will receive an error when trying to save.
DNI Trigger
Another option when editing a campaign is to set a filter so that DNI numbers will only be swapped out when certain criteria are met.
Under DNI Trigger, you can add specific parameters that will prevent the numbers from swapping unless those parameters are detected. For example, if a client only wants numbers to be swapped for paid advertisements from Google, they could set up their corresponding parameter for paid campaigns.
Once a parameter is added to “Name” and the campaign is saved, only searches that match the parameter mentioned will swap a DNI number for a consumer. A value can be added but it is not a required field.
You can add up to 5 separate DNI Trigger fields:
URL Redirect
URL Redirect is another feature that is parameter-based. A URL redirect will allow calls matching certain parameters to be sent to either an alternate number or a specific call treatment. For example, if a client wants all paid ads to go to a different ring to number, or they would prefer them to be directed to an IVR menu first, they can be redirected using parameters under this section.
You can have up to 5 URL Redirects.
NOTE: If DNI Triggers are set up, the URL Redirect must match a parameter in the DNI Trigger list.
Only DNI Trigger parameters will trigger DNI, so the URL Redirect won’t do anything if DNI Triggers are in use and a parameter isn’t on the Trigger list.
Manage Digital Campaign Settings
Back on the Digital Campaign Management page, you have the ability to edit the digital campaign settings for the location.
Click on “Digital Campaign Settings’ in the upper right. These are the settings for the whole location in regards to DNI campaigns.
A new modal will appear that allows you to update certain fields
Domain Name | The domain where the script will track and swap numbers on. This can be changed here if needed |
Session Length | How long you want a number to stay active for a user before expiring |
AutoID Javascript Enabled | If the javascript on the site is enabled, this is what will track the user data |
DNI Enabled | Whether or not numbers will be swapped out on the website (If this is off, DNI will not work) |
Frequently asked questions:
How many numbers do I actually need?
We use a simple formula to start: Total number of visitors / 30 / 8
Example with 1,000 visitors a month:
[(1,000)/30)/8] = 4.16.
Then, round up to the nearest 5th (pool sizes are increments of 5)
A client with 1,000 monthly visitors needs 5 numbers. (remember this can be increased as needed)
Can I decrease my pool size?
No, once a pool is created, a pool is done
Can you disable one DNI campaign and not the rest?
No, you can end campaigns, but there is no way to specifically disable DNI for a period of time on just one campaign. You can turn off “DNI Enabled” on the DNI Campaign Management list but will disable it for all campaigns.
Is there a limit to the number of campaigns I can create?
The system limit is a few thousand campaigns that you can create. However, for page loading purposes, we recommend that you only ever swap up to 200 on a certain page.
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