Support Guides
Browse implementation guides and troubleshooting walkthroughs.
How to add Jornaya Validation into your campaigns
Use Retreaver with Jornaya to provide TCPA compliance services and detailed caller journey reports by tracking sales leads across various channels.
How to Add Additional Endpoints to a Campaign
With Retreaver, you have the capability to add new call endpoints (i.e. agents, buyers or call centers) to active campaigns. It means you don't have to recreate campaigns or migrate IVR processes.
How to Add a Sub ID to a Number
sub_id is an alternative ID to use to help track your Numbers
Ringtone Greetings and Prompts
Adding a Ringtone Greeting to a Retreaver Campaign
How to export Calls as CSV and view as Excel spreadsheets
How to export Calls tables as CSV and view them in Excel or Google Sheets
Ensuring Calls Are Answered using Buyer Group Routing Behaviors
Phone calls going unanswered are a challenge for many businesses, they cost companies revenue, reputation and customer experience.
Duplicate Caller Handling
Duplicate Caller Handling uses call de-duplication to route calls and RTB bids to buyers who haven't converted the caller, with guidance on enabling the feature and avoiding dropped calls.
Data Posting - Applying Tags to Calls using Call Data Writing
Retreaver users can create data posting links that give publishers the ability to apply tags to an inbound caller using call data writing, these tags can be applied at any time, either before or after calls have been processed.
Overview Dashboard
The Retreaver "Overview" Dashboard will quickly provide you with a brief glance at your account activity, including revenue, calls today, and Call Analytics.
Customizing Conversion Criteria
Creating an accurate revenue report depends on your ability to breakdown and measure generated sales, and this is accomplished by using a concept known as a "Conversion".
Creating Retarget Lists using Active Campaign
Active Campaign is a Customer-relationship management web-app that helps organize and track email campaigns using large contact lists. Create automated outreach emails, track any meetings or important...
Configuring Call Recording Settings
Retreaver provides the ability to set duration limits on call recordings, and even disable call recordings altogether for certain buyer profiles to help follow HIPAA.
Click-to-Call: Programmatic Call Initiation
Using Click-to-Call web visitors may initiate calls from your web page with just the click of a button.
Campaign usage and Terminology
Campaigns manage tracked numbers, call buyers and routing rules. Numbers and buyers associated with a campaign will obey the routing rules you created.
Call Tracking with Retreaver
Call tracking is the process of attaching attributes to numbers, phone calls and leads to track their path throughout a sales process. This enables users to monitor marketing efforts and route calls accurately.
Buyer Postback - Postback Conversions & Adding Data to Calls
Call buyers might have some information they wish to associate with a specific Retreaver call, this can include certain disposition details, or follow up notes.
Auto-Suppression and Auto-Acceptance with Caller Lists
Caller Lists give you precise control over which caller numbers can and cannot be accepted in a campaign and reach specific buyers. Caller phone numbers could be automatically added to one or more Caller List based on different conditions and remain on a list for a certain amount of hours or days.
Analyzing calls with Call Log 1.0
Retreaver delivers a lot of data about your calls and callers into your Call Log. From numbers dialed to caller ID to the campaigns and sources that drove them.
Analyzing Call Recordings using VoiceBase
Analyzing your phone call recordings can provide valuable insights for your campaign, however it can be extremely time consuming if done manually. VoiceBase is a web-service that analyzes audio.
Alerts Configuration and Terminology
The alerts page is intended to provide you with real time updates surrounding your account activity. You do not need to access this page in order to be alerted of a new event. A red notification icon ...
Adding Voicemail Endpoints on your Campaigns
Some businesses are unable to process calls 24/7, in such a case it would be wise to include a final voicemail endpoint to handle any calls off business hours.
Routing Calls with Campaigns
How to manage call routing paths for campaigns using Route Settings triggers such as "Press 1", assign buyers priority, and other tracking features.
Forward Tag Lists
Buyers now have a new "Forward Tag" option which are evaluated AFTER the buyer is selected, but just prior to the call being routed. While standard Tags are evaluated BEFORE the buyer is selected.
Waiting Room
The Waiting Room gives your callers a chance to connect even when all your buyers are busy. Instead of immediately dropping the call, Retreaver places the caller on hold and quietly re-checks for available handlers every few seconds. The moment someone becomes free, the call goes through — no manual intervention needed.
Route By Bid Winner
Route By Bid Winner lets Retreaver route calls to the highest bidding buyer when static or dynamic conversion criteria are used.
Route By Performance
Overview of Route by Performance, including strict vs. weighted routing, configuration options for performance calculations, and how to enable the feature.
Ping Post support
Retreaver supports integrating with legacy ping post systems where a request for the Endpoint number should be sent only when Endpoint is selected to receive the call. The feature applies an additional 8% charge.
