๐Ÿš€Campaigns

What are Campaigns?

Campaigns help you track phone calls from different marketing sources. Ring Tonic offers two types of campaigns to suit different marketing needs:

  • DNI (Dynamic Number Insertion): Automatically swaps phone numbers on your website based on visitor source. Perfect for tracking which online channels (organic search, paid ads, social media) drive phone calls.

  • Static: Uses one or more dedicated tracking numbers. Ideal for offline marketing like billboards, print ads, radio spots, or regional advertising campaigns.

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Most businesses use DNI campaigns for their website and Static campaigns for offline marketing materials. You can create as many campaigns as needed to track different marketing channels.


When to Use DNI vs Static

Use DNI (Dynamic Number Insertion) when:

  • You want to track website visitors from different sources (Google Ads, Facebook Ads, organic search)

  • You need to know which online marketing channel drove each call

  • You want automatic phone number swapping based on visitor source

Use Static Campaigns when:

  • You're running offline marketing (billboards, flyers, radio ads, TV commercials)

  • You need one or more dedicated numbers for a specific campaign

  • You want to track regional campaigns with different local numbers under one campaign

  • You're tracking calls from a dedicated source that doesn't change (like a newsletter or email signature)


1. Create a DNI Campaign

DNI campaigns use a pool of tracking numbers that automatically swap on your website based on visitor source.

Step 1: Configure Basic Information

  1. Go to Campaigns โ†’ Create DNI Campaign

  2. Fill in the campaign details:

    • Campaign name: Choose a descriptive name (e.g., "Summer Website Campaign" or "2024 Google Ads")

    • Forward calls to: Enter your business phone number where calls should be routed

    • Swap target: Enter the phone number currently displayed on your website

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The swap target is the phone number visitors currently see on your site. Ring Tonic will automatically replace this number with tracking numbers from your pool.

Configure your DNI campaign's basic information

Step 2: Configure Number Pool

  1. Area code: Enter a 3-digit area code (e.g., 206 for Seattle)

  2. Pool size: Choose how many tracking numbers to create (2, 4, 8, 12, 16, or 20 numbers)

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Configure your number pool size based on website traffic

Step 3: Advanced Configuration (Optional)

CSS Selector - If you want the script to only swap numbers in specific elements on your website:

  1. Enter a CSS selector (e.g., .phone-number or #contact-phone)

  2. Leave empty to swap all instances of your swap target number

Common CSS selectors:

  • .phone-number - Elements with class "phone-number"

  • #contact-phone - Element with ID "contact-phone"

  • .header .phone - Elements with class "phone" inside header elements

Use CSS selectors to target specific elements on your website

Step 4: Configure Security

Add the domains where your tracking script should run:

  1. Enter your domain (e.g., example.com)

  2. Add additional domains if needed (e.g., www.example.com, shop.example.com)

  3. Press Enter after each domain

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Specify which domains are allowed to use your tracking script

Step 5: Configure Conditional Tracking (Optional)

Conditional Tracking lets you swap phone numbers only for visitors from specific marketing channels. This is useful when you manage some channels but not others, or when you want to use a smaller number pool for targeted tracking.

Conditional Tracking settings

Enable Conditional Tracking:

  1. Check Only swap when marketing parameters are present

  2. Choose your parameter mode:

Any Marketing Parameter Mode:

  • Numbers are swapped when visitors have any common marketing parameter

  • Includes: gclid (Google Ads), fbclid (Facebook), msclkid (Microsoft Ads), ttclid (TikTok), utm_source, utm_medium, and more

  • Best for: Tracking all paid/marketing traffic while ignoring organic visitors

Specific Parameters Only Mode:

  • Numbers are swapped only for visitors with specific parameters you choose

  • Select from a list of common parameters (gclid, fbclid, msclkid, utm_source, etc.)

  • Best for: Tracking specific channels like "Google Ads only" or "Facebook Ads only"

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Step 6: Configure Call Features

Call Recording:

  1. Check Call recording to record all calls on this campaign

  2. Optionally customize the recording announcement message (default: "This call will be recorded for quality assurance.")

