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Using the Experimental features  section, you can configure custom parametres that were requested by Roistat clientswill help you to configure the custom parameters that were introduced upon requests of Roistat users

To open use the Experimental features section, open Settings, expand Additional tab and click the Experimental button:



Note

To use experimental settings Experimental features, you must have the Owner or Reading/Writing access permission.

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titleCreate the deal of the based on a call even if the client is already registered in CRM

Normally, Roistat does not create the deal of a deal if it is based on a repeated call from the a telephone number that is already registered in CRM.

If Set the slider is set in position , Roistat creates the deal of the number that is to enable the creation of deals based on calls from numbers that are already saved in CRM.

(информация) Контакты проверяются по проксилиду Contacts are verified by proxy lead.


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title Disable the automatic creation of deals of based on a call

By default, automatic creation of deals

of

based on a call is enabled in the Call tracking scenario settings.

If

Set the slider

is set in 

inImage Modified position,

Roistat does not create

and Roistat will stop automatic creation of deals, even

when the creation of deals

if it is enabled in Call tracking scenario settings.


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titleCreate the deals of calls even when based on a call even if there are deals in from "In work" status group.

Normally, Roistat does not create the new deal

of

based on a call that is processing by call tracking service if a deal

of the

based on a call with

the same

similar phone number with status from "In work" status group is already registered in the CRM.

If

Set the slider

is set

inImage Modified position, and Roistat

creates

will create the deals

of

based on calls

that

processed by call tracking even if

there are deals of calls from the same numbers that are in

"In work" status group has deals based on calls with similar numbers.


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titleSend Roistat SIP account instead of dialed number when using this account in the INVITE request
If Set the slider is set in position, Roistat  to enable the sending of Roistat SIP account is sent in the INVITE request instead of the dialed number.

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titleForbid the listening of the calls from deals in CRM without account that has access to the Roistat project

Each deal in CRM deal has a link to the record of the a call. Is

Set the slider is set in the position, and the listening of the calls from the deal in CRM deals will be unavailable without an account that has access to the Roistat project.

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titleDo not send the record of the a call to CRM

Normally, Roistat sends to integrated CRM the record of the a call with from the deal of the call to integrated CRM. If the slider is set in the based on this call. 

Set the slider in position, Roistat doest not send and Roistat will stop sending the record of the call to the integrated CRM. 

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titleDo not send the information about marketing channel to CRM while creating deals with the deals using help of proxylead mechanism

If Set the slider is set in the  position, and Roistat does will not send to deal in CRM the information about the source of the a visit to on the landing page to the deal in CRM if the information about the deal is sending to CRM via Roistat service. 


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titleDo not record the phone calls from call tracking

Normally, Roistat records the phone calls from call tracking. If

Set the slider is set in the position, Roistat does not record and Roistat will stop recording the calls processed by the call tracking service.

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titleUse the deals from previous integrations

If Set the slider is set in the position, the and deals from previously used CRM are will be displayed in Analytics. This is needed in case when deals are not transferred from previously used CRM to the new one. 

(warning) This option must be activated before the integration with new CRM.

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titleDo not normalize the phone numbers from the Lead Hunter

If Disable this option is disabled, and all phone numbers from the Lead Hunter will have the ХХХ ХХХ ХХ ХХ format.

Illustration:

Your client has an international business, and the visitor of the client's website entered his number in the Lead Hunter using the Polish format: 06 001 60 90

If this option is disabled, the system transforms this number to +456 001 60 90 (code 45 added instead of 0)

Enabling this option will allow transmitting the international numbers just like in the same format as visitors entered them in the Lead Hunter.

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titleDo not normalize the phone numbers from CRM

This option works for telephone numbers from CRM just like the previous option works for telephone numbers from Lead Hunter. 

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titleDo not remove the last " / " symbol in the address of the a landing page

When you save the landing page

After saving the landing page, Roistat deletes the last " / " symbol in the its URL, and website address website.com/ takes the form of website.com.

This may lead to the following error while the in diagnosis of technical problems (: Error! tracking code was not found on website.com)

Enabling this option solves the problem during the diagnosis. After the option is enabled, you have to wait 3-4 days, as the diagnosis of technical problems verifies the webpages URLs for the last 3 days. 

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titleUse the Projected ROI indicatior instead of ROI to optimize the rates management

If the Projected ROI can be is used instead of ROI in the sales cycle, you can change the principle of rates optimization via Rates management Management option. 


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titleDo not cut HTML tags while sending requests to CRM.

After enabling this option, Roistat will stop deleting the HTML tags from the data of requests' data. This will allow using the page making in CRM, for example, to pass transmit the clickable links into to the comments section or configure the word wrapping. 

Warning

Enabling this feature will turn off the built-in protection from XSS-attacks.


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titleEmail address for sending letters about missed calls

Enable this option, and Roistat will send

the messages

letters about missed calls processed by call tracking to the specified e-mail address.

Calls will be counted as missed

when

in the following cases

  • the client did not wait for the response and hung up;
  • the dial was canceled;
  • the number was busy.

    Info

    You may specify several e-mail addresses using coma. 


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titleEmail for sending letters about failed calls

Enable this option, and Roistat will send the messages about failed calls processed by call tracking to the specified e-mail address. Any calls except accepted or missed are counted as failed. 

Info

You may specify several e-mail addresses using coma. 



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titleThe delay in seconds of closing the call tracking widget in Google Chrome (in seconds)

The delay in seconds after which the call tracking widget in Google Chrome is will be closed. 


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titleRedefine the forwarding numbers for substitution numbers

This feature may be needed when you use two substitution numbers that must be forwarded to different numbers. After enabling this feature, the first substitution number must be specified in the call tracking scenario, and the second substitution number must be specified in the field of this fieldfeature.

