Before you start
- You need at least one active phone number marked as presentable as caller ID.
- Deciding on a policy only matters for lead lists set to Use the campaign’s caller ID — see Import a lead list. A lead list left on This list has its own number ignores any policy entirely.
How it works
A policy has two parts: which numbers are candidates (its selector — a pool tag, a set of prefixes, a country, or every eligible number you own), and which candidate is presented on a given call (its strategy):Steps
1
Open Caller ID
In the left navigation, select Caller ID.
2
Create a policy
Select New policy. Enter a Name and, optionally, a Description.
3
Choose how to select the number
Set How to choose the number to One number, Pool — random, Pool — round
robin, or Local presence.
4
Set the number, or the candidate pool
For One number, enter the Number to present. For every other strategy, narrow
Which of your numbers to choose from using Pools (tag names), Numbers starting
with (prefixes), or Country — leave all three blank to use every active,
presentable number you own.
5
Set the match tolerance, for local presence
If you chose Local presence, set How close is close enough to control how many
leading digits must match, or leave it on the automatic default.
6
Set a fallback
Choose what happens when no candidate matches: any number in the same country, one
specific fallback number, any of your numbers, or the carrier’s own default number. A
policy that runs out of fallback options refuses the call rather than dialing with no
caller ID — see Common problems.
7
Save the policy
Select Save.
8
Attach it to a campaign
Open the campaign, go to its Dialer tab, and set Caller ID to the policy you
created.
Verify
On the policy’s row, use Preview and enter a destination number. The result shows the
number the policy would present and, if it fell back, which fallback step was used.
Common problems
- Calls aren’t dialing on a campaign with a policy attached. Check the campaign’s lead lists are actually set to Use the campaign’s caller ID — a list left on its own static number ignores the campaign’s policy entirely.
- A campaign with a policy attached still won’t dial some leads. The policy found no eligible candidate and every configured fallback also failed — Get2Dial refuses the call rather than presenting a number nobody chose. Add more numbers to the pool or widen the fallback.
- Local presence isn’t matching the way you expect. Matching depends on which numbers you own in the destination’s area — it doesn’t consult an external numbering database. Use Preview against a real destination to check what it resolves to.