GeoRouting Setup

To add a Georoute to your account, follow the steps below

  • Add a tracking number to the desired campaign. Please refer to the Add Tracking Number  for steps on adding a new number.
  • Go to the ‘Configure Routing Options’ section and choose ‘GeoRoute to a location’ from the ‘Route Calls By’ dropdown.
  • Next, choose the routing option from the ‘route by’ dropdown that works best for you. Choosing a zip-code option is recommended to get better accuracy.
  • Select ‘manage location lists’ to create a new list or choose a list from the dropdown if available. A new tab will open if you choose to create a new list.
  • Select ‘Add GeoRoute List’ to create a list, proceed to fill out the information and save. Skip this step if a list already exists.
  • Select ‘locations’ on the GeoRoute list.
  • Next, select ‘Add Locations’.
  • Proceed to fill out location information for this list.
  • You may use a comma ( , ) to add multiple zip/postal codes per location
  • Select ‘done’ once all information for that GeoRoute location has been entered. Go back to the previous tab to continue with the GeoRoute setup process.
  • The newly added list will be available in the drop-down next to ‘Use Location List’. Select the desired list to be used for this GeoRoute setup.
  • Continue filling out the rest of the tracking number set up and save.
  • If your tracking number saved successfully you will see it listed under your campaign.
  • Always give your new tracking number a test call immediately after provisioning and verify that it routes to the correct location. Additionally, check the call logs report to verify that the test call shows up.