Overview
How to use Manage DIDs to edit large groups of DIDs all at once. Additionally, how to check for Mass DID Edits in the DID Mass Edit Logs.
Mass Edit Inbound Numbers
1.) Click the Account main menu
2.) Click Inbound Numbers.
The Manage DIDs page will open.
3.) Search for and filter the DIDs, using the Filter By fields.
- A: Filter By options include:
- ACID List: Filter phone numbers assigned in an ACID List.
- Caller ID Reputation: Filter numbers based on their reputation with Carriers and the FCC.
- Country: Filter phone numbers from Australia, United Kingdom or the United States.
- Created At: Filter numbers by the date they were created.
- DID Stage: Filter numbers by their stage for cancellation, replacement, or release.
- DID Type: Filter phone numbers by DID Types, Inbound, SMS, Dial-in, or SMS Shortcode.
- Inbound Number: Filter or search the DID number.
- Name: Filter phone number by its name.
- Route To: Filter phone number based on where it is routed.
- Status: Filter phone number based on its status. (Active or Off).
- B: This field and its choices depends on which option you select in the drop-down in part A.
- C: Order By options include: Country, Created At, DID Type, Inbound Number, Name, Route To, and Status.
- D: You can then choose Ascending or Descending from the second drop-down.
4.) Click the green Search button.
5.) Click on the checkbox in the blue header to select all the DIDs on the page. Or manually select the DIDs you would like to edit by clicking individual checkboxes.
- After selecting a single page, if there are additional DIDs a link will appear beside the total DIDs selected to select ALL the DIDs matching your search criteria in the Account.
6.) Click on the Edit Selected DIDs button.
The Edit DIDs window will appear.
7.) From the Edit DIDs window, you can now change the settings for all the selected DIDs.
- You will find all of the standard DID Setting sections such as General, Smart Routes,DNC Handle Method, Lead Handle, and DDOS Attack Prevention.
- In the General section:
- Status - Activate or Inactivate the number(s).
- Route Call To - Select a destination for the Inbound call(s).
- Route Unknown Calls - Select Yes or No to indicate whether Unknown calls will be routed.
- Route Unknown Call To - Select a destination for Unknown calls.
- In the Smart Routes section:
- Prioritize the routing of calls based on Campaigns, Statuses, Inbound from Call Count, Outbound from Call Count, and State.
- Drag and Drop each section, or use the arrows to the left to reorder the priority; highest at the top to lowest at the bottom.
- In the DNC Handle section:
- Search Method - Inbound calls are filtered based on one of these options:
- Disable - Inbound calls will not be filtered against DNC Lists.
- Global DNC - Inbound calls will be filtered against the Global DNC List.
- Campaign Specific - Inbound calls will be filtered against the Campaign Specific DNC List.
- This option will present an additional Campaign Search option to select the associated Campaigns.
- Multiple Campaigns - Inbound calls will be filtered against multiple Campaigns.
- This option will present an additional Campaign Search option to select the associated Campaigns.
- Route Call To - Where Inbound calls matched with the DNC go directly to the preferred destination.
- Additional options appear based on which option is selected.
- Search Method - Inbound calls are filtered based on one of these options:
- In the Lead Handle section:
- List Search Method – When there’s an Inbound call, the system will do the selected option.
- Always create new lead - The system will always create a new Lead for every Inbound call received.
- Search entire system, otherwise, create a new lead in the Default List - The entire system will be searched for a phone number match. If no match is found, a new Lead will be created.
- Search Default list, and create the lead in the Default List - The system will search for a phone number match in the Default List. If no match is found, a new Lead will be created.List Search Method – When there’s an Inbound call, the system will do the selected option
- Search specific campaign, otherwise, create a new lead in the Default List - The system will search for a phone number match in the selected Campaigns. If no match is found, a new Lead will be created.
- Number Search - The following are the phone number options the system will search for matches:
- Phone - The system will look for a match in Phone Numbers.
- Phone and Cellphone - The system will look for a match in Phone and Cellphone Numbers.
- Phone and Cellphone and Work Phone - The system will look for a match in Phone, Cellphone Numbers, and Work Phone Numbers.
- Default List - Select the List that will contain the newly created Leads.
- List Search Method – When there’s an Inbound call, the system will do the selected option.
8.) Once finished scroll to the bottom of the Edit DIDs window. And click Apply Changes.
9.) Once the settings are saved, you will get a Success notification window and click on the Close button.
10.) To check for the Mass DID Edit, click the DID Mass Edit Logs button.
The DID Mass Edit Logs page will open.
- You can use Filter By to filter edits based on ID or Status (New, Processing, Processed)
- You can also arrange the results based on Order By ID or Status (Descending or Ascending).