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.
