Part I: Setting up TrueCall
1. First you will log in to your TrueCall account and select the “campaigns” tab on the left hand side of your screen.
Then in the upper right hand corner you will select "Add Campaign"
You will create your campaign by naming it.
You will then whitelist the domains that you will be using for this campaign.
2. From here you will select CallRail as your call tracking platform.
You will now configure your Dynamic Number Insertion (DNI) settings. We have recommended settings setup, you will need to enter the number of visits per hour your lander revives, and then mark this as completed.
3. The next step is to connect this campaign to TrueAds, this step is optional. To connect to TrueAds, you will first link your Facebook Ad account by clicking "add account". Once your account is connected you will be able to select it similar to the example accounts below.
Part II: Setting up CallRail Number Pools
Note: This section of the article starts by having you create a number pool in CallRail, if you already have a number pool on your website you want to use, skip ahead in the article to step 8.
1. Login to CallRail
2. Go to Settings > Create Number
3. Select "I'll use it online"
4. Select "On my website"
5. Select "Calls, keywords & web sessions"
6. Enter the phone number you want to send these calls to
7. Select "All visitors"
8. Use our number pool settings calculator to calculate how many numbers to add to your number pool based on the amount of traffic you average per hour.
Having inadequate numbers in your number pool may cause TrueCall IDs to fail. Just because a TrueCall ID fails, it does not mean your call will be blocked, it just means that the End User may not accept the call and you can still route the call elsewhere.
9. Pick whether you want toll free or local numbers and name the website pool
10. Finish set up of your number pool
11. Click "Install the JavaScript Snippet"
12. Copy and paste your Dynamic Number Insertion Script onto your website.
13. In CallRail, also test the script by going to "Test JavaScript Snippet" and entering the URL
14. Go to Settings > Call Flows > Blank
15. Select "Greeting"
16. Add a Greeting of your choosing or download this Dial Tone sample here
and upload it
Why do I have to use a greeting or a dial tone?
At this time CallRail does not allow for webhooks that allow the passing of custom params such as tc_id so Zapier must be used for the TrueCall webhook.
By using Zapier, a very small amount of delay is introduced into the timing of the TrueCallID Associate API call. If the call routes before this API call is complete, the TrueCallID may fail.
By adding either an IVR of your choosing or a very short ringing tone, we can ensure the API request has time to complete before routing the call to an End User.
17. Finish setting up your call flow
18. Ensure the number pool you set up routes to the call flow you just created or edited
Part III: Installing the TrueCall Script
1. When you move to installing the TrueCall script you will be given two choices for how you install the script on your landing pages. There is a default option and an advanced option. (For advanced option please follow this link: https://help.truecall.com/en/articles/9797327-truecall-advanced-generator-setup)
After selecting the default option you will enter the phone number from your landing page that will be replaced by the DNI.
2. You will then choose whether to tag the TrueCall ID using URL parameters, this is our default setting and the less advanced setup. The other option is to use JS tagging which is a slightly more involved process. (Please follow this link for JS Tagging setup: https://help.truecall.com/en/articles/9797332-truecall-generator-setup-js-tagging)
3. Add the TrueCall script to the head of your website before any other script. After you deploy these changes, you can test your script by entering the website page URL.
Part IV: Zapier Integration
1. Create a Zapier account if you don’t have one already.
2. Create a new Zap
3. For the Trigger find and select "Webhooks by Zapier"
4. Select for Event "Catch Hook"
5. Hit "Continue"
6. Copy the zapier webhook
7. Go to CallRail > Integrations
8. Find and click webhooks
9. Paste the Zapier webhook into Pre-Call
10. Click "Update"
Note: These next steps assume you have already completed all other steps in this article including successfully installing the TrueCall Script on your website
11. Load your website that has your TrueCall script and call the number that is dynamically displayed and call the number yourself. You can end the call after a few seconds.
12. Go to your Zap and click "test"
13. You should see the call you just placed appear in the requests
14. For step two of the Zap, create a new action with Webhooks by Zapier
15. Select "Get" as the Event
16. Within the TrueCall implementation instructions copy the webhook
Hint: If you exited out of the instructions page you can go to TrueCall>Campaigns then locate your campaign and click the instructions Icon
17. Paste the TrueCall Associate Webhook in the URL section with Zapier and use Zapier to insert the following fields exactly like below:
18. Hit "Continue"
Part V: Sending the TrueCall ID to an End User
1. Acquire an endpoint from your End User (your client) so you can send the TC ID to them with the phone call. Your client must provide you with this
2. In your Zap, create another Webhooks by Zapier step
3. Select the appropriate event type
4. Configure your webhook to send the same parameters as above to the your client