Go back to view or edit a formula that was previously added to a search or Dashboard Tile.
You can always go back and view or edit a formula that was added to a search, by clicking the edit icon next to its name in the Columns listing. Anyone with edit privileges on a Dashboard Tile can also edit any formulas it contains.To view or edit an existing formula in a Dashboard Tile:
Navigate to the Dashboard that contains the Dashboard Tile with the formula, click the More menu icon, and select Edit.
Scroll to the bottom of the Columns listing. You’ll see a data source called Formulas.
Expand Formulas to see a list of all the formulas in this Dashboard Tile.
Click the edit icon next to the formula name.
View or edit your formula in the Formula Builder.
NoteFormula elements are color coded by type and can include the formula operators and functions (blue), the names of columns (purple), and/or constants (black).
If you edited your formula, click Save to save your changes. Otherwise, click Cancel.
Last modified on September 30, 2026
Was this page helpful?
{"docsConfig":{"theme":"mint","$schema":"https://mintlify.com/docs.json","name":"Invoca","colors":{"primary":"#00A87F","light":"#00A87F","dark":"#0EEEB7"},"logo":{"light":"https://mintcdn.com/invoca-5bd45748/9Md68DqArcq3WD3L/logo/light.svg?fit=max\u0026auto=format\u0026n=9Md68DqArcq3WD3L\u0026q=85\u0026s=3ed629c5be28d08bd1a6580e72b6dbfa","dark":"https://mintcdn.com/invoca-5bd45748/9Md68DqArcq3WD3L/logo/dark.svg?fit=max\u0026auto=format\u0026n=9Md68DqArcq3WD3L\u0026q=85\u0026s=b64ce8e5cfa4f8c7893b2738e8131f45","href":"https://www.invoca.com/"},"favicon":"https://mintcdn.com/invoca-5bd45748/9Md68DqArcq3WD3L/favicon.png?fit=max\u0026auto=format\u0026n=9Md68DqArcq3WD3L\u0026q=85\u0026s=c846713bb1afdf274154a01d7e9abb8d","appearance":{"default":"light"},"background":{"decoration":"gradient"},"navbar":{"primary":{"type":"button","label":"Invoca Academy","href":"https://academy.invoca.com/"}},"footer":{"socials":{"linkedin":"https://www.linkedin.com/company/invoca-com","youtube":"https://www.youtube.com/channel/UCLQwNQFnN1OV1ACnlXICPKw"}},"fonts":{"body":{"family":"Gt America","source":"https://cdn.prod.website-files.com/5d82e225060d003d65ddae98/677d87009656fca63c0c7d8f_GT-America-Standard-Regular.woff2","format":"woff2"}},"contextual":{"options":["copy","download-pdf","view","assistant","chatgpt","claude","perplexity"],"display":"header"},"metadata":{"timestamp":true},"styling":{"latex":true},"navigation":{"pages":[]}},"deployment":{"deploymentMetadataValue":{"subdomain":"invoca-5bd45748","hasAudioNarration":false,"actualSubdomain":"invoca-5bd45748","customDomains":["docs.invoca.com"],"gitSource":{"type":"github","owner":"invoca","repo":"docs","deployBranch":"main","contentDirectory":"","isPrivate":true,"mountPath":"","label":""},"feedback":{"thumbs":true,"agentFeedback":true,"contextualFeedback":{"allowEmail":false}},"entitlements":{"AI_CHAT":{"status":"ENABLED"},"REMOVE_BRANDING":{"status":"ENABLED"},"CONTEXTUAL_FEEDBACK":{"status":"ENABLED","enabled":"ENABLED"},"CODE_SNIPPET_FEEDBACK":{"status":"ENABLED"},"WEB_MCP":{"status":"ENABLED"},"NARRATION":{"status":"ENABLED"}},"buildId":"6aedfc3baf0db5f4a2494a06","clientVersion":"0.0.4088","searchFilterCounts":[{"language":"default","tag":"Invoca Docs","count":672},{"language":"default","tag":"Guide","count":671},{"language":"default","tag":"Developer","count":191},{"language":"default","tag":"Integrations","count":188},{"language":"default","tag":"Invoca Design System","count":163},{"language":"default","tag":"API Documentation","count":151},{"language":"default","tag":"Campaign \u0026 Call Handling","count":128},{"language":"default","tag":"Insights \u0026 Analytics","count":101},{"language":"default","tag":"Network Integration","count":99},{"language":"default","tag":"Components","count":75}]},"assistantConfig":{"enableAskAiButton":false,"enableStarterQuestions":true,"enableContextualStarterQuestions":true,"enableAskAiSearchBar":true,"deflection":{"enabled":true,"type":"link","url":"https://support.invoca.com/s/contactsupport"}},"basePath":"","hasChatPermissions":true,"hasWebMcpPermissions":true,"toggles":[{"name":"kill-isr","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-mintlify-slack","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"agent-integrations-settings","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"rbac-expansion","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-pr-grouping","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"custom-prefix","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"analytics-v7","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"user-flows-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"no-publish-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-onboarding","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"llms-txt-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving-live","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"stripTemperatureMiddleware","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"support-platform-pylon-zendesk","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"snapshot-serving","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"instant-rollback","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications-server","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"granular-notifications","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automations-fable","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fixed-ai-action-pricing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"automation-resolve-merge-conflict","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"scoped-publishing","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"mintql","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"page-level-analytics","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-version-history-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"billing-page-v2","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"full-page-search","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workspace-projects","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"assistant-v5","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"fork-pr-previews","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"revalidation-jwt","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-sso-scim","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"hobby-abuse-scan","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"dashboard-inbox","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-signup","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"turbopuffer-dual-write","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"workos-enabled","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"approve-review-flow","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"editor-metadata","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"sso-setup-deadline-banner","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"turbopuffer-serve","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"live-agents","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false},{"name":"comment-mode","enabled":true,"variant":{"name":"disabled","enabled":false,"feature_enabled":true},"impressionData":false}],"googleFontsInlined":false},"customCss":[{"filePath":"style.css","content":".custom-card .card img{width:60%;padding:1rem;margin:0 auto}a[href=\"https://academy.invoca.com/\"] span.absolute{background-color:#004030}#assistant-entry,#assistant-entry-mobile{background-color:#00A87F;border-color:#00A87F}#assistant-entry:hover,#assistant-entry-mobile:hover{background-color:#009973}#assistant-entry svg,#assistant-entry-mobile svg,#assistant-entry span,#assistant-entry-mobile span{color:#fff}.ivk-home{--ivk-forest: #0A231E;--ivk-footer-bg: #004030;--ivk-accent: #00A87F;--ivk-ink: #1F2121;--ivk-muted: #626464;--ivk-line: #E7E9E4;--ivk-bg: #FFFFFF;--ivk-sand: #F8FAF1;--ivk-banner: #D1FFD1;--ivk-card: #FFFFFF;--ivk-radius-btn: 6px;--ivk-radius-card: 16px;color:var(--ivk-ink);width:100%;max-width:1600px;margin:0 auto;padding:2rem clamp(1.25rem, 4vw, 4rem) 4rem}.dark .ivk-home,:root[data-theme=\"dark\"] .ivk-home{--ivk-bg: #10201B;--ivk-card: #16261F;--ivk-ink: #EAF1EC;--ivk-muted: #9BAAA1;--ivk-line: #223229;--ivk-sand: #16261F;--ivk-banner: #1C3A2C}.ivk-home a{color:inherit;text-decoration:none}.ivk-home footer a[href*=\"mintlify\"]{color:#9EA3A2}.dark .ivk-home footer a[href*=\"mintlify\"]{color:#6F7573}.ivk-home footer a[href*=\"mintlify\"]:hover{color:#4F5553}.dark .ivk-home footer a[href*=\"mintlify\"]:hover{color:#CED3D1}.ivk-home img,.ivk-home svg{display:block}.ivk-home-announce{background:var(--ivk-banner);color:var(--ivk-ink);font-size:13.5px;font-weight:500;text-align:center;padding:9px 16px;border-radius:var(--ivk-radius-card);margin-bottom:20px}.ivk-home-announce a{color:var(--ivk-footer-bg);font-weight:600;text-decoration:underline;margin-left:6px}.ivk-home-hero{position:relative;overflow:hidden;background:var(--ivk-forest) url(\"/images/home-hero-background.webp\") center / cover no-repeat;color:#fff;padding:56px 32px;border-radius:var(--ivk-radius-card)}.ivk-home-hero-eyebrow{display:inline-flex;align-items:center;gap:8px;color:#fff;font-size:13px;font-weight:500;border:1px solid rgba(255,255,255,0.28);border-radius:999px;padding:6px 14px;margin:0 0 22px}.ivk-home-hero h1{font-size:clamp(28px, 4.2vw, 44px);font-weight:700;line-height:1.1;letter-spacing:-0.01em;max-width:17ch;margin:0 0 16px;color:#fff}.ivk-home-hero h1 .ivk-home-hl{color:#00B388}.ivk-home-hero-lede{font-size:16.5px;color:rgba(255,255,255,0.78);max-width:48ch;margin:0 0 30px;line-height:1.55}.ivk-home-search-field{display:flex;align-items:center;gap:10px;background:#fff;border-radius:var(--ivk-radius-btn);padding:13px 16px;max-width:560px;box-shadow:0 14px 34px rgba(0,0,0,0.28);cursor:pointer;border:none;width:100%;text-align:left;font-family:inherit}.ivk-home-search-field input{border:none;outline:none;flex:1;font-size:15px;font-family:inherit;color:#1F2121;background:transparent;pointer-events:none}.ivk-home-search-field input::placeholder{color:#626464}.ivk-home-search-field .ivk-home-icon{color:#626464;flex:none}.ivk-home-search-field kbd{font-size:11.5px;color:#626464;border:1px solid #E7E9E4;border-radius:5px;padding:2px 6px}.ivk-home-popular{margin-top:26px;display:flex;flex-wrap:wrap;gap:8px;align-items:center}.ivk-home-popular .ivk-home-label{color:rgba(255,255,255,0.62);font-size:13px;margin-right:4px}.ivk-home-chip{display:inline-flex;align-items:center;gap:6px;background:var(--ivk-forest);border:1px solid rgba(255,255,255,0.2);color:#fff;font-size:13px;padding:7px 12px;border-radius:999px}.ivk-home-chip:hover{background:#123832}.ivk-home-note-banner{background:var(--ivk-sand);border:1px solid var(--ivk-line);border-radius:var(--ivk-radius-card);padding:16px 20px;font-size:13.5px;color:var(--ivk-muted);line-height:1.55;margin-top:24px}.ivk-home-note-banner strong{color:var(--ivk-ink)}.ivk-home-band{padding:60px 0}.ivk-home-band-alt{background:var(--ivk-sand);border-radius:var(--ivk-radius-card)}.ivk-home-section-head{display:flex;align-items:baseline;justify-content:space-between;gap:16px;margin-bottom:26px;flex-wrap:wrap}.ivk-home-section-head h2{font-size:23px;font-weight:700;letter-spacing:-0.01em;margin:0;color:var(--ivk-ink)}.ivk-home-section-head .ivk-home-meta{color:var(--ivk-muted);font-size:13.5px}.ivk-home-section-sub{color:var(--ivk-muted);font-size:14.5px;max-width:62ch;margin:-14px 0 26px;line-height:1.55}.ivk-home-topic-grid{display:grid;grid-template-columns:repeat(3, 1fr);gap:16px;align-items:start}@media (min-width: 1400px){.ivk-home-topic-grid{grid-template-columns:repeat(4, 1fr)}}@media (max-width: 860px){.ivk-home-topic-grid{grid-template-columns:repeat(2, 1fr)}}@media (max-width: 600px){.ivk-home-topic-grid{grid-template-columns:1fr}}.ivk-home-topic-tile{background:var(--ivk-card);border:1px solid var(--ivk-line);border-radius:var(--ivk-radius-card);transition:border-color .15s ease}.ivk-home-topic-tile:hover{border-color:color-mix(in srgb, var(--ivk-accent) 40%, var(--ivk-line))}.ivk-home-t-head{display:block;width:100%;padding:22px 22px 18px;cursor:pointer;background:none;border:none;text-align:left;font-family:inherit;color:inherit}.ivk-home-row-top{display:flex;align-items:center;justify-content:space-between;gap:10px}.ivk-home-icon-wrap{width:36px;height:36px;border-radius:10px;background:rgba(0,168,127,0.12);color:var(--ivk-accent);display:flex;align-items:center;justify-content:center}.ivk-home-count{font-size:12px;color:var(--ivk-muted);white-space:nowrap}.ivk-home-title-row{display:flex;align-items:flex-start;gap:6px;margin:12px 0 4px}.ivk-home-topic-tile h3{font-size:16.5px;font-weight:600;margin:0;letter-spacing:-0.005em;color:var(--ivk-ink);line-height:1.3;min-height:2.6em;display:-webkit-box;-webkit-line-clamp:2;-webkit-box-orient:vertical;overflow:hidden}.ivk-home-tag-pill{flex:none;margin-top:2px;padding:2px 