This article explains how you can turn your Ringio Company Number and Ringio Desktop into a highly efficient data collection method for processing phone calls.

This could be useful if people taking phone calls that require following a script, qualifying an opportunity, logging a case, or simply walking the caller through a questionnaire.

The basic idea is that when you get the phone call using Ringio Desktop, a new button will appear called a Web Trigger. When the user clicks on the button, Ringio will open a web browser and trigger the loading of a web page, which in this case would be a form created with the excellent Wufoo tool.

The flow is as follows:

• Call comes in, user accepts the call via the screen pop.
• Now the user has a live call on the Ringio Desktop.
• User clicks on the Web Trigger
• Ringio opens a Wufoo form and pre-populates the Caller ID, the Ringio Number called, and the Call Start Time.
• User asks the caller questions and fills the form
• After the call is complete, user Submits the form, and the data is collected through Wufoo
• Optionally, perform a Wufoo notification action, such as emailing the data, entering it into a CRM system, or similar.
• Optionally, the data is available for Reporting in the Wufoo Reporting tool.

To set it up.

• If you haven't signed up for a Wufoo account, do so now.
• Create a Wufoo form. Make sure that the first 3 fields are text fields, in this order:
  • CallerID
  • Ringio Number
  • Call Start Time - Ringio will populate this format: "2011-01-04 19:14:19" So YYYY-MM-DD HH:MM:SS and hours are expressed in 24hr time. So the example above is Jan 4th 2011 at 7:14pm and 19s Eastern Standard Time.
  • Design the rest of the form as you wish, then save the form. Then click on "View" and copy the web URL to the form. E.g. "http://ringio.wufoo.com/myform"
  • Copy the URL to the form into this URL encoding tool, click on "Encode" and copy the encoded result, as you will need it for the next step 
• On Ringio, go to the Greeting & Routing / Phones & Routing tab and select the Company Number that you wish to associate with this form. (You can pop different forms for different phone numbers)
  • Set the Web Trigger Button to a short text, such as "Wufoo Form"
  • Set the URL to invoke as follows:
    • It's made up of 2 parts. 
      • The first part is fixed, and is: http://testplugin.ringio.com/hotchpotch/not_rest/wufoo?baseUrl=
      • The second part is the Encoded URL that you produced through the encoding tool. 
    • Check out the example URLs from my screencast (.txt)
  • Make sure you also check the box "Send call data as parameters"
  • Save your changes.