02-28-2023 04:08 PM - edited 03-08-2023 08:21 AM
This article describes a set of features in open beta
If you'd like to use Destination management, contact your Invoca CSM or Core Success Manager to get this feature enabled in your Invoca account!
If you use Invoca'sDestinations feature to manage phone numbers from your website, have a few different options to add new Destinations. While your Invoca Tag can automatically detect new destinations from your landing pages, some Invoca users prefer to do things the old fashioned way. That's why you can also import a list of all your Destinations from a spreadsheet file.
This is especially useful for organizations who maintain a large list of Destinations, such as multi-location businesses and franchises, and is doubly useful for such organizations whose list of active locations may change regularly. If you maintain a list of your business phone numbers separately from Invoca, we can accept that list to make sure your Invoca account is always the most up-to-date.
Why can't I see these features?
To import and bulk edit your Destinations, you must have disabled the "Replace any number" checkbox in your Invoca Tag Wizard! See How to manage your website phone numbers through Destinations to learn more.
First, make sure you have a full list of all the Destinations you want to import handy. If that list is maintained in another system, you'll need to export them into a CSV or spreadsheet file.
Keep in mind that you may want to include in your list phone numbers you want Invoca to actively track, as well as numbers you'd like your Invoca account to ignore, such as customer support lines! As we cover in our guideHow to manage your website phone numbers through Destinations, you can set different Destination numbers to different statuses, which affects how your Invoca tag treats those numbers.
When you open your Destinations Import Template, it should look something like this:
At the bottom, the spreadsheet workbook is divided into four sheets: Instructions, Active, Discovered, and Ignored. Instructions contains instructions for how to use your template — do not edit this section! In each of the other sheets, add the Destinations you want to set to its corresponding status: Active Destinations in the "Active" sheet, and so on.
Each row in your spreadsheet should correspond to a different Destination connected to your business. For each one, fill in the following columns with the corresponding data:
Additionally, your spreadsheet contains additional columns that cannot be changed for Destinations that have already been entered into your Invoca account. In most cases, feel free to leave these columns blank. If you do want to change any of these settings for one of your Destinations, check with your Customer Success Manager or Core Account Manager.
When you're finished, save your Destinations spreadsheet list with a new file name.
Return to your Invoca browser window. Click the Upload button and browse to find your completed Destinations spreadsheet list, then click Upload.
That's it! Your Invoca account will get to work adding or updating all the destinations from your spreadsheet. You'll receive a notification when it's finished.
You can also edit your destinations in bulk using the same process. Return to the Destinations tab of your campaign and click Export to download the latest full list of your Invoca destinations. Then follow the steps above to add new destinations or change any destination's Name or Max Pool Size in your spreadsheet document. When you're finished, upload your edited spreadsheet as described above and your Invoca account will process any changes you made.
• How to manage your website phone numbers through Destinations
• Importing call conversions via Signal file upload
• Porting phone numbers into Invoca