4px;border-radius:6px;font-size:0.65rem;font-weight:700;line-height:13px;color:var(--ivk-accent);background:rgba(0, 168, 127, 0.1)}.dark .ivk-home-tag-pill,:root[data-theme=\"dark\"] .ivk-home-tag-pill{color:#1DC79A;background:rgba(29, 199, 154, 0.15)}.ivk-home-desc{font-size:13.5px;color:var(--ivk-muted);margin:0;line-height:1.5;min-height:3em;display:-webkit-box;-webkit-line-clamp:2;-webkit-box-orient:vertical;overflow:hidden}.ivk-home-expand-cue{display:flex;align-items:center;gap:6px;margin-top:14px;font-size:12.5px;color:var(--ivk-accent);font-weight:600}.ivk-home-expand-cue svg{transition:transform .18s ease}.ivk-home-topic-tile.ivk-home-open .ivk-home-expand-cue svg{transform:rotate(180deg)}.ivk-home-t-panel{padding:0 22px 22px;border-top:1px solid var(--ivk-line);margin-top:2px;padding-top:16px}.ivk-home-t-panel ul{list-style:none;margin:0 0 12px;padding:0;display:flex;flex-direction:column;gap:9px}.ivk-home-t-panel li a{font-size:13px;color:var(--ivk-ink);display:flex;align-items:center;gap:7px}.ivk-home-t-panel li a:hover{color:var(--ivk-accent)}.ivk-home-t-panel li a svg{flex:none;opacity:.5}.ivk-home-viewall{font-size:12.5px;font-weight:600;color:var(--ivk-accent)}.ivk-home-dev-grid{display:grid;grid-template-columns:repeat(3, 1fr);gap:14px}@media (max-width: 700px){.ivk-home-dev-grid{grid-template-columns:1fr}}.ivk-home-dev-card{background:var(--ivk-card);border:1px solid var(--ivk-line);border-radius:var(--ivk-radius-card);padding:18px;display:flex;gap:12px;align-items:flex-start}.ivk-home-dev-card .ivk-home-icon-wrap{background:var(--ivk-forest);color:#fff;width:32px;height:32px;border-radius:9px}.ivk-home-dev-card h3{font-size:14.5px;font-weight:600;margin:0 0 3px;color:var(--ivk-ink)}.ivk-home-dev-card h3 a:hover{color:var(--ivk-accent)}.ivk-home-dev-card p{font-size:13px;color:var(--ivk-muted);margin:0;line-height:1.45}"}],"page":{"pagePath":"s/article/view-or-edit-a-formula-in-a-search","slug":"/s/article/view-or-edit-a-formula-in-a-search","pageMetadata":{"title":"View or Edit a Formula in a Search","description":null,"href":"/s/article/view-or-edit-a-formula-in-a-search"},"pageType":"default","mdx":{"mdxSource":{"compiledSource":"\"use strict\";const{Fragment:_Fragment,jsx:_jsx,jsxs:_jsxs}=arguments[0];const{useMDXComponents:_provideComponents}=arguments[0];function _createMdxContent(props){const _components={blockquote:`blockquote`,li:`li`,ol:`ol`,p:`p`,strong:`strong`,..._provideComponents(),...props.components},{Note}=_components;if(!Note)_missingMdxReference(`Note`,true);return _jsxs(_Fragment,{children:[_jsxs(_components.blockquote,{children:[`\n`,_jsx(_components.p,{children:`Go back to view or edit a formula that was previously added to a search or Dashboard Tile.`}),`\n`]}),`\n`,_jsxs(_components.p,{children:[`You can always go back and view or edit a formula that was added to a search, by clicking the edit icon next to its name in the `,_jsx(_components.strong,{children:`Columns`}),` listing. Anyone with edit privileges on a Dashboard Tile can also edit any formulas it contains.`]}),`\n`,_jsx(_components.p,{children:`To view or edit an existing formula in a Dashboard Tile:`}),`\n`,_jsxs(_components.ol,{children:[`\n`,_jsxs(_components.li,{children:[`\n`,_jsxs(_components.p,{children:[`Navigate to the Dashboard that contains the Dashboard Tile with the formula, click the `,_jsx(_components.strong,{children:`More`}),` menu icon, and select `,_jsx(_components.strong,{children:`Edit`}),`.`]}),`\n`]}),`\n`,_jsxs(_components.li,{children:[`\n`,_jsxs(_components.p,{children:[`Scroll to the bottom of the `,_jsx(_components.strong,{children:`Columns`}),` listing. You’ll see a data source called `,_jsx(_components.strong,{children:`Formulas`}),`.`]}),`\n`]}),`\n`,_jsxs(_components.li,{children:[`\n`,_jsxs(_components.p,{children:[`Expand `,_jsx(_components.strong,{children:`Formulas`}),` to see a list of all the formulas in this Dashboard Tile.`]}),`\n`]}),`\n`,_jsxs(_components.li,{children:[`\n`,_jsx(_components.p,{children:`Click the edit icon next to the formula name.`}),`\n`]}),`\n`,_jsxs(_components.li,{children:[`\n`,_jsx(_components.p,{children:`View or edit your formula in the Formula Builder.`}),`\n`,_jsxs(Note,{children:[_jsx(_components.p,{children:_jsx(_components.strong,{children:`Note`})}),_jsx(_components.p,{children:`Formula elements are color coded by type and can include the formula operators and functions (blue), the names of columns (purple), and/or constants (black).`})]}),`\n`]}),`\n`,_jsxs(_components.li,{children:[`\n`,_jsxs(_components.p,{children:[`If you edited your formula, click `,_jsx(_components.strong,{children:`Save`}),` to save your changes. Otherwise, click `,_jsx(_components.strong,{children:`Cancel`}),`.`]}),`\n`]}),`\n`]})]})}function MDXContent(props={}){const{wrapper:MDXLayout}={..._provideComponents(),...props.components};return MDXLayout?_jsx(MDXLayout,{...props,children:_jsx(_createMdxContent,{...props})}):_createMdxContent(props)}return{default:MDXContent};function _missingMdxReference(id,component){throw new Error(`Expected `+(component?`component`:`object`)+\" `\"+id+\"` to be defined: you likely forgot to import, pass, or provide it.\")}","frontmatter":{},"scope":{"config":{},"pageMetadata":{"title":"View or Edit a Formula in a Search","description":null,"href":"/s/article/view-or-edit-a-formula-in-a-search"}}},"mdxSourceWithNoJs":null},"mdxExtracts":{"tableOfContents":[],"codeExamples":{}},"jsLinks":[],"subdomain":"invoca-5bd45748","siteName":"Invoca","title":"View or Edit a Formula in a Search - Invoca","relatedPagesConfig":{"enabled":true,"limit":5,"mode":"automatic"},"contextualStarterQuestions":[{"_id":"6aeb54c7e480770921d76d9b","deploymentId":"6a10d9fbb2a094386ec2a44e","questionText":"What do formula colors mean?","status":"active","generatedBy":"contextual","path":"s/article/view-or-edit-a-formula-in-a-search","createdAt":"2026-11-04T15:52:39.607Z","updatedAt":"2026-11-04T15:52:39.607Z","__v":0},{"_id":"6aeb54c7e480770921d76d9a","deploymentId":"6a10d9fbb2a094386ec2a44e","questionText":"Where are formulas in Dashboard Tiles?","status":"active","generatedBy":"contextual","path":"s/article/view-or-edit-a-formula-in-a-search","createdAt":"2026-11-04T15:52:39.607Z","updatedAt":"2026-11-04T15:52:39.607Z","__v":0},{"_id":"6aeb54c7e480770921d76d99","deploymentId":"6a10d9fbb2a094386ec2a44e","questionText":"How do I edit a formula?","status":"active","generatedBy":"contextual","path":"s/article/view-or-edit-a-formula-in-a-search","createdAt":"2026-11-04T15:52:39.607Z","updatedAt":"2026-11-04T15:52:39.607Z","__v":0}],"navMaps":{"firstHrefInVersion":{},"firstHrefInLanguage":{}},"lastModified":"2026-11-04T15:52:29.806Z","gitLastModified":"2026-09-30T23:21:00.000Z","originalFileLocation":"s/article/view-or-edit-a-formula-in-a-search.mdx"},"headHtml":"\u003cscript data-mint-head>(function(){var d=document.documentElement,p=null;if(!p){try{p=localStorage.getItem(\"isDarkMode\")}catch(e){}if(p==='true')p='dark';else if(p==='false')p='light';if(p!=='light'\u0026\u0026p!=='dark'\u0026\u0026p!=='system')p=\"light\"}var r=p==='system'?(matchMedia(\"(prefers-color-scheme: dark)\").matches?'dark':'light'):p;d.classList.remove(r==='dark'?'light':'dark');d.classList.add(r);d.setAttribute(\"data-theme-preference\",p)})();\u003c/script>\u003cmeta data-mint-head name=\"application-name\" content=\"Invoca\">\u003cmeta data-mint-head name=\"generator\" content=\"Mintlify\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/invoca-5bd45748/Q9AjSeskElHvFPzD/_generated/favicon/android-chrome-192x192.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"apple-touch-icon\" type=\"image/png\" sizes=\"180x180\" href=\"/mintlify-assets/_mintlify/favicons/invoca-5bd45748/Q9AjSeskElHvFPzD/_generated/favicon/apple-touch-icon.png\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/invoca-5bd45748/Q9AjSeskElHvFPzD/_generated/favicon/favicon-16x16.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/invoca-5bd45748/Q9AjSeskElHvFPzD/_generated/favicon/favicon-32x32.png\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/invoca-5bd45748/Q9AjSeskElHvFPzD/_generated/favicon/favicon.ico\" media=\"(prefers-color-scheme: light)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"192x192\" href=\"/mintlify-assets/_mintlify/favicons/invoca-5bd45748/Q9AjSeskElHvFPzD/_generated/favicon-dark/android-chrome-192x192.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"16x16\" href=\"/mintlify-assets/_mintlify/favicons/invoca-5bd45748/Q9AjSeskElHvFPzD/_generated/favicon-dark/favicon-16x16.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"icon\" type=\"image/png\" sizes=\"32x32\" href=\"/mintlify-assets/_mintlify/favicons/invoca-5bd45748/Q9AjSeskElHvFPzD/_generated/favicon-dark/favicon-32x32.png\" media=\"(prefers-color-scheme: dark)\">\u003clink data-mint-head rel=\"shortcut icon\" type=\"image/x-icon\" href=\"/mintlify-assets/_mintlify/favicons/invoca-5bd45748/Q9AjSeskElHvFPzD/_generated/favicon-dark/favicon.ico\" media=\"(prefers-color-scheme: dark)\">\u003cmeta data-mint-head property=\"og:title\" content=\"View or Edit a Formula in a Search - Invoca\">\u003cmeta data-mint-head property=\"og:site_name\" content=\"Invoca\">\u003cmeta data-mint-head property=\"og:url\" content=\"https://docs.invoca.com/s/article/view-or-edit-a-formula-in-a-search\">\u003cmeta data-mint-head property=\"og:type\" content=\"website\">\u003cmeta data-mint-head property=\"og:image\" content=\"https://invoca-5bd45748.mintlify.site/_mintlify/api/og/v2?division=Formulas+%26+Functions\u0026amp;title=View+or+Edit+a+Formula+in+a+Search\u0026amp;theme=1c2016f9c5ca3323f39e5905\u0026amp;signature=e4243eda630a3795d812ac4b22d091216ab2a85761671396eca0f13b1efa329f\">\u003cmeta data-mint-head property=\"og:image:width\" content=\"1200\">\u003cmeta data-mint-head property=\"og:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"twitter:card\" content=\"summary_large_image\">\u003cmeta data-mint-head name=\"twitter:title\" content=\"View or Edit a Formula in a Search - Invoca\">\u003cmeta data-mint-head name=\"twitter:image\" content=\"https://invoca-5bd45748.mintlify.site/_mintlify/api/og/v2?division=Formulas+%26+Functions\u0026amp;title=View+or+Edit+a+Formula+in+a+Search\u0026amp;theme=1c2016f9c5ca3323f39e5905\u0026amp;signature=e4243eda630a3795d812ac4b22d091216ab2a85761671396eca0f13b1efa329f\">\u003cmeta data-mint-head name=\"twitter:image:width\" content=\"1200\">\u003cmeta data-mint-head name=\"twitter:image:height\" content=\"630\">\u003cmeta data-mint-head name=\"msapplication-config\" content=\"/mintlify-assets/_mintlify/favicons/invoca-5bd45748/Q9AjSeskElHvFPzD/_generated/favicon/browserconfig.xml\">\u003cmeta data-mint-head name=\"apple-mobile-web-app-title\" content=\"Invoca\">\u003cmeta data-mint-head name=\"msapplication-TileColor\" content=\"#00A87F\">\u003clink data-mint-head rel=\"canonical\" href=\"https://docs.invoca.com/s/article/view-or-edit-a-formula-in-a-search\">\u003clink data-mint-head rel=\"alternate\" type=\"application/xml\" href=\"/sitemap.xml\">\u003clink data-mint-head rel=\"alternate\" type=\"text/markdown\" href=\"/s/article/view-or-edit-a-formula-in-a-search.md\">\u003cscript data-mint-head type=\"application/ld+json\">{\"@context\":\"https://schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https://docs.invoca.com/#organization\",\"name\":\"Invoca\",\"url\":\"https://docs.invoca.com\",\"logo\":{\"@type\":\"ImageObject\",\"url\":\"https://mintcdn.com/invoca-5bd45748/9Md68DqArcq3WD3L/logo/light.svg?fit=max\u0026auto=format\u0026n=9Md68DqArcq3WD3L\u0026q=85\u0026s=3ed629c5be28d08bd1a6580e72b6dbfa\"}},{\"@type\":\"WebSite\",\"@id\":\"https://docs.invoca.com#website\",\"name\":\"Invoca\",\"url\":\"https://docs.invoca.com\",\"publisher\":{\"@id\":\"https://docs.invoca.com/#organization\"}},{\"@type\":\"WebPage\",\"@id\":\"https://docs.invoca.com/s/article/view-or-edit-a-formula-in-a-search#webpage\",\"url\":\"https://docs.invoca.com/s/article/view-or-edit-a-formula-in-a-search\",\"name\":\"View or Edit a Formula in a Search\",\"dateModified\":\"2026-09-30T23:21:00.000Z\",\"isPartOf\":{\"@id\":\"https://docs.invoca.com#website\"},\"breadcrumb\":{\"@id\":\"https://docs.invoca.com/s/article/view-or-edit-a-formula-in-a-search#breadcrumb\"}},{\"@type\":\"BreadcrumbList\",\"@id\":\"https://docs.invoca.com/s/article/view-or-edit-a-formula-in-a-search#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Insights \u0026 Analytics\",\"item\":\"https://docs.invoca.com/s/article/insights-analytics-getting-started-guide\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Formulas \u0026 Functions\",\"item\":\"https://docs.invoca.com/s/article/about-date-formulas\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"View or Edit a Formula in a Search\",\"item\":\"https://docs.invoca.com/s/article/view-or-edit-a-formula-in-a-search\"}]},{\"@type\":[\"Article\",\"TechArticle\"],\"@id\":\"https://docs.invoca.com/s/article/view-or-edit-a-formula-in-a-search#article\",\"headline\":\"View or Edit a Formula in a Search\",\"name\":\"View