How to Upload and Setup List Based / Area Code Based Caller ID
Area Code Based Caller ID or sometimes called Local Presence is a feature that allows you to control the outbound Caller ID based on the area code of the lead that is being dialed.
- Area code based caller ID is a campaign specific setting. Campaigns can be configured to use their own set of Area Code Based Caller ID
- The campaign will use the default caller ID when no Area code caller ID is found or when a certain Area code is not in the Area code caller ID list
Please follow steps below to configure List Based / Area Code Based Caller ID
1 - Login to the URL https://admin.convoso.com/login using your Admin Credentials.
2 - From the Dashboard, click on [A] Dialer and select [B] List Based ACID from the drop down.
3 - In Show ACIDs, click on [A] “Add ACID”
4 - In the Create ACID page, type in the [A] name of your new List Based ACID
[B] Rotate Caller Id If Not Matched - This setting will select an area code that is closest to an area if there is no DID for it. For example, if your list don't have a 310 DID then it will automatically select an 818 DID if it has one.
5 - Click on [A] Create ACID button in the lower right to create your new List Based ACID
6 - Click on [A] Add Area Code to add a new entry
7 - Select the [A] Coutry Code (US, UK or Australia), type the [B] Area Code and the [C] Caller ID. Press the [D] Apply Changes to save the new settings.
Upload multiple Caller ID numbers at once
We can also add a list of Area Code Based CID by uploading a CSV file of it. No header needed - Format should be: areacode [first column], 10 digit callerid [second column]
Example CSV file
8 - From the Dashboard, click on [A] Dialer and select [B] List Based ACID
9 - Select [A] Upload ACID
10 - Press [A] Choose File and select your CSV file for upload. Select [B] Country. Select "--- NEW ACID List --- in [C] ACID List if you are creating a new ACID List, enter the name of the new ACID List in the "New ACID Name" field. Select an existing list if you are adding DIDs to an existing ACID List
11 - Once the upload is complete, the [A] Upload result will be shown that would tell us if there are duplicate or invalid numbers found in the upload. It will also show up the total number of successful uploads. Press the [B] View the ACID to direct you to the List based ACID settings
12 - In the List based ACID settings, we can see all the ACID uploaded in our List Based ACID
Set your campaign's Custom Caller ID
13 - From the Dashboard, [A] click on Dialer and then [B] click on Campaigns
14 - Click on the name of your campaign to go to its settings
15 - In the General Tab, scroll down to Custom Caller ID
16 - Set the Custom Caller ID as [A] Area code based Caller ID from the drop down, and select the [B] ACID that was created earlier
17 - Go down to the bottom right and press Apply Changes to save the updated settings