How to Tag Calls with Data

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Retreaver is designed around call data, and in Retreaver call data is presented as tags. 

Tags are added to calls to associate data about a caller and their context with the call, are used as filters on call agents & buyers to determine routing, and are included in reports for the analysis of phone calls.

Reporting in Retreaver includes all call tags that have been associated with a call, and to view the tags simply open the Call Log, drill down on the call_uuid for an individual call, or export a call report including Tags as a column.

Five ways to tag a call with data

Tags may be added to a call before, during and after a call. Ways to tag a call with data are:

1. Tag Static Numbers

The simplest way to add data to a call is to tag the number that is being called. When you add or edit a static number, open the Tag Wizard and add Tags. 

Typically numbers are tagged directly for offline source tracking or A/B testing of campaigns in offline or dedicated channels. For example use one number tagged with newsletter:May for a May newsletter and another number tagged with newsletter:June for a June newsletter, allowing you to know which newsletter is driving more calls.

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2. Using Retreaver.js

For landing pages and other online pages, Retreaver.js allows calls to be tagged with URL parameters and with data from forms and content within the page itself. To use Retreaver.js requires a Number Pool, to add the code snippet to the <head/> section of your landing page and then tell Retreaver what data you'd like to capture as tags:

Parameter Mapping - Ads, referrers and other sources likely send traffic to your landing pages and include URL parameters to track data attributes such as source, channel and medium.  These parameters are easily mapped to the call using Parameter Mappers on the campaign.

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Programmatic Tagging - Retreaver.js is configurable to allow data to be added to calls based on events on the page. Add, remove and replace tags on the current tracking number based on events such as page load, form change and form submit. Read about the Retreaver.js configuration options here.

3. Caller Responses To Tag Prompts

Call endpoints (buyers) may have Tags with prompts added to them as filters. When the value of the tag is not set on the Static Number, using Retreaver.js or other means, Retreaver will prompt to the caller to provide a value for the tag.

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When the caller enters the value the call is Tag is set with that value or in our example Language:English

4. Outbound Dial To The Consumer From Retreaver.

You only need one number per campaign for outbound dials (click-to-call), as you are Tagging the outbound call with the values you want on the call. In this situation only one number per campaign is needed, because you send the Tags on the outbound call to the consumer in the script that initiates the call, any values you send will be appended to the Tags already in the number or overwrite those Tags if they are the same.

5. Via Postback Or Integration From A 3rd Party System.

Retreaver provides multiple ways to exchange data with 3rd party systems and at various stages of a call.

When data is sent to a system using Tracking URLs, tags are used as Tokens to populate the values of URL parameters in the web hook of the 3rd party. When data is received from a 3rd party system, data is parsed and added as Tags on the call. 

Retreaver also supports a number of native integrations with systems, such as HubSpot.  In these native integrations a set of pre-configured tags are populated for calls and callers.

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Sample of a call being tagged with HubSpot contact data and Zendesk contact data prior to routing to the agent.

 

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