Local Presence Rules & Settings in Shape Software
Before configuring your user profile phone settings, please be sure that you’ve successfully enabled your phone integration, purchased a phone number, verified caller ID numbers, and added usage credits. If you haven’t done this yet, please visit the “Manage Call Settings” setting page and follow this guide.
Local presence rules work by having the phone numbers in the area codes you’d like to use. Either purchase the Shape Software phone numbers in the area codes you want or verify pre-existing phone numbers through the “Manage Call Settings” page.
Local Presence Calling & Text Messaging Rules
Local presence enables callers to automatically dial records using local area codes. Local presence dialers can lift call connection rates by up to 400%, because prospects tend to be far more likely to answer unknown calls from local numbers, rather than toll-free or long distance phone numbers.
By default, Local Presence settings are turned off and Shape will use users’ caller ID numbers selected in their profile settings page. However, if you have local presence turned on, the system will automatically match the closest number to your record’s phone or go off of your local presence settings defined.
Using Local Presence
Users have the option to turn Local Presence On and Off throughout the day. For example, if they’re calling a list of clients that know their direct line, they may want to keep your local presence off to show your caller ID number. If local presence is turned OFF, then the Caller ID selected in the user profile settings will always show when calling out to records. After, you may want to call a series of new records with your local presence turned on to increase the chances of your leads answering from a local number.