or Edit a Formula in a Search\",\"url\":\"https://docs.invoca.com/s/article/view-or-edit-a-formula-in-a-search\",\"mainEntityOfPage\":{\"@id\":\"https://docs.invoca.com/s/article/view-or-edit-a-formula-in-a-search#webpage\"},\"dateModified\":\"2026-09-30T23:21:00.000Z\",\"publisher\":{\"@id\":\"https://docs.invoca.com/#organization\"},\"isPartOf\":{\"@id\":\"https://docs.invoca.com#website\"}}]}\u003c/script>","siteName":"Invoca","nav":{"global":null,"products":[{"product":"Invoca Docs","tabs":[{"tab":"Home","icon":"house","pages":[{"title":"Home","href":""}]},{"tab":"Guide","icon":"book-open","pages":[{"title":"Invoca Documentation Guide","href":"/s/article/guide-overview"},{"group":"Getting Started","pages":[{"group":"Account \u0026 Access","pages":[{"title":"Understanding Invoca Account Types","href":"/s/article/account-types"},{"title":"Managing Users in Your Invoca Account","href":"/s/article/managing-users"},{"title":"Managing Your Personal Email Settings","href":"/s/article/managing-personal-email-settings"},{"title":"Setting Up Two-Factor Authentication (2FA)","href":"/s/article/two-factor-authentication"},{"title":"Understanding Campaign Management Profiles","href":"/s/article/campaign-management-profiles"},{"title":"Setting Up Filtered Reporting and Data Access Control","href":"/s/article/filtered-reporting-data-access-control"},{"title":"Understanding Your Account Notification Center","href":"/s/article/account-notifications"},{"title":"Audit Logs and Change History","href":"/s/article/audit-logs-change-history"},{"title":"Getting Started for Digital Marketers","href":"/s/article/getting-started-for-digital-marketers"},{"title":"Why Can't I Change a User's Role from Manager to Super User?","href":"/s/article/why-cant-i-change-a-users-role-from-manager-to-super-user"}]},{"group":"Smart Alerts","pages":[{"title":"Getting Started With Smart Alerts","href":"/s/article/getting-started-with-smart-alerts"},{"title":"Setting Up Smart Alerts","href":"/s/article/setting-up-smart-alerts"},{"title":"Smart Alerts Are Not Working","href":"/s/article/smart-alerts-are-not-working"}]},{"group":"SAML SSO Setup","pages":[{"title":"SAML SSO Setup","href":"/s/article/saml-sso-setup"},{"title":"Configure SSO with Okta","href":"/s/article/configure-sso-with-okta"},{"title":"How to Add and Map Custom Attributes in Okta for Configuring Required SSO/SAML Parameters","href":"/s/article/How-to-Add-and-Map-Custom-Attributes-in-Okta-for-Configuring-Required-SSO-SAML-Parameters"},{"title":"How to Find Your SHA-1 or SHA-256 Fingerprint for Your SSO Settings","href":"/s/article/find-sha1-sha256-fingerprint-sso"},{"title":"SAML SSO: Appendix","href":"/s/article/saml-sso-appendix"},{"title":"403 Error Logging Into Invoca via SAML/SSO: Invalid Signature","href":"/s/article/403-error-saml-sso-invalid-signature"},{"title":"403 Error Logging Into Invoca via SAML/SSO: Required Attributes","href":"/s/article/403-error-saml-sso-required-attributes"},{"title":"How to request IdP certificate update","href":"/s/article/request-idp-certificate-update"},{"title":"Legacy SAML SSO Implementation Guide","href":"/s/article/legacy-saml-sso-implementation-guide"},{"title":"Migrating from Legacy SAML SSO to Next-Gen SSO","href":"/s/article/migrating-from-legacy-saml-sso-to-next-gen-sso"}]},{"group":"Billing","pages":[{"title":"Accessing and Managing Your Billing Information","href":"/s/article/accessing-managing-billing-info"},{"title":"Paying Your Invoca Invoices","href":"/s/article/paying-your-invoices"}]},{"group":"Dashboards \u0026 Call Review","pages":[{"title":"Sharing Dashboards","href":"/s/article/sharing-dashboards"},{"title":"Using the Call Review Console","href":"/s/article/call-review-console"},{"title":"Marking Calls as Reviewed","href":"/s/article/marking-calls-as-reviewed"}]},{"group":"API Credentials \u0026 OAuth","pages":[{"title":"I Need a Secret Access Key to Integrate an OAuth 2.0 Application","href":"/s/article/secret-access-key-oauth-2-application"},{"title":"OAuth Authentication: Token Generation","href":"/s/article/oauth-authentication-token-generation"},{"title":"OAuth Credential Troubleshooting","href":"/s/article/oauth-credential-troubleshooting"}]},{"group":"Data \u0026 Privacy","pages":[{"title":"How Long Does Invoca Maintain My Data?","href":"/s/article/invoca-data-retention-policy"},{"title":"Navigating Safari 26.2 Privacy Updates with Invoca","href":"/s/article/navigating-safari-26-2-privacy-updates"}]}]},{"group":"Insights \u0026 Analytics","tag":"New","pages":[{"group":"Getting Started","pages":[{"title":"Getting Started Guide: Insights \u0026 Analytics","href":"/s/article/insights-analytics-getting-started-guide"},{"title":"Insights \u0026 Analytics Migration FAQ","href":"/s/article/insights-analytics-migration-faq"}]},{"group":"Chart Types","pages":[{"title":"Chart Types","href":"/s/article/chart-types"},{"title":"Understand Charts","href":"/s/article/understand-charts"},{"title":"Changing Charts","href":"/s/article/changing-charts"},{"title":"Choose a Data Source","href":"/s/article/choose-a-data-source"},{"title":"Column Charts","href":"/s/article/column-charts"},{"title":"Bar Charts","href":"/s/article/bar-charts"},{"title":"Line Charts","href":"/s/article/line-charts"},{"title":"Pie Charts","href":"/s/article/pie-charts"},{"title":"Area Charts","href":"/s/article/area-charts"},{"title":"Bubble Charts","href":"/s/article/bubble-charts"},{"title":"Scatter Charts","href":"/s/article/scatter-charts"},{"title":"Heatmap Charts","href":"/s/article/heatmap-charts"},{"title":"Geo Charts","href":"/s/article/geo-charts"},{"title":"Geo Area Charts","href":"/s/article/geo-area-charts"},{"title":"Geo Bubble Charts","href":"/s/article/geo-bubble-charts"},{"title":"Geo Heatmap Charts","href":"/s/article/geo-heatmap-charts"},{"title":"Sankey Charts","href":"/s/article/sankey-charts"},{"title":"Treemap Charts","href":"/s/article/treemap-charts"},{"title":"Pareto Charts","href":"/s/article/pareto-charts"},{"title":"Radar Charts (Spiderweb Charts)","href":"/s/article/radar-charts-spiderweb-charts"},{"title":"Candlestick Charts","href":"/s/article/candlestick-charts"},{"title":"Waterfall Charts","href":"/s/article/waterfall-charts"},{"title":"Funnel Charts","href":"/s/article/funnel-charts"},{"title":"Stacked Area Charts","href":"/s/article/stacked-area-charts"},{"title":"Stacked Bar Charts","href":"/s/article/stacked-bar-charts"},{"title":"Stacked Column Charts","href":"/s/article/stacked-column-charts"},{"title":"Line Column Charts","href":"/s/article/line-column-charts"},{"title":"Line Stacked Column Charts","href":"/s/article/line-stacked-column-charts"},{"title":"Choose a Background Color","href":"/s/article/choose-a-background-color"}]},{"group":"Chart Customization","pages":[{"title":"Change Axis Options","href":"/s/article/change-axis-options"},{"title":"Change Chart Colors","href":"/s/article/change-chart-colors"},{"title":"Select Chart Color Palettes","href":"/s/article/select-chart-color-palettes"},{"title":"Configure Columns for the X and Y Axes","href":"/s/article/configure-columns-x-y-axes"},{"title":"Add Regression Lines","href":"/s/article/add-regression-lines"},{"title":"Set the Y-Axis Range","href":"/s/article/set-the-y-axis-range"},{"title":"Charts and Tables That Display a Very Large Number of Data Values","href":"/s/article/charts-tables-large-number-of-data-values"},{"title":"Show Data Labels","href":"/s/article/show-data-labels"},{"title":"Show Data Markers","href":"/s/article/show-data-markers"},{"title":"Hide and Show Values","href":"/s/article/hide-and-show-values"},{"title":"Display Gridlines","href":"/s/article/display-gridlines"},{"title":"Apply Conditional Formatting","href":"/s/article/apply-conditional-formatting"},{"title":"Reorder Labels on the Axis or Legend","href":"/s/article/reorder-labels-on-axis-or-legend"},{"title":"Change Result Display Options","href":"/s/article/change-result-display-options"},{"title":"Rename Columns and Axes","href":"/s/article/rename-columns-and-axes"},{"title":"Zoom Into a Chart","href":"/s/article/zoom-into-a-chart"}]},{"group":"Tables \u0026 Pivot Tables","pages":[{"title":"Pivot Table","href":"/s/article/pivot-table"},{"title":"Results That Are Tables","href":"/s/article/results-that-are-tables"},{"title":"Call Details Report: Column Glossary","href":"/s/article/call-details-column-glossary"}]},{"group":"Filters","pages":[{"title":"Understanding Filters","href":"/s/article/understanding-filters"},{"title":"Add a Filter to a Chart","href":"/s/article/add-a-filter-to-a-chart"},{"title":"Add a Filter to a Table","href":"/s/article/add-a-filter-to-a-table"},{"title":"Delete a Filter","href":"/s/article/delete-a-filter"},{"title":"Create a Bulk Filter","href":"/s/article/create-a-bulk-filter"},{"title":"Dashboard Filters","href":"/s/article/dashboard-filters"},{"title":"Selective Dashboard Filters","href":"/s/article/selective-dashboard-filters"},{"title":"Filter on Null, Blank, or Empty Values","href":"/s/article/filter-on-null-blank-or-empty-values"}]},{"group":"Formulas \u0026 Functions","pages":[{"title":"About Date Formulas","href":"/s/article/about-date-formulas"},{"title":"Formula Operators","href":"/s/article/formula-operators"},{"title":"Formula Support for Chasm Trap Schemas","href":"/s/article/formula-support-chasm-trap-schemas"},{"title":"Aggregation Formulas","href":"/s/article/aggregation-formulas"},{"title":"Group Aggregation Functions","href":"/s/article/group-aggregation-functions"},{"title":"Filtered Aggregation Functions","href":"/s/article/filtered-aggregation-functions"},{"title":"Flexible Aggregation Functions","href":"/s/article/flexible-aggregation-functions"},{"title":"Cumulative Functions","href":"/s/article/cumulative-functions"},{"title":"Moving Functions","href":"/s/article/moving-functions"},{"title":"Type Conversion Functions","href":"/s/article/type-conversion-functions"},{"title":"Nested Formulas","href":"/s/article/nested-formulas"},{"title":"Percent Calculations","href":"/s/article/percent-calculations"},{"title":"Simple Number Calculations","href":"/s/article/simple-number-calculations"},{"title":"Understand Formulas in Searches","href":"/s/article/understand-formulas-in-searches"},{"title":"Add a Formula to a Search","description":null,"href":"/s/article/add-a-formula-to-a-search"},{"title":"View or Edit a Formula in a Search","href":"/s/article/view-or-edit-a-formula-in-a-search"},{"title":"Formula Function Reference","description":null,"href":"/s/article/formula-function-reference"},{"title":"Insights \u0026 Analytics Glossary: Formulas, Functions \u0026 Operators","href":"/s/article/insights-analytics-formulas-functions-operators-glossary"}]},{"group":"Search \u0026 Data Discovery","pages":[{"title":"Keyword Searches","href":"/s/article/keyword-searches"},{"title":"Search Bar Features","href":"/s/article/search-bar-features"},{"title":"Search Suggestions","href":"/s/article/search-suggestions"},{"title":"Search Results and Column Types","href":"/s/article/search-results-and-column-types"},{"title":"Time Series Analysis","href":"/s/article/time-series-analysis"},{"title":"Finding Calls to Review","href":"/s/article/finding-calls-to-review"},{"title":"Reviewing Call Recordings and Transcripts","href":"/s/article/reviewing-recordings-and-transcripts"}]},{"group":"Dashboard Management","pages":[{"title":"Drill Down Into Your Data","href":"/s/article/drill-down-into-your-data"},{"title":"Dashboard Schedule Gating Conditions in Practice","href":"/s/article/dashboard-schedule-gating-conditions-in-practice"},{"title":"Copy a Dashboard","href":"/s/article/copy-a-dashboard"},{"title":"Edit the Layout of a Dashboard","href":"/s/article/edit-the-layout-of-a-dashboard"},{"title":"Delete a Visualization","href":"/s/article/delete-a-visualization"},{"title":"Schedule a Dashboard Job","href":"/s/article/schedule-a-dashboard-job"},{"title":"Present a Dashboard as a Slideshow","href":"/s/article/present-a-dashboard-as-a-slideshow"},{"title":"Download a Dashboard as a PDF","href":"/s/article/download-a-dashboard-as-a-pdf"},{"title":"Reset a Dashboard Visualization","href":"/s/article/reset-a-dashboard-visualization"},{"title":"Troubleshooting: \"We weren't able to generate this report\"","href":"/s/article/report-generation-error"}]},{"group":"Calls-in-Progress \u0026 Transactions API","pages":[{"title":"Transactions API: Programmatic Data Access","href":"/s/article/transactions-api-programmatic-data-access"},{"title":"What Are the Character Limits for Each Data Point in the Transactions API?","href":"/s/article/character-limits-transactions-api"},{"title":"Transaction API Returns a 0 Value for Some Attributes","href":"/s/article/transaction-api-returns-0-value"},{"title":"Why Are There Duplicate Transaction IDs for the Same Call?","href":"/s/article/duplicate-transaction-ids-same-call"},{"title":"Why Is There a Discrepancy Between My Transaction API Results and Invoca Reports?","href":"/s/article/discrepancy-transaction-api-invoca-reports"},{"title":"How to Correct Revenue