Call Tracking

Call tracking is a powerful tool for businesses looking to understand the origins of their incoming calls, whether they stem from email blasts, Facebook ads, Google ads, or other marketing efforts. Utilizing number pools in a CRM platform can significantly enhance your understanding of call sources and lead generation strategies. Here's a comprehensive guide on setting up call tracking using number pools in your CRM.

Step 1: Create a Number Pool

Navigating to Number Pool Settings

  • Select 'Settings' and then 'Phone Numbers'.
  • Here, you have the option to add a new Number Pool or edit an existing one.

Creating the Number Pool

  • In the popup window, you will find two options: 'Track visitor activity' and 'Track a marketing campaign'.

    • Track visitor activity: This option is broader and more versatile, designed for businesses looking to monitor multiple sources of web traffic and marketing channels simultaneously. It's ideal for tracking calls originating from various online activities, including PPC (pay-per-click) keywords, Facebook ads, Google ads, and more, offering a comprehensive view of visitor interactions across different digital platforms.
    • Track a marketing campaign: This option is more specific and focused, suitable for tracking calls from a single, targeted marketing initiative. It's perfect for businesses conducting a one-time email blast or a specific marketing campaign, allowing for a concentrated analysis of the campaign's effectiveness in generating calls and leads.
  • Choose the option that aligns with your marketing strategy.

  • After selecting your tracking option, click 'Create Pool'.

  • You can edit these settings later if needed.

Configuring Your Number Pool

  • Give your number pool a name.
  • Decide on the number of phone numbers you want in your pool (e.g., 2, 5, 8 numbers).
  • Set the 'Forward Calls To' number – where the calls will be directed.
  • Decide whether to use the 'Swapping Number' feature.
  • Confirm the purchase of additional numbers.
  • Click 'Next: Tracking Options'.

The three options for creating tracking numbers for a business's call tracking needs are as follows:

Numbers local to your given number: This option allows businesses to create tracking numbers that are local to a specific number they already own. It's ideal for companies aiming to maintain a local presence and can be advantageous for callers who prefer dialing local numbers over toll-free or non-local numbers.

Toll-free numbers: Selecting this option provides businesses with toll-free tracking numbers. These are particularly useful for companies looking to project a national presence and offer customers free-of-charge calls, potentially increasing the likelihood of customer engagement.

Numbers from any given area code: With this option, businesses can choose tracking numbers from specific area codes, regardless of their primary number's location. This is useful for targeting specific geographic markets or giving the impression of a local presence in areas where the business is not physically located.

Additional Settings

  • Select a whisper message (e.g., 'new call from ad campaigns').
  • Enable or disable call recordings, complying with local laws.
  • Click 'Activate Number' and 'Done' to finalize the Number Pool setup.

Step 2: Update Your Number Formatting

  • Access 'Tracking Numbers' under the 'Phone Numbers' page.

  • Your 'Swapping Numbers' will be the primary numbers shown on your site/ad/page, while 'Pool Numbers' are used for tracking.
  • Consider formats like 111-222-3333, 111.222.3333, or (111) 222-3333 for U.S. numbers.

Step 3: Display a call tracking number on a funnel

Obtain a Call Tracking Number:

Configure the Call Tracking Number:

Set up your call tracking number settings, such as call forwarding, recording options, and whisper messages within your CRM platform.

Integrate the Tracking Number into the Funnel:

Copy the tracking code snippet or the actual tracking number provided by the CRM.

Navigate to the funnel where you want to display the number.

If your funnel builder supports dynamic number insertion, paste the tracking code snippet into the website's header or footer code section or within the specific widget designated for phone numbers.

Test the Tracking Number Display:

Ensure the number changes dynamically if you use a number pool for different visitors or traffic sources.

Publish or Update the Funnel:

If necessary, publish the updated funnel page to make the tracking number live for visitors to see and interact with.

Step 4: Add Tracking Code to Your Page

  • Click the information icon next to your Number Pool.

  • Copy the 'Normal Snippet' from the popup.
  • Navigate to the funnel or website where the number pool will be used.
  • Go to 'Settings' and paste the Normal Snippet into the tracking code section, under any existing code.
  • Save to apply the changes.

  • For specific page tracking, paste the snippet in 'Settings > Tracking Code > Footer Code' on the desired page.

Step 5: Testing Your Number Swapping

  • Test the number-swapping feature by visiting the URL in an incognito browser window

Step 6: Setting up Keyword Tracking

  • Add '?keyword-={keyword}' to your Google Ad URL to display the searched keyword before a call.
  • For example: Change thedemoaccount.com/landingpage to thedemoaccount.com/landingpage/?keyword={keyword}.

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