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.

Contents

• Mass Edit Inbound Numbers
• DID Mass Edit Logs

Mass Edit Inbound Numbers

1.) Click the Account main menu.

2.) Click Inbound Numbers.

The Inbound Numbers page will open.

3.) Search for and filter the DIDs, using the Filter By fields.

Filter By, Field 1 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).

Filter By Field 3, Operator Selection: This second field contains operator options such as equal to, within, not equal to, the selection in this field narrows the scope of the query by running the option in Field 1 against the selection in Field 3, depending on the operator selection.

Filter By, Field 3: This field and its option are dependent on the selection in Field 1 of the Filter By Fields. 

Order By options include: Country, Created At, DID Type, Inbound Number, Name, Route To, and Status.

• You can then choose Ascending or Descending from the second drop-down.

4.) Click the green Search button.

5.) Click 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 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). If Agents is selected additional fields will open.
  • Route Unavailable Agents: When Agents is selected in Route Call To select Yes or No from this drop-down to indicate whether you want re-route calls that where no Agent was found available to take a call. 
    • The drop-down below the Yes/No selection is for selecting the Destination for a call where there was no Agent found.
• Route Unknown Calls - Select Yes or No to indicate whether Unknown calls will be routed.

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.
    • If this is selected the Route Call To field will be removed. 
  • 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.
    • A Campaign Search field will open to allow Campaign selection.
  • 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 the selection for choosing the Destination, i.e., Call Center Queues -> select the Queue.

• In the Lead Handle section:
  • Delay Lead Search: 
    Enabling this delay ensures Lead data arrives before the call is transferred to Convoso from vendors. Often, Lead data gets transferred after the call which causes a duplicate new Lead to be created without information. With this enabled, we momentarily delay the call to ensure the call has the correct lead data.
  • 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.
      • The Number Search field will be removed is this option is selected.
    • 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.
      • A Campaign Search field will open to allow Campaign selection.
  • 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.
  • Search/Default List:
    Select the List that will contain the newly created Leads.

DDOS Attack Prevention Toggle

A DDOS Attack is when someone calls your Inbound number, to flood your call center, and potentially even bring down that line. Protect yourself by enabling this feature. You can for example configure it so that after 50 calls within 1 minute, we will start Terminating those calls.

• Click the Yes/No toggle to turn DDOS Prevention on or off. 

8.) Click the blue Apply Changes button in the bottom-right of the Edit DIDs window.

9.) Once the settings are saved, you will get a Success notification window and click on the Close button.

Note: DIDs with active dependencies will not be updated. Please check the DID Mass Edit Logs to view the full results and identify any Skipped DIDs.

DID Mass Edit Logs

• On the Inbound Numbers page, 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).

• Click the Download button on available Logs, the CSV will download to your machine automatically.

Please sign in and vote to let us know if you found this article helpful!

👇