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InvocaKnowledge by Community Manager

Configure SSO with Okta

ObjectiveUtilizing Okta to log into Invoca via SSO/SAMLApplies ToSSO SAML setup for companies that utilize Okta as their IdPProcedurePart 1 - Configure the Okta tile In the Admin Console, go to Applications > Applications.Click Create App Integratio...

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InvocaKnowledge by Community Manager

How to Add Additional Fields to Salesforce

ObjectiveTo add Invoca custom fields within a Invoca call log. Applies ToSalesforceProcedureYou will need to follow the instructions below to add the additional fields to Salesforce. You can adjust the layout of the Invoca Call Log to choose which fi...

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InvocaKnowledge by Community Manager

How to capture the entry page URL?

ObjectiveThe goal is to modify Invoca to capture the complete URL for the first visit, as this will be beneficial for troubleshooting query string parameters.Applies ToMarketing Data & Invoca Tag.ProcedureNavigate to your Marketing Data dictionary. L...

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InvocaKnowledge by Community Manager

How to Know if Your 3rd Party Data can be Uploaded to Invoca

ObjectiveTo determine if your marketing data or call conversions being stored in a third party system can be successfully uploaded to your Invoca Calls/Transactions Reports.Applies ToCustomers who have data not captured in Invoca in a third party sys...

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InvocaKnowledge by Community Manager

How to Route a Bundle to Other Bundles

ObjectiveA Call can be routed from one bundled campaign to anotherApplies ToPerformance ClientsClients wishing to perform AB testing ProcedureCreate desired number of Fiinal Bundled CampaignsCreate a new publisherApply to the FBCs with publisher App...

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InvocaKnowledge by Community Manager

How Can I Set Up Destinations With Multiple Campaigns

ObjectiveDestinations is configured to send calls to multiple campaignsApplies ToNetworks using DestinationsNetworks with multiple campaignsNetworks with more than one campaign per tagProcedureNavigate to each campaign to use Destinations Click Dest...

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InvocaKnowledge by Community Manager

How To Identify and Report Suspected Spam Calls

ObjectiveTo report spam phone calls made to your network with a goal of reducing total number of spam calls received.Applies ToAny Invoca client receiving large amounts of short-duration calls on their network.ProcedureRun a call report for the affec...

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InvocaKnowledge by Community Manager

How to verify whether the call originated from the website or offline?

ObjectiveDetermine whether the phone call was generated by a user visiting a webpage with the Invoca tag or by dialing one of the static Invoca promotional numbers.Applies ToReportingProcedureNavigate to the Calls detail report ​​​​​​​​​​​​​​​​​​​​​...

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InvocaKnowledge by Community Manager

Why is marketing data missing for my call?

ObjectiveThe purpose of this article is to provide an explanation for why the marketing data obtained from the tag appears blank in Invoca reporting.Applies ToMarketing Data management via tagProcedureRequest for a Call Record ID when Invoca is not a...

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InvocaKnowledge by Community Manager

Can I self-host the Invoca Tag library locally?

Objective Applies ToFor customers with a security policy that restricts the use of 3rd party scripts or vendor scripts to load additional configuration from external sources (such as the library and tag revision), or for customers who prioritize mini...

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InvocaKnowledge by Community Manager

How to Block DialogTech from Running on a Page

ObjectiveTo prevent the DialogTech script from interfering with the Invoca Tag when DialogTech is still deployed on a webpage during migration.Applies ToCustomers migrating to Invoca from DialogTech.Procedure Open the webpage that you are testing Inv...

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