Overview
This feature lets you buy a new phone number and set it up inside REsimpli. You choose what the number is for, which marketing campaign it belongs to, how calls are answered, and who sees the messages and calls that come in.
You would use this when you need a new number for a marketing campaign, or when you want calls and texts to reach a certain person or team.
Steps
Step 1: Open your phone number settings
Click Settings in the lower-left corner of your screen.
Click Communications.
Click Manage Numbers.
You will see a list of all the phone numbers in your account and the type of each one.
Step 2: Start adding a new number
Click the Add Number button in the upper-right corner of your screen.
Click Continue.
Step 3: Choose the country
Choose a U.S. phone number or a Canada phone number.
Click Continue.
Step 4: Choose what the number is for
Pick what you will use this number for. Your choices are:
Leads
Buyers
Agents
Vendors
List Stacking
DYOM
Alternate
Hover your mouse over an option to see more information about it.
Step 5: Name your number
In the Number Setup section, type a name you will recognize later.
This name is just for you, so pick something that tells you what the number is used for.
Step 6: Choose a marketing campaign
Select the marketing campaign this number belongs to.
When a new contact calls or texts this number, REsimpli creates a lead under that campaign. It also starts any automations connected to that campaign.
If the campaign you want is not in the list:
Add a new campaign.
Enter the marketing source.
Enter the marketing campaign name.
Step 7: Add a call flow
Select the call flow you want this number to use.
A call flow decides who the phone rings when someone calls this number.
Step 8: Choose whose inbox gets the messages
Now choose who should see calls and texts that come to this number.
Select the users or roles you want.
To choose everyone, click Select All.
To choose only certain people, select just those users.
Only the users and roles you pick here will see this communication in their inbox.
Step 9: Agree to the policies
Click the checkbox to agree to REsimpli's phone number usage policy. To read the policy first, hover your mouse over it and the details will appear.
Click the checkbox for the call recording policy. You can view those details the same way.
Once both boxes are checked, the option to add the number will appear.
Step 10: Add the number
Click the option to add your number.
Your new phone number is now set up and ready to use.
Important Notes
Hover your mouse over the number type options to see extra guidance before you choose.
Give your number a name you will recognize. It makes the number easier to find later.
The marketing campaign you pick matters. New calls and texts create a lead under that campaign and start any automations connected to it.
Only the users and roles you select in Step 8 will see calls and texts from this number in their inbox.
You must check both policy boxes before you can add the number.
Troubleshooting
The campaign you want is not in the list
Add a new campaign instead. Enter the marketing source and the marketing campaign name, then select it.
The option to add the number does not appear
You may not have checked both policy boxes. Check the phone number usage policy box and the call recording policy box. The option will then appear.
Summary
You added a new phone number to your REsimpli account. You chose the country and what the number is for, gave it a name, and connected it to a marketing campaign and a call flow. You also chose who sees the calls and texts that come in, agreed to the policies, and added the number.