YoYoFuMedia Online Marketing Company Icon

Step-by-Step Guide for CallTrackingMetrics Smart Routers: Have The Number Route To Different Receiving Numbers with If/Then Conditions

Scenario: Your client wants to receive calls and text messages from customers in a specific or different number from their business number only during Mondays. 

With smart routing, you may route calls directly depending on information that can be acquired about them, including if they are a repeat caller, their estimated location, their caller ID, the website they were using prior to calling, the current date and time, and more.

You may construct smart routers to perform complex routing depending on a particular caller information by using if/then conditions.

Calls can be routed to a smart router from a tracking number, a voice menu, or a call queue, and smart routers can be used to route calls to a voice menu, call queue, geo router, receiving number, or even another smart router in your account.

Table of Contents

1. Setting up the new Receiving Number.

1a. On the Navigation Menu on the left, click Numbers and click Receiving Numbers under MANAGEMENT.

CTM Smart Router 1a

1b. On the upper right, click New Receiving Number.

CTM Smart Router 1b

1c. Type in the new Receiving Number. On the description box, type in ‘Monday Receiving Number’ or any description you would like. Then click Save Changes.

CTM Smart Router 1c

1d. This is how your Receiving Numbers should look like in the end.

CTM Smart Router 1d

Now that you’ve set up your new receiving number, it’s now time to set up your calls and texts smart routing.

Want to know where your most valuable leads come from?

Book An Appointment With Us!

2. Setting Up Your Calls Smart Router.

2a. On the Navigation Menu on the left, click Flows and click Smart Routers under ROUTING.

CTM Smart Router 2a

2b. On the upper right, click New Smart Router.

CTM Smart Router 2b

2c. Under General, type in the Name box ‘Monday Calls Smart Router’. You can add a description if you like. Then click Save Changes.

CTM Smart Router 2c

2d. Under Routing Activity for ‘Route for Type’, click the drop down box and select Inbound Phone Calls. Then click Save Changes.

CTM Smart Router 2d

CTM Smart Router 2d

2e. Under Routes, click Add Route.

CTM Smart Router 2e

2f. Under ‘If all of the following rules match:’, click the drop down boxes and select ‘Day of Week’, ‘is’, and ‘Monday’.

CTM Smart Router 2f

2g. Under ‘Then perform the following actions:’, click the drop down box for ‘Route contact to’ and select ‘Phone Number’.

CTM Smart Router 2g

2h. Below that, click the drop down box to select your new receiving number you created ‘Monday Receiving Number’. Then click Save Changes.

CTM Smart Router 2h

2i. In the end, it should look like this:

CTM Smart Router 2i

2j. Under ‘If none of the above routes were taken:’, click the drop down box and select ‘Phone Number’ for ‘Route contact to’.

CTM Smart Router 2j

2k. Below that, click the drop down box to select your Business number, then click Save Changes.

CTM Smart Router 2k

2l. Under Tracking Numbers, click on Edit Assigned Tracking Numbers.

CTM Smart Router 2l

2m. A window will pop up. Click on select all to select the assigned tracking numbers. Then click Save Changes.

CTM Smart Router 2m

You’re now done setting up your smart router for calls!

Interested to know the best marketing strategy for your business?

Let Us Help!

3. Setting Up Your Text Messages Routing.

3a. Go on your Navigation Menu and click Flows then click Triggers. On the upper right, click New Trigger.

3a

3b. Under General, type in the Name box ‘Monday Text Routing’. You can add a description if you like. Under trigger, open the drop down box and select “At the end of a call/form/chat, once all data has been captured”. Turn on Trigger for all Activities. Then click Save Changes.

3b

3c. Under Workflows, click Add Workflow. Click Add Rule under ‘If all of the following rules match:’. And select these option in the drop down box: If ‘Type’is’ ‘Inbound Text’ ‘And’ ‘Day of the Week’ ‘is’ ‘Monday’

3c

3d. Under ‘Then perform the following actions:’, click Add Action, and select Forward Text in the drop down box.

3d

3e. Beside the ‘Called Number’ box, type in or select the Monday Receiving Number. Then click Save Changes.

3e

You’re now done setting up both your calls smart router and trigger for text message routing. In the end, you should have set up a new smart router for calls, and a new trigger for text messages.

Do you need help in increasing your revenue?

Get Help From Our Experts!

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Want to work with us?

Become one of our successful clients, we've done it before and we'll duplicate the same success for you.

yoyofumedia logo design cropped

YoYoFuMedia is an SEO and digital advertising agency. Our specialty is providing top-notch service in Search Engine Optimization (SEO), Conversion Rate Optimization (CRO), and paid online advertisement. Want to increase your social media presence? YoYoFuMedia is your digital marketing agency.

Company Info

© Copyright YoYoFuMedia 2022 | All Rights Reserved | Privacy Policy |