Every Invoca account starts with one campaign already created. This guide walks through adding a new one — name and type, call treatment, hours, and regions.Invoca campaigns are a hub for segmenting your call intelligence efforts — from capturing Marketing Data, to customizing call routing and caller experience with call treatments, to generating reports. Every Invoca account comes with a campaign already created. If you need to segment calls across more than one distinct call treatment — for example, by language spoken — evaluate whether you need an additional campaign. If you do, follow the steps below.
Name and type
- Log in to your Invoca account. If you use Invoca as a Network account, click Advertisers in the sidebar menu, then select Manage Advertisers, and choose the Advertiser or Profile where you’d like to create the campaign.
- In the sidebar menu, click Campaigns, then select Add New Campaign.
- Enter a name in the Campaign Name field.
- Select the campaign type. If you’re a brand marketer not using affiliate organizations, choose “Profile direct promotion only.” Depending on the type you choose, you may also see options for product/service category and campaign language.
- For most campaigns, leave the Landing Page URL field blank — you’ll add tracking parameters after creating the campaign to associate it with one or more landing pages.
- Optionally add a description in the Campaign Description field, then click Next.
Choosing call treatment options
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Check Record call if you want Invoca to record phone calls. By default, a recorded prompt informs callers the call is being recorded.
NoteFor legal compliance, only deselect the “Play recorded call prompt” checkbox if your phone system provides its own recording notification, or if you plan to customize the recording message with your own text-to-speech or audio.
- Check Play whisper message to play a message to the person answering the call before it connects.
- In the “At the start of the call” dropdown, choose the call treatment action to route calls in this campaign — options include Forward to a call center, Forward to nearest location, Offer a text message, Hang up, Ask a question, Verify location of caller, Ask a series of questions, and Check a condition. See Call Treatments & IVR for how to use each of these.
- By default, Invoca displays your caller’s caller ID to the receiving call center. Click Change in the Call Forwarding box to show or hide it.
- Click Done when finished.
Hours
- Select Open 24/7 if your campaign is always active, or Select Hours to set hour limits.
- If you chose Select Hours, use the dropdowns to set your campaign’s hours for each day of the week, then click Done.
Regions
- Choose a target region option — Invoca only applies your campaign rules to calls from these regions.
- If you choose Choose Target Regions, target specific cities, states, time zones, or countries — you can add any number of regions. Click Done when finished.