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Knowledge Base Articles

maria_ogneva by Community Manager

How Invoca Works

A high level introduction to how Invoca for Marketing works! A quick walk through on Invoca's key functionality. It's appropriate for anyone getting started, whether you are an admin or an executive leader. Even if you already got started and up and...

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stevestormoen by Employee

Getting Started for Sales Representatives

Welcome to Invoca for Sales! If you're a Sales Representative, this article will help you get oriented with the data and insights you can find with Invoca to get the most out of your phone calls.What to expect from Invoca for Sales:  Gain quick, acti...

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stevestormoen by Employee

Getting Started for Sales Managers

Welcome to Invoca! If you're a Sales Manager, this article will help you get up to speed setting up your Invoca account, getting familiar with a few core Invoca concepts, collaborating with your team, and reviewing phone calls with your Sales Reps.  ...

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stevestormoen by Employee

Basic Knowledge: Signals

Signals are tags you can apply to your calls to help you classify and segment them. Each Signal you create in your Invoca account acts as a condition, and Invoca checks every call to see if that condition is met or not.Signals can segment your phone ...

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stevestormoen by Employee

Getting Started for Digital Marketers

Welcome to your new Invoca account! This article will take you through the first essential step in setting up your Invoca account: deploying your Invoca Tag. We’re excited to help you start understanding the phone calls you receive — and start puttin...

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stevestormoen by Employee

Basic Knowledge: Integrations

As a digital marketer, you’re used to using a lot of different tools to make your workday hum, and you need them all to play nicely together. Your Invoca account is well equipped for those needs, featuring powerful integrations with popular marketing...

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stevestormoen by Employee

A list of all available integrations

Invoca is stuffed with powerful integrations with the marketing tools you use every day, to help your workday flow freely. In this article, you’ll see a list of every integration available in your Invoca account, along with links to an overview docum...

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stevestormoen by Employee

Basic Knowledge: Notifications

In your Invoca account, the notification center lets you know about recent activity in your Invoca account — particularly actions that are completed behind the scenes.   Need alerts on performance (affiliate) marketing events?For pressing issues for ...

Invoca dashboard with the Notifications menu open.
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stevestormoen by Employee

Basic Knowledge: Invoca Campaigns

Every call you receive in Invoca is fielded through an Invoca campaign. Invoca campaigns are not the same thing as a marketing campaign — it's just our name for the part of your Invoca account that handles a number of different options and features r...

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stevestormoen by Employee

Platform Organization and Account Types

When you use Invoca, you might notice a hierarchy of different account levels that we use to help you keep track of everything. You can tell which account you're accessing based on the word "Network", "Advertiser", or "Publisher" next to your account...

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stevestormoen by Employee

Other names for Advertisers and Publishers

Frequently in this Knowledge Base, you might see instructions regarding Invoca features and accounts called Advertisers and Publishers. However, these might be called something different in your network.Both Advertisers and Publishers can be renamed ...

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stevestormoen by Employee

Basic Knowledge: Invoca webhooks

A webhook is a rule you can create in your Invoca account to let it communicate with your other marketing apps and systems. Your webhooks will “fire” whenever a certain condition is met in your Invoca account — usually, any phone call received — and ...

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