How to Initiate a Follow-Up Call using Click-To-Call

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Overview

Why Initiate a Follow Up Call Immediately

In April 2018, Drift.com conducted a lead response experiment and found that "90% of all companies didn’t respond in under five minutes." And according to research in the Lead Response Management Study by Insidesales.com; "the odds of qualifying a lead if called in 5 minutes versus 30 minutes drop 21 times". This means that speed and timing when responding to a web-generated lead is critical.

Retreavers Live Agent Call Initiation enables users on your website to initiate an immediate phone call from your sales team. Connect with a live agent on the line, right away.

 


 

Legacy Guide

Please note that this is an out-dated legacy guide. Refer to our Click-To-Call: Programmatic Call Initation guide to view our latest walkthrough on implementing CTC on your web pages.

 


 


How It Works

Retreavers Live Agent Call Initiation works in tandem with a web form and is triggered on providing of a leads phone number and/or submission of that form:

  1. A lead visits your web site and fills in their information including phone number as a required field (i.e. Demo request, contact form, white paper registration, etc)
  2. On form submit, Retreaver triggers a call to your agent(s)
  3. If an agent is available and picks up, they are prompted that a new lead is calling and to wait as they are connected. If an agent does not answer, then the call to the lead is simply cancelled and the regular form submission workflow continues.
  4. Retreaver then calls the lead as if the agent is calling them.

You may also combine Click-To-Call with a "Call-Me-Back" campaign to ensure calls are always answered.

View our "How to ensure calls are answered" article to learn more.


Getting Set Up

Creating Your Web Form

On your web or landing page ensure that the form for the Live Agent Call Initiation captures the lead’s phone number.

For this document we are using the following form for the example:

<form id=”myform”>
<input type=”text” id=”name” placeholder=”Name” />
<input type=”text” id=”email” placeholder=”Email” />
<input type=”text” id=”phone_number” placeholder=”Phone Number” />
<input type=”submit” value=”Submit” />
</form>


Configuring Retreaver

Step 1) Create or update a Campaign in Retreaver to use with the Live Agent Call Initiation. Ensure you have at least one agent set to receive calls.

Add a Whisper Prompt. This will message your agent when they first answer the phone. For example:

call-initiation-whisper-prompt.png

Be sure to provide your agent with the context of the caller that will help them speak with the lead.


Step 2) Turn on Click to Call from the campaign summary view by toggling the Click-to-call option.

click-to-call-toggle.png


Step 3) Add a Number Pool to track the form data with the call, you will need a number pool set to track “per-visitor” (Read more about using number pools)

per-user-number-pool.png


Step 4) Update & add Retreaver.js using the “Advanced” version of the Retreaver.js for your Landing Page or Website.

advanced-retreaver-js.png


Step 5)
Add data from your form (Name, Email, Phone number in our example) onto the tracking number by using the add_tags and/or replace_tags methods (see the online documentation for retreaver.js).

For example, if using jQuery you could assign the form data with the following:

$('#myform').on('change', function () {
  form_name = $(‘#name’).val();
  form_email = $(‘#email’).val();
  form_phone = $(‘#phone_number’).val();
  number.replace_tags({name: form_name, email: form_email, phone: form_phone});
});

As leads update information in the form, the assigned tracking number is tagged with data as part of the session.


Step 6)
To initiate the call process you will need to bind it to an event (typically the form submission). An example of initiating the phone call on the forms submit event using jQuery is:

function callInitiated(call) {
    alert('The call was initiated with uuid ' + call.uuid);
}

$('form').on('submit', function () {
    var visitor_phone_number = $('#phone_number').val(),
        visitor_name = $('#name').val();
    
campaign.request_number({}, function (retreaver_number){
retreaver_number.initiate_call(visitor_phone_number, {name: visitor_name}, callInitiated);
}) })


View a fully functioning demonstration script at the bottom of our "Real-Time Page Tracking" article demonstrating click-to-call implementation.

 



Testing Your Calls

You’ll want to test the process and calls in stages. For our example the following steps can help you troubleshoot set up:

  1. Make sure the agent receiving the call in the campaign is your phone number (Pause others if needed).
  2. Load your web page and enter in a name, email and phone number.
  3. Open your Numbers list in Retreaver. You should see a number in the list that has been tagged with the name and email.   If you do not see a number with tags. Check that you are adding tags to the number correctly in your script and that you named your tags the same as the values in the Retreaver.js.
  4. Submit the form. This should trigger a call into the campaign that routes to your number in step 1.
  5. Answer the phone. Confirm the whisper has been played and that the lead is then called.

After your test review the call log to confirm the data you captured.

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