Manage Branded Calling Program

What is a Branded Calling Program?

A branded calling program allows users to define what they want for their business calling numbers to display on outbound calling devices.

Prerequisite

• You must create a Branded Calling Program before you can edit a Branded Calling Program. Learn how to create a Branded Calling Program here.
• If you are subscribed to one of our INFORM Branded Calling plans, learn how to create a program here.

Edit a Program 

Step 1: Update Program Details

1. Click the three (3) dots for the Program you would like to edit.
2. Select Update Program Content from the dropdown menu.
3. Update Program Details if desired.
4. Click Next Step.

Step 2: Update Program Display

1. Click Display Name and select a Display Name value.
2. If you do not see a Display Name value, you can opt to Create custom display name.
3. Enter a Display Name value and a Shorthand Display value.

   NOTE: Display Name and Shorthand Display MUST meet First Orion's Branding Policy. Custom display values will NOT brand until reviewed and approved. Expect a minimum 24-hour delay if Branding Policy is not met.

4. Use the calendar to schedule a Start Date & Time.
5. Use the calendar to schedule an  End Date &Time.
6. Click Launch.

View a Program

Step 1: Select the desired Program to manage from the list under its Business Unit Profile page. 

• You may click the Program name to open the View Program page.

Step 2: Click the three (3) dots for that Program.
Step 3: Click View Program Content from the dropdown.

Optional Step 4: You can edit a program from the View Program modal, which will open the Update Program Content page.  

Step 5: Click the X to close when finished.

Disable a Program (Active Programs Only)

Step 1: Select the desired Program to manage from the list under its Business Unit Profile page.

Step 2: Click the three (3) dots for that Program.

Step 3: Click Disable Program Content from the popup menu.

Step 4: Click Confirm to Disable the Program or Cancel to exit without disabling the Program.

Add Phone Numbers to a Program

Step 1: Select the desired Program to manage from the list under its Business Unit Profile page.

Step 2: Click the three (3) dots for that Program.

Step 3: Click Add Phone Numbers from the popup menu.

Step 4: Add Phone Numbers to the Program either by Manual or CSV Upload. 

Step 5: Click Save when finished Adding Numbers to the Program.

Delete Phone Numbers from a Program

Step 1: Select the desired Program to manage from the list under its Business Unit Profile page.

Step 2: Click the three (3) dots for that Program.

Step 3: Click Delete Phone Numbers from the popup menu.

Step 4: Delete Phone Numbers to the Program either by Manual or CSV Upload. 

Step 5: Click Save when finished Deleting Numbers from the Program.