Subscription: Manage Branded Calling 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!

    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

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

    Step 2: Update Program Display

    • Click Display Name and select a Display Name value.
    • If you do not see a Display Name value, you can opt to Create custom display name.
    • 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.
    • Use the calendar to schedule a Start Date & Time.
    • Use the calendar to schedule an  End Date &Time.
    • Click Launch.

    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.

    ZEN_ManageProgram_AddNumbers_Select.png

    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.

    ZEN_ManageProgram_DeleteNumbers_Select.png

    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.

    ZEN_ManageProgram_DeleteNumbers_Delete-Save.png

     

     

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