Step 1: Name the Target
• Enter the target name in the Name field.
Step 2: Configure the SIP Endpoint
• In the Number field, enter: "sip:"
• After entering sip:, two new fields and a toggle (“Add SIP Header”) will appear: SIP Username and SIP Password.
• Enter the case-sensitive SIP Endpoint exactly as provided.
Important: SIP endpoints are not fully lowercase. Double-check capitalization carefully.
Step 3: Set Business Hours and Caps
• Leave Business Hours open unless instructed otherwise.
• Note: Concurrency Cap (CC), Geographic Restrictions (Geo), and Hours of Operation (HOO) are controlled via the ping.
• If availability is detected, calls will be sent automatically.
Step 4: Configure Conversion Criteria
• Set up the conversion criteria as provided:
• Conversion Type: Timer
• Seconds: As specified by EnrollHere
• Revenue: As specified by EnrollHere
Step 5: Create the Buyer Profile
• Click Create Call Buyer.
Step 6.1: Configure the Ping Request Using Webhook Configurator
• Scroll to the bottom of the Buyer Profile and click "+ Add Webhook".
• Click the hyperlink “Try out our new "WEBHOOK CONFIGURATOR”.
• In the Webhook Integration Templates field, select the template:
“EnrollHere – Agent Availability Template”.
• Enter the Retreaver Buyer Profile ID and Queue ID as provided by EnrollHere.
Example:
The Queue ID is TgvYGzGF0F5yA5JBrxYm.
• Click Submit Form and Copy Webhook.
6.2 Finalize Webhook Settings
• Return to the Buyer Profile > Webhooks.
• Change the Webhook Trigger to Pass-through Ping.
• Name the webhook following this convention:
EnrollHere [System Buyer ID], e.g., EnrollHere 105706.
• Paste the webhook URL into the URL field.
• After ?phone=[nanp_caller_number], add the following parameters:
%26state=[caller_state]%26zip=[caller_zip]
• Click Create Webhook.
Step 7: Edit the Call Buyer Profile
• Click Edit on the Buyer Profile.
• Scroll to the Tags section and open the Tag Wizard.
• Navigate to the Numeric tab.
• In the Key field, enter:
[output_tag_prefix]_count
(e.g., enrollhere_105706_count)
• In the Operator field, select Greater than.
• In the Value field, enter 0.
• Click Done to save.
Step 8: Update Call Buyer
• Click Update Call Buyer