> ## Documentation Index
> Fetch the complete documentation index at: https://docs.get2dial.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up a caller ID policy

> Choose which of your numbers a campaign presents when it dials out — a fixed number, a pool, or a number local to the person being called.

Create a caller ID policy and attach it to a campaign, so the number a lead sees is chosen
by rule instead of fixed per lead list.

## Before you start

* You need at least one active [phone number](/voice/phone-numbers) 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](/outbound/leads/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**):

| Strategy               | What it does                                                                                                                                     |
| ---------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| **One number**         | Always presents the same configured number.                                                                                                      |
| **Pool — random**      | Picks a different number from the candidate set at random on each call.                                                                          |
| **Pool — round robin** | Cycles through the candidate set in order, so every number is used evenly.                                                                       |
| **Local presence**     | Presents a candidate that shares the longest matching leading digits with the number being called — a number local to the person you're calling. |

## Steps

<Steps>
  <Step title="Open Caller ID">
    In the left navigation, select **Caller ID**.
  </Step>

  <Step title="Create a policy">
    Select **New policy**. Enter a **Name** and, optionally, a **Description**.
  </Step>

  <Step title="Choose how to select the number">
    Set **How to choose the number** to **One number**, **Pool — random**, **Pool — round
    robin**, or **Local presence**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save the policy">
    Select **Save**.
  </Step>

  <Step title="Attach it to a campaign">
    Open the campaign, go to its **Dialer** tab, and set **Caller ID** to the policy you
    created.
  </Step>
</Steps>

## Verify

<Check>
  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.
</Check>

## 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.

## Next steps

<CardGroup cols={2}>
  <Card title="Phone numbers" href="/voice/phone-numbers" />

  <Card title="Import a lead list" href="/outbound/leads/import-a-lead-list" />

  <Card title="Campaign settings reference" href="/outbound/campaigns/campaign-settings" />
</CardGroup>