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Setting Up an Offline Tracker
This is an overview of and guide for setting an Offline Tracker. With an Offline Tracker, you'll be able to...
How to setup an Offline Tracker
- Add a New Tracker
To get started, go to Trackers and then follow the Add Tracker button in the upper right hand corner.
- Choose Offline
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In the setup wizard, the first question will ask you if you will use this tracker online or not. You'll want to choose Offline.
- Setup and Destination Number
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In this section, there are a few things we need to do to configure the tracker.
- Add a Tracker Name - you'll want to give your tracker a name that will be easy to reference later in your call reports. The name normally corresponds with your campaign name.
- Destination Number - add your Destination Number (where calls will be forwarded to).
- Choose Tracking Number Type and Number Prefix - here you'll choose if you want to use a local or toll free number and the number prefix.
- Choose Your Number
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On this screen you'll be able to choose the exact number that will be connected with the tracker. If you don't like any of the choices, use the "Find more numbers" button to refresh the numbers to see more options.
- Whisper & Recording Settings
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In the final step, you can a whisper message and also enable call recording (recommended). Whisper messages are like quick heads up message played to the call receiver that the caller cannot hear so they have context for answering the call. Call recording will allow calls to be listened to and reviewed making it easy to go back and listen to a customer's inquiry or specific details without needing to write them down during the call itself.