If you are planning on temporarily not use a tracking number, but may want to use it again at a later date, and want to ensure you are not charged for any minutes on that number, then you can deactivate the campaign. The campaign can be activated at a later […]
Archive a Campaign
If you need to delete one or more tracking numbers, while also removing the campaign where they reside, you can do so by archiving a campaign. If you need to delete a single number from a campaign please watch the ‘Delete a tracking number‘ video/text document. Please follow the instructions […]
Delete a Group
To delete a group and all of its campaigns, tracking numbers, users and settings follow the steps below: Click on ‘Group & User’ on the left-hand menu Scroll down until you see the Sub Group for Account section and select the (+) symbol to the far right Click on ‘Delete’, […]
Delete a Tracking Number
If you need to delete a Tracking number, follow the steps below: Click on ‘Legacy Reports’ on the left sidebar. A submenu with 3 items will appear. Click on ‘Tracking Number Settings’ – this will display a listing of all the tracking numbers on your account that your user has […]
View Legacy Call Details Report
To view the Legacy Call Details Report follow the steps detailed below: Click ‘Legacy Reports’ on the left-hand menu and once it expands click on ‘Call Details.’ After your report loads, you can select a date range in the upper right-hand corner. You can search by entering a number (Tracking […]
Call Actions Setup
To set up Call Actions follow the instructions below: Add a tracking number to the desired campaign. Please refer to the Add Tracking Number New UI text/video for steps on adding a new number. After you have provisioned a tracking number, click on the ‘Call Actions’ button located on the […]
Add Overflow Number
To add a Overflow Number, follow the steps below: Add a tracking number to the desired campaign. Please refer to the Add Tracking Number New UI text/video for steps on adding a new number. Go to the ‘Route Calls by’ drop-down under the ‘Configure Routing Options’ Select the routing option […]
Percentage Based Call Routing
To add Based on Percentage routing, follow the steps below: Add a tracking number to the desired campaign. Please refer to the Add Tracking Number New UI text/video for steps on adding a new number. Go to the ‘Route Calls by’ drop-down under the ‘Configure Routing Options’. Select ‘Based on […]
Add Tracking Number New UI
To add a new tracking number, follow the steps below: First, navigate to the group where you want to add the new tracking number. If you are adding the number to your top-level group (same name as your account) rather than a subgroup, you can skip this step. Click on […]
Navigate between Groups
To navigate between groups and subgroups, follow the steps below: First, click on the downward arrow to the right of your top-level group name. You will then see a dropdown with the top-level group listed again and a pencil icon to the right of it. Click on it and the […]