Values to Zero","href":"/s/article/correct-revenue-values-to-zero"},{"title":"\"You Must Be a Member of the Organization\" API Error","href":"/s/article/must-be-member-organization-api-error"},{"title":"No Calls Returned When Querying Calls in Progress API","href":"/s/article/no-calls-returned-calls-in-progress-api"}]}]},{"group":"Implementation \u0026 The Invoca Tag","pages":[{"group":"Tag Fundamentals","pages":[{"title":"Invoca Tag: Access, Deploy, and Go Live","href":"/s/article/tag-configuration-guide"},{"title":"Invoca Tag: Advanced Settings \u0026 Attribution Reference","href":"/s/article/tag-advanced-settings-reference"},{"title":"Data Collection Overview","href":"/s/article/data-collection-overview"},{"title":"InvocaJS Technology Overview","href":"/s/article/invocajs-technology-overview"},{"title":"Deploying the Invoca Tag","href":"/s/article/deploying-invoca-tag"},{"title":"Tag Quantity FAQ","href":"/s/article/tag-quantity-faq"},{"title":"What Factors Should Be Considered When Deciding Whether to Use a New or Existing Tag for a New Domain?","href":"/s/article/new-vs-existing-tag-new-domain"},{"title":"Can I Self-Host the Invoca Tag Library Locally?","href":"/s/article/self-host-invoca-tag-library"},{"title":"How can I keep Invoca from running on a page without pausing the tag?","href":"/s/article/keep-invoca-from-running-without-pausing-tag"},{"title":"Implementing the Invoca Location Proxy","href":"/s/article/implementing-the-invoca-location-proxy"}]},{"group":"Tag Wizard \u0026 Custom Code","pages":[{"title":"Tag Wizard: Custom Code","href":"/s/article/tag-wizard-custom-code"},{"title":"Tag Wizard: Custom Code Settings","href":"/s/article/tag-wizard-custom-code-settings"},{"title":"Google AMP Integration","href":"/s/article/google-amp-integration"},{"title":"How to Re-Run the Invoca Tag in Google Tag Manager","href":"/s/article/rerun-invoca-tag-google-tag-manager"},{"title":"Publish with Confidence: Introducing the Tag Confirmation Publishing Workflow","href":"/s/article/tag-confirmation-publishing-workflow"}]},{"group":"Single-Page Apps (SPA) \u0026 Dynamic Content","pages":[{"title":"Single Page App (SPA) Support","href":"/s/article/spa-support"},{"title":"The Invoca Tag for Dynamic Content Loading Pages and Single Page Applications","href":"/s/article/tag-dynamic-content-spa"},{"title":"Number Doesn't Swap When Navigating to Subsequent Pages in an SPA Using Google Tag Manager","href":"/s/article/number-not-swap-spa-gtm"},{"title":"Number Doesn't Swap on Mobile Version of the Webpage","href":"/s/article/number-not-swap-mobile-data-binding"},{"title":"Numbers Within a Custom Element Are Not Being Swapped","href":"/s/article/numbers-custom-element-not-swapped"},{"title":"What Issues Can Occur if the Invoca Tag Is Set to \"Page View\" Instead of \"Dom Ready\" in Google Tag Manager?","href":"/s/article/page-view-vs-dom-ready-gtm"}]},{"group":"Number Swapping \u0026 Display Control","pages":[{"title":"Is It Possible to Prevent the Invoca Tag from Running for Specific IP Addresses?","href":"/s/article/prevent-tag-specific-ip"},{"title":"Configure the Invoca Tag to Selectively Swap for Paid Media Sources","href":"/s/article/selectively-swap-paid-media"},{"title":"How to Target Specific Numbers to Swap Using a CSS Class or ID","href":"/s/article/target-specific-numbers-css"},{"title":"Dynamic Number Replacement Exhibiting a Flicker When Number Swapping","href":"/s/article/dnr-flicker"},{"title":"What Is the Valid Format of Numbers Invoca Can Detect?","href":"/s/article/valid-number-format"},{"title":"Can the Invoca Tag Swap Vanity Numbers?","href":"/s/article/vanity-numbers-swap"},{"title":"Is There a Maximum Limit to the Number of Phone Numbers That Can Be Added to the Ignored Numbers or Numbers to Replace List?","href":"/s/article/max-limit-numbers-list"},{"title":"A Phone Number in the aria-label or title Attribute Doesn't Swap","href":"/s/article/aria-label-numbers-dont-swap"},{"title":"Mobile Dialer Displaying Hardcoded Number","href":"/s/article/mobile-dialer-hardcoded-number"}]},{"group":"Cookies, Privacy \u0026 Security","pages":[{"title":"Cookie Classification","href":"/s/article/cookie-classification"},{"title":"Configuring Content Security Policy (CSP) for the Invoca Tag","href":"/s/article/content-security-policy"},{"title":"The Invoca Tag Is Not Loaded Because It Violates Content Security Policy (CSP)","href":"/s/article/tag-not-loaded-csp-violation"},{"title":"Does the Invoca Cookie's 100-Year Max Age Mean Data Is Stored That Long?","href":"/s/article/invoca-cookie-max-age"},{"title":"How Does Reset Attribution Cache Affect the Customer Journey?","href":"/s/article/reset-attribution-cache"},{"title":"What Happens to the Invoca Tag When an Ad Blocker Is On?","href":"/s/article/invoca-tag-ad-blocker"},{"title":"Does the Invoca Tag Support Tracking Attribution Across Multiple Domains?","href":"/s/article/cross-domain-tracking"},{"title":"Is There a Way to Suppress or Prevent Invoca Logging Within a Website Console?","href":"/s/article/suppress-invoca-logging"},{"title":"How to Block DialogTech from Running on a Page","href":"/s/article/block-dialogtech"},{"title":"Reverse Proxy Implementation Guide","href":"/s/article/reverse-proxy-implementation-guide"}]},{"group":"Troubleshooting \u0026 Deployment","pages":[{"title":"Validating and Troubleshooting Invoca Tags","href":"/s/article/validating-troubleshooting-tags"},{"title":"How to Run Your Invoca Tag on a Webpage That Does Not Have it Deployed","href":"/s/article/run-tag-not-deployed"},{"title":"How to Measure Load and Execution Time of the Invoca Tag and Number Swap Request","href":"/s/article/measure-load-execution-time"},{"title":"Phone Number Doesn't Swap With an Error: \"Could Not Run Because Settings Not Initialized\"","href":"/s/article/settings-not-initialized-error"},{"title":"Tag Deployment Troubleshooting: Duplicate Query Parameters in a Test URL","href":"/s/article/tag-deployment-troubleshooting"},{"title":"Why Doesn't the Phone Number Swap With an Error About requiredParms and No PPCN?","href":"/s/article/requiredparms-not-met-no-ppcn"},{"title":"What Is the Logic for Creating RingPools If Auto-Create Is Turned Off on the Invoca Tag?","href":"/s/article/ringpool-creation-logic-autocreate-off"}]}]},{"group":"Campaign \u0026 Call Handling","pages":[{"group":"Campaigns Overview \u0026 Setup","pages":[{"title":"Campaigns Overview","href":"/s/article/campaigns-overview"},{"title":"What Happens When You Change a Campaign's ID?","href":"/s/article/changing-a-campaigns-id"},{"title":"Creating a Campaign","href":"/s/article/creating-a-campaign"},{"title":"Recommended Campaign Strategy","href":"/s/article/recommended-campaign-strategy"},{"title":"Campaign Management: Duplication \u0026 Copying","href":"/s/article/campaign-duplication-copying"},{"title":"Campaign Hours: Modifications","href":"/s/article/campaign-hours-modifications"},{"title":"Advanced Hours Scheduling","href":"/s/article/advanced-hours-scheduling"},{"title":"Pausing, Unpausing, and Archiving a Campaign","href":"/s/article/pausing-unpausing-archiving-campaign"},{"title":"Understanding and Changing Your Campaign Status","href":"/s/article/understanding-changing-campaign-status"},{"title":"Error \"Undefined Method 'empty' for Nil:NilClass\" When Activating a Pending Campaign","href":"/s/article/error-activating-pending-campaign"},{"title":"Error Received When Cloning an Advertiser Campaign","href":"/s/article/error-cloning-advertiser-campaign"},{"title":"Setting Up Custom Target Regions for Your Invoca Campaigns","href":"/s/article/setting-up-custom-target-regions"},{"title":"Troubleshooting: Go Live Button Missing from a New Campaign","href":"/s/article/go-live-button-missing-from-new-campaign"}]},{"group":"Call Treatments \u0026 IVR","pages":[{"title":"Call Treatments \u0026 IVR","href":"/s/article/call-treatments-ivr"},{"title":"Can Calls Bypass the IVR Based on Certain Data?","href":"/s/article/calls-bypass-ivr"},{"title":"Can I Use Other Comparison Operators to Check a Condition in Call Treatment?","href":"/s/article/comparison-operators-condition"},{"title":"What Is the Character Limit for the \"Check a Condition\" Section of an IVR?","href":"/s/article/character-limit-check-a-condition"},{"title":"Call Forwarding: Group Ringing \u0026 Answer Rates","href":"/s/article/call-forwarding-group-ringing"},{"title":"IVR Speech Recognition","href":"/s/article/ivr-speech-recognition"},{"title":"IVR Behavior: Update Your Language Settings","href":"/s/article/ivr-language-settings"},{"title":"IVR A/B Testing","href":"/s/article/ivr-ab-testing"},{"title":"IVR Behavior: Voice Prompts","href":"/s/article/ivr-voice-prompts"},{"title":"Pre-Call Prompts: Spoken Voice Configuration","href":"/s/article/precall-prompts-spoken-voice"},{"title":"Whispers: Standard and Conditional Prompts","href":"/s/article/whispers-standard-conditional-prompts"},{"title":"Caller Experiencing a Delay After Entering Their Zip Code During Call Treatment","href":"/s/article/caller-delay-zip-code"},{"title":"Define Locations for Call Treatment Forwarding","href":"/s/article/define-locations-call-treatment-forwarding"},{"title":"Lookup Table Routing","href":"/s/article/lookup-table-routing"},{"title":"Calls Aren't Routing Correctly via Lookup Table","href":"/s/article/lookup-table-routing-incorrectly"},{"title":"Is a Wildcard Supported in the Lookup Table?","href":"/s/article/wildcard-lookup-table"},{"title":"Can a Lookup Table Be Used to Route to Different Campaigns With the Campaign ID?","href":"/s/article/lookup-table-different-campaigns"},{"title":"Schedule-Based Routing","href":"/s/article/schedule-based-routing"},{"title":"What if I Have the Same Custom Data Field in Two Lookup Tables? Which One Is Reported?","href":"/s/article/same-custom-data-field-two-lookup-tables"},{"title":"Will Invoca Route to Another Invoca Phone Number?","href":"/s/article/invoca-route-another-invoca-number"},{"title":"Why Aren't Calls Following the Campaign IVR Treatment?","href":"/s/article/why-calls-not-following-ivr-treatment"},{"title":"Keypresses Aren't Recognized","href":"/s/article/keypresses-not-recognized"},{"title":"Resolving Keypress Issues With Genesys Calls","href":"/s/article/resolving-keypress-genesys-calls"},{"title":"How to Connect Invoca Phone Calls to Your Business Over the Internet Using SIP","href":"/s/article/connect-phone-calls-sip"},{"title":"PreSense: Real-Time Data Transfer","href":"/s/article/presense-real-time-data-transfer"}]},{"group":"Call Recording \u0026 Reviewing","pages":[{"title":"Conditional Call Recording","href":"/s/article/conditional-call-recording"},{"title":"Call Recording: Disabling \u0026 Management","href":"/s/article/call-recording-disabling-management"},{"title":"Calls Report vs. Call Review","href":"/s/article/calls-report-vs-call-review"},{"title":"Why Are There Pooling Calls With No Dynamic Marketing Data Attribution?","href":"/s/article/pooling-calls-no-dynamic-attribution"},{"title":"Understanding Call Activity Tracking","href":"/s/article/call-activity-tracking"},{"title":"Repeat Call Management","href":"/s/article/repeat-call-management"},{"title":"Using the Call Path Summary Report","href":"/s/article/call-path-summary"},{"title":"What Is the Max Call Duration?","href":"/s/article/max-call-duration"},{"title":"Troubleshooting Inbound Call Failures","href":"/s/article/troubleshooting-inbound-call-failures"}]},{"group":"RingPools \u0026 Promo Numbers","pages":[{"title":"RingPool Management","href":"/s/article/ringpool-management"},{"title":"Local RingPools","href":"/s/article/local-ringpools"},{"title":"Toll-Free RingPools","href":"/s/article/toll-free-ringpools"},{"title":"Finding RingPool IDs","href":"/s/article/finding-ringpool-ids"},{"title":"Adjusting RingPool Capacity","href":"/s/article/adjusting-ringpool-capacity"},{"title":"Can the Current RingPool Be Updated from Toll-Free to Local?","href":"/s/article/ringpool-toll-free-to-local"},{"title":"\"Something Unexpected Occurred, Please Try Again\" When Creating a New RingPool","href":"/s/article/ringpool-creation-error"},{"title":"RingPool Auto-Scaling","href":"/s/article/ringpool-auto-scaling"},{"title":"RingPools Sizing Logic","href":"/s/article/ringpools-sizing-logic"},{"title":"RingPool Quality Protection","href":"/s/article/ringpool-quality-protection"},{"title":"What Is a Reserved RingPool Number?","href":"/s/article/what-is-reserved-ringpool-number"},{"title":"Adding Overflow Numbers to Existing RingPools","href":"/s/article/adding-overflow-numbers-existing-ringpools"},{"title":"Can You Exclude Specific Prefixes from Auto-Created RingPools?","href":"/s/article/exclude-prefixes-autocreated-ringpools"},{"title":"Reclaiming Your Unused Promo Numbers","href":"/s/article/reclaiming-unused-promo-numbers"},{"title":"If a Campaign Containing a RingPool Is Paused or Archived, Will the Numbers in the RingPool Be Reclaimed?","href":"/s/article/ringpool-numbers-reclaimed-paused-archived"},{"title":"DNI Number Swapping Error: \"A Request to support[number] Has