Using the Experimental features section, you can configure custom parametres that were requested by Roistat clients. 

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



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


The list of experimental features

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

If the slider is set in position, Roistat creates the deal of the number that is already saved in CRM.

(информация) Контакты проверяются по проксилиду.


By default, automatic creation of deals of call is enabled in the Call tracking scenario settings. If the slider is set in  position, Roistat does not create deals, even when the creation of deals is enabled in Call tracking scenario settings.


Roistat does not create the new deal of call that is processing by call tracking service if a deal of the call with the same phone number with status from "In work" status group is already registered in the CRM. If the slider is set in position, Roistat creates the deals of calls that processed by call tracking even if there are deals of calls from the same numbers that are in "In work" status group.


If the slider is set in position, Roistat SIP account is sent in INVITE request instead of the dialed number.


CRM deal has a link to the record of the call. Is the slider is set in the position, the listening of the calls from the deal in CRM will be unavailable without account that has access to the Roistat project.


Roistat sends the record of the call with the deal of the call to integrated CRM. If the slider is set in the  position, Roistat doest not send the record of the call to the integrated CRM. 


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


Normally, Roistat records the phone calls from call tracking. If the slider is set in the position, Roistat does not record the calls processed by the call tracking service.


If the slider is set in the position, the deals from previously used CRM are 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.


If this option is disabled, all phone numbers from 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 the visitors entered them in the Lead Hunter.


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


When you save the landing page

After saving the landing page, Roistat deletes the last " / " symbol in the URL, and website address website.com/ takes the form of website.com. This may lead to the error while the diagnosis of technical problems (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. 


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


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

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



Roistat will send the messages about missed calls processed by call tracking to the specified e-mail address.
Calls will be counted as missed when: 
  • the client did not wait for the response and hung up;
  • the dial was canceled;
  • the number was busy.

    You may specify several e-mail addresses using coma. 



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. 

You may specify several e-mail addresses using coma. 



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


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 this field.

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


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

 (warning) To make this feature work, please specify the names of fields in CRM, for example, calltracking_phone, roistat_phone, etc. Contacts fields 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 

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. 


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. 


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.


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 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. 


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.  


If the 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.


If you need to standardize all the requests, use the following pattern of number format: X (XXX) XXX-XX-XX or +XXXXXXXXXXX


If you want Roistat to load the deals from CRM properly, you need to enter the Roistat project settings and specify the time zone of deals from CRM.

(warning) If the data is transmitting in timestamp format, Roistat will not be able to use this experimental feature.


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. 


If you need to process the number dialed by your client instead of the client's number, specify the numbers of scenarios in this experimental feature using a coma. 


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


If you need to define the 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.


If you use additional data in the GET-parameters of the landing page, specify this data to make it visible in Analytics using a coma. 


Additional fields have a limited number of symbols while loading deals. If the limit is exceeded, Roistat Analytics does not receive some information and can not 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. 


The backup number will receive calls if the main number in the call tracking scenario was busy or unavailable.


Use this feature if you need to readdress the call when the manager did not answer it in time. 


If you need to process the additional variable from Roistat telephone exchange, enter the values in the following format: {header name}={header value}, {header2 name}={header2 valie}.

Illustration: my-city={city}, my-domain={domain}. 


If the roistat field is empty and the source of the request contains in another field, specify the name of this field to track the requests in the Analytics


If the date of sale is calculated in a specific way and placed in some field of CRM, you need to specify this field. If this field is empty, the date of sale will be set by Roistat default algorithm. 


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/landing=seo,direct;site.ru/landing2=seo


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

{
  "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"
}



By default, email tracking creates the deals by letters received only from substitute email addresses. 
Activating this feature allows creating the deals not only by letters from substitute addresses but also by letters sent directly to the client's email.

To make this feature available, configure the creation of deals via Webhook!