How to Integrate Retreaver with Zapier via Webhooks
Zapier is a web-service that acts as a middle agent between thousands of web-applications. Through using Webhooks, Zapier can easily integrate Retreaver with all of your favorite websites....
How to use Tag Values to create Dynamic Prompts
A prompts most basic function is to convey a message to a caller, with the added ability to prompt a caller for additional information that is later stored in tags. We already know that tags are power...
Real-time Landing Page Tracking
Set up real-time landing page tracking with Retreaver: create a campaign and number pool, enable visitor tracking, use number replacement and the Retreaver JS script, then wire form data into tags with updateTags() and a debounce so every visitor and form fill is tracked before the call.
How to set up an Offer Carousel
If you are managing multiple offers or campaigns, it might be worthwhile to set up an offer carousel that connects all of your products and services. Callers are prompted and if they are interested in...
How to Test a Call Tracking Campaign
Before sending Numbers out into the wild to track all your calls, it's good practice to test your campaigns and routing configurations. Retreaver provides a number of mechanisms for testing your campa...
How to Tag and Filter Calls using Prompts
Call Handlers (Buyers) can have diverse and specific requirements for the types of calls they can accept. By routing callers to the Call Handlers (Buyers) most relevant to them, you can ensure that ca...
How to Hold and Transfer Inbound Callers
When your business relies on the ability to transfer inbound callers, Live Call Control enables your agents to hold and transfer your tracked calls and enables you to track the complete call from the ...
What is Call De-dupe?
Call deduplication or 'de-dupe' is a feature that prevents conversions and Webhooks from being triggered multiple times by a repeat caller....
How to Block Callers
Should you find yourself receiving calls from unwanted callers, telemarketers or politicians. Retreaver can help you permanently block them from getting through....
Parameter Mappers: Tracking values in your landing page URL
Parameter Mappers are used to detect values in your Landing Page URL's Query String, and map those values as Retreaver Tags on the currently displayed number on your page. Calls that go through that n...
How to Display Dynamic Tracking Numbers on your Landing Page
Retreaver can dynamically display tracking numbers on your landing pages, this process is called Dynamic Number Insertion, or DNI for short. This involves adding a single script to the <he...
What is the Difference Between a Duplicate and a Repeat Call?
A duplicate call is a call that was routed to a Call Endpoint (Buyer) in the same Conversion Group it has previously converted in during the De-dupe
How UK Toll-Free Calls are Forwarded to US Numbers
If you are trying to send a UK caller ID to a US Toll-free number, we have to obfuscate to the 881 area code otherwise the business rules of US Toll-free numbers won’t let the call through. You can ei...
What Does Call Status Mean?
Understand call outcomes in the Retreaver Call Log using Call Status, which shows whether a call is in progress, failed, or completed, with clear reasons like no answer, blocked, busy, system failure, or successfully finished.
Understanding & Configuring Campaign Toggles
Campaign toggles include a variety of options that let you control how your campaign will process incoming calls. As you set your Retreaver account up for the first time, it is recommended that you co...
How to Group Call Endpoints (Buyers)
You may find yourself managing a large amount of geographically dispersed Call Endpoints (Buyers). We've made it easy for you to manage this by organizing them using endpoint groups. Endpoint grou...
How to Redirect Calls to Another Campaign
Sometimes Campaigns receive calls for which there is no Call Endpoint (Buyer) available - either because the call has incompatible Tags, or because all the others on the Campaign are closed, capped, o...
How to Use Dynamic Caller ID Obfuscation
When an offer has a time-based conversion criteria, some less-than-honorable buyers may be tempted to copy down the Caller ID and call them back to initiate a deal before the conversion timer is rea...
How to Create Voices for IVR Prompts
One of the first tasks that need to be undertaken when setting up a pay-per-call campaign in Retreaver is setting up the IVR prompts. Of course, you can use Retreaver without having any IVR prompts, b...
What Are Prompts and How Are They Configured?
Prompts communicate information to callers or agents making them an important part of any call experience. Retreaver prompts can be delivered via text-to-speech (a text-based message read out by the s...
How to Route Calls to a SIP Address
This article explains how to route calls in Retreaver using SIP instead of phone numbers, covering both outbound and inbound configurations. It outlines authentication options, setup requirements, and the SIP headers automatically included with SIP-based call routing.
What are Number Pools and how do they work?
There are two ways of creating campaign numbers, you could create a single static number or generate them dynamically on the landing page using Number Pools. Number pools can help save you money by re...
How to Filter Calls by Zip Code
Retreaver infers geo tags using data gathered from an inbound caller ID - this data can be used to filter your calls and influence your routing decisions. By just reading the phone number, Retreaver c...