Offline Marketing Campaigns

STATIC CAMPAIGNS

Campaigns can be created for static numbers, which are regular tracking numbers that can be assigned to specific advertisements. These can either be Toll-Free or Local Numbers.

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 Campaigns tab

SETUP

The setup begins by selecting the “New Campaign” button in the upper right corner

When you click to add a new campaign, you are taken to the Campaign Wizard

STEP 1 - Build your Campaign

• How Many: Select how many campaigns you would like to create (up to 15).

• Name: Create a name for the campaign(s) you create. If you create multiple, the name will be applied to all (ex. Billboard 1, Billboard 2, ….)

• Tags: From a pre-existing list, you can apply additional ‘tags’ to the campaign to further break down future reporting.

  • Can have up to 5 tags - values are optional

  • See Tags for more info
• Features: Select the Features you would like to have active on the campaign(s). Green is active, Red is inactive

• Call Recording: A feature that will record the phone call if turned On.

• Recording Announcement: if Call Recording is ON, a disclaimer language needs to be selected (what language the disclaimer will play in for the caller)

• CallShield: A feature that will block calls from getting through when our system detects that there is a spam call.

• 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 2 - Advanced Settings

Options to be able to have additional features on the campaign

• Target Selection:

  • Ring to Number: enter in the target number & calls will route directly to target

  • Call Treatment: Select a pre-existing Call Treatment to handle call routing (a caller can go through a menu or have other actions before reaching the end target). See Call Treatment document for more info.
• 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: Select the webhook you want to apply to the campaign(s) along with the timing. Webhooks must already be set up to be selected. See Webhook for more info.

  • Click the “+” next to the Webhook to add additional webhooks. A campaign can have up to 2000 webhooks

STEP 3 - Number Settings

There are 2 options for selecting numbers: Toll-free or Local

TOLL-FREE

Clicking the selector for Toll-Free will provide a list of toll-free NPAs to select from.

Select the appropriate NPA

When you click “Finish” toll-free number(s) of that NPA will be provisioned

LOCAL

Clicking on the selector for Local will ask you to enter in an area code and prefix where you would like to have numbers local to.

Once you’ve entered the beginning of your number, a list of local Area Codes + Prefixes will populate on the right side.

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.

CAMPAIGN MANAGEMENT

When you exit the wizard, you will be redirected to the Campaign Management screen where your newly provisioned campaigns will be visible.

NOTE: The new campaigns will take 15 minutes before they are officially live and connecting. Please wait 15 minutes before asking clients to make test calls

On the campaign management screen, there is a brief summary of each campaign:

Name	Name of the campaign
Ring to Number	What is the target for the campaign
Tracking Number	The tracking number that was assigned to the campaign
Active	If the campaign is currently active or if it is paused. Pausing a campaign will pause for 30 days before releasing the number
Recording	If Call Recording is on for the campaign
Call Treatments	If there is a call treatment assigned to the campaign
Action	Clicking on Edit will take you to the edit screen

You can also click on to expand the campaign and see additional features.

Created on:	Date the campaign was created
By:	The name of the user who created the campaign
Changes:	The number of times that the campaign has been edited
7 Day Call Count:	The total number of calls that have come in on the campaign in the last 7 days
Call Recording:	If call recording is turned on or not
Recording Announcement Language	The disclaimer will play in the selected language
CallShield	If CallShield is turned on or not

EDIT CAMPAIGN

To edit a static campaign, just click on “Edit” next to the campaign you need to change.

From here, you can update the campaign name, features, and advanced features assigned.