How to setup and configure your AvidTrak-Offline (Lite) Free Trial account

Quick Start/Basic Configuration of your AvidTrak-Offline (Lite) Free Trial Account

Signing Up for Free Trial Static Number Call Tracking Number Account

Signing up online for a free trial of an AvidTrak-Offline (Lite) call tracking account is simple. Visit AvidTrak.com and click on the Get Started Button that appears on the Free Trial image.

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AvidTrak-Offline (Lite) accounts are call tracking accounts that allow use of only Static Numbers. A static number may be either a toll free number or a local area code number. An AvidTrak static call tracking number may be hard coded on to a web page; may be placed on your email marketing campaign as a means to elicit a direct response from your target audience; may be used in your banner ad campaigns and of course is widely used in TV, Radio and Print Marketing campaigns.

An AvidTrak Static Call Tracking Number is also referred to as an AvidTrak-Offline (Lite) Number.

Fill the information in the fields. Your User ID should not have any special characters and you may not use your email address as your User ID. Please do not use any special characters such as: (!@#$%^&*() in your password. Your password should have at least one upper case letter and at least one numeral digit.

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After you have successfully signed up and onscreen “Thank You” prompt will appear within your browser.

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Check your email account and you would have received an email from AvidTrak asking you to confirm your request for account setup. Click on the link that appears within the email or copy and paste the link within a web browser.

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If your account is successfully verified you will see “Verified Successfully” appear at the bottom of the web page. You will also see a Click Here link which will allow you to login to your Account

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You may now login to your AvidTrak account by visiting avidtrak.com/accounts. Type in your User ID and Password into www.avidtrak.com/accounts If you do not remember your User ID and Password check your email inbox. Please note that your Password is case sensitive so please be sure to enter in your password using the correct case. Click Login.

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Logging into your Free Trial Static Call Tracking Number Account

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Acquiring and Setting up/Configuring your Free Trial Static Call Tracking Number

After you have successfully signed into your AvidTrak-Offline (Lite) Free Trial account you will need to purchase a Static number for your account. The first step will involve you selecting a country for which you need a number. Select a country from the pull down menu.

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Next choose either a local area code or toll free number from the Type pull down menu. In the field marked Area Code Enter your desired area code and click Find Numbers. Apply a check on the number which you wish to purchase. If you wish to purchase more than 1 number apply checks on all the numbers that you wish to purchase. Click the Purchase Selected button after completing your selection.

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Click OK when AvidTrak asks you to reconfirm your purchase.

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AvidTrak will now take you to another screen wherein you will need to enter the Forward To number. A Forward To number is the receiving number that will receive calls from the call tracking numbers. The receiving number may be your office number, cell phone or home number. Enter the receiving number in the field provided using only dashes to separate the digits. In the field labeled Label Name enter a nickname for this number. For example if you will be using a Static number to track calls from your Newspaper Campaign you can type in Newspaper as your label for this number. In the optional field labeled AdGroup you can add in additional information related to your campaign. In the example below we have used Sunday Times as the Ad Group name. To record incoming phone call conversations check the box that appears below Recording. Click the button labeled Save Forwarding to save your settings.

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After you have successfully setup your Static call tracking number you will be able to view your settings.

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Editing a Receiving Number and/or adding announcement for Callers – Free Trial Static Call Tracking Number

If for any reason you decide to change the receiving phone number and/or wish to add an announcement to your phone callers advising them that phone calls are being recorded you may do so by clicking AvidTrak-Offline (Lite) > Settings

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On clicking AvidTrak-Offline (Lite) > Settings you will be taken to a different screen view as shown below.

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Click the blue box that appears in the left column and select Edit to edit the receiving number and/or to add an announcement for your incoming callers.

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In the dialog box that opens up enter in the new recipient phone number in the field marked Forwarded To. Do not use dashes, parentheses, dots or spaces when entering the phone number digits. In the field labeled Pre-Amble type in the announcement that you wish a caller to hear. In the example below we have typed in This call may be monitored for quality assurance. Click the Update button to save your settings.

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If AvidTrak accepts your settings you will receive an onscreen prompt advising you that your settings have been saved.

