{"article":{"id":37895120749851,"url":"https://regalvoicesupport.zendesk.com/api/v2/help_center/en-us/articles/37895120749851.json","html_url":"https://support.regal.ai/hc/en-us/articles/37895120749851-Enable-Local-Presence-to-Boost-Answer-Rates","author_id":12554351758235,"comments_disabled":false,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":5721027468187,"created_at":"2025-06-11T14:45:46Z","updated_at":"2025-06-11T15:01:07Z","name":"Enable Local Presence to Boost Answer Rates","title":"Enable Local Presence to Boost Answer Rates","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-06-11T14:59:14Z","user_segment_id":null,"permission_group_id":6083213587483,"content_tag_ids":[],"label_names":[],"body":"<h2 id=\"h_01JXFMESDEQBCS1M67EG0GR5FC\" data-start=\"90\" data-end=\"118\">What Is Local Presence?</h2><p data-start=\"119\" data-end=\"262\">Local presence lets you call prospects from a phone number that shares their area code, so they’re more likely to pick up.</p><hr data-start=\"264\" data-end=\"267\"><h2 id=\"h_01JXFMESDHHBBTKTQHWCZJV9RK\" data-start=\"269\" data-end=\"290\">Before You Start</h2><ul>\n<li>Reach out to <a data-start=\"37\" data-end=\"53\" rel=\"noopener\">support@regal.ai</a> to purchase any new phone numbers you’ll need for local presence.</li>\n<li>Once the numbers are purchased, Regal Support will send you a list of the new numbers with their corresponding sub-brand attributes (used to match against rvProperties.sub_brand on the contact profile). Regal Support will also create a custom event that lets you update rvProperties.sub_brand directly from your journeys.</li>\n</ul><hr data-start=\"509\" data-end=\"512\"><h2 id=\"h_01JXFMESDM9THRZFZHS0NX0CX7\" data-start=\"514\" data-end=\"557\">Step 1: Choose How to Match Phone Numbers with Prospects</h2><p data-start=\"558\" data-end=\"624\">Decide how you want to match prospects to numbers. Common options:</p><ul data-start=\"625\" data-end=\"861\">\n<li data-start=\"625\" data-end=\"706\">\n<strong data-start=\"627\" data-end=\"640\">Area code</strong> (e.g. contacts with a 609 number get a 609-area-code caller ID)</li>\n<li data-start=\"707\" data-end=\"793\">\n<strong data-start=\"709\" data-end=\"719\">Branch</strong> (e.g. contacts assigned to “New York” get calls from a New York number)</li>\n<li data-start=\"794\" data-end=\"861\">\n<strong data-start=\"796\" data-end=\"816\">Lead Type</strong> (e.g. students receive calls from a college’s dedicated line, or patient contacts are called from their provider’s number)</li>\n</ul><hr data-start=\"863\" data-end=\"866\"><h2 id=\"h_01JXFPB55MZW793A6A4ADYVTGK\" data-start=\"0\" data-end=\"30\">Step 2: Tag Your Contacts</h2><ol data-start=\"32\" data-end=\"957\">\n<li data-start=\"32\" data-end=\"154\">\n<strong data-start=\"35\" data-end=\"65\">Add an Update Contact node</strong><br>In the journey(s) where new leads enter Regal, drag in an <strong data-start=\"126\" data-end=\"144\" data-is-only-node=\"\">Update Contact</strong> action. This can be added at any point before a task is generated or an SMS is sent.</li>\n<li data-start=\"156\" data-end=\"340\">\n<strong data-start=\"159\" data-end=\"177\">Name the event</strong><br>Under <strong data-start=\"189\" data-end=\"209\" data-is-only-node=\"\">Trigger an Event</strong>, enter a descriptive name, for example “Update Sub-Brand.” (It won’t affect functionality, but you’ll recognize it in your event history.)</li>\n<li data-start=\"342\" data-end=\"818\">\n<strong data-start=\"345\" data-end=\"381\">Configure the sub_brand property </strong>(the value for this property must match the Sub-Brand property on the phone lines on the <a href=\"https://app.regal.io/settings/phone-numbers?page=1&amp;pageSize=25\">Active Phone Numbers page</a> exactly)<ul data-start=\"387\" data-end=\"818\">\n<li data-start=\"387\" data-end=\"469\">\n<strong>Property Name: </strong>sub_brand (exactly)</li>\n<li data-start=\"473\" data-end=\"498\">\n<strong data-start=\"475\" data-end=\"489\">Data Type:</strong> string</li>\n<li data-start=\"502\" data-end=\"818\">\n<strong data-start=\"504\" data-end=\"523\">Property Value:</strong> choose one:<ul data-start=\"543\" data-end=\"818\">\n<li data-start=\"543\" data-end=\"634\">\n<p><strong data-start=\"545\" data-end=\"557\">Dynamic:</strong> Pull directly from the contact (e.g.