Allow Clarivoy to export your call logs for you
This is our preferred method.
Please create a CallDrip login for Clarivoy at https://app.calldrip.com/login so that our team can pull and load this data for you each month.
- Use this format for the email address: datateam+clientname@clarivoy.com
Replace clientname with your dealership name (no spaces). Make sure you include the + sign.
Example: If your dealership name is ABC Autos, the email address would be datateam+abcautos@clarivoy.com. - Please enable access to: view all leads for all Users/Salespeople at the dealership.
- Enable access to Export data.
- Please provide us with the username and temporary password.
Exporting Call Logs on your own
- Log into https://app.calldrip.com/login
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Click the arrow on the left side to expand the navigation bar.
- Then click Activity
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Select Filter on the top right of the screen above the search button.
- Click the check box for “Inbound” in the popup window.
- Then select UPDATE in the green box at the bottom right of the popup window.
- Select the box with the date next to filters.
- Click Custom Range and then select the desired dates.
- Under Activity on the top right where it says “Rows Per Page” click the 10 and change to “All” in the drop down menu.
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Click on the CSV button to download the data on the page.
- Double check the file for all desired dates. The website can run slow at refreshing when you select All on the Rows Per Page.
- Save the file somewhere you will remember. Name it with your dealership name, the words “CallDrip CT” and the months the data is for.
Example: ABC Autos – CallDrip CT – Jan 2022 to Mar 2022.csv - Log out of CallDrip
- Go to https://upload.clarivoy.com/mtsa to securely upload all files, checking the box for “Call Tracking”.