Filter Calls to Buyers Based on Tags

Call recipients often have diverse requirements for the types of calls they would like to receive. By routing your callers only to Buyers relevant to them, you can easily increase your conversion rates and revenue per call.

You can add tags to a Buyer by editing the Buyers and scrolling to the bottom of the page where you’ll find the Tag list, these act as filters. Use our robust Tag Wizard to begin adding your filters.

If the call has a Tag, but the Buyer doesn’t, that will still pass as a valid Tag since the Buyer isn’t filtering that Tag.

tag_wizard

Adding a mortgage_type:==refinance Tag to a Buyer. Click Add then Done.

You may also key in Tags manually by entering them in the format tag_key:value. However, we strongly recommend the Wizard to ensure there are no errors.

Whenever a call comes in, we’ll evaluate the Buyer to see if the Tags match the Tags on the call. We’ll only route the call to the Buyer if the call has one or more matching tags per tag-key on the Buyer.

tag_list
Tag List with geo and mortgage_type tags used to filter call types.

For instance, if you tag a Buyer with geo:us-ca and geo:us-co, they will only ever receive calls from callers that are in California or Colorado.

Buyer Tags are not only for calls they want to receive, but also for calls they do not want to receive. For example: The buyer has voiced that they do not want calls from my fictitious Publisher named Tim Jones, so in the screenshot below, I’ve added a filter so that they never receive traffic from this specific Publisher.

not_publisher

This Buyer will never receive calls from this Publisher.

Calls are automatically tagged with the relevant publisher_id, campaign_id, sub_id, and geo tags. Tags can be passed in via our Retreaver.js API.

Adding geo Tags to a Buyer

When dealing with national ad campaigns, we often find that companies want to route callers to their local office. We also see situations where a call buyer has requirements that target certain states due to profitability or regional regulations. Retreaver makes it simple to route calls based on the caller’s location.

Calls that come in are automatically tagged with geo tags which can be added to your Buyers. The geo tags are based on the caller’s caller ID area code and can be refined by adding a zip code prompt.

wizard_pic

Allowing calls from all states except Alaska and Hawaii. 

Edit the Buyer, and add the appropriate geo tags to ensure that they only receives calls from the designated geographical areas. Geo tags are in the format: geo:[ISO 3166-1 alpha-2 country code](-optional state, province or zip). For instance, the tag for California is geo:us-ca while the tag for Canada is geo:ca. For a zip code 90210, the tag would be geo:us-90210.

How to prompt callers for their ZIP Code.

Angela Dougherty

Client Success Officer