The first task in the process of setting up a Calling Card is to
generate a Calling Card installer for a channel.
On the Organization Tree, select the channel for which you want
to generate a Calling Card.
Channels tab and scroll to the
Generate Calling Card for this Channel
Give the Calling Card a meaningful name in the
Installer Name box.
Tip:In large organizations
with many Calling Card installers, always use a meaningful installer name to
help identify different installers.
Run the .msi file to install it on the local machine or save the
.msi file to a folder on the local machine or on a network for later manual
You will see the
Calling Card details on the
Channels tab in the
Generate Calling Card for this Channel section.
Each Calling Card
installer that you generate has a unique Referral ID. This Referral ID is
tracked when a new Rescue session is started using the Calling Card application
and it will appear in any session reports.
Using Multiple Installers
Every installer is linked to a particular channel; however,
administrators can track sessions based on different installers by generating
multiple installers for the same channel.
This may be useful, for example, if you have two Technician Groups and
you want to measure how many sessions are launched from each group's installer.
The two Technician Groups will have two different Referral IDs for their
Calling Card. Both of the groups then start to deploy Calling Cards and you are
then able to see how many sessions originate from each deployment.
Similarly, you may want to use two website landing pages for your
installers. By using separate Referral IDs, you can track which one is used
more often, based on the number of sessions started.