Tag Types and Operators

Using the Tag Wizard

Use Retreaver’s simple Tag Wizard for easily managing the Tags on your Buyers, Numbers, Conversion Groups, and Tracking URLs.

Adding Tags

Click the Wizard icon next to any Tag input field to get started.

Step 1: Navigate to the relevant type, and select the Tag Key you want to use.

Step 2: Now we select the relevant operators for the type of tag you’re adding.

Step 3: Enter a value. We’ll compare the value on a call to this value using the operator you selected. If the call conforms to the resulting expression, we’ll call it a match.

Step 4: Click Add.

Step 5: Click Done.

tag_types

Steps to creating a Tag.

Note: Your settings will not be active or saved until you save the underlying Buyer, Campaign, or Number.

You’ll notice two different colored dots on Tags. A blue dot means the Tag has just been added to the object. A red dot means the Tag has just been added to the object and has not been used in your Retreaver account before. Use these dots to keep track of what you’ve changed.

Tag Types

choose_tag_type

Different types of Tags.

This variety of Tag types should make it easy to track and route calls based on time and numerical values.

Now you can track and route calls based on your caller’s credit rating or date of birth.

Possible uses of date tags include:

  • Sale date for a mortgage.
  • Date of birth for insurance.
  • Graduation date for education.

Possible uses of numeric tags include:

  • Sale price for home mortgage.
  • Credit rating for loans.
  • Purchase price for auto.

Click here to learn to filter calls to Buyers based on Tags


Tag Operators

Use tags with operators to more selectively control which Buyers get routed to, which conversion group is used, or which tracking URLs are fired.

Available Operators

Text

You can now use matching operators =~ and !~ on text tags to test for the presence or absence of a string or regular expression. Also available is the exclusion or not equal to operator, allowing you to block calls with certain attributes.

== [default]
Equals. The value on the call is exactly this value.
mortgage_type:==purchase

!=
Not equal to. The value on the call is anything but this value.
mortgage_type:!=refinance

=~
Matches. Matches the given string or regular expression.
caller_state:=~california|new york

!~
Doesn’t match. The value tagged on the call doesn’t match the given string or regular expression.
keyword:!~free

Numeric, Date, and Date-time

We now support a full range of operators on numeric, date, and date-time Tags.

You can create ranges by adding more than one Tag. A Buyer tagged with loan_amount:>100000 andloan_amount:<600000 will only receive calls where the caller is looking for a loan between $100,000.00 and $600,000.00.

== [default]
Equals. The value on the call is exactly this value.
loan_amount:==1500

!=
Not equal to. The value on the call is anything but this value.
callback_at:!=2014-12-25

<
Less than. The value on the call is less than the given value.
loan_amount:<1000000

>
Greater than. The value on the call is greater than the given value.
loan_amount:>0

<=
Less than or equal to. The value on the call is not greater than the given value.
loan_amount:<=1000000

>=
Greater than or equal to. The value tagged on the call is not less than the given value.
loan_amount:>=100000

sub_id:test and sub_id:==test in our system is the same thing. It’s a programming operator and not the same as query strings.

System Tags

All tags in the Retreaver system have been mapped to tag types. Calls are dynamically tagged with the value that would usually be used as a replacement token, as necessary.

Examples

No calls before a certain date

Tag your Buyer with call_start_time:>2014-07-17 to ensure they don’t get calls before July 17 2014.

Block calls from a certain Publisher

Tag a Buyer with publisher_id:!=1000 to block calls from Publisher 1000 from being routed to it.

No conversions after a certain date

Create a conversion group and tag it with call_end_time:<2014-09-01 to ensure a conversion isn’t triggered after August 31, 2014. Change the default conversion group to have a very high seconds value so it never converts.

Available Tags

Text Tags

campaign_id
The ID of the Retreaver campaign the call went through.
publisher_id
The Publisher ID of the party responsible for the call.
publisher_first_name
The first name of the party responsible for the call.
publisher_last_name
The last name of the party responsible for the call.
publisher_company
The company name of the party responsible for the call.
buyer_id
The ID of the Buyer the call was routed to.
sub_id
The sub-id ID responsible for the call. (Example: Bing)
called_number
The phone number the caller used to call in.
call_uuid
The Retreaver UUID for the call.
call_key
The secret key used to postback conversion information about the call.
caller_id
The phone number of the caller as it appeared on Caller ID.
caller_city
The caller’s city based on their phone number, or their precise city if they entered a zip code.
caller_state
The caller’s state based on their phone number, or their precise state if they entered a zip code.
caller_zip
The zip code the caller entered, if any.
caller_country
The country of the caller, based on their phone number or zip code.
call_forwarded_to
The number of the Buyer the call was routed to.
call_recording_url
The URL of the MP3 recording for the call.
call_status
The status of the call when it ended.
hung_up_by
Who hung up the phone first: caller or buyer.
converted
Whether the call converted.true or false. Note: This will be a boolean tag in an upcoming release.
duplicate
Whether the call was a duplicate of a previous call.true or false. Note: This will be a boolean tag in an upcoming release.
conversion_name
The name of the conversion criteria that was used for the call.

Date-time Tags

call_start_time
When the caller called the trackable phone number.
call_forwarded_time
When the caller was forwarded to a Buyer.
call_finish_time
When the call ended.

Numeric Tags

system_buyer_id
The Retreaver system Buyer ID of the party the call was routed to.
call_forwarded_duration
The number of seconds the caller was on the line with the Buyer.
call_duration
The total duration of the call, from start to finish, in seconds.
billable_minutes
The total number of minutes you were billed for the call.
charge_per_minute_in
The price per minute you were billed for the inbound call.
charge_per_minute_out
The price per minute you were billed for the outbound call.
charge_total
The total cost you were charged for this call.
conversion_seconds
The conversion timer that was reached.
revenue
The amount earned on the call, according to the conversion settings.
payout
The cost of the call, not including Retreaver charges, according to the conversion settings.

Angela Dougherty

Client Success Officer