Been Made, But Is Not Ready Yet\"","href":"/s/article/dni-swapping-error-not-ready"},{"title":"Number Isn't Swapping, But the Console Says It Is Swapping Successfully","href":"/s/article/number-not-swapping-console-success"},{"title":"Numbers \u0026 Destinations Overview","href":"/s/article/numbers-destinations-overview"},{"title":"Manage Phone Numbers via Destinations","href":"/s/article/manage-phone-numbers-destinations"},{"title":"Can Destinations Be Enabled at the Profile Level?","href":"/s/article/destinations-profile-level"},{"title":"Setting Business Hours for Destinations and Promo Numbers","href":"/s/article/setting-business-hours-destinations"},{"title":"Destinations Created by the Bulk Destinations Management Tool Not Auto-Scaling","href":"/s/article/destinations-bulk-tool-not-autoscaling"},{"title":"Unknown Numbers Discovered in Campaign's Destinations","href":"/s/article/unknown-numbers-discovered-destinations"},{"title":"Adding Local Promo Numbers","href":"/s/article/adding-local-promo-numbers"},{"title":"Deleting Promo Numbers","href":"/s/article/deleting-promo-numbers"},{"title":"How to Allot Additional Direct Promo Numbers to an Advertiser or Publisher Campaign","href":"/s/article/allot-additional-direct-promo-numbers"},{"title":"How to Create Static Promo Numbers via API","href":"/s/article/create-static-promo-numbers-via-api"},{"title":"Promo Number Usage and Attribution Logs","href":"/s/article/promo-number-usage-attribution-logs"},{"title":"Static Number Migration: Inter-Campaign Transfers","href":"/s/article/static-number-migration-inter-campaign"},{"title":"Porting Numbers: Inbound","href":"/s/article/porting-numbers-inbound"},{"title":"Porting Numbers: Outbound","href":"/s/article/porting-numbers-outbound"},{"title":"How to Port UK Numbers Into Invoca","href":"/s/article/port-uk-numbers-into-invoca"},{"title":"International Number Support","href":"/s/article/international-number-support"},{"title":"How Can I See All Promo Numbers in the Platform?","href":"/s/article/see-all-promo-numbers-platform"},{"title":"How Can I See All Promo Numbers and the Associated Marketing Data?","href":"/s/article/see-all-promo-numbers-marketing-data"},{"title":"How to Filter Call Data to Multiple GA4 Properties","href":"/s/article/filter-call-data-multiple-ga4-properties"},{"title":"Calls Routing Incorrectly After Updating Your Invoca Tag to Use Both Forward to Detected Destination and Forward to Marketing Data Field","href":"/s/article/calls-routing-incorrectly-tag-update"},{"title":"Can an Invoca Call Be Routed Away from Invoca and Then Back to an Invoca Campaign?","href":"/s/article/call-routed-away-and-back"},{"title":"Can the Invoca Tag Discover and Swap Numbers in an iFrame?","href":"/s/article/tag-swap-numbers-iframe"},{"title":"Invoca Is Not Swapping in Private/Incognito Browser","href":"/s/article/not-swapping-private-incognito-browser"},{"title":"Numbers in a Pop-Up Window Don't Swap, But Other Numbers on the Website Do","href":"/s/article/numbers-popup-window-not-swapping"},{"title":"Numbers Won't Swap on an Unbounce Website","href":"/s/article/numbers-not-swap-unbounce"},{"title":"Landing Page/Calling Page Not Associated With the Source Phone Number","href":"/s/article/landing-page-not-associated-source-number"},{"title":"How Can I Set Up Destinations With Multiple Campaigns","href":"/s/article/set-up-destinations-with-multiple-campaigns"}]},{"group":"Call Confidence \u0026 Number Blocking","pages":[{"title":"Address Validation Errors When Inputting a Local International Address","href":"/s/article/address-validation-errors"},{"title":"Alaska/Hawaii Calls Are Dropping","href":"/s/article/alaska-hawaii-calls-dropping"},{"title":"Why Are Calls to RingPool Numbers Still Prompted Even When Custom Challenge Settings Are Disabled?","href":"/s/article/calls-prompted-custom-challenge-disabled"},{"title":"Call Confidence Overview","href":"/s/article/call-confidence-overview"},{"title":"Is There a Way to Whitelist Phone Numbers to Be Exempt From CCT?","href":"/s/article/whitelist-numbers-exempt-cct"},{"title":"Blocking Numbers \u0026 Regions","href":"/s/article/blocking-numbers-regions"},{"title":"DNO Database Removal","href":"/s/article/dno-database-removal"},{"title":"How the Custom Challenge Prompt Works","href":"/s/article/how-the-custom-challenge-prompt-works"},{"title":"How To Identify and Report Suspected Spam Calls","href":"/s/article/identify-and-report-suspected-spam-calls"}]},{"group":"Bundled \u0026 Syndicated Campaigns","pages":[{"title":"Introduction to Bundled Campaigns","href":"/s/article/introduction-bundled-campaigns"},{"title":"Create a Bundled Campaign for Performance Marketing","href":"/s/article/create-bundled-campaign"},{"title":"Bundled Campaign: Select Transfer Destination from Bundle","href":"/s/article/bundled-campaign-select-transfer-destination"},{"title":"Bundled Campaign: Pricing Types","href":"/s/article/bundled-campaign-pricing-types"},{"title":"Introduction to Syndicated Promotion Campaigns","href":"/s/article/introduction-syndicated-promotion-campaigns"},{"title":"Create a Syndicated Campaign","href":"/s/article/create-syndicated-campaign"},{"title":"Changing the Campaign Type of a Syndicated Promotion Campaign","href":"/s/article/changing-campaign-type-syndicated-promotion-campaign"}]},{"group":"Publishers \u0026 Affiliates","pages":[{"title":"Create a Publisher Promotion","href":"/s/article/create-publisher-promotion"},{"title":"Customize Your Call Treatment by Publisher on a Performance Campaign","href":"/s/article/customize-call-treatment-publisher"},{"title":"Customize Call Treatment by Promo Number","href":"/s/article/customize-call-treatment-promo-number"},{"title":"How Do I Pay Out Affiliates Based on the Region of the Caller?","href":"/s/article/payout-affiliates-by-region"},{"title":"How to Offer Different Payout Amounts to Each Publisher in a Campaign","href":"/s/article/different-payout-amounts-publisher"},{"title":"How to Constrain Payouts and Phone Calls to an Invoca Campaign With Budgets and Call Caps","href":"/s/article/budgets-call-caps"},{"title":"How to Limit the Number of Simultaneous Calls to One Promo Number Using Concurrent Call Caps","href":"/s/article/concurrent-call-caps"},{"title":"How to Approve a Publisher to Your Affiliate Campaign","href":"/s/article/approve-publisher-affiliate-campaign"},{"title":"Inviting Publishers to Your Performance Marketing Campaign","href":"/s/article/inviting-publishers-campaign"},{"title":"How to Change Your Campaign's Visibility to Specific Publishers","href":"/s/article/change-campaign-visibility-publishers"},{"title":"How to View Performance Ratings for Publishers in Your Network","href":"/s/article/view-performance-ratings-publishers"},{"title":"Managing Publisher Access to Call Recordings, RingPools, and Other Features","href":"/s/article/managing-publisher-access-features"},{"title":"Email Advertisers and Publishers","href":"/s/article/email-advertisers-publishers"},{"title":"Performance Marketing Email Notifications","href":"/s/article/performance-marketing-email-notifications"},{"title":"How to Deploy Invoca on an Advertiser's Landing Page for Affiliate Marketing Using Invoca Web Integration Code (WIC)","href":"/s/article/deploy-wic-advertiser-landing-page"},{"title":"Automated Dialing from Your Landing Pages Using Online Click-to-Call","href":"/s/article/online-click-to-call"}]},{"group":"Third-Party Ad Platform Integrations","pages":[{"title":"CAKE: Integration Overview","href":"/s/article/cake-integration-overview"},{"title":"HasOffers: Integration Overview","href":"/s/article/hasoffers-integration-overview"},{"title":"Invoca for HubSpot: Integration Overview","href":"/s/article/hubspot-integration-overview"},{"title":"Invoca for Tealium Integration Setup Guide","href":"/s/article/tealium-integration-setup-guide"},{"title":"Invoca for Google Campaign Manager: Using Your Integration","href":"/s/article/google-campaign-manager-using-integration"}]}]},{"group":"AI, Signals, \u0026 Conversation Intelligence","pages":[{"group":"Signals Overview \u0026 Builder","pages":[{"title":"Signals Overview","href":"/s/article/signals-overview"},{"title":"Using Signal Builder","href":"/s/article/using-signal-builder"},{"title":"Keyword Spotting","href":"/s/article/keyword-spotting"},{"title":"Semantic Signals","href":"/s/article/semantic-signals"},{"title":"Industry Signals: Pre-Configured Insights","href":"/s/article/industry-signals-pre-configured-insights"},{"title":"Capture Signal Insights: Multi-Language Support","href":"/s/article/capture-signal-insights-multi-language"},{"title":"How to Tag Your Signals to Organize Your Data","href":"/s/article/tag-signals-organize-data"},{"title":"Pausing Signals","href":"/s/article/pausing-signals"},{"title":"Expression Syntax Error When Building Out New Signals","href":"/s/article/expression-syntax-error-new-signals"}]},{"group":"Signal AI Studio","pages":[{"title":"Signal AI Studio Overview","href":"/s/article/signal-ai-studio-overview"},{"title":"Creating AI Signals in Signal AI Studio","href":"/s/article/creating-ai-signals-signal-ai-studio"},{"title":"Training AI Signals in Signal AI Studio","href":"/s/article/training-ai-signals-signal-ai-studio"},{"title":"Pause Labels in Signal AI Studio","href":"/s/article/pause-labels-signal-ai-studio"},{"title":"Signal AI Studio: Profiles","href":"/s/article/signal-ai-studio-profiles"},{"title":"Signal AI Studio: Notifications","href":"/s/article/signal-ai-studio-notifications"},{"title":"Signal AI Studio: FAQs","href":"/s/article/signal-ai-studio-faqs"},{"title":"Improving Signal AI Accuracy","href":"/s/article/improving-signal-ai-accuracy"},{"title":"Signal AI: Advanced Conversation Insights","href":"/s/article/signal-ai-advanced-conversation-insights"},{"title":"Signal AI Training: Recording Imports","href":"/s/article/signal-ai-training-recording-imports"},{"title":"Signal Accuracy Ranges","href":"/s/article/signal-accuracy-ranges"}]},{"group":"Signal Tracking \u0026 Management","pages":[{"title":"Signal Tracking: IVR Keypresses","href":"/s/article/signal-tracking-ivr-keypresses"},{"title":"Signal Management: Manual Result Overrides","href":"/s/article/signal-management-manual-result-overrides"},{"title":"Signal Discovery \u0026 Detection","href":"/s/article/signal-discovery-detection"},{"title":"Topic Explorer Guide","href":"/s/article/topic-explorer"},{"title":"Filtering by Score","href":"/s/article/filtering-by-score"},{"title":"Many Signals Reported as Occurring on the Same Day and Time in Partner Integrations","href":"/s/article/many-signals-same-day-time-partner-integrations"},{"title":"What Is the Fuzzy Matching Success Rate for the Signal API?","href":"/s/article/fuzzy-matching-success-rate-signal-api"},{"title":"Why Am I Seeing \"Many Signals\" for the Signal Name in the Transactions API Response?","href":"/s/article/many-signals-transactions-api-response"}]},{"group":"Signal File Uploads \u0026 Data","pages":[{"title":"Signal File Uploads: Conversion Importing","href":"/s/article/signal-file-uploads-conversion-importing"},{"title":"Signal File Uploads: Formatting \u0026 Data Prep","href":"/s/article/signal-file-uploads-formatting-data-prep"}]},{"group":"Voice Signals","pages":[{"title":"Voice Signals: Setup","href":"/s/article/voice-signals-setup"},{"title":"Voice Signals: Reporting","href":"/s/article/voice-signals-reporting"},{"title":"What Is the Accuracy for Missed Opportunity Signals?","href":"/s/article/missed-opportunity-signals-accuracy"}]},{"group":"Agent Voice ID","pages":[{"title":"Agent Voice ID","href":"/s/article/agent-voice-id-overview"},{"title":"Agent Voice ID Enrollment Call Didn't Hear Anything","href":"/s/article/agent-voice-id-no-audio-enrollment-call"},{"title":"Agent Voice ID Didn't Receive the Enrollment Call","href":"/s/article/agent-voice-id-did-not-receive-call"},{"title":"Agent Voice ID Invite Link Says the Access Token Is Invalid","href":"/s/article/agent-voice-id-access-token-invalid"},{"title":"Agent Didn't Get the Enrollment Email for Agent Voice ID","href":"/s/article/agent-did-not-get-enrollment-email"},{"title":"Agent Read the Entire Voice ID Enrollment Text but Nothing Happens","href":"/s/article/agent-enrollment-text-nothing-happens"},{"title":"Some Agents Are Consistently Not Named Correctly for Voice ID","href":"/s/article/agents-not-named-correctly-voice-id"},{"title":"An IVR/Voicemail Call Was Assigned an Agent Name for Agent Voice ID","href":"/s/article/ivr-voicemail-assigned-agent-name"}]},{"group":"Transcription \u0026 Redaction","pages":[{"title":"Transcripts: Foreign Language Support Guide","href":"/s/article/transcripts-foreign-language-support"},{"title":"Transcription and Phrase Spotting Overview","href":"/s/article/transcription-phrase-spotting-overview"},{"title":"Transcription Redaction Overview","href":"/s/article/transcription-redaction-overview"},{"title":"Advanced Redaction","href":"/s/article/advanced-redaction"},{"title":"Redaction FAQs","href":"/s/article/redaction-faqs"},{"title":"Intermittent 