Marchex

Marchex is a call tracking platform that captures data about inbound phone calls, including caller information, call duration, and campaign attribution. Routing Marchex data through Freshpaint enables businesses to leverage Freshpaint’s HIPAA mode features, such as Enforced Allowlists and ID Masking, to ensure Protected Health Information (PHI) is handled securely. This integration allows for more granular control over which data properties are sent to different destinations, ensuring compliance with HIPAA regulations by restricting PHI to HIPAA-compliant destinations and masking identifiers where necessary.

Prerequisites

• A Marchex account with the a user having the Administrator role in Marketing Edge and Administrator Permissions in Freshpaint.

• Ensure the feature is enabled on your Freshpaint account (contact your Freshpaint account manager if you don't see Marchex on your setup page)

Getting Set Up

• In the Marchex dashboard, on the Freshpaint management screen in Marketing Edge, select the ‘Add Configuration’ option to create a new instance of the Freshpaint integration.

• In the pop-up modal that appears, users will have the options to configure the following settings for their Freshpaint integration:

Configuration Name	Used to reference the instance of the Freshpaint integration when creating a campaign.	Free text value defined by user.
Freshpaint Environment ID	Used to authorize phone call events in the Freshpaint platform. This value is defined here in the Freshpaint dashboard.	Retrieve from Freshpaint dashboard setup page.
Session-based DNI Upload Criteria	Determines the upload setting for campaigns with Session-based DNI.	All – Calls with or without Session Details can be uploaded as Events. Session-Matched Calls Only – Only calls attributed to a Session can be uploaded as Events. Freshpaint Client ID Only – Only calls attributed to a Session containing a Freshpaint Client ID can be uploaded as Events.
Call Criteria	Filters the types of calls that get uploaded to Freshpaint.	All Calls – All calls regardless of duration are uploaded.Min Duration – Only calls meeting or exceeding a specified duration are uploaded.Call Tag – Only calls matching the selected Call Tag criteria are uploaded.
Access – Domain	Limits the domains where this integration will be available.	Specify allowed domain(s).
Access – Advertisers	Limits availability of the integration instance to campaigns associated with defined Advertiser(s).	Select one or more Advertisers.
Event Parameter Mapping	Defines which characteristics of the phone call will be uploaded to Freshpaint.	This will include specific click identifiers (e.g. gclid or fbclid) or similar parameters.

Campaign Configuration

Once an instance of a Freshpaint integration has been created, users with the Ordering role may associate with a campaign. When creating or modifying a campaign, users will have the option to select from the set of configured Freshpaint configurations.

If you select Session-Matched Calls Only or Freshpaint Client ID Only as the Session-based DNI Upload Criteria, the campaign must use Keyword or Campaign-level Dynamic Number Insertion (DNI) in order for any calls to flow into Freshpaint.

Sending Data to Destinations

Once you've set up Marchex to send data to Freshpaint, you'll see Marchex events show up in the Event Library. Marchex events are delivered to destinations on an opt-in basis. To send a Marchex event to a destination, go to the event definition in the Event Library and enable the toggle for each destination you'd like to send it to.