DialogTech + CAKE Integration

DialogTech integrates real-time call data into CAKE to maximize how your digital marketing efforts convert into calls and revenue.

The integration allows DialogTech to inform CAKE of details related to a previous source and/or destination with their respective price adjustments. The two most common use cases for this integration are described below.

1. Override previous calls/conversions with a more qualified call

In this use case you will set criteria within DialogTech identifying that when the same caller dials in a subsequent time and specific criteria are met such as the call length exceeding the length of the original call, then you do not want to pay the source for the duplicate caller and you want to route that call to the same call center as the previous call. Your business model is to not pay or collect money for duplicate calls, thus DialogTech will communicate to CAKE a previous source and previous destination ID notifying us to zero out the price paid and price received of the previous conversion within CAKE.

2. Sell duplicate calls to additional call centers

This can be an instance where you are selling duplicate calls to other call centers to earn additional revenue on callers that dial in more than once and meet the call criteria set within DialogTech. In this case, DialogTech will inform CAKE that there was a previous source and to zero out the price paid on the previous conversion. The price received will be retained so that both the previous conversion and the new conversion reflect that you are receiving money for the two calls generated by the same caller under that same source.

Step 1:  Create CAKE Integration in DialogTech

Through a seamless integration with CAKE, DialogTech offers you the ability to gain deep insights into calls from customers from any marketing source - online, offline and mobile - and integrates data into the CAKE platform in real-time to optimized performance. We've provided step by step instructions for setting up the integration below.

Configure the CAKE Integration

1. To configure the CAKE integration, select the "Integrations" tab in your DialogTech account.

2. Click the "Configure" button for the CAKE integration and agree to the terms.

Configure the CAKE Integration

Create New Integration

3. On the CAKE Integrations page, click the "Create New Integration" button.

4. Give your CAKE integration a descriptive name, provide the URL for your CAKE instance, enter an API Key for your CAKE account, and click the "Create Integration" button.

Note:  This is particularly important if you are setting up integrations for multiple CAKE instances.

Create New Integration

Finding Your CAKE API Key

1. To find your CAKE API Key, go to your main "Setup" tab, then click on "Permissions" on the left navigation bar.

Finding Your CAKE API Key

2. You can select an existing API or create a new key specifically for the DialogTech and CAKE integration.

Step 2:  Enable the Integration for a LeadFlow Set

1. In DialogTech, select "LeadFlow" from the "Call Routing" tab and create a new LeadFlow set or edit an existing one.

2. On the LeadFlow Set Configuration page, select the desired integration from the "CAKE Configuration" drop-down and save the LeadFlow set. If you do not see the "CAKE Configuration" drop-down, confirm you have successfully created a CAKE integration as described in Step 1.

Note:  To enable a CAKE integration for an existing LeadFlow set, please contact the DialogTech Customer Success Team for assistance in adding the required information to the LeadFlow rules spreadsheet. This is done automatically for newly created sets.

Step 2:  Enable the Integration for a LeadFlow Set

Step 3:  Map Your CAKE Offers to LeadFlow Destinations

To associate conversion data for a DialogTech Destination with a CAKE Advertiser, you must enter the CAKE Offer ID for the appropriate Advertiser into the DialogTech Destination Rules spreadsheet.

Finding Offer IDs in CAKE

You can find the CAKE Offer ID on the Offer Card in your CAKE account.

Finding Offer IDs in CAKE

Map CAKE Offer IDs to each Destination

In the Destination Rules spreadsheet, add the associated CAKE Offer ID for each Destination. Be sure to reload your LeadFlow set on the LeadFlow Sets page.

Map CAKE Offer IDs to each Destination

Step 4:  Map Your CAKE Affiliates to LeadFlow Sources

To associate conversion data for a DialogTech Source with a CAKE Affiliate, you must enter the CAKE Affiliate ID for the appropriate Source Phone Number(s) in DialogTech.

Finding Affiliate IDs in CAKE

You can find the CAKE Affiliate ID on the Affiliate Card in your CAKE account.

Finding Affiliate IDs in CAKE

Configure Source Phone Number

Configure Source Phone Number

1. In your DialogTech account, select "Phone Routing" from the "Call Routing" tab.

2. Click the configure button to the right of a Source phone number to associate it with a CAKE Affiliate.

Note:  You can also configure multiple phone numbers for one Affiliate simultaneously by selecting the checkboxes to the left of each phone number and clicking "Change routing for selected numbers" in the top left of the table.

Associate Phone Number to CAKE Affiliate

On the Phone Number Configuration page, click the "Advanced Options" link and enter the associated Affiliate ID into the "CAKE Affiliate ID" field.

Note:  If you do not see the "CAKE Affiliate ID" field, confirm you have successfully created a CAKE integration as described in Step 1.

Associate Phone Number to CAKE Affiliate

LeadFlow Data in CAKE Reporting

Your LeadFlow calls are displayed in the Conversion Report. Destination Qualified calls will display the Destination Price defined within the LeadFlow set in the "Received" column. Source Qualified calls will display the defined Source Price in the "Paid" column.

1. In your CAKE account, select the "Reports" tab in the menu bar.

2. Select "Clicks/Conversions" > "Conversions" in the left navigation bar.

LeadFlow Data in CAKE Reporting

Additional Information about the Call

Click the "Unique ID" link to view additional information about the call, then select the "DialogTech" tab in the Conversion Card to see additional LeadFlow information such as destination and source information, caller ID, and call duration.

Additional Information about the Call

Directed CAKE Campaigns

Generally speaking, a CAKE Affiliate and CAKE Offer are tied together by one CAKE Campaign. This is referred to as an "Original Campaign" and is indicated on the CAKE Offer card.

Directed CAKE Campaigns

Enter DialogTech Source Phone Number as 3rd Party Name

When more than one CAKE Campaign is associated with the same Affiliate/Offer pair, the subsequent Campaigns are referred to as "Directed Campaigns". In this scenario, one additional step is required to associate LeadFlow data with the appropriate CAKE Campaigns.

The DialogTech Source Phone Number associated with each Campaign needs to be added as the "3rd Party Name" on the CAKE Campaign cards for the Original Campaign and any Directed Campaigns associated with the same Affiliate/Offer pair.

Note:  This step is not required if there is only one CAKE Campaign associated with an Affiliate and Offer pair, but it is recommended in case a subsequent campaign is created.

Enter DialogTech Source Phone Number as 3rd Party Name

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