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After your settings have been saved refresh your screen in the Settings mode and you will see the new recipient number (Forwarded To) as well as the announcement to callers (pre-amble). We would recommend that you should dial the AvidTrak number at this point to ensure that your calls are being forwarded correctly as well as to listen to the announcement that is made to the caller.

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Setting up Email Alerts for Static Call Tracking Numbers

AvidTrak allows you to receive email notifications after a call has been received. The email advice carries: Date and Time of Call, Caller ID of caller, Call Duration and a link to the Call Recording which you may listen to by clicking. To setup email advice of call recordings click AvidTrak-Offline (Lite) > Setting and then click the blue box on the left column. Click Email Setting.

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In the dialog box that opens up enter the email addresses that you wish to send the email advice. To send an email advice to more than one person in the second field enter the email addresses for other recipients. Separate the email addresses with a comma but do not use a space after a comma. For example: support@avidtrak.com, sales@avidtrak.com is the correct way to enter an email address. The incorrect way would be:Support@AvidTrak.com, Sales@AvidTrak.com. You may also apply a filter to the email reports that you wish to use. For example if you only wish to receive email alerts for those calls that last more than 1 minute, from the Call Duration Filter pull down menu select Greater Than and input the digit 1 in the minutes field. Apply a check to the Enable Email Alerts box and click the Update button to save your settings.

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If your settings are saved successfully, AvidTrak will issue you an Onscreen prompt.

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Adding Funds to your Free Trial Static Call Tracking Number Account

To fund your AvidTrak-Offline (Lite) account, click Billing and select Add Funds

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AvidTrak is a prepaid service and to ensure uninterrupted service of your call tracking account you must maintain a positive balance within your account. Please note that failure to maintain a positive balance in your account could result in your account being shut down without additional notification being sent to you. Hence we recommend that you setup Auto Recharge i.e. recurring payment. Auto Recharge Payments will be processed through Authorize.Net.

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If for any particular reason you do not wish to fund your account by way of Auto Recharge you may make a 1-time payment by way of PayPal. Please note that in order to make a 1-time payment you do not necessarily need a PayPal account. You may use your credit card and PayPal will act as the payment processing gateway for the 1-time payment.

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Once your campaigns are activated and you wish to view reports on incoming calls simply click AvidTrak-Offline (Lite) > All AvidTrak-Offline (Lite) Calls to view a call log of your incoming calls. You may adjust the date range to view the calls logs in your date range.

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Blocking Unwanted SPAM Callers from Dialing your Static Call Tracking Number

If you find that you have become a target of SPAM calls from telemarketing agencies or from Robo-Callers then you may elect to Block certain numbers from dialing your call tracking number. To access the call blocking feature click AvidTrak-Offline (Lite) > Block Numbers.

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Enter the phone number that you wish to block. Enter the number that is to be blocked without use of dashes, parenthesis, spaces or dots. Click the Block button to save the setting for the blocked phone number. If you wish to also advise the blocked callers to place your name on the do not call list then you can type in a message which will be played to the Block Caller. In the example below we have typed in “Please remove us from your list.”

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After saving your settings you will see the phone number(s) that have been placed on the blocked callers list as well as any message that you wish blocked callers to hear when dialing your call tracking number. Note: We do recommend very strongly that after implementing this feature you test it by first dialing the AvidTrak number with your own non-blocked number. Your unblocked number should get through and the call should complete correctly. After the preceding test we recommend that you use another number that you may place on the blocked number list and then dial the AvidTrak number from your test blocked number. Your blocked number should not be able to complete the call and you should hear your blocked call message. You may always remove a block from a particular number by selecting the number and then clicking Remove Blocking.

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Returning Static Call Tracking Numbers

If you do not need to use a particular AvidTrak number and do not wish to incur additional charges such as monthly rental or talk time costs then you may return the number. To return a number click AvidTrak-Offline (Lite) > Settings and then click the Blue box in the left most column and select Return Number. Please note that all returns are final and hence please be certain that you wish to return a number before executing this function.

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On successfully returning a number, AvidTrak will advise you that your call tracking number has been returned.

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If you have questions regarding the above instructions please email Support@avidtrak.com or call (310) 275-3066 (Monday-Friday, 8am to 5pm Pacific)