{{contact.rvProperties.area_code}} )</p>\n<p><img class=\"image-style-align-left wysiwyg-image-align-start wysiwyg-image-inline\" src=\"https://support.regal.ai/hc/article_attachments/37895643121563\" width=\"1064\" height=\"764\"></p>\n<p><strong data-start=\"642\" data-end=\"653\">Static: </strong>Hard-code a value (e.g. \"daniel_direct_line\" or \"provider_line\")</p>\n<p><img class=\"image-style-align-left wysiwyg-image-align-start wysiwyg-image-inline\" src=\"https://support.regal.ai/hc/article_attachments/37895643125531\" width=\"1094\" height=\"752\"></p>\n</li>\n<li data-start=\"719\" data-end=\"818\">\n<p><strong data-start=\"721\" data-end=\"732\">Hybrid:</strong> Combine both. This is useful if you need to map multiple numbers within the same area code (e.g. {{contact.rvProperties.area_code}}_1 and {{contact.rvProperties.area_code}}_2</p>\n<p><img class=\"image-style-align-left wysiwyg-image-align-start wysiwyg-image-inline\" src=\"https://support.regal.ai/hc/article_attachments/37895674199835\" width=\"1084\" height=\"738\"></p>\n</li>\n</ul>\n</li>\n</ul>\n</li>\n<li data-start=\"820\" data-end=\"933\">\n<strong data-start=\"823\" data-end=\"854\">(Optional) Add more updates</strong><br>If you need to set other contact attributes or properties, add them here.</li>\n<li data-start=\"935\" data-end=\"957\"><strong data-start=\"938\" data-end=\"955\">Save the node</strong></li>\n</ol><p data-start=\"959\" data-end=\"1049\" data-is-last-node=\"\" data-is-only-node=\"\">This ensures every new lead gets the correct sub_brand value for local-presence dialing.</p><hr data-start=\"1277\" data-end=\"1280\"><h2 id=\"h_01JXFMESDVBVH6RDNMGWJN1VK3\" data-start=\"1282\" data-end=\"1323\">Step 3: Assign Numbers to Attributes</h2><ol data-start=\"1324\" data-end=\"1732\">\n<li data-start=\"1324\" data-end=\"1379\">Go to the <a href=\"https://app.regal.io/settings/phone-numbers?page=1&amp;pageSize=25\"><strong>Active Phone Numbers page</strong></a> in the Regal app.</li>\n<li data-start=\"1380\" data-end=\"1613\">For each number you want to use for local presence:<ul data-start=\"1440\" data-end=\"1613\">\n<li data-start=\"1440\" data-end=\"1535\">Edit its <strong data-start=\"1451\" data-end=\"1464\">Sub-Brand</strong> to match the attribute value (e.g. “609” for area-code 609 numbers).</li>\n<li data-start=\"1539\" data-end=\"1613\">Remember: you can’t reuse the same Sub Brand on two different numbers.</li>\n</ul>\n</li>\n<li data-start=\"1614\" data-end=\"1732\">If your contacts have an attribute you haven’t bought a number for, they’ll be dialed from your <strong data-start=\"1713\" data-end=\"1731\">Default Number</strong>.<ul><li data-start=\"1440\" data-end=\"1535\">For example, if you set up sub-brands using area codes and a contact has a value of 212 for rvProperties.sub_brand but you don't have any 212 numbers, the campaign will automatically use the default number for your account.</li></ul>\n</li>\n</ol><hr data-start=\"1839\" data-end=\"1842\"><h2 id=\"h_01JXFMESDYS777QN5EWB39M5DQ\" data-start=\"1844\" data-end=\"1895\">Step 4: Enable Local Presence in Your Campaign</h2><ol>\n<li data-start=\"52\" data-end=\"88\">\n<strong data-start=\"54\" data-end=\"86\">Navigate to the </strong><a href=\"https://app.regal.io/campaigns?pageSize=25&amp;orderBy%5B0%5D%5Bkey%5D=updatedAt&amp;orderBy%5B0%5D%5Bvalue%5D=DESC&amp;page=1\"><strong data-start=\"54\" data-end=\"86\">campaigns page</strong></a> and select any campaign you would like to use local presence.</li>\n<li data-start=\"89\" data-end=\"267\">\n<strong data-start=\"91\" data-end=\"123\">Find the “From Number” field</strong> and choose <strong data-start=\"135\" data-end=\"181\">“Set dynamically based on contact profile.”</strong><ul><li data-start=\"186\" data-end=\"267\">This tells Regal to match the sub-brand on the phone line to each contact’s sub_brand value.</li></ul>\n</li>\n</ol><div class=\"callout callout--success\"><p><strong data-start=\"270\" data-end=\"299\">Override Local Presence: </strong>If you want certain calls, such as your first outreach, to use a single branded line instead of a local number, simply pick a fixed “From Number.”</p></div><hr data-start=\"2122\" data-end=\"2125\"><h2 id=\"h_01JXFMESDZMAR26YMV949ZA2JJ\" data-start=\"2127\" data-end=\"2154\">Step 5: Test &amp; Go Live</h2><ol data-start=\"2155\" data-end=\"2333\">\n<li data-start=\"2155\" data-end=\"2200\">Push a test contact through the journey.</li>\n<li data-start=\"2201\" data-end=\"2266\">Verify their contact record shows the correct <strong data-start=\"2250\" data-end=\"2263\">sub_brand</strong>.</li>\n<li data-start=\"2267\" data-end=\"2333\">Confirm they receive the call from the matching phone number.</li>\n</ol><p data-start=\"2335\" data-end=\"2494\" data-is-last-node=\"\" data-is-only-node=\"\">Once it’s working, your outbound calls will automatically come from the number most familiar to each contact, driving higher answer rates and better engagement.</p>"}}