Call Tracking Setup

Ensuring your clients have a great experience is always a priority, no matter your field of work leaving your clients satisfied is the best promoter for growth and the way to keep them coming back. If you offer over-the-phone customer service, one of the key elements to guarantee it will be keeping track of the calls. Doing so earns you additional data into their behaviors and preferences, and keeps your employees accountable.

Setting Up the Phone System

To track calls, a phone system must be in place To start head over to your system Settings and head over to the Phone Number section. 

?Note: If your phone system has not been configured, please reach out to our administrative team for assistance.

Creating a Number Pool

A number pool allows you to track visitor activity by creating multiple tracking numbers. Here's how to create one:

• Add Number Pool: Click on 'Add Number Pool' and then 'Track Visitor Activity'.
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• Visitor Selection: Choose 'All Visitors' for broad tracking or select a specific option that suits your business needs.
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• Pool Creation: Click 'Next', then 'Create a Pool'. Fill in the pool name, forward calls to a specific number, and confirm the addition of new phone numbers based on your pool size.
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• Select Phone Numbers: Choose from local or toll-free numbers and add a whisper message or call recording if desired.
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• Activate Number: Once set up, click 'Activate Number'.
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Integrating Tracking Snippet on Your Website

To ensure calls are tracked from your website, you'll need to integrate a tracking snippet:

• Copy Snippet: After setting up the number pool, click on the information icon to access the integration snippet. Copy this snippet.
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• Paste Snippet in Funnels/Sites: Navigate to 'Funnels' or 'Sites' within your subaccount. Edit the page or settings where you want to track calls and paste the snippet in the 'Body Tracking Code' section. Save your changes.
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Troubleshooting Tips

• Check Phone System Setup: If call tracking isn't working, revisit your phone system setup to ensure it's correctly configured.
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• Snippet Placement: Double-check that the tracking snippet is placed in the correct section of your website or funnel for accurate tracking.
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Frequently Asked Questions

Can I track calls from specific marketing campaigns? 

Yes, by creating separate number pools for each campaign, you can track calls specific to those marketing efforts.

What if I need to track international calls? 

Select appropriate international numbers when creating your number pool.