New Feature: Auto-link Clients with a Marketing Campaign based on CallerID

We are excited to announce a new feature enhancement for the CMA: Campaign Phone Tagging. This feature allows you to specify a phone number for each campaign you create in the CMA. A campaign tracks the source of Leads.

If you set a campaign phone, when a CallLog record is imported, the CMA will look up the most recent campaign whose phone matches the CallLog DID (Direct Inward Dialing). When the CallLog is linked with a Client, if the Client Campaign is empty, the Client’s campaign is updated.

This feature will help you track and measure the performance of your campaigns more easily and accurately. You will be able to see which campaigns are generating more calls, leads, sales, or revenue. You will also be able to segment your clients by campaign and tailor your communication accordingly.

To use this feature, you need to create a new campaign or edit an existing one in the CMA. You will see a new field called Campaign Phone where you can enter a valid phone number that you own or have access to. You can also use a 10-digit long code phone number (10DLC).

The CallLog Detail report and the Campaign report have been updated to display new columns related to this feature. You can now see the Campaign Phone, CallLog DID, and Client Campaign fields in these reports.

We hope you enjoy this new feature enhancement and find it useful for your business goals. If you have any questions or feedback, please contact us.