Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to access the Settings icon and acquire a new tracking number.
Access
- (A) Settings icon - Click to access all available administrative settings.
- (B) Phone Numbers - Click to access the full list of editable tracking numbers.
- (C)New Tracking Number - Click to acquire a new tracking number.
Choose Location - Note: Each step must be completed before you can advance to the next step.
- (D) Choose Location dropdown - Click to select where the number tracks to.
- (E)Next - Click to proceed to Choose Ad.
Choose Ad
- (F) Choose Ad dropdown - Click to select the ad source the number is associated. When selecting Create a New Ad from the Choose Ad dropdown, upon clicking Next, the system will provide you an opportunity to create a new ad. Click <<here>> for for more information on creating a new ad.
- (G) Back - Click to return to Choose Location.
- (H)Next - Click to proceed to Choose Number.
Choose Number
- (I) Number Type dropdown - Click to select the type of number you want to create; options include Local, Toll Free & Virtual.
- (J) Country dropdown - Click and select either USA or Canada.
- (K) Area Code (optional) - Enter the area code you want associated with the number.
- (L) Vanity Word (optional) - Enter a specific alphanumeric text desired for the number.
- (M) Search - After filling all desired fields, click to see (N) available options. Note: You must select which number you want from the list to continue.
- (O) Back - Click to return to Choose Ad.
- (P) Next - Click to proceed to Setup Number.
Setup Number
- (Q) Call Routing Rule dropdown - Select the call route you want the caller to follow when calling this tracking line. You may leave as location default to use default location routing.
- (R) Script Cards dropdown - Select the script card you want to be displayed when someone calls this tracking line. You may leave as location default to use default location script.
- (S) Record Inbound Calls checkbox - Click to record inbound calls.
- (T) Exclude Number checkbox - Click to exclude the number from being used in outbound calls’ caller ID.
- (U) Webhook - If using a webhook, paste the link from Google Analytics.
- (V) Back - Click to return to Choose Number.
- (W) Next - Click to proceed to Confirm.
Confirm
- (X) Back - Click to return to Setup Number.
- (Y) Save - Click to save your updates.
