Subscription: Create a Program

Did you set up a Branded Calling subscription in the Customer Portal and you need a little help? Check out our step-by-step articles here!

Navigation to Create a Program

There are three (3) options to create a program. Two (2) will only display to as an option for the first program creation:

First time only

1. Top-of-page banner, click Create a Program.

2. Bottom-of-page Program area, click Create a Program.

Anytime

3 & 4. Click Create and then click Create Program from the dropdown menu.

ZEN_SS_Program_First.png

Create a Program

Display Name & Call Purpose

Step 1: Enter the Display Name. For more information: Guidelines for Branded Calling Display Name

Step 2: Click the Call Purpose arrows.

Step 3: Select the appropriate Call Purpose from the dropdown list.

WARNING: Do Not Originate should only be selected if the phone number will not make outbound calls.  

Steps 4 & 5: Toggle between iOS and Android to see a sample of the Branded Calling handset display. The iOS version is displayed here. An Android example will be shown in Step 13.

ZEN_SS_Program_Name-Reason-Display.png

Business Calling Phone Number

Step 6: Select either Manual Input or Upload File. Manual Input is shown here.

Step 7: Enter the business calling phone number to brand.

Step 8: Click Add Number. Repeat if needed to enter more numbers manually.

To upload multiple numbers (up to 500 per CSV), select Upload File and Download the CSV Template. Instructions for uploading via CSV: Add Numbers: Batch CSV Upload

NOTE: Newly added numbers will automatically receive a Pending status. Many numbers will be approved quickly, some may need vetting.

ZEN_SS_Program_ManualNumber.png

Program Duration Start Time

Step 9: Click the Start Time box to open the date & time setting box.

Step 10: Select a Start Date on the calendar. The program will automatically select the current date. Adjust to a different start date by using the arrows.

Step 11: Select a Start Time on the time line. The program will automatically select the current time. Adjust to a different start time by using the arrows.

Step 12: TimeZone is fixed at America/Chicago (Central Time) and may not be adjusted.

Step 13: The handset display has been toggled to Android.

ZEN_SS_Program_StartTime.png

Program Duration End Time

Step 14: Click the End Time box to open the date & time setting box.

Step 15: Select an End Date on the calendar. The program will automatically select the current date two years in the future. Adjust to a different end date by using the arrows.

Step 16: Select an End Time on the time line. The program will automatically select the current time but on a day two years in the future. 

Step 17: Toggle displaying iOS handset version.

Step 18: Click Save.

ZEN_SS_Program_EndTime-Save.png

Success!

ZEN_SS_Program_Complete.png

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