403s When Trying to Access Transcripts via API","href":"/s/article/intermittent-403s-transcripts-api"}]},{"group":"Call Scoring \u0026 Evaluation","pages":[{"title":"Call Scoring: Agent Performance and Call Evaluation","href":"/s/article/call-scoring"},{"title":"Getting Started for Sales Representatives","href":"/s/article/getting-started-for-sales-representatives"},{"title":"Getting Started for Sales Managers","href":"/s/article/getting-started-for-sales-managers"},{"title":"Call Evaluation Forms","href":"/s/article/call-evaluation-forms"},{"title":"Evaluation Form Error: X Name Has Already Been Taken","href":"/s/article/evaluation-form-error-name-taken"},{"title":"Sentiment Analysis","href":"/s/article/sentiment-analysis"},{"title":"AI Call Summaries","href":"/s/article/ai-call-summaries"},{"title":"Commenting on Calls","href":"/s/article/commenting-on-calls"},{"title":"Does the Invoca Call Ingestion System Download Call Recordings?","href":"/s/article/call-ingestion-system-download-recordings"},{"title":"Prompt Recordings Are Not Appearing Under Drop-Down Menu","href":"/s/article/prompt-recordings-not-appearing-dropdown"}]},{"group":"Third-Party Ad Platform Integrations","pages":[{"title":"Invoca for Optimizely: Installation and User Guide","href":"/s/article/invoca-for-optimizely"},{"title":"Invoca for Skai (Formerly Known as Kenshoo): Integration Overview and Installation Guide","href":"/s/article/invoca-for-skai"},{"title":"Invoca for Criteo: Integration Overview and Installation Guide","href":"/s/article/invoca-for-criteo"}]}]},{"group":"AI Messaging \u0026 Voice Agents","pages":[{"group":"Messaging","pages":[{"title":"Building Your AI Messaging Agent in Invoca","href":"/s/article/building-your-ai-messaging-agent-in-invoca"},{"title":"Activate Your AI Messaging Agent in Invoca","href":"/s/article/activate-your-ai-messaging-agent-in-invoca"},{"title":"Configuring Inbound SMS for AI Agents","href":"/s/article/configuring-inbound-sms-for-ai-agents"},{"title":"Order a Local SMS Number for Your AI Messaging Agent","sidebarTitle":"Local SMS Numbers","href":"/s/article/order-local-sms-number-ai-messaging-agent"},{"title":"AI Messaging Agent: Lead Form Follow-Up Guide","href":"/s/article/ai-messaging-agent-lead-form-followup"},{"title":"Creating Emails from Signals: SMS / Voice Agent Lead Intake","href":"/s/article/creating-emails-from-signals-sms-voice-agent"},{"title":"Lead Form Attribution Guide","href":"/s/article/lead-form-attribution-guide"},{"title":"Reviewing your AI Messaging Metrics","href":"/s/article/reviewing-your-ai-messaging-metrics"},{"group":"RCS","pages":[{"title":"Setting Up RCS Messaging in Invoca","sidebarTitle":"Set Up RCS Messaging","href":"/s/article/setting-up-rcs-messaging-in-invoca"}]}]},{"group":"Voice","pages":[{"title":"AI Voice Agent Overview","href":"/s/article/ai-voice-agent-overview"},{"title":"AI Voice Agent Capabilities and Key Terms","href":"/s/article/ai-voice-agent-capabilities-and-key-terms"},{"title":"Set Up Your AI Voice Agent in Agent Studio","href":"/s/article/set-up-your-ai-voice-agent-in-agent-studio"},{"title":"Design Conversations and Go Live with Your AI Voice Agent","href":"/s/article/design-conversations-and-go-live-with-your-ai-voice-agent"},{"title":"AI Voice Agent Actions","href":"/s/article/ai-voice-agent-actions"},{"title":"Transfers, Data Collection, and Signals for the AI Voice Agent","href":"/s/article/ai-voice-agent-transfers-data-and-signals"},{"title":"Testing Your AI Voice Agent with Preview","href":"/s/article/testing-your-ai-voice-agent-with-preview"},{"title":"Troubleshooting AI Voice Agent Conversations","href":"/s/article/troubleshoot-ai-voice-agent-conversations"},{"title":"Troubleshooting AI Voice Agent Setup, Transfers, and Reporting","href":"/s/article/troubleshoot-ai-voice-agent-setup-transfers-and-reporting"},{"title":"Creating Emails from Signals: SMS / Voice Agent Lead Intake","href":"/s/article/creating-emails-from-signals-sms-voice-agent"}]}]},{"group":"Dashboards \u0026 Reporting","tag":"Legacy","pages":[{"group":"Report Fundamentals \u0026 Scheduling","pages":[{"title":"Reporting Overview","href":"/s/article/reporting-overview"},{"title":"Invoca Reporting: General User Guide","href":"/s/article/invoca-reporting-general-user-guide"},{"title":"Scheduling Reports","href":"/s/article/scheduling-reports"},{"title":"Scheduled Report External Recipient Removed by Invoca System","href":"/s/article/scheduled-report-external-recipient-removed"},{"title":"Report Time Zones","href":"/s/article/report-time-zones"}]},{"group":"Dashboards","pages":[{"title":"Dashboard Insights and Data Overview","href":"/s/article/dashboard-insights-data-overview"},{"title":"Lead Conversion Dashboards","href":"/s/article/lead-conversion-dashboards"},{"title":"What Does \"Send Dashboard PDF to Users Added in the Future\" Mean?","href":"/s/article/dashboard-pdf-users-added-in-future"},{"title":"Cannot Find a Scheduled Report","href":"/s/article/cannot-find-scheduled-report"}]},{"group":"Transactions \u0026 Call Data Reports","pages":[{"title":"Understanding Transactions","href":"/s/article/understanding-transactions"},{"title":"Transaction Details Report Overview","href":"/s/article/transaction-details-report-overview"},{"title":"Edit Transaction Records","href":"/s/article/edit-transaction-records"},{"title":"Number Usage Report","href":"/s/article/number-usage-report"},{"title":"End of Call Reasons","href":"/s/article/end-of-call-reasons"}]},{"group":"Marketing Data \u0026 Lookup Tables","pages":[{"title":"Custom Marketing Data: Formula Configuration","href":"/s/article/custom-marketing-data-formula-configuration"},{"title":"Why Can't Affiliate Users See Certain Marketing Data Fields?","href":"/s/article/affiliate-users-marketing-data-fields-hidden"},{"title":"Inconsistent Naming Convention for Marketing Data in Transactions Report","href":"/s/article/inconsistent-naming-marketing-data-transactions-report"},{"title":"Lookup Tables: Reporting Data Integration","href":"/s/article/lookup-tables-reporting-data-integration"},{"title":"Lookup Tables: Multi-Destination Call Routing","href":"/s/article/lookup-tables-multi-destination-call-routing"}]},{"group":"Call Review \u0026 Recordings","pages":[{"title":"Searching Call Transcripts","href":"/s/article/searching-call-transcripts"},{"title":"Recording Access Security","href":"/s/article/recording-access-security"},{"title":"Enhanced Caller Profiles: Personal and Demographic Data","href":"/s/article/enhanced-caller-profiles-personal-demographic-data"}]},{"group":"Report Troubleshooting \u0026 FAQs","pages":[{"title":"Invoca Reporting Filter Not Working","href":"/s/article/invoca-reporting-filter-not-working"},{"title":"Why Is a Call to an Invoca Number Not Found in Reports?","href":"/s/article/calls-not-found-in-reports"},{"title":"How Does the Attribution Window Affect Which Landing Page Is Captured in Reports?","href":"/s/article/attribution-window-landing-page-reports"},{"title":"How Are Conditions Met When an Existing Signal Is Also a Keypress Signal?","href":"/s/article/signal-keypress-conditions-met"},{"title":"Signal File Upload Not Showing Updated Values in Calls Report","href":"/s/article/signal-file-upload-not-showing-updated-values"},{"title":"Why Does the utm_source Value Show a URL, or Not Present?","href":"/s/article/utm-source-url-or-not-present"},{"title":"Why Does Pooling Numbers Not Show Any Values for the Publisher ID Column in the Transaction Report?","href":"/s/article/pooling-numbers-publisher-id-column"},{"title":"Is It Possible to Remove Specific Caller IDs From Call Reporting?","href":"/s/article/remove-caller-ids-call-reporting"},{"title":"Can You Export French Calls in the Reporting UI?","href":"/s/article/export-french-calls-reporting-ui"},{"title":"UK Platform: End Call Reason Destination: Error (503 or Fast Busy)","href":"/s/article/uk-end-call-reason-destination-error"},{"title":"Destination Management: Bulk Import and Editing","href":"/s/article/destination-management-bulk-import-and-editing"},{"title":"How to Verify Whether a Call Originated from the Website or Offline","href":"/s/article/verifying-whether-a-call-originated-from-website-or-offline"}]}]},{"group":"Integrations","pages":[{"group":"Getting Started with Integrations","pages":[{"title":"Invoca Integrations","href":"/s/article/available-integrations"},{"title":"Basic Knowledge: Integrations","href":"/s/article/basic-knowledge-integrations"},{"title":"Connect Apps \u0026 No-Code Integrations","href":"/s/article/connect-apps-and-no-code-integrations"},{"title":"Certified Integrations \u0026 Custom Options","href":"/s/article/certified-integrations-and-custom-webhooks"},{"title":"Integration Management: Best Practices","href":"/s/article/integration-management-best-practices"},{"title":"What Are the Available Alternatives When Integrations Are Not Supported?","href":"/s/article/alternatives-when-integrations-not-supported"},{"title":"Create a New Advertiser or Profile","href":"/s/article/create-new-advertiser-or-profile"},{"title":"Finding Your Invoca Network ID","href":"/s/article/finding-your-invoca-network-id"},{"title":"Does an API Token Become Inactive If the User Who Pulled It Leaves the Company?","href":"/s/article/api-token-inactive-user-leaves-company"},{"title":"Do Invoca-Generated Links Impact Site Quality Score?","href":"/s/article/invoca-links-site-quality-score"}]},{"group":"Salesforce","pages":[{"group":"Salesforce Sales Cloud","pages":[{"title":"Salesforce Sales Cloud: Integration Overview","href":"/s/article/salesforce-sales-cloud-integration-overview"},{"title":"Salesforce Sales Cloud: Pre-Installation Checklist","href":"/s/article/salesforce-sales-cloud-preinstall-checklist"},{"title":"Salesforce Sales Cloud: Installation Guide","href":"/s/article/salesforce-installation-guide"},{"title":"Salesforce Sales Cloud: Data Flow and Matching Logic","href":"/s/article/salesforce-data-logic"},{"title":"Salesforce Sales Cloud: Using Your Integration","href":"/s/article/salesforce-sales-cloud-user-guide"},{"title":"Salesforce Sales Cloud: FAQs and Troubleshooting","href":"/s/article/salesforce-sales-cloud-faqs-troubleshooting"},{"title":"Salesforce Sales Cloud: Version Release Notes","href":"/s/article/salesforce-sales-cloud-release-notes"}]},{"title":"Does Invoca Send Salesforce Data at Call Start or Call Finish?","href":"/s/article/salesforce-data-transmitted-call-start-or-finish"},{"title":"How Do I Check If Invoca Is Sending Data to Salesforce Successfully?","href":"/s/article/check-invoca-sending-data-salesforce-successfully"},{"title":"How Can I Access My Settings for My Salesforce Marketing Cloud RingPool?","href":"/s/article/access-settings-salesforce-marketing-cloud-ringpool"},{"title":"How Do I Add Invoca Call Data to Salesforce Lead Records?","href":"/s/article/add-invoca-call-data-to-salesforce-lead-records"},{"title":"Why Is 'Caller ID' Missing From Custom Field Matching?","href":"/s/article/caller-id-missing-custom-field-matching"},{"title":"What Permissions Are Needed for Invoca Salesforce Users?","href":"/s/article/permissions-invoca-salesforce-users"},{"title":"How to Add Additional Fields to Salesforce","href":"/s/article/add-additional-fields-to-salesforce"},{"title":"How Do I Report Revenue from Salesforce to Invoca?","href":"/s/article/report-revenue-salesforce-to-invoca"},{"title":"How to Troubleshoot Marketing Data Not Populating a Field on the Lead, Account, Contact, Opportunity, or Case","href":"/s/article/troubleshoot-marketing-data-not-populating-salesforce-field"},{"title":"Salesforce Mapped Fields Missing","href":"/s/article/salesforce-mapped-fields-missing"},{"title":"Lead Creation for Every Call Within Salesforce","href":"/s/article/lead-creation-every-call-salesforce"},{"title":"No Call Logs Created in Salesforce","href":"/s/article/no-call-logs-created-salesforce"},{"title":"Missing Call Recordings Links in Salesforce","href":"/s/article/missing-call-recordings-links-salesforce"},{"title":"Some Salesforce Sales Cloud Opportunity Stages Are Not Converting Signals in Invoca","href":"/s/article/some-opportunity-stages-not-converting-signals"},{"title":"I Don't See the Invoca Managed Package in My Installed Apps Section in Salesforce","href":"/s/article/salesforce-package-install-issue"},{"title":"Salesforce Download Error: \"The FieldLayout Is Not Supported for This Layout\"","href":"/s/article/salesforce-download-error-fieldlayout"},{"title":"Salesforce Download Error: Custom Relationship Limit Exceeded","href":"/s/article/salesforce-download-error-relationship-limit"},{"title":"Salesforce Marketing Cloud: Sunset Notice","href":"/s/article/salesforce-marketing-cloud-sunset-notice"},{"title":"How many times will the Salesforce webhook fail before the webhook stops trying?","href":"/s/article/salesforce-webhook-retry-attempts"},{"title":"Salesforce Fields Not Mapping to Lead Object","href":"/s/article/salesforce-fields-not-mapping-to-lead-object"},{"title":"Salesforce Managed Package: Invoca Admin Page Displays