Assigning a Static Caller ID to Contacts in Call Tools

Feature Overview:
Call Tools now allows you to assign a static Caller ID to individual contacts. Once assigned, any future calls to that contact will always use the same Caller ID. This feature is ideal for maintaining consistency when calling clients who were told to "save this number" or for contacts with scheduled callbacks or appointments.

---

Why Use This Feature?

• Maintain trust and recognition with clients who saved your number.

• Ensure consistent outreach for scheduled appointments or follow-ups.

• Improve answer rates by using a familiar Caller ID.

---

How to Set Up Static Caller ID Assignment

1. Create a New Automation

• Navigate to Data > Automations.

• Click Create Automation or select an existing one.

Example Setup:

• Automation Name: Personalized Phone Number

• Trigger: Call Disposition

• Condition: Select a specific disposition, e.g., Appointment Set.

This ensures the static Caller ID is only assigned after a successful event like setting an appointment.

---

2. Add an Automation Action

• Within your automation, click Add Action.

• Select Personalize.

• Fill out the form as follows:

  • Name: Use Connected Caller ID

  • Check the box: Use call caller ID

What This Does:
✅ Assigns the last connected outbound Caller ID to the contact for all future outbound calls.
✅ For inbound calls, it uses the dialed Caller ID as the future default.

---

3. Important Notes About Campaigns

If you're dialing through a campaign, Caller ID rotation may still apply unless you override the contact level Caller ID settings.

• To override the static Caller ID:

  • Go to your campaign’s Caller ID Strategy.

  • Check the box: "Override Contact Level Caller ID Settings".

This ensures campaigns will continue to rotate Caller IDs even if a static Caller ID was previously assigned.

---

Visual Summary

Step	Action
1	Go to Data > Automations
2	Create a new automation triggered by Call Disposition
3	Add a Personalize action
4	Check Use call caller ID to assign last used number
5	(Optional) Override static Caller ID in campaign settings if needed

---

Need Assistance?

If you need help setting up or optimizing this feature:

• 📞 Call our support team at [phone]

• 📧 Email us at [e-mail]

We're happy to help you tailor your dialing strategy!