Account a project (company or website, landing page, etc.) profile within INVOX platform, allowing you to manage and monitor phone call data, track marketing efforts, and analyze customer interactions. The account typically includes settings, call tracking numbers, campaigns, reporting tools, and user permissions.
Account Name is a specific campaign, or client project within the platform. This allows you to track calls and marketing performance on a project-by-project basis, making it easier to organize and analyze data for individual campaigns or client engagements.
Channel: This is the channel, the source allocated to each tracking number. For dynamic display of the tracking number on the site, select the “Dynamic” option. If you cannot find the desired channel in the drop-down list, you need to create a new Channel.
Display Type:
Classic: Select this for tracking numbers that will be displayed outside the site (Google My Business, newsletters, flyers, magazines, outdoor banners, Google Ads call extensions, the About page on Facebook, etc.).
Dynamic: Select this for numbers that will be displayed on the site or landing page. It only works together with the INVOX script (DNI).
Dynamic Number Insertion (DNI) is a technique that uses a code on your website to dynamically change the phone number displayed based on factors like visitor source, or campaign. This technique allows businesses to track which marketing efforts (e.g., ads, email campaigns, or organic search) are driving phone calls.
Google Analytics 4 API key is a unique authentication credential used to interact with Google Analytics 4 data programmatically. It allows you to access GA4 properties, retrieve data, and perform tasks like reporting or configuration through Google’s APIs.
Google Analytics 4 Measurement ID is a unique identifier that links your website or app to your Google Analytics 4 property. It is used to send data from your website or app to your GA4 property, where it can be analyzed and reported.
IVR (Interactive Voice Response) is an automated telephony system that interacts with callers through pre-recorded voice prompts and allows them to respond via keypad inputs or voice recognition. It is commonly used to route calls to the appropriate department or provide information without the need for a live agent.
IVR Key An IVR key refers to the numeric or voice command options that callers can use to interact with an Interactive Voice Response (IVR) system. These keys or commands are typically part of the automated menu, enabling users to select different options (e.g., press 1 for sales, press 2 for support) or provide spoken responses to route their call to the correct department or obtain information.
Label can be used to identify the sales or support agent assigned to a specific tracking number. These labels help organize and track which agent is handling calls for particular numbers, making it easier to monitor performance and ensure the right person is contacted for follow-ups.
Lock Receiving number A feature in call tracking where a user’s call to a specific tracking number is forwarded to the same sales agent each time the user calls, based on the first interaction. This ensures consistency and personalized service by routing the call to the agent who first answered the user’s initial inquiry.
Missed calls A missed call refers to an incoming call that was not answered or attended to by the recipient, either due to the line being busy, the recipient being unavailable, or the call being ignored.
Missed calls alert email Add the email address(es) (separated by commas, without spaces) where you will receive alerts for missed calls. These alerts will be sent only when the call recording function is activated and only when the caller hangs up during the greeting message.
Receiving Number This is the phone number to which calls received on the tracking numbers will be forwarded. To edit it, click on the Receiving Number next to the tracking number.
Release Number removing a tracking number from your account when it is no longer needed. This ensures that you stop being charged for that number, as call tracking services often charge based on the number of active tracking numbers you have in use.
Role refers to the specific permissions and access levels granted to an individual within the platform. Different roles allow users to access certain features, view or manage data, and perform various actions based on their responsibilities within the organization.
Round Robin in a sales context refers to a method of automatically routing incoming phone calls to sales agents in a rotating, sequential order. This ensures that calls are distributed fairly and evenly, with each agent receiving an equal share of calls. It helps avoid overloading any single agent and ensures that each agent has an equal opportunity to handle new leads.
Send daily reports a summary of call tracking reports sent through email every day. This report typically includes metrics such as the number of calls, call durations, call sources, and other relevant insights, allowing businesses to monitor call performance on a daily basis.
Send Google Analytics 4 Event refers to the process of tracking specific user interactions on your website or app and sending that data to Google Analytics 4 for reporting and analysis. Events in GA4 are used to capture various actions on your site, such as clicks, form submissions, video plays, scrolls, purchases, or any other custom interactions that you want to track.
Send weekly reports refers to automatically generating and emailing a summary of call tracking data to a designated recipient on a weekly basis. This report typically includes insights such as the number of calls received, call durations, call sources, and other relevant metrics, helping businesses monitor performance and optimize their marketing efforts.
Target Number This is the number on the site that will be replaced by this tracking number. To edit it, click on the Target Number next to the tracking number.
Tracking number a unique identifier assigned to a phone number used in call tracking. It allows businesses to monitor and analyze phone calls, attributing them to specific marketing channels, campaigns, or sources.
Whisper This is a voice message that the person answering the Receiving Number will hear before connecting with the caller. Typically, this message announces the channel from which the client is calling (e.g., call from imobiliare.ro).
Zapier Token is an authentication credential used to securely connect third-party applications and services with Zapier. It typically serves as a unique identifier that grants Zapier the permissions necessary to access specific resources or perform actions on behalf of a user within a connected app.
Zapier Webhook is a feature that allows you to send or receive data between applications via HTTP requests, enabling real-time communication and integration without requiring pre-built app connectors. It’s part of Zapier’s advanced automation tools.