Create Custom Tracking Sources
Determine Tracking Sources Needed
Tracking sources are the various advertising channels you wish to track in CallTrackingMetrics. Tracking sources fall into two main categories:
- Onsite Source: an online advertising channel that drives traffic to your website. The tracking script will dynamically display a tracking number to visitors coming from that channel.
- Offsite Source: an offline advertising channel where phone numbers are appearing somewhere other than your website, such as TV, print, radio, or on a website other than yours.
In CallTrackingMetrics, we have many commonly used tracking sources already programmed in your account when you first set it up. You can also add as many custom tracking sources as you need.
When purchasing a new tracking number, you will assign it a tracking source. For many of your tracking numbers, you will find that you will use the common sources already programmed in your account. You can choose the pre-defined source from the source dropdown to assign it to the number when you purchase it, or you can type in the name of your custom source in the tracking source field to create it in your account.
Configure Custom Tracking Sources
If you find that the source you want to track does not already exist in your CTM account, you will need to create a new custom tracking source or edit a custom source you entered when you purchased your phone numbers initially.
1. Go to Numbers → Tracking Sources.
2. Select the “New Source” button in the top right corner or click “Edit” next to any existing source you have set up in your account.
3. You can either select an option from the Preset dropdown or create your own Custom Source. The preset dropdown includes commonly used sources and will automatically update all settings on the page for that source when selected.
4. If you are not using presets, enter a name for your custom source in the Custom Source Setup field.
If you select one of our presets (such as Google Adwords, Bing Organic, or TV), all of the source settings will be automatically updated for you.
5. Select the Source Type using the toggle button.
An onsite source is used for tracking numbers that will be dynamically displayed on your website. Offsite sources are for numbers displayed in print ads, TV spots, radio, and situations where the tracking number is appearing on a website other than yours.
6. If you choose Onsite, you will need to identify Source Triggers so that our code knows how to recognize these visitors coming to your website. Enter either the Referring URL field or the Landing URL in the appropriate section. We can recognize visitors based on either where they are coming from (Referring URL) or where they are landing on your website (Landing URL).
7. Select Save Tracking Source once complete.
Use Landing URL when you control the ad destination URL (most online advertising situations). You would use Referring URL when you do not control the URL that your visitors are coming in from. Do not use both Referring URL and Landing URL to configure your source; use one or the other. The Landing URL field and Referring URL field should be populated using regular expressions.
Build a Regular Expression with RegExr
Configure the Source Settings for Your Custom Source
1. Under Source Settings, set a Position Value. This specifies the order in which we should evaluate sources when someone comes to your website.The more granular your source is the closer to 1 you want the position to be.
2. Set Last Touch using the toggle button. By default Last Touch is off, which means that visitors will see the same tracking number they saw the first time they came to your site, even if they come through a different tracked channel later. If you prefer to have visitors see the tracking number that matches the source they most recently came from, set Last Touch to ON.
(Learn more about Last Touch options).
The swapping script will evaluate the sources with smaller position scores first. This is important if you have sources that could potentially overlap in any way. For example, you always want Google Adwords to have a lower number than Google Organic, since an Adwords visitor would also match the conditions to trigger the Google Organic source.
Enter Monthly Spend
1. Enter the monthly spend on a Tracking Source to help with cost and revenue reporting such as the ROI Reports.
2. Select Save Tracking Source once complete.
3. Remember to install the tracking code on your site!
- Update Billing Re-Charge Settings
- Set Up Google Integrations
- Install CTM Tracking Code
- Set Up Notifications
- Port Existing Numbers
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