Transcription Keywords (Optional):

Add Transcription Keywords

When call recording is enabled, you can add keywords to improve transcription accuracy:

  1. Enter brand names, product names, or industry-specific terms

  2. Press Enter after each keyword to add it

  3. Remove keywords by clicking the X on any tag

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Why add transcription keywords? Transcription services may struggle with uncommon words like brand names, technical terms, or industry jargon. Adding these keywords helps the AI recognize and accurately transcribe these terms in your call recordings.

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Whisper Message:

  1. Check Whisper message to play a message to your team before connecting the caller

  2. Enter a custom message (e.g., "Call from Summer Website Campaign")

  3. Leave empty to use the default: "Call from [Campaign Name]"

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Whisper messages help your team identify which campaign the call is from before they answer, so they can provide a more personalized greeting.

Spam Filter:

  1. Check Spam filter to require callers to press 1 before connecting

  2. Optionally customize the prompt message (default: "Press 1 to connect with an agent.")

  3. If the caller doesn't press 1, the call is marked as spam and disconnected

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Bot Detection:

  1. Bot detection is enabled by default for all DNI campaigns

  2. Uncheck to disable if you want bots and crawlers to receive tracking numbers

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What is bot detection? Bot detection automatically identifies web crawlers and bots (like Googlebot, Bingbot, and other search engine crawlers) and prevents them from being assigned tracking numbers. This preserves your number pool for real visitors and ensures accurate analytics.

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Enable call recording, whisper messages, spam filter, and bot detection for better call tracking

Step 7: Configure Voicemail (Optional)

Voice mail settings
  1. Check Enable voicemail to allow callers to leave messages when no one answers

  2. Configure the Ring duration (5-60 seconds) - how long to ring before voicemail activates

  3. Choose the voicemail behavior:

    • Record voicemail - Play greeting, then record the caller's message. Call status will be Voicemail

    • Play greeting only - Play an announcement without recording (e.g., "We're closed, call back tomorrow"). Call status remains No Answer since no message is stored

  4. Configure the greeting message:

    • Text-to-Speech - Enter text that will be read aloud to callers

    • Custom Audio - Upload your own MP3, WAV, or OGG file (max 5MB)

  5. Check Transcribe voicemails to automatically transcribe voicemail recordings using AI (only available in Record mode)

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What happens when voicemail is enabled? When a call goes unanswered after the ring duration, callers hear your greeting message. In Record mode, they can leave a message after the beep. The voicemail appears in your call logs with a "Voicemail" status.

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Step 8: Create Campaign

Click Create Campaign to provision your tracking numbers and create the campaign.

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Step 9: Install the Tracking Script

After creating your DNI campaign, you need to add the tracking script to your website.

Step 1: Copy the Script

  1. Go to your campaign details page

  2. Copy the installation script from the "Installation" section

The script looks like this:

Copy the tracking script from your campaign details page

Step 2: Add to Your Website

  1. Paste the script before the closing </body> tag on every page where you want to track calls

  2. Save and publish your changes

The script will automatically find and swap phone numbers matching your swap target.

Example:

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If you specified a CSS selector, the script will only swap numbers in those specific elements. Otherwise, it swaps all instances of your swap target number.

Step 3: Test Your Installation

  1. Visit your website

  2. Check that phone numbers are being swapped to tracking numbers

  3. Call one of the tracking numbers to verify calls are forwarding correctly

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GDPR Privacy Compliance (Optional)

If your website serves visitors from the EU or California, you may need to delay tracking until visitors accept your cookie consent banner. Ring Tonic supports GDPR-compliant installation by allowing you to manually start tracking after consent is given.

GDPR Privacy Compliance Instruction in the Campaign Detail Page

Step 1: Use the Deferred Script

Add data-auto-start="false" to prevent automatic tracking when the page loads:

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With data-auto-start="false", the script loads but does not swap phone numbers or create visitor sessions until you explicitly call window.RingTonic.init().

