ObjectiveThis is an overview of how to send revenue from the Opportunity object in Salesforce Sales Cloud to Invoca.Applies ToSalesforce Sales CloudProcedureNavigate to your Salesforce instance.Makes sure you're logged in as the Authenticating User t...
Applies ToCustomers can utilize the network API to access a comprehensive list of all promo numbers of the network. This will provide a list of numbers along with their corresponding information, including the applied marketing data.ProcedureTo retri...
Applies ToThis can be beneficial to have a holistic view of all of the static promo numbers the network is utilizing. Customers can access detailed information about: Each phone number including its statusThe associated campaignsThe number of calls ...
ObjectiveAdd or Remove data from an existing Adobe Data deliveryApplies ToAdobe ClassificationsAdobe Data SourcesAdobe Data DeliveriesProcedureAlign with the customer and Production Support team on the day the updates will be made, PS requires 3-5 da...
ObjectiveWhen an update is made to an IdP certificate, the update needs to be applied to the Invoca network as well for consistency purposes.Applies ToSAMLSSOProcedureContact your Customer Success Manager to request the IdP certificate update and pro...
Applies ToThese steps can be utilized for troubleshooting and will be beneficial to customers who wish to preview the appearance of the user's page before activating the Invoca tag and swapping numbers.ProcedureThere are two ways to stop the Invoca t...
ObjectiveTo remove an old MCC account and reauthorize under a new MCC.Applies To-Google Ads-Network-Level Integration-Profile Level Integration Procedure1.) Move over any associated child accounts with the old MCC to the new MCC2.) Ensure the authori...
Applies ToBulk updating promo numbersProcedureNavigate to Marketing Data Dictionary.In the right corner select the Export button > Applied Marketing Data (excel). Contact your Customer Success Manager or Support rep if you do not see this option in y...
ObjectiveTo prevent data from all calls being sent to every GA4 property.To only send call data to each GA4 property that is associated with the property.Applies ToCustomers with multiple GA4 properties.Customers setting up a net new Google Analytics...