SIP-address for call-forwarding should be stated in the following format: 12121111111=12122222222.

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titleChoose the priority country code that will be used while normalizing telephone numbers

If during a number normalization the number suits several countries during the number normalization, Roistat uses will use the country code specified in the configuration page. 

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titleSpecify the telephone number in the name of the field of a deal field or contact field the name of contact with telephone number in CRM or SMS if you want to define the source of deals that were created while using the Roistat calltracking

 (warning) To make this feature work, please specify the names of fields in CRM, for example, calltracking_phone, roistat_phone, etc. Contacts fields Fields of contacts have client_ prefix, for example, client_phone_number.  If you want to use your default ( system ) field with a phone number, name this field "client_". Specify the phone number of the client in the related field using the format from Call History History. 

This experimental feature can be used in the following cases:
  • You utilize the outside telephony with your CRM and decide to use Roistat call tracking to define the source of calls.
  • You integrated the telephony with CRM and want to create a deal for every incoming call. 
  • Your CRM is integrated into Roistat, but requests from calls processed by your telephony come to the Roistat project without the information about the source of the call.
  • When the Roistat call tracking proceeds all the calls from your telephony.
  • You need to bind the requests from calls to the sources of the calls.

How this feature works:

After the deal without visit number is loaded to the project, Roistat begins to check the project for calls with the same phone number that were made within an hour before the creation of the deal. If such call was found, the deal receives the visit number from the information about this call. 

When you specify the name of the field in CRM that contains the data of the call, and the deal without visit number loads to the project, Roistat begins to check the project for calls with the same phone number that were ended within several minutes before the date from the CRM field. If there are several calls with the same phone number, the deal receives the visit number from the information about the latest call. 


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titleCall tracking blacklist

Using a coma, add the phone numbers to the call tracking blacklist. After this, you will not receive the calls from these numbers. 

(информация) We do not recommend you to use more than 10 000 numbers. 

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titleSpecify the name of the field from which you need to load the date of the sale

Specify the name of the field in the CRM system, and Roistat will receive the date of the sale from this field. If this field is empty, the date of the sale will be specified by Roistat default algorithm. 

(информация) The data format of this field must be in timestamp or look the following way: YYYY-MM-DD HH-MM-SS.

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titleThe minimal time of the a call in seconds, after which the call will be counted as accepted

Specify the time in seconds after which Roistat will count the call as accepted. 

Illustration:

When Roistat detects the call, an answering machine is activated, and the call is counted as accepted even if the a manager did not get to respond. 

To avoid this situation, specify the duration of the answering machine, for example, 10 seconds. After that, the call will not be counted as accepted for the first 10 seconds of the call. 

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titleThe maximal lifetime of orders loaded to the project

Specify the creation date of the order in YYYY-MM-DD format. After that, the orders created before this date will not be loaded to the project.  


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titleDeal cycle Cycle of a deal that will be counted in rates management while using the optimization by ROI

If the cycle of a deal cycle does not allow to use the optimization by current ROI, specify the approximate cycle of your deal.

Illustration: if you specify 30 days deal cycle, ROI will be calculated for a period that was ended 30 days ago.

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titleSpecify the name of the field of the a deal in CRM/CMS to load the infromation about the city from this field of the a deal

If you want to manually transmit the information about the city in the loaded fields, specify the field that will contain the information about the city. 

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titleSpecify the pairs of Roistat tags and cities to define the city of the marketing channel

If all marketing channels are bound to the some city, specify these pairs in this feature's settings using the following format: channel_dnv=Denver,channel_ber=Berlin.

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titleAdvanced filtering configuration while loading the deals

If you need to define the some difficult conditions of deals filtering while loading the deals to the project, use the following filters in JSON format:

  • Valid operators: ">", "<", "<=", ">=", "=", "!=", "in", "not_in", "or", "and", "like", "like%", "not_like", "not_like%", "null"
  • Filter looks the following way: ["Field", "Operator", "Value"]
  • If the operator is in or not_in, the values must be an array and placed in square brackets [].
  • The value of other operators should not be an array.
  • The valid value of operator null is 0 and 1.

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titleSpecify the names of fields you want to include to reports

Additional fields have a limited number of symbols while loading deals. If When the limit is exceeded, Roistat Analytics does will not receive some information and can will not be able to create a report on this information. To solve this problem, specify the ID of additional fields from CRM to give them a priority while loading to Analytics. 

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titleSpecify the fields of the deal with confidential information that should not be loaded to Roistat

If some fields in CRM contain confidential information that should not be loaded to Roistat project, specify these fields in the configuration of this feature. 


Например, если вы хотите исключить брендированные запросы с SEO на главную страницу для повторных визитов, укажите их в формате: site.ru
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titleДобавьте страницы и рекламные каналы, для которых не нужно фиксировать отдельные визиты, если посетитель уже был на сайте
Add the pages and marketing channels for which you do not need to record individual visits if the visitor already was on the website

If you want to exclude the branded requests from SEO to the main page for a repeated visit, specify these requests using the following format: site.com/landing=seo,direct;site.rucom/landing2=seo


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titleSpecify the address for sending the information after receiving the proxylead

The format of webhook will be sent to the specified address: 

Code Block
{
  "id": "198",
  "title": "Catched lead: Alex, +1(212)111-11-13",
  "text": "Form data: Alex, +1(212)111-11-13\nPromocode: 3217\nChannel: Direct visits\nLanding page: https://test.com/Contacts/\nReferer: \n",
  "name": "Alex",
  "phone": "12121111113",
  "email": "",
  "data": "{\"source\":\"organic\",\"sourceLevel1\":\"organic\"}",
  "contact_data": "[]",
  "visit_id": "3217",
  "date_create": "2019-05-13 13:49:14"
}


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