Campaign Configuration
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      Campaign Configuration: Phone/IVR

      Looking to set up call transfers for your campaigns? Check our quick guide to Campaign Configuration: Phone/IVR for detailed instructions.

      The "Phone/IVR" tab allows you to set up which phone number or IVR a lead will be transferred to if it is purchased by this Campaign. Call Logic supports two Campaign transfer types: Direct Transfer to Phone and Custom IVR.

      To manage the settings, go to the Client Management > Setup > Campaigns section, select the Campaign, click the “Configure” button in the “Actions” column, and select the “Phone/IVR” tab.

      Transfer Rule

      Transfer Settings


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      Transfer Rule

      The "Transfer Rule" tab contains the following fields:

      • Transfer type: Select the transfer type that determines where purchased leads are transferred.
        • Select the Direct Transfer type for calls to be forwarded to the phone number specified in the Phone field.
        • Select the Custom IVR type for calls to be transferred to the custom IVR that may contain additional questions or perform additional validation.
      • Phone (for Direct Transfer): Select the phone number you want to transfer the purchased leads to.
        Note: If you select the non-verified phone number, the system will require verification via text message. You are provided three attempts to enter the right code within 5 minutes. Otherwise, you will need to ask for a new code to be sent or provided via the call. 
      • Name (for Custom IVR): Enter the name of the Custom IVR.
      • Language (for Custom IVR): Select the language for data reduction.
      • Recognition Type (for Custom IVR): Select the IVR recognition type (Keypad or Voice Recognition + Keypad).
      • Numerical Data Redaction (for Direct Transfer): Call Logic users who utilize the Call Recording feature can set up numerical data reduction, such as phone number, ZIP code, credit card number, etc., from the audio recording of the conversation:
        • Select the “Use Product Setting” option to apply the product settings the campaign is assigned to.
        • Select the “Enabled” option to enable numerical data reduction for this campaign, regardless of the product settings.
        • Select the “Disabled” option to disable numerical data reduction for this campaign, regardless of the product settings.
      • Keyword Search (for Direct Transfer): Call Logic users who utilize the Call Recording feature can set up a keyword search that allows you to search for phrases or keywords in audio recordings:
        • Select the “Use Product Setting” option to apply the product settings the campaign is assigned to.
        • Select the “Enabled” option to enable keyword search for this campaign, regardless of the product settings.
        • Select the “Disabled” option to disable keyword search for this campaign, regardless of the product settings.

      Transfer Settings

      The "Transfer Settings" tab contains the following fields: 

      • Override Call Recording Percent: Set the percentage of the phone calls that will be recorded for this campaign.
      • Phone Number To Display For Buyer: Select the “Consumer Phone Number” or “Publisher Phone Number” option to display the corresponding phone number when the call is transferred to the Buyer.
      • Ring time: Enter how long the system should wait for a Buyer’s agent to pick up the incoming call. The default value is set to 30 seconds.
      • Play intro to answered buyer: This field implements the ability to play audio to the buyer before connecting to the lead.
        • Select the “Use Buyer Settings” option to apply specific Buyer settings.
        • Select the “No” option not to play the intro.
        • Select the “Yes” option to upload an audio file for the intro. Upload is available with the “Intro file for answered buyer" field that appears below.
      • Intro file for answered buyer: Select the introduction file for the answered Buyer.
      • Music On Hold Source: Select the source of the music on hold (Upload / Media Library).
      • Music On Hold Filename: Select the file for the music on hold.
      • Media Library File: Select the media library file for the music on hold.
      • Number of redial attempts for Non-answered calls: Enter the number of attempts the system will make to reach the Buyer if there is no response during the “Ring Time” period. 
      • Redial interval for Non-answered calls: Enter the duration of time between call attempts.
      • Number of redial attempts for Busy/Error calls: Enter the number of attempts the system will make to reach a Buyer if a “Busy” signal was received (the call was dropped/the line is busy).
      • Redial interval for Busy/Error calls: Enter the duration of time between call attempts if the system receives a “Busy” signal (the call was dropped/the line is busy).
      • Redial if call gets disconnected: Select the “Yes” value to enable the feature that allows you to redial the same Buyer’s phone number (the “Phone” field) if the call duration was less than the specified value in the “Call duration less than” field.
      • Redial if disconnected within (seconds): Enter the call duration time (1 to 3 seconds). If the current call duration is less than the specified value, the call will be redialed to the same Buyer’s phone number (the “Phone” field).

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      Click the “Save” button to apply changes.

      The SIP Headers feature allows you to transfer different kinds of data between the Phonexa telephony server and the Buyer’s telephony server using the SIP protocol.

      Read more about SIP Headers in the Knowledge Base article.