Step 2: Start Tracking After Consent

Call window.RingTonic.init() when the user accepts cookies in your consent manager:

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Common Cookie Consent Manager Examples:

Provider
Callback Example

Cookiebot

window.addEventListener('CookiebotOnAccept', function() { window.RingTonic.init(); });

OneTrust

OneTrust.OnConsentChanged(function() { if (OnetrustActiveGroups.includes('C0002')) window.RingTonic.init(); });

CookieYes

document.addEventListener('cookieyes_consent_update', function(e) { if (e.detail.accepted.includes('analytics')) window.RingTonic.init(); });

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IP Anonymization: Ring Tonic automatically anonymizes visitor IP addresses for GDPR compliance. The last octet of IPv4 addresses (e.g., 192.168.1.100 โ†’ 192.168.1.0) and the last 64 bits of IPv6 addresses are zeroed before storage.


2. Create a Static Campaign

Static campaigns use one or more dedicated tracking numbers, perfect for offline marketing materials and regional campaigns.

Step 1: Configure Basic Information

  1. Go to Campaigns โ†’ Create Static Campaign

  2. Fill in the campaign details:

    • Campaign name: Choose a descriptive name (e.g., "Facebook Ads Campaign" or "Billboard - Highway 101")

    • Forward calls to: Enter your business phone number where calls should be routed

Configure your static campaign's basic information

Step 2: Choose Number Source

Ring Tonic gives you two options for getting tracking numbers. You can select multiple numbers to add to a single campaign.

Option 1: Purchase New Numbers

Perfect when you want fresh numbers with specific criteria:

  1. Select Purchase new number

  2. Choose your Country (e.g., United States)

  3. Basic Filters:

    • City/Locality: Narrow down to specific cities (e.g., Phoenix, Scottsdale)

    • Area Code: Enter a 3-digit area code (e.g., 206)

    • State/Territory: Select your preferred state or region

    • ZIP Code: Search by postal code for local numbers

  4. Advanced Filters (Optional):

    • Contains Digits: Find numbers with specific digit patterns

      • Choose "Starts with" or "Anywhere" for digit position

      • Enter at least 2 digits (e.g., "55" to find numbers like 555-XXXX)

  5. Click Search Numbers to find available numbers

  6. Browse results showing:

    • Phone number with location details

    • Voice/SMS/MMS capabilities

    • Monthly price

  7. Click Select to add a number to your selection

Selecting Multiple Numbers:

You can select multiple numbers from different searches to add to your campaign:

  1. Select numbers from the search results by clicking Select

  2. Selected numbers appear in the Selected Numbers panel above the search results

  3. Change your search filters (different state, area code, etc.) and search again

  4. Select additional numbers - your previous selections are preserved

  5. Remove numbers from the selection by clicking the X on any selected number

  6. Use Clear all to remove all selected numbers

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Tip: Only group numbers that belong to the same marketing source. For example, you might add multiple local numbers for the same radio ad campaign running in different cities.

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Search for new numbers with advanced filtering options

Option 2: Use Existing Numbers

Select unassigned phone numbers from your inventory:

  1. Select Use existing number

  2. Ring Tonic displays all unassigned phone numbers from your inventory

  3. Browse available numbers showing:

    • Phone number (formatted)

    • Friendly name (if set)

  4. Click Select on the numbers you want to use

  5. Selected numbers appear in the Selected Numbers panel

  6. Remove numbers by clicking the X on any selected number

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Only unassigned numbers appear in this list. If you need to use a number that's currently assigned to another campaign, you'll need to unassign it first from the Phone Numbers page.

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Select from unassigned numbers in your inventory

Step 3: Configure Call Features

Call Recording:

  1. Check Call recording to record all calls on this campaign

  2. Optionally customize the recording announcement message

Transcription Keywords (Optional):

When call recording is enabled, you can add keywords to improve transcription accuracy:

  1. Enter brand names, product names, or industry-specific terms

  2. Press Enter after each keyword to add it

  3. Remove keywords by clicking the X on any tag

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Why add transcription keywords? Transcription services may struggle with uncommon words like brand names, technical terms, or industry jargon. Adding these keywords helps the AI recognize and accurately transcribe these terms in your call recordings.

