Call campaign is a set of buyer configurations created in PX platform in order to start a call flow between between publishers and buyer.
To view and edit settings of the existing campaign, go to Campaigns, find the desired call campaign and click Action -> Campaign settings.
Campaign settings page appears, including the following sections:
- Campaign settings:
- Filter management (link to campaign's filter management)
- Bid management (link to campaign's bid management)
To make changes, click Edit.
Set basic configurations of the call campaign.
1. Buyer shows the name of the buyer to which this campaign belongs.
2. Campaign ID shows the unique ID of this campaign.
3. Category - select Call category.
4. Vertical - a vertical of the campaign.
5. Campaign name - enter the name of the campaign.
It is recommended to combine Buyer Name and Vertical (e.g. BuyerNameAuto) in order to keep data organized and simplify the support process. Avoid special characters.
6. Description (optional) - enter any additional campaign details.
7. Country - select a country for this campaign.
8. Currency - select the currency in the dropdown list.
Call destination routing
1. Destination number - specify the phone number, to which calls should be forwarded for this campaign.
- Campaigns of the same buyer can have the same destination number.
- Assigning a new number to the campaign can take up to 15 minutes to update.
2. Call recording enabled - select whether to record all calls routed to this campaign (Yes/No). If call recording is disabled for the campaign, n/a is displayed for calls to this campaign in Transactions call report.
Define which calls should be paid and in which amount:
1. Call payout - the default payout paid by the campaign for one successful call forwarded to it.
2. Call duration - the minimum call duration in minutes and seconds that defines the call as successful and eligible for the payout.
3. Repeated calls - select whether repeated calls should be paid by this campaign:
- Paid - all repeated calls are processed and paid as usual;
Not paid (by default)- repeated calls are not paid if they come within the specified period below.
4. Repeated call period (days) - if the call comes to this campaign within the specified period, the campaign doesn’t pay for it and this call is marked as Repeated in Transactions call report.
Set base time intervals for the days of the week so that the campaign receives calls only when the buyer's call center is operating.
Two options for Hours of operation are available:
- Open 24/7 (set by default) - campaign accepts calls 7 days a week without any time limit;
- Custom - click to make manual configurations:
- Select Open checkbox next to each day of the week when this campaign can receive the calls by (all days are unchecked by default). When the day is selected, other fields become active.
- Click to set Start and Closing time for selected days. Use arrow buttons or pick hours:
Use additional time slots to set several time periods for the same day. To add it, click Action-> Add time slot:
To remove it, click Action -> Remove time slot:
Calls outside of Hours block settings won’t be routed to this campaign, and if it’s the only campaign for this call, it’s registered with NoBuyer result in Transactions call report.
Set base geo-restrictions on caller origins, from which campaign receives calls.
Two options for Regions of operation are available:
- Unrestricted (set by default) - campaign accepts calls from any region without limitations.
- Custom - allows setting one of alternative Target region levels:
- States - select one or multiple US states to set the target regions for this campaign (by default, all states are selected);
- ZIP codes - enter, paste the list of target ZIP codes separated by a comma or line break; drag and drop the file (.txt, .csv) into the area or click to upload it:
The option can't be saved unless there’s at least one ZIP code in the area.
The call outside these configurations isn’t routed to this campaign, and if it’s the only campaign for this call, it’s registered with NoBuyer result in Transactions call report.
Volume & Allocation
Сonfigure monthly, weekly, daily, and day of week caps and budgets for the campaign. By default, No limit is set for each call capacity and budget.
Call campaign caps and budgets are updated once in 5 minutes, when PX reports are synchronised with Twillio.
Concurrent cap is the number of calls that can be accepted by the campaign at once:
If the concurrent cap is set to 1, when the campaign processes one call, the next call won’t be routed to this campaign until the first call is finished. To disable concurrent calls limit, select No limit option.
If no monthly caps are set for the campaign, buyer payout capacity is applied to the campaign.
1. Leads - the maximum number of calls that this campaign can buy in one month.
2. Budget allocation - the monthly budget that can be spent by this campaign.
If monthly capacity and/or budget is reached, calls are not forwarded to this campaign until the next month starts or this cap (budget) is increased.
3. Leads - the maximum number of calls that this campaign can buy in one week.
4. Budget allocation - the weekly budget that can be spent by this campaign.
If weekly capacity and/or budget is reached, calls are not forwarded to this campaign until the next week starts or this cap (budget) is increased.
Daily volume & allocation can be set in a standard or custom way. Select Standard to configuring the same cap and budget for each day:
5. Leads - the maximum number of calls that this campaign can buy in a day.
6. Budget Allocation - the daily budget that can be spent by this campaign.
Click Custom to set different call caps and budgets for specific days of the week depending on your needs. For example, you can configure different call caps for Saturday and Sunday, and spend caps for working days:
If any daily capacity and/or budget is reached (either standard or custom), calls are not forwarded to this campaign until the next day starts or this cap (budget) is increased.
The Goal is the specific disposition status of the call that the buyer strives to reach (most often - Sale or Qualified). Read more about Disposition goals.
Set the goal for the campaign with the expected revenue received by the buyer when it is achieved:
- Target CPA Status - set the desired disposition status that matches the goal of the buyer. To remove the goal, select None status.
- Target CPA - set the target revenue the buyer expects to receive when the goal (specific status) is reached.