Notifications are automatic emails or text messages that are triggered by your calls and form completions so you can stay in the loop on performance. Whether you want to know about every call as soon as the call happens or receive a weekly report of your calls, notifications can be customized for you and your clients’ reporting needs.

For example, you can receive a phone call or text each time a phone call comes in through one of your tracking numbers. Alternatively, you might like to receive a text notification each time a call goes unanswered so you can immediately look into it. Many advertising agencies set up monthly or weekly digests to be sent to their clients to keep them informed of the progress of their campaigns. There is no limit to how many notifications you can set up and they can be sent to any email addresses or text message capable phone number.

Setting up Notifications

  1. Go to ReportingNotifications.

2. Create your first notification, or if you already have notifications in your account, click the “New Notification” button in the upper right hand corner.

The notification setup page is broken into several areas:

  • General: Basic setting for notifications

  • Recipients: Who will be notified

  • Email Data Fields: choose which information to include in the notification

  • Filter: Specifies under what conditions should you be notified?

  • Testing: See a sample notification against a past phone call

  • Preview: Preview your saved notification

General

1. Name your Notification. This is just for your internal use so you can know what notification is which. Some helpful labels would be monthly calls, missed calls or even sales calls.

2. Select your Notification Language. We offer notifications in English, French Hebrew, Norwegian, Polish, Portuguese, Russian, Spanish, and Swedish.

3. Select your Notification Type:

  • After Call/Text/Form/Chat

  • Text Message After Call/Text/Form/Chat

  • Hourly Digest of Calls/Texts/Forms/Chats

  • Daily Digest of Calls/Texts/Forms/Chats

  • Weekly Digest of Calls/Texts/Forms/Chats

  • Monthly Digest of Calls/Texts/Forms/Chats

  • After Form Submission

  • After Sale/Conversion Text/Form/Call

  • After Scored/Text/Form/Call

  • Tracking Numbers Purchased

  • Tracking Number Released

4. Click Save Changes.

Recipients

1. Add or select existing email addresses to be the recipients of the notification. There is no limit to how many recipients can receive the notification and they do not have to be users in the account.

2. Click Save Changes.

Email Data Fields

1. Enter the Subject Line for your notification. Clicking on the boxes underneath will add in specific components of the phone call to the subject. For example {{name}} called on {{day}} will show John Doe called on Friday in the subject line for a caller whose name is John Doe and called in on Friday.

2. Select which fields you’d like to include in your notification. Any field that is on the Left hand side will NOT be included and anything on the right hand side WILL be included.

Some call fields require Enhanced Caller ID or Transcriptions turned on in Call Settings.

We can’t send all call details inside a text message, so this option won’t appear for text notifications.

3. Click Save Changes.

Filters

Filters allows you to customize what conditions need to be met for the notification to be triggered. You can add multiple conditions to any notification.

1. Select Add Group.

2. Three columns will appear for you to configure your Conditions.

3. Click Save & Edit.

Testing

  1. Test your conditions against a past call to see if it would trigger a notification.

ADF

Auto-lead Data Format Settings used for Auto Dealers

Preview

1. View what the notification would look like with the information you selected once you have saved the notification

2. Choose a past call to see how it would email to you. Refresh to see a different call.

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