Invalid Field Error","href":"/s/article/salesforce-managed-package-invoca-admin-page-displays-invalid-field-error"}]},{"group":"Google Ads","pages":[{"title":"Google Ads: Integration Overview","href":"/s/article/google-ads-integration-overview"},{"title":"Google Ads: Installation Guide","href":"/s/article/google-ads-installation-guide"},{"title":"Google Ads: Call Extensions Setup","href":"/s/article/google-ads-call-extensions-setup"},{"title":"Google Ads: Inbound Data Sync","href":"/s/article/google-ads-inbound-data-sync"},{"title":"Google Ads: Reporting \u0026 Data Visualization","href":"/s/article/google-ads-reporting-data-visualization"},{"title":"Google Ads: Troubleshooting \u0026 FAQs","href":"/s/article/google-ads-troubleshooting-faqs"},{"title":"Google Ads: Integration Management","href":"/s/article/google-ads-integration-management"},{"title":"Google Ads: Enhanced Conversions","href":"/s/article/google-ads-enhanced-conversions"},{"title":"Google Ads: Data Mapping","href":"/s/article/google-ads-data-mapping"},{"title":"Does the Google Ads Policy Update on Restricted Ad Formats Affect Invoca Campaigns?","href":"/s/article/google-ads-policy-restricted-ad-formats"},{"title":"Why Does Google Ads Show a Field_Error INVALID_VALUE?","href":"/s/article/google-ads-field-error-invalidvalue"},{"title":"Why Is Google Ads Keyword Data Missing From Invoca Reports?","href":"/s/article/google-adwords-keyword-data-missing"},{"title":"Why Does Google Ads Show My Call Extension Phone Number as Unverified?","href":"/s/article/google-ads-unverified-phone-number"},{"title":"Does Google Ads Need to Be at the Network or Profile Level?","href":"/s/article/google-ads-network-or-profile-level"},{"title":"Can Google Ads Conversion Data Be Backfilled?","href":"/s/article/google-ads-conversion-data-backfilled"},{"title":"Why Is the Google Click ID Missing From Google Call Extension Calls?","href":"/s/article/google-click-id-missing-call-extension-calls"},{"title":"Can Google Call Extensions Call Data Be Passed Directly to SA360?","href":"/s/article/google-call-extensions-data-sa360"},{"title":"How to Swap Google Ads MCC","href":"/s/article/swap-google-ads-mcc"},{"title":"How Do I Stop Data From Flowing Into Google Ads?","href":"/s/article/stop-data-flowing-into-google-ads"},{"title":"How to Filter Invoca Reports to View Eligible Google Ads Conversions","href":"/s/article/filter-invoca-reports-eligible-google-ads-conversions"},{"title":"Why Did My Google Ads Call or Signal Conversion Stop Ingesting Data?","href":"/s/article/google-ads-conversion-stopped-ingesting-data"},{"title":"What Can Cause Duplicate Google Click IDs?","href":"/s/article/what-causes-duplicate-google-click-ids"},{"title":"What Is the Latency Between Signals/Transactions Being Sent to Google Ads?","href":"/s/article/latency-signals-transactions-google-ads"},{"title":"What Does Invoca Report to Google Ads on Call Extensions?","href":"/s/article/what-does-invoca-report-google-ads-call-extensions"},{"title":"What Is the Match Rate for Receiving Gclids on Google Call Extensions?","href":"/s/article/match-rate-gclids-google-call-extensions"},{"title":"Does Invoca Pass Along Updated Revenue When a Conversion Changes?","href":"/s/article/conversion-updates-revenue-google-ads"},{"title":"Why Do I See \"The Click ID or Call Is Associated With an Ads Account You Don't Have Access To\"?","href":"/s/article/click-id-associated-ads-account-no-access-error"},{"title":"Google Consent Mode v2","href":"/s/article/google-consent-mode-v2"},{"title":"Google Ads: Authentication and Account Linking","href":"/s/article/google-ads-authentication-and-account-linking"},{"title":"Using Google Ads with Bundles","href":"/s/article/using-google-ads-with-bundles"}]},{"group":"Google Analytics (GA4)","pages":[{"title":"Google Analytics 4.0 (GA4): Integration Overview","href":"/s/article/ga4-integration-overview"},{"title":"Why Does Google Client ID (g_cid) Attribution Show as Not Found?","href":"/s/article/attribution-google-client-id-not-found"},{"title":"Google Analytics 4.0 (GA4): Installation Guide","href":"/s/article/ga4-installation-guide"},{"title":"Google Analytics 4.0 (GA4): FAQs","href":"/s/article/ga4-faqs"},{"title":"GA4 Event Not Populating","href":"/s/article/ga4-event-not-populating"},{"title":"How Are Static \u0026 Overflow Calls' Session Parameters Defined in GA4?","href":"/s/article/static-overflow-calls-session-parameters-ga4"},{"title":"More Calls Recorded in GA4 Than in Invoca","href":"/s/article/more-calls-recorded-ga4-than-invoca"},{"title":"Why Does Invoca Data Change After Being Sent to Google Analytics?","href":"/s/article/invoca-data-changes-google-analytics"},{"title":"Should I Integrate Multiple GA4 Properties at the Network Level or Profile Level?","href":"/s/article/ga4-network-or-profile-level"},{"title":"Tips for Creating Custom Dimensions in GA4","href":"/s/article/tips-creating-custom-dimensions-ga4"},{"title":"Why Isn't My Dimension Name or Parameter Data From Invoca Showing Up in GA4 Reports?","href":"/s/article/dimension-name-not-showing-up-ga4-capitalization"},{"title":"How to know if you are looking at the right GA4 Account","href":"/s/article/verify-correct-ga4-account"}]},{"group":"Google Campaign Manager \u0026 SA360","pages":[{"title":"Google Campaign Manager: Integration Overview","href":"/s/article/google-campaign-manager-integration-overview"},{"title":"Google Campaign Manager: Installation Guide","href":"/s/article/google-campaign-manager-installation-guide"},{"title":"Google Campaign Manager: FAQs and Troubleshooting","href":"/s/article/google-campaign-manager-faqs-troubleshooting"},{"title":"Google Campaign Manager Permission Error","href":"/s/article/google-campaign-manager-permission-error"},{"title":"How to Pull Reporting in Invoca When Comparing Data to Campaign Manager","href":"/s/article/pull-reporting-comparing-data-campaign-manager"},{"title":"Google Search Ads 360 (SA360) Setup","href":"/s/article/google-search-ads-360-setup"},{"title":"Google Search Ads 360 vs Google Campaign Manager: Which Should I Use?","href":"/s/article/google-search-ads-360-vs-google-campaign-manager"},{"title":"SA360 Error: \"User Does Not Have Permission to View Advertiser\"","href":"/s/article/sa360-error-user-no-permission-advertiser"},{"title":"What Is the Recommended Path for Migrating My SA360 Integration?","href":"/s/article/recommended-path-migrating-sa360-integration"},{"title":"Google Tag Manager (GTM) Setup","href":"/s/article/google-tag-manager-setup"},{"title":"How to Swap Only Some Numbers on Some Websites Using Google Tag Manager","href":"/s/article/swap-only-some-numbers-google-tag-manager"}]},{"group":"Adobe","pages":[{"title":"Adobe Experience Cloud: Integration Overview","href":"/s/article/adobe-experience-cloud-integration-overview"},{"title":"Adobe Analytics: Installation \u0026 User Guide","href":"/s/article/adobe-analytics-installation-user-guide"},{"title":"Can Invoca Send More Than 30 Data Fields in an Adobe Analytics Classifications Data Delivery?","href":"/s/article/adobe-analytics-classifications-30-data-fields"},{"title":"Adobe Analytics Webhook Not Firing for Syndicated Calls","href":"/s/article/adobe-analytics-webhook-not-firing-syndicated-calls"},{"title":"Do Signal Values Have to Be 1/0 in an Adobe Analytics Data Sources Data Delivery?","href":"/s/article/signal-values-adobe-analytics-data-sources"},{"title":"Adobe Audience Manager: Installation \u0026 User Guide","href":"/s/article/adobe-audience-manager-installation-user-guide"},{"title":"Adobe Advertising Cloud: Installation \u0026 User Guide","href":"/s/article/adobe-advertising-cloud-installation-user-guide"},{"title":"Adobe Target: Installation \u0026 User Guide","href":"/s/article/adobe-target-installation-user-guide"},{"title":"Adobe Launch: Installation \u0026 User Guide","href":"/s/article/adobe-launch-installation-user-guide"},{"title":"Adobe Experience Platform (AEP): Integration Guide","href":"/s/article/adobe-experience-platform-aep-integration-guide"},{"title":"Is a Data Delivery the Only Way to Send Marketing Data to Adobe Analytics?","href":"/s/article/data-delivery-only-way-marketing-data-adobe"},{"title":"Capturing a Marketing Data Field From the Adobe Client Data Layer","href":"/s/article/capturing-marketing-data-field-adobe-client-data-layer"},{"title":"How to Send Invoca Call Records to Adobe Analytics as a Custom Link Event","href":"/s/article/send-call-records-adobe-analytics-custom-link-event"},{"title":"The Custom Code Provided in Documentation Is Not Capturing the Adobe Experience Cloud Visitor ID","href":"/s/article/custom-code-not-capturing-adobe-experience-cloud-visitor-id"},{"title":"Why Does My Call Count in Adobe Analytics Differ From What Is Reported in Invoca?","href":"/s/article/call-counts-adobe-analytics-differ-invoca"},{"title":"Filter Calls Included in an Adobe Pre-Transfer Webhook","href":"/s/article/filter-calls-adobe-pretransfer-webhook"},{"title":"Migrating from Legacy SAINT Classification Imports to Adobe Analytics Classification Sets","href":"/s/article/migrating-from-legacy-saint-classification-imports-to-adobe-analytics-classification-sets"}]},{"group":"Facebook/Meta","pages":[{"title":"Why Isn't the Facebook Click ID Being Captured?","href":"/s/article/facebook-click-id-not-captured"},{"title":"Does Facebook Mask Caller IDs When Calling Invoca Numbers via an App?","href":"/s/article/facebook-masks-caller-ids"},{"title":"Why Is Data Failing to Reach Facebook?","href":"/s/article/facebook-data-failures"},{"title":"Why Can't I View Event Data I Created in Facebook?","href":"/s/article/customers-unable-view-event-data-facebook"},{"title":"Can the Facebook Integration Connect at the Publisher Level?","href":"/s/article/facebook-app-connect-publisher-level"},{"title":"Meta (Facebook) Setup","href":"/s/article/meta-facebook-setup"},{"title":"Meta (Facebook) Conversions API: Installation Guide","href":"/s/article/meta-conversions-api-installation-guide"},{"title":"Fixing \"An Unexpected Error Occurred\" in the Facebook Legacy App","href":"/s/article/facebook-legacy-app-unexpected-error"}]},{"group":"Other Partner Integrations","pages":[{"title":"TikTok: Setup \u0026 Overview","href":"/s/article/tiktok-setup-overview"},{"title":"Reddit Ads: Integration Guide","href":"/s/article/reddit-ads-integration-guide"},{"title":"Pinterest: Setup \u0026 Overview","href":"/s/article/pinterest-setup-overview"},{"title":"Snapchat Ads: Integration Guide","href":"/s/article/snapchat-ads-integration-guide"},{"title":"LinkedIn Ads: Integration Guide","href":"/s/article/linkedin-ads-integration-guide"},{"title":"Nextdoor Ads Manager: Integration Guide","href":"/s/article/nextdoor-ads-manager-integration-guide"},{"title":"ChatGPT Ads: Integration Guide","href":"/s/article/chatgpt-ads-integration-guide"},{"title":"ChatGPT Ads: Tag Setup, Validation, and FAQs","href":"/s/article/chatgpt-ads-tag-setup-validation-faqs"},{"title":"Slack: Setup \u0026 Overview","href":"/s/article/slack-setup-overview"},{"title":"Segment: Setup \u0026 Overview","href":"/s/article/segment-setup-overview"},{"title":"Piwik PRO: Setup \u0026 Overview","href":"/s/article/piwik-setup-overview"},{"title":"StackAdapt: Integration Guide","href":"/s/article/stackadapt-integration-guide"},{"title":"The Trade Desk: Integration Guide","href":"/s/article/trade-desk-integration-guide"},{"title":"VWO: Integration Guide","href":"/s/article/vwo-integration-guide"},{"title":"VinSolutions: Integration Guide","href":"/s/article/vinsolutions-integration-guide"},{"title":"tvScientific: Integration Guide","href":"/s/article/tvscientific-integration-guide"},{"title":"iSpot: Integration Guide","href":"/s/article/ispot-integration-guide"},{"title":"Medallia Digital Experience Analytics: Setup \u0026 Overview","href":"/s/article/medallia-digital-setup-overview"},{"title":"Invoca for Epic: What Our AI Scheduling Assistant Can Do","href":"/s/article/invoca-for-epic-agentic-integration-guide"},{"title":"Invoca for Freshpaint: Integration Guide","href":"/s/article/freshpaint-integration-guide"},{"title":"Invoca for Dynamic Yield: Integration Guide","href":"/s/article/dynamic-yield-integration-guide"},{"title":"Invoca for Contentsquare: Integration Guide","href":"/s/article/contentsquare-integration-guide"},{"title":"FullStory: Integration Guide","href":"/s/article/fullstory-integration-guide"},{"title":"FullStory: Tag Setup, Validation, and FAQs","href":"/s/article/fullstory-tag-setup-validation-faqs"},{"title":"Microsoft Advertising: Installation \u0026 User Guide","href":"/s/article/microsoft-advertising-installation-user-guide"},{"title":"Microsoft Sub-Accounts Do Not Appear Under the Microsoft Ads Integration Tool","href":"/s/article/microsoft-sub-accounts-not-appearing"},{"title":"Microsoft Conversion Goals Not Populating","href":"/s/article/microsoft-conversion-goals-not-populating"},{"title":"Impact: Setup \u0026 Overview","href":"/s/article/impact-setup-overview"},{"title":"Innovid Integration Guide","href":"/s/article/innovid-integration-guide"},{"title":"SIP