Map Site Tags
Tags are used to identify the location of the customer leads for the purpose of connecting them to the Zoom Phone system deployment in their respective region. Providers can map these tags to predefined sites for each region and also associate channels to these sites. The following sites are predefined EMEA; Americas; APAC; India; Sandbox3. A unique tag should be defined for each of these sites. A unique set of tags should be defined for each provider.
For example, when a customer lead is added in the EMEA region, the new customer lead enters the "EMEAHub1" string in the Validation screen (see Download and Install Carrier App), and then their Landing Page is linked directly to the Provider or Channel in the EMEA region through whom the lead is instigated. The customer is then deployed in Live Cloud under the relevant Provider or Channel entity, and is managed in the Live Cloud instance in the "EMEA" Data Center.
| ➢ | Do the following: |
| 1. | From the Customer Actions drop-down list, select Zoom > Open Qualified Leads Page. |
| 2. | In the Navigation pane, select Tag Management. |
The table below describes the fields in this screen.
|
Parameter |
Description |
|---|---|
| Tag-ID Code | Tag ID assigned to the region. |
| Site | Name of the Live Cloud server instance. |
| Channel | Name of the customer channel. |
| Comment | Free text remarks regarding the entry. |
| 3. | Click Add. |
| 4. | Enter name of the unique Tag-ID Code for the EMEA region. |
| 5. | From the Site drop-down list, select EMEA. |
| 6. | Click  . |
| 7. | Repeat the above step for the Americas, APAC and India regions. |
| 8. | Right-click the desired tag and click Edit. |
| 9. | If you wish to associate a channel, from the Channel drop-down list, select the desired channel to map. |
| 10. | Enter any relevant comments. |
| 11. | Click |
