ObjectiveEnsure that Invoca call data is attached to Salesforce lead records.ProcedureFirst, check that the desired data points are being sent to Salesforce in a delivery. This can be found in the Salesforce webhook's deliveries page, or within a Kib...
Objective2FA setup for Invoca AccountsApplies To2FA login for InvocaProcedureCustomer must have Feature Flag enabled for: show_two_factor_auth Confirm with CSM if there is a costProvisioning will need to add this flag Once enabled, a SUPER user on th...
ObjectiveTo export a PDF of a dashboard with the configured settingsApplies ToDashboard Reports ProcedureGo to your Dashboard report.Adjust any settings like the date, marketing data, signals, or any other filtersOnce adjusted, click on the "grey" sa...
ObjectivePull an Invoca report, that accurately reflects eligible calls sent over to Google Campaign Manager.Applies ToCampaign ManagerInvoca Call ReportProcedureFirst, pull a call and/or transactions report in Invoca over the specified period of tim...
Objective Customer is requesting to change the number preference for a Destination Ringpool from Toll-Free to Local or vice versa Applies To Destinations Ringpools Number preference (toll free & Local) Procedure Go to destinationsIgnore destination (...
ObjectiveTo adjust or correct the value of a transaction down to zeroApplies ToSignal APIProcedureWhen correcting to zero, it may be more useful to use 'null' instead of zero.If the customer wants the revenue to aggregate, they must include a unique ...
ObjectiveQ: Is there a reason why a Super User would be unable to add marketing data fields?A:With the network attribute custom_data_editing_enabled unchecked, marketing data fields can only be added/edited internally by Invoca super duper users. Thi...
ObjectiveCustomers desire increased control over when the tag swaps occur, as well as the ability to manage their allocated number usage according to the terms outlined in their contract.Applies ToInvoca Tag Settings for Call TrackingCustomers seek t...
ObjectiveBy capturing and passing the Google Analytics session IDs, you can understand which marketing campaigns and pages are driving each type of call or Signal in GA4 reports.Applies ToGoogle Analytics 4Procedure1 Add MDFs For Each Data Stream We’...
ObjectiveThe objective is to eliminate the filter that determines which calls are forwarded downstream.Applies ToCustom webhooksFiltering ruleProcedureNavigate to the custom webhook screen.Select the webhook you want to update.Click on the "Configura...
ObjectiveThe following steps need to be completed in order to capture the facebook click ID.Applies ToFacebook Conversion APIProcedureFacebook Click ID (recommended) Create a custom Marketing Data field in Invoca for the Facebook Click ID, with the ...
ObjectiveIdentifying the correct GA4 account after being given read-only access or if not access from a direct email invite.Applies ToGA4 Integration: Playbook here: https://docs.google.com/document/d/15b79mRIAo_qTGsDtLPZGNYYKXjudH3mgxMKbe9MBz1U/edit...
ObjectiveAllow the Invoca Tag to read and append value to a Marketing Data Field from the Adobe Client Data Layer.Applies ToInvoca Tag Marketing Data Field UIThis is an option for clients that already have Adobe Experience. Resource for reference: ht...
Objective Static promo numbers(toll-free or local) can be automatically generated via Invoca API. Applies To Invoca API > Network Integration > Promo NumbersProcedure It can be more beneficial to leverage the Invoca API to create multiple promo numbe...
ObjectiveCustomers prefer the option to swap specific numbers on the website rather than replacing all identified numbers.Procedure1. Replace specific Phone numbers in the Tag Wizard UI The list of Phone numbers and the desired campaign can be set in...
ObjectiveCertain customers desire to move static numbers from one network to another network. This move should only be considered when there is a strong business use case such as selling off part of the company and setting up a new network. When a ne...
Objective Capture attribution for the Google Session ID. Applies To Customers using Invoca's Google Anlaytics 4 integrationCustomers integrated with multiple Google Analytics propertiesCustomers utilizing Google Tag Manager to manage their GA4 Tags. ...
ObjectiveMake Invoca run on a page without the Invoca tag running on it yet.Applies ToAny website where Invoca is not initially loaded.ProcedureIdentify the page you want to run Invoca onIdentify the tag you wish to use to run InvocaCopy the tag code...
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...
ObjectiveAdd custom attributes to an Okta user profile to define additional attributes that are not available in the base attributes. This will allow you to pass the required parameters (first name, last name, phone number) in the Invoca SSO/SAML int...
