Caller ID

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Use Caller ID for ActiveCampaign Mobile App

Caller ID for the ActiveCampaign mobile app allows users to identify which specific customer or prospect is calling, facilitating smoother and more informed conversations. In today's fast-paced environment, being aware of who's reaching out can streamline interactions, reduce unnecessary voicemails, and enhance personal connections with clients and leads.

Why Use Caller ID for Mobile?

Utilizing the Caller ID feature in the ActiveCampaign mobile app enables you to see the caller's name during incoming calls that are linked to your contacts in ActiveCampaign. This feature is critical for enhancing call effectiveness, as it allows you to prepare effectively and respond appropriately based on the caller's identity.

How to Access Caller ID

To take advantage of the Caller ID feature, you'll need to enable it within the settings of the ActiveCampaign mobile app. The feature is available for users on the following plan types: Starter, Plus, Pro, and Enterprise. It is important to note that this version of Caller ID is compatible with iOS 14.0 or higher.

Step-by-Step Instructions

To enable and set up Caller ID for the ActiveCampaign mobile app, follow these detailed steps:

1. Open the Settings on your mobile device.
2. Tap Phone to access phone-related settings.
3. Select Call Blocking and Identification.
4. Toggle the ActiveCampaign option to On.
5. Confirm that the status of Caller ID changes from Not Enabled to Enabled at the top of the screen.

Once enabled, the app will download a section of your contact list (up to the most recent 1,000 contacts) and will check for any new contacts each time the app is launched. When a contact calls you, their name will appear in the caller notification box alongside their phone number.

Configuration Options and Settings

Within the Caller ID setup, there are several important configuration options:

• ActiveCampaign Toggle: This setting allows you to turn the Caller ID on or off. Make sure this is toggled to On for the feature to function correctly.
• Contact Limit: The mobile app will only recognize and display ID names for the most recent 1,000 contacts created or modified in your ActiveCampaign account.

Best Practices and Tips

1. **Regularly Update Contacts**: Ensure that your contact list is updated frequently by adding new contacts or modifying existing ones. The mobile app checks for new contacts each time it's launched—keeping it updated guarantees you'll recognize more callers.

2. **Use Test Contacts**: After setting up Caller ID, use test contacts—especially those from your team—to verify functionality. Ensuring these contacts have their phone numbers correctly stored will guarantee that names display correctly.

3. **Limit to Recent Contacts**: Since Caller ID has a limitation of displaying names only for the most recent 1,000 contacts, prioritize regularly accessing and managing your contact list if you have a larger database.

Troubleshooting Common Issues

If Caller ID is not displaying names as expected, consider the following troubleshooting tips:

• Confirm that the ActiveCampaign toggle is still set to On in your device's settings.
• Ensure that the contact you are expecting to recognize is indeed in your contacts list and has a phone number properly saved in the format expected by your device.
• Reboot the mobile app to refresh its settings and effectively check for any new contacts if necessary.

Common Use Cases with Examples

1. **Sales Calls Preparation**: If you're expecting a call from a key prospect, recognizing their incoming call immediately allows you to prepare for the conversation, personalize your approach, and increase the likelihood of a successful interaction.

2. **Customer Support**: When receiving calls from customers, having their name displayed helps support representatives address inquiries more efficiently, reducing wait times and improving customer satisfaction.

FAQ

• Q: What plans support the Caller ID feature?

 - A: The Caller ID feature is available for users on the Starter, Plus, Pro, and Enterprise plans.

• Q: How many contacts can Caller ID recognize?

 - A: Caller ID will work for the most recent 1,000 contacts created or modified.

• Q: What do I need for Caller ID to work on my device?

 - A: You will need to have the ActiveCampaign mobile app installed on iOS 14.0 or higher.

• Q: Can I test Caller ID with my contact?

 - A: Yes, you can create a test contact from your ActiveCampaign account, ensuring they have a valid phone number, and then have them call you to test the feature.

• Q: What should I do if Caller ID does not display correctly?

 - A: Ensure that the feature is enabled, check the contact details for accuracy, and consider restarting the app.

By setting up and utilizing the Caller ID feature in the ActiveCampaign mobile app, users can improve call efficiency, prepare better for conversations, and enhance overall customer interactions. ```