Configure and Track your Refcodes on the Dialer
Build Your Campaign
Start as you usually do. There's no change in the initial campaign setup.
Add Your Refcode
After your campaign is ready, take your Caller URL and simply add &ref=your_ref_code to the end. It's perfectly fine to use numbers or characters like underscores (_) and hyphens (-) without any modifications.
An example of a caller link that includes a refcode
If your refcode includes any special characters, such as #, &, %, etc., we recommend URL encoding them. This encoding is crucial as it ensures the URL correctly processes these characters as part of your refcode, rather than misinterpreting them as URL controls or commands.
To encode these special characters, you can use the following Text to Hex Converter. Just enter the special character(s) from your refcode into the calculator, and it will give you the encoded version. For example, if your refcode is "event#1", the calculator will show that "#" is encoded as "23". You’ll simply add "%" in front of this value. Therefore, "event#1" should be entered in the URL as "event%231".
Remember, this encoding step is only necessary for special characters. Regular alphanumeric characters, underscores, and hyphens can be used as they are.
For Your Callers
Callers don’t need to do anything differently, except to use the correct link if they exit their window.
Compatibility with Shortlinks
You can still use shortlinks or branded redirects. Refcodes work fine with them.
Tracking Calls
In your Export CSV and BigQuery sync (callers), there’s a new field “Caller Referral Code” for each connected call. (Note: This only applies to calls that successfully connect to a caller).