Integration Overview","href":"/s/article/sip-integration-overview"},{"title":"SIP Integration: Specifications \u0026 FAQs","href":"/s/article/sip-integration-specifications-faqs"},{"title":"Can I Integrate Invoca with Snowflake?","href":"/s/article/can-i-integrate-invoca-with-snowflake"},{"title":"Does Invoca Integrate with Litify?","href":"/s/article/does-invoca-integrate-with-litify"},{"title":"Sending Invoca Data to Litify via Webhook","href":"/s/article/sending-invoca-data-to-litify-via-webhook"},{"title":"Google Business Profile Setup","href":"/s/article/google-business-profile-setup"},{"title":"Microsoft Bing Ads Delivery Errors","href":"/s/article/microsoft-bing-ads-delivery-errors"},{"title":"MNTN Integration Guide","href":"/s/article/mntn-integration-guide"},{"title":"Vibe Integration","href":"/s/article/vibe-integration"}]},{"group":"Webhooks \u0026 APIs","pages":[{"title":"Does the Calls-in-Progress API Have a Rate Limit?","href":"/s/article/calls-in-progress-api-rate-limit"},{"title":"Can the Calls-in-Progress API Be Used Without a PreSense Subscription?","href":"/s/article/calls-in-progress-api-without-presence"},{"title":"403 Error on the Calls-in-Progress API","href":"/s/article/403-error-calls-in-progress-api"},{"title":"Do Real-Time Routing Webhooks Support XML Format?","href":"/s/article/real-time-routing-webhooks-xml-format"},{"title":"Do Real-Time Routing Webhooks Support Nested Variables in the Response Body?","href":"/s/article/real-time-routing-webhooks-nested-variables"},{"title":"Do Pre-Transfer Webhooks Fire on Every Call?","href":"/s/article/pretransfer-webhooks-fire-every-call"},{"title":"Do Post-Call Webhooks Fire on Short Phone Calls?","href":"/s/article/post-call-webhooks-short-calls"},{"title":"API Integrations: Conditional Firing Rules","href":"/s/article/api-integrations-conditional-firing-rules"},{"title":"New Feature: Conditional Firing Rules for Partner Platform Integrations","href":"/s/article/conditional-firing-rules-partner-platform-integrations"},{"title":"Basic Knowledge: Invoca Webhooks","href":"/s/article/webhooks-setup"},{"title":"How to Create, Edit, or Clone an Invoca Webhook","href":"/s/article/create-edit-clone-invoca-webhook"},{"title":"Using Real-Time Routing Webhooks to Include Invoca Data With Third-Party Call Routing","href":"/s/article/real-time-routing-webhooks"},{"title":"Multiple Records for One Call Included in FTP File","href":"/s/article/multiple-records-one-call-ftp-file"},{"title":"Invalid ID Response for Real-Time Webhook","href":"/s/article/invalid-id-response-real-time-webhook"},{"title":"Pre-Transfer Webhooks Auto-Paused by the Invoca System","href":"/s/article/pretransfer-webhooks-autopaused"},{"title":"What Is the Response Window to Receive Data via a Real-Time Webhook?","href":"/s/article/response-window-real-time-webhook"},{"title":"Standardizing Timestamps in Custom Webhooks to ISO 8601 DateTime Format","href":"/s/article/standardizing-timestamps-custom-webhooks-iso8601"},{"title":"Webhook Error: Too Many Requests","href":"/s/article/webhook-error-too-many-requests"},{"title":"Using the Custom Webhook to Send Data to Heap","href":"/s/article/custom-webhook-send-data-to-heap"},{"title":"What Happens When You Create or Repurpose a Custom Webhook With an OAuth Credential for One of Invoca's Other Integrations?","href":"/s/article/custom-webhook-repurpose-oauth-credential"},{"title":"Can I Modify a Call Record Before the Call Ends?","href":"/s/article/modify-call-record-before-call-ends"},{"title":"Can I Apply Signals or Marketing Data to Multiple Calls Using the Signal API?","href":"/s/article/apply-signals-marketing-data-multiple-calls-signal-api"},{"title":"\"Call Must Be Present\" Error on the Signal API","href":"/s/article/call-must-be-present-error-signal-api"},{"title":"Revenue Not Applied with Signal API","href":"/s/article/revenue-not-applied-with-signal-api"},{"title":"Can You Remove Marketing Data Fields via API?","href":"/s/article/remove-marketing-data-fields-via-api"},{"title":"Can SFTP Files Be Resent?","href":"/s/article/can-sftp-files-be-resent"},{"title":"Call Ingestion: Importing Calls via API or SFTP","href":"/s/article/call-ingestion-api-sftp"},{"title":"Can a Daily Delivery File Include Multiple Days of Data?","href":"/s/article/multiple-days-of-data-in-daily-delivery-files"},{"title":"Can I Retrieve All Promo Numbers via the Network API?","href":"/s/article/retrieve-all-promo-numbers-via-api"},{"title":"Can Call Transcripts Be Accessed Through the Transactions API?","href":"/s/article/call-transcripts-transactions-api"},{"title":"How Can I Activate a Campaign via the Network API?","href":"/s/article/activate-campaign-via-api"},{"title":"How to Update a Custom Webhook to Pass All Calls","href":"/s/article/updating-a-custom-webhook-to-pass-all-calls"},{"title":"What Data Is Necessary to Identify an Invoca Call Record via API","href":"/s/article/what-data-is-necessary-to-identify-an-invoca-call-record-via-api"},{"title":"Whitelist IP Addresses for Data Delivery","href":"/s/article/whitelist-ip-addresses-for-data-delivery"}]}]},{"group":"Marketing Data Fields","pages":[{"group":"Managing Marketing Data Fields","pages":[{"title":"Creating Marketing Data Fields","href":"/s/article/creating-marketing-data-fields"},{"title":"Editing Marketing Data Fields","href":"/s/article/editing-marketing-data-fields"},{"title":"Choosing a Scope for a Marketing Data Field","href":"/s/article/choosing-scope-marketing-data-fields"},{"title":"Why Can't a Super User Add Marketing Data Fields?","href":"/s/article/super-user-marketing-data-fields"},{"title":"When Passing Data in Integrations or Webhooks, Should I Select \"data\" or \"data.source\"?","href":"/s/article/which-field-data-or-data-source"}]},{"group":"Capturing \u0026 Posting Data","pages":[{"title":"What Are the Automated Ways to Post Data Into Invoca?","href":"/s/article/automated-ways-post-data-into-invoca"},{"title":"Capturing Marketing Data","href":"/s/article/capturing-marketing-data"},{"title":"How to Capture the Session ID for Multiple Data Streams","href":"/s/article/capture-session-id-multiple-data-streams"},{"title":"How to Capture the Entry Page URL","href":"/s/article/capture-entry-page-url"},{"title":"How to Expose the Google Analytics Session ID in the JavaScript Data Layer from Google Tag Manager","href":"/s/article/expose-ga-session-id-javascript-data-layer-gtm"},{"title":"How to Know if Your 3rd Party Data Can Be Uploaded to Invoca","href":"/s/article/know-if-3rd-party-data-can-be-uploaded"}]},{"group":"Troubleshooting Data Issues","pages":[{"title":"Does allDataReset: true Reset Invoca Session Data?","href":"/s/article/alldatareset-session-behavior"},{"title":"Why Is Marketing Data Missing for My Call?","href":"/s/article/marketing-data-missing-for-call"}]}]},{"group":"Troubleshooting \u0026 FAQ","pages":[{"group":"Call \u0026 Number Troubleshooting","pages":[{"title":"Call Connectivity FAQ","href":"/s/article/call-connectivity-faq"},{"title":"Why Don't My Call Duration and Recording Length Match?","href":"/s/article/call-duration-discrepancies"},{"title":"Troubleshooting: The Phone Number on My Landing Page Isn't Swapping","href":"/s/article/dynamic-number-swap-troubleshooting"},{"title":"Why Is There No Location Information for UK Mobile Numbers?","href":"/s/article/no-location-information-uk-mobile-numbers"}]},{"group":"Access \u0026 Browser Issues","pages":[{"title":"Login Issues","href":"/s/article/login-issues"},{"title":"Why Am I Receiving a 404 Error for Invoca URLs When Running Links Through a Scanning Tool?","href":"/s/article/404-error-invoca-urls-scanning-tool"},{"title":"Microsoft Edge Isn't Working to Load Invoca","href":"/s/article/microsoft-edge-not-loading-invoca"},{"title":"Dashboard Navigation FAQ","href":"/s/article/dashboard-navigation-faq"}]},{"group":"Integrations \u0026 Support","pages":[{"title":"Integration Troubleshooting","href":"/s/article/integration-troubleshooting"},{"title":"How to submit a customer support case","href":"/s/article/submit-a-customer-support-case"}]}]},{"group":"Performance Marketing","pages":[{"title":"Performance Marketing Overview","href":"/s/article/performance-marketing-overview"},{"group":"Advertiser \u0026 Publisher Accounts","pages":[{"title":"Advertiser Guide","href":"/s/article/advertiser-guide"},{"title":"Publisher Guide","href":"/s/article/publisher-guide"},{"title":"Advertiser and Publisher Aliases","href":"/s/article/advertiser-publisher-aliases"},{"title":"Create a New Publisher","href":"/s/article/create-new-publisher"},{"title":"How to Approve or Decline a Publisher Application","href":"/s/article/approve-decline-publisher-application"},{"title":"Change Applied Account or Company Type","href":"/s/article/change-applied-account-company-type"},{"title":"Understanding and Managing Your Publisher's Status","href":"/s/article/understanding-managing-publisher-status"},{"title":"Suspend an Advertiser","href":"/s/article/suspend-advertiser"},{"title":"How to limit the access of an Advertiser account by designating it as \"Network Managed\"","href":"/s/article/limit-advertiser-access-with-network-managed"},{"title":"How to View or Edit a Publisher ID","href":"/s/article/viewing-or-editing-a-publisher-id"},{"title":"How to View or Edit an Advertiser ID","href":"/s/article/viewing-or-editing-an-advertiser-id"}]},{"group":"Bundled \u0026 Syndicated Campaigns","pages":[{"title":"Create a Bundled Advertiser","href":"/s/article/create-bundled-advertiser"},{"title":"Why Wasn't My Bundled Phone Call Paid Out Correctly?","href":"/s/article/bundled-phone-call-payout-troubleshooting"},{"title":"Why Wasn't My Phone Call Included in the Desired Bundled Destination Campaign?","href":"/s/article/call-not-included-bundled-destination"},{"title":"Why Does My Bundled Phone Call Show Different Durations in Different Reports?","href":"/s/article/bundled-call-different-durations"},{"title":"Take Margin on Syndicated and Bundled Campaigns","href":"/s/article/take-margin-on-syndicated-and-bundled-campaigns"},{"title":"What Is the Difference Between Syndicating In and Out?","href":"/s/article/what-is-the-difference-between-syndicating-in-and-out"},{"title":"FAQ: Rerouting Website Calls to a New Syndication Partner","href":"/s/article/reroute-syndicated-calls-to-new-partner-faq"}]},{"group":"Campaign Creatives \u0026 Promo Numbers","pages":[{"title":"[Legacy] Campaign Creatives: Image and SMS Placement","href":"/s/article/legacy-campaign-creatives-image-and-sms-placement"},{"title":"[Legacy] Campaign Creatives: Image Specifications","href":"/s/article/legacy-campaign-creatives-image-specifications"},{"title":"How do I add promo numbers to my performance marketing campaign?","href":"/s/article/add-promo-numbers-to-performance-marketing-campaign"}]},{"group":"Publisher Campaigns \u0026 Payouts","pages":[{"title":"Publisher: Applying to a campaign","href":"/s/article/publisher-applying-to-a-campaign"},{"title":"Publisher recruitment tips","href":"/s/article/publisher-recruitment-tips"},{"title":"Publisher: Request Creatives","href":"/s/article/publisher-request-creatives"},{"title":"Publisher: How to hide a campaign from your campaigns list","href":"/s/article/publisher-how-to-hide-a-campaign-from-your-campaigns-list"},{"title":"Publisher: Joining an Advertiser campaign using web integration code (WIC)","href":"/s/article/publisher-joining-an-advertiser-campaign-using-web-integration-code-wic"},{"title":"How is EPC Calculated?","href":"/s/article/how-is-epc-calculated"},{"title":"Repeat Caller Payout Conditions \u0026 Corrections","href":"/s/article/repeat-caller-payout-conditions-and-corrections"}]},{"group":"Data Sharing \u0026 Reporting","pages":[{"title":"How to Share Invoca Data with Affiliates and Advertisers Using Single Sign-On (SSO)","href":"/s/article/share-invoca-data-affiliates-advertisers-sso"},{"title":"Static Marketing Data Mapping","href":"/s/article/static-marketing-data-mapping"},{"title":"Attribution Model Comparison","href":"/s/article/attribution-model-comparison"},{"title":"Manual Data Import","href":"/s/article/manual-data-import"},{"title":"Performance Conversion Reports","href":"/s/article/performance-conversion-reports"},{"title":"Lost Opportunity Tracking","href":"/s/article/lost-opportunity-tracking"},{"title":"HTTP, FTP, Email, S3 Data Deliveries","href":"/s/article/http-ftp-email-s3-data-deliveries"}]}]},{"group":"Resources","pages":[{"title":"Invoca Trust Center","href":"/s/article/invoca-trust-center"},{"title":"Invoca Academy","href":"/s/article/invoca-academy"}]}]}]},{"product":"Developer","pages":[{"title":"Developer","href":"/developers"}]},{"product":"Invoca Design System","icon":"palette","color":{"light":"#00b388","dark":"#00b388"},"description":"","pages":[{"title":"Invoca Design System","href":"/invoca-design-system"}]}]},"basePath":"","title":"View or Edit a Formula in a Search - Invoca","buildId":"dpl_DTau1J5HqS9UTgVSDwGksstFWtPa","deploymentId":"dpl_DTau1J5HqS9UTgVSDwGksstFWtPa","dynamics":[],"chunks":[]}