How to create an Invoca campaign

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Invoca Campaigns are a hub for segmenting your call intelligence efforts, from which you can capture Marketing Data, customize your call routing and caller's experience with call treatments , generate reports, and more. 

Each Invoca account comes with a campaign already created. However, if you need to segment your phone calls across between more than one distinct call treatment option, such as the language spoken, check out How many Invoca campaigns does my business need? If you do need more than one Invoca campaign, simply follow these steps:
 

Name and type

1. Log in to your Invoca account. If you use Invoca as a Network account, click Advertisers in the sidebar menu, then select Manage Advertisers. Next, choose the Advertiser or Profile in which you'd like to create your Invoca campaign.
2. In the sidebar menu, click Campaigns, then select Add New Campaign.
3. Type a name for your campaign in the Campaign Name field. 
4. Select the type of campaign you want to create. If you are a brand marketer and you don’t plan on using affiliate organizations in your campaign, choose “Profile direct promotion only.” For other options, see the related links for more information. Depending on the type of campaign you choose, you may see options for your product service or category and the language of your campaign. Select the best options for your promotion from the drop-down menus provided.
5. For most campaigns, we strongly recommend leaving the Landing Page URL field blank — after creating your campaign, you will add tracking parameters that will help associate your campaign with one or more landing pages.
6. You may choose to add a short description of your campaign in the Campaign Description field. When you are finished, click Next.

Choose call treatment options

1. If you would like to use Invoca to record your phone calls, select the “Record call” checkbox. By default, Invoca will also play a recorded prompt to your caller informing them that the call is being recorded.
    
   Call recording notification:
   
   For legal compliance, you should only deselect the “Play recorded call prompt” checkbox if your phone system plays a separate recording notification for your caller, OR if you intend to customize the call recording message with a custom text-to-speech or audio message.
    
2. Select the “Play whisper message” checkbox if you would like to type or record a message to play for the party answering the phone call before the call is connected.
3. Click the “At the start of the call” drop-down menu to choose the call treatment action Invoca should take to route phone calls in your campaign. Call treatment options include:
    
   • Forward to a call center
   • Forward to nearest location
   • Offer a text message
   • Hang up
   • Ask a question
   • Verify location of caller
   • Ask a series of questions
   • Check a condition
      
   For more information about these call treatment options and how to utilize them, see How to understand, build, and edit a call treatment for your Invoca campaign.
4. By default, Invoca will display your caller’s caller ID phone number to the call center receiving your call. To display or hide this number, click “change” in the gray Call Forwarding box.
5. When you are finished selecting your call treatment options, click Done.

Hours

1. Select the Open 24/7 radio button if your campaign will always be active, or the Select Hours radio button to apply hour limits to your campaign.
2. If you chose the Select Hours button, use the drop-down menus below to select your campaign’s hours of operation for each day of the week. When you are finished, click Done.

Regions

1. Select from the Regions radio buttons to choose the target region for your campaign. Invoca will only apply your campaign rules to phone calls from these targeted regions.
2. If you select the Choose Target Regions button, you will have the option of targeting specific cities, states, time zones, or countries with your campaign. You may add any number of targeted regions to a campaign. When you are finished, click Done.

Review and go live

1. You will now see the Campaign Summary page, where you can review and edit the options you’ve selected for your campaign.
2. Note that your campaign is not yet live, and will not apply the options you’ve chosen to any phone calls yet!
3. When you’re ready to launch your campaign, click “Go Live”.

Congratulations, your campaign is now live! Now, any phone calls directed to your Campaign ID phone number will apply the rules you’ve set in your Campaign and Call Treatment options. This is a crucial first step in applying call intelligence to the phone calls your business receives.

Ready to take the next step? See these related support articles to dive deeper into your Invoca account!
 

Next Steps:
• Basic Knowledge: Invoca Campaigns 

•How to understand, build, and edit a call treatment for your Invoca campaign 
• Basic Knowledge: Invoca reports