Whisper Message:

  1. Check Whisper message to play a message to your team before connecting the caller

  2. Enter a custom message to identify the campaign source

Spam Filter:

  1. Check Spam filter to require callers to press 1 before connecting

  2. Optionally customize the prompt message (default: "Press 1 to connect with an agent.")

  3. If the caller doesn't press 1, the call is marked as spam and disconnected

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Enable call recording, whisper messages, and spam filter for your static campaign

Step 4: Configure Voicemail (Optional)

Voice mail settings
  1. Check Enable voicemail to allow callers to leave messages when no one answers

  2. Configure the Ring duration (5-60 seconds) - how long to ring before voicemail activates

  3. Choose the voicemail behavior:

    • Record voicemail - Play greeting, then record the caller's message. Call status will be Voicemail

    • Play greeting only - Play an announcement without recording (e.g., "We're closed, call back tomorrow"). Call status remains No Answer since no message is stored

  4. Configure the greeting message:

    • Text-to-Speech - Enter text that will be read aloud to callers

    • Custom Audio - Upload your own MP3, WAV, or OGG file (max 5MB)

  5. Check Transcribe voicemails to automatically transcribe voicemail recordings using AI (only available in Record mode)

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What happens when voicemail is enabled? When a call goes unanswered after the ring duration, callers hear your greeting message. In Record mode, they can leave a message after the beep. The voicemail appears in your call logs with a "Voicemail" status.

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Step 5: Create Campaign

Click Create Campaign to purchase the tracking numbers and create your campaign. The button will show the number of selected numbers (e.g., "Create Campaign with 3 Numbers").

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Your static campaign is created and ready to use

Step 6: Set Ad Locations (Optional)

For billboards, print ads, and other physical marketing, you can set the exact location where your ad is placed. This enables the Billboard Rule on Money Mapโ€”showing calls at your ad placement instead of caller locations.

Set Ad Locations for a Tracking Number

How to Set an Ad Location:

  1. Go to your static campaign's Edit page

  2. Find the tracking number in the Tracking Numbers section

  3. Click the Set Location button next to the number

  4. Search for an address or move the pin on the map to set the location

  5. Optionally add a Location Label (e.g., "Highway 101 Billboard")

  6. Click Save Location

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When to use Ad Locations: Billboards, print ads, flyers, vehicle wraps, trade show boothsโ€”any physical marketing with a known location.

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3. Delete Campaigns

If you no longer need a campaign, you can delete it to stop tracking and release the phone numbers.

How to Delete a Campaign

  1. Go to Campaigns

  2. Find the campaign you want to delete

  3. Click Delete (trash icon)

  4. Read the confirmation message carefully

  5. Click Delete to confirm

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Confirm campaign deletion - this action is permanent

4. Share Campaigns

Share campaign analytics with clients via a secure public linkโ€”no Ring Tonic account required.

  1. Select a campaign โ†’ Click Share

  2. Toggle Enable sharing to generate your link

  3. Optionally add password protection

Clients get read-only access to call activity, attribution, tracking number performance, and money map with your workspace branding.

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See Share Campaign for full details on password protection, white-label branding, and link management.


5. Voicemail Features

When voicemail is enabled, Ring Tonic provides the same AI-powered features for voicemails as live calls.

Call Status

Status
When Used

Voicemail

Caller left a message (Record mode)

No Answer

Play greeting only mode, or ghost voicemails (< 3 seconds)

AI Features for Voicemails

AI features for voicemails

All voicemail features require Transcribe voicemails to be enabled:

  • Transcription - Voicemails are automatically transcribed using your configured provider (Deepgram/AssemblyAI)

  • Keyword spotting - Campaign keywords are detected and highlighted in voicemail transcriptions

  • AI lead qualification - Voicemails are auto-qualified using your workspace's qualification guidelines, just like live calls

  • Deal value estimation - AI estimates potential deal value from voicemail content (if enabled)

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