Tag Step

You can use a Tag step in the call flow builder to label calls. These tags will be available on your call log when a call is received and can be a helpful tool in managing your reporting.

Use this article to learn how to:

  • Add a Tag step to a call flow
  • Assign your call flow to your tracking numbers

Getting Started

When adding a Tag step to your call flow, you’ll need to add the step before any “dial” step in order for the call to automatically tagged.

Once your call flow is set up, you’ll assign it to the appropriate tracking numbers. You can assign the same call flow to multiple tracking numbers.

We recommend placing a few test calls from a telephone number that’s not included within your call flow to ensure your calls are routing as expected once your call flow is assigned to a tracking number.

Create a Tag Step

Call flows are company-specific in your account. Follow the instructions below to create a call flow with a Tag step in the company of your choice.

  1. Choose the company where you’d like to use a tag step.



  2. Click Numbers at the top of the page.

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  3. Select the Call Flows tab.



  4. Create a new call flow by clicking + Create New Call Flow. You can also click the pencil icon to Edit an existing call flow.



  5. Name your call flow at the top of the page.



  6. Choose your call recording preference. Slide the toggle to ON to record all calls to this call flow. Keep the toggle OFF if you don’t want calls to this flow recorded.



  7. Select Tag from the list of available steps.



  8. Click + Tag and select the call tags you'd like to use to label calls to this call flow. You can choose as many tags as you'd like.



  9. Choose another step after your Tag step to include the destination number where calls should forward.



  10. Continue configuring your call flow to your personal preference. Then, click Save at the top of the page to save your call flow.



Assigning Your Call Flow

Once you’ve created your call flow, you’ll assign it to your tracking numbers. Since your call flows can be shared, you’re able to assign a single call flow to multiple tracking numbers within the same company in your account. When you assign a call flow to a tracking number, your call routing updates immediately.

  1. Choose the company where you’d like to use a tag step.



  2. Click Numbers at the top of the page.

    screenshot_5304.png

  3. Select the Call Flows tab.



  4. Choose the call flow you’d like to assign to a tracking number in the Destination column.



  5. Click Save and update call flow on the prompt.



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