Follow the steps below to add a new number (campaign):
Please Note: It's important that you are in the correct company. Please choose company from the drop down list prior to adding a new number (campaign). If you didn't create the company where you want to add the number, please do so prior to this step.
Step 1: Click “+Add Number” button on the left side menu
Step 2: Select the Appropriate Tab
Select the tab based on the type of number you would like to add to your campaign (Local or Toll Free).
Note: If you are adding a Dynamic Number, Please refer to “How to Add Numbers - Dynamic"
Next steps of number creation are different, therefore you need to follow by appropriate consequences of steps below according to your choice.
How to Add a Local Number and Toll Free Number
Creation of Local and Toll Free number are approximately the same with only one distinction: search area code is possible only for Local Numbers.
Step 1: Search the Appropriate Local Area Code
Search the appropriate Local Area Code in which you would like to use, and click on the “+Add” button on the right near the number that choose.
Step 1.2: A window will prompt you to confirm this is the Number you would like - to continue press “Yes”
Step 2: Mandatory Fields
Fill in all mandatory fields for “Local/Toll Free Number” according to your preference, and click switches to turn on.
A) To create Local/Toll Free numbers, the following fields should be filled in:
- Campaign Name – whatever you want to call this campaign/number
- Forward Calls to – this number receives the calls, forwarding calls can be received by one or more numbers
- Call Recording – incoming calls will be recorded
- Play Greeting Message to Callers – callers listen to greeting message before the phone rings
- Play Whisper Message – the short message for call recipient before the call is answered
Step 3: To save click “Save changes” button
Configure Automation Rules (Optional)
This feature allows you to create automation rules to inform your customers that you are currently busy and can’t answer the call right now, but you will contact them soon.
Step 1: Open “Automation” tab by going to My Numbers → Number to configure → Automation.
Step 2: Check “If I miss a call from a first time caller then send them a text message immediately” checkbox if you want to send message for first time callers if you miss a call.
Step 3: Review provided templates for the message or type your own message for first time callers:
Step 4: Check “If I miss a call from a returning caller then send them a text message immediately” checkbox if you want to send message for returning callers if you miss a call. Review provided templates for the message or type your own message for returning callers.
Step 6: Click “Save” button to save automation rules.
Now callers will receive your text message in case if you miss a call.