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What is the Likelihood/Accuracy Score?
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Using Tags to Organize Activities
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Preventing Unwanted Activities on Your Numbers
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Using Tags to Organize Activities
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Using Tags to Organize Activities
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Chat Widgets
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Forms
Click to Call Form (FormReactor)
Integrating CTM FormReactor with HubSpot
Integrating FormReactor with Web Applications Using Zapier
FormReactors
Click to Call Form (FormReactor)
Routing
After Hours Message for Callers
Best Practices for Softphone and SIP
Fail-safe Number
Forwarding Calls to Receiving Numbers
Forwarding from a Toll-free number to another Toll-free number
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Receiving Numbers
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Seven-Digit (Local Format) Dialing
SIP Setup
Call Scripts
Call Scripts
Geo Routers
Geo Route Phone Calls Based on Caller's Location
Queues
Agent Routing
Agent Routing Rules for Queues
Calls Per Second (CPS)
Enabling Operator Mode in Queues
Post Call Survey
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Queue Routing Options
Queues
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Creating and Applying Schedules
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Smart Routers
Smart Routing
What You Need to Know About Smart Routing
Voice Menus
Creating Voice Menus (IVRs)
Using Voice Menus to Make a Directory
Voicemail
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How To Use The Softphone
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April 2021 Release Notes
January 2021 – Release Notes
November 2020 - Release Notes
September 2020 - Release Notes
COVID-19
Adding New Users
Agent Routing
Auto Dialers
Best Practices for Softphone and SIP
Chat Overview and Set Up Instructions
Click to Call Form (FormReactor)
Conference Calls and Transfers
Configuring Call Center and Open CTI Softphone (Salesforce Lightning)
Creating Voice Menus (IVRs)
Enabling Text Messaging (SMS)
Exit Phone Tracking
Exporting the Activity Log
Porting Numbers to CallTrackingMetrics
Queue Routing Options
Queues
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Real-Time Agents Reports
Softphone Guide
Teams (Phone Settings)
Update Billing Re-Charge Settings
Integrations
Integrations Overview
Drift
Drift Integration
ABTasty
ABTasty Integration
Acquisio
Integrating CallTrackingMetrics with Acquisio
AMP
Installing the Tracking Code for AMP (Accelerated Mobile Pages)
Bing
Integrating CallTrackingMetrics with Microsoft Ads
Recorded Webinar: The Big Bing Conversion
Bizible
Integrating CallTrackingMetrics with Bizible
Cake
Integrating CallTrackingMetrics with CAKE
Facebook
Facebook: Audiences, Forms, and Ads
Integrating CallTrackingMetrics with Facebook
Setting up the Facebook integration
Gong i.o
Gong Integration
Google Ads
Auto-Tagging for Google Ads Call Tracking
Call Tracking for Ad Extensions
Discover Google Ads Direct Connect [Recorded Webinar]
Google - iOS Campaign 14 Measurement
Google Ads and Analytics Troubleshooting
Google Ads Direct Connect Troubleshooting Tools
Google Ads Integration for Call-Only Ads and Call Extensions
Google call details forwarding for call ads
Google Call Extensions and Call-Only Ad Troubleshooting (Business plan solution)
Google Forwarding Numbers
Linking to Google Ads Direct Connect
Set Up Google Integrations
Transitioning from Google Analytics conversion goals to Google Ads Direct Connect Conversion actions
Google Analytics
Creating a Goal in Google Analytics
CTM and GA Integration - Understanding the fourth toggle
Events in Google Analytics
Google - iOS Campaign 14 Measurement
Google Ads and Analytics Troubleshooting
Google Forwarding Numbers
Linking CTM with Google Analytics
Programming Additional Data to an Activity for Google Analytics and CTM
Set Up Google Integrations
Setting up CTM's integration with Google Analytics & Ads.
Setting up Goals in Google Analytics
What Data is Sent to Google Analytics
Google Data Studio
How to Use Google Data Studio with CallTrackingMetrics
Integrating CallTrackingMetrics with Google Data Studio
Google Marketing Platform
Integrating CallTrackingMetrics with Google Marketing Platform
Hubspot
Integrating CallTrackingMetrics with Hubspot
Integrating CallTrackingMetrics with HubSpot (Legacy)
Integrating CTM FormReactor with HubSpot
Instapage
Integrating CallTrackingMetrics with Instapage
Kenshoo
Integrating CallTrackingMetrics with Kenshoo
Kissmetrics
Integrating CallTrackingMetrics with KISSMetrics
Mailchimp
Integrating CallTrackingMetrics with Mailchimp
Marin Software
Integrating CallTrackingMetrics With Marin Software
Marketo
Integrating CallTrackingMetrics with Marketo
Microsoft Dynamics
Integrating CallTrackingMetrics with Microsoft Dynamics
Optimizely
Integrating CallTrackingMetrics with Optimizely
Oracle Maxymiser
Integrating CallTrackingMetrics with Maxymiser
Salesforce
Assigning Salesforce Campaigns to Tracking Sources
Associating CTM Agents to Salesforce Users
Configuring Call Center and Open CTI Softphone (Salesforce Classic)
Configuring Call Center and Open CTI Softphone (Salesforce Lightning)
Importing Past Calls to Salesforce
Integrating CallTrackingMetrics with Desk.com (Salesforce Desk)
Integrating CallTrackingMetrics with Salesforce
Resizing the Softphone in Salesforce Lightning
Salesforce - Creating Tasks for Phone Calls
Salesforce - Record Creation and Matching
Salesforce Monitors
Salesforce Trigger Concepts
Using Salesforce Triggers
SendGrid
Integrating CallTrackingMetrics with SendGrid
Slack
Integrating CallTrackingMetrics with Slack
SnapChat
Snapchat Integration
Stripe
Integrating CallTrackingMetrics with Stripe
SugarCRM
Integrating Your Account with SugarCRM
Symplify
Symplify Integration
Unbounce
Integrating CallTrackingMetrics with Unbounce
VWO
Integrating CallTrackingMetrics with Visual Website Optimizer (VWO)
Wix.com
Installing the Tracking Code on Wix Sites
WordPress
Using the WordPress Plugin
Zapier
Integrating FormReactor with Web Applications Using Zapier
Integrating with Other Software Using Zapier
ZenDesk
Integrating CallTrackingMetrics with ZenDesk
ZOHO
Integrating CallTrackingMetrics with Zoho CRM
Integrating CTM with Zoho Using Zapier
General
API Logs
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Understanding Attribution by CallTrackingMetrics
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How to Submit a Support Ticket in the Ticket Portal
Numbers
Numbers Overview
Management
Call Scripts
Call Transcriptions
Caller ID Settings
Configure Call Settings
Determining Exact Location of Canadian Numbers
Formatting A Number
Forwarding Calls to Receiving Numbers
Forwarding from a Toll-free number to another Toll-free number
Guide to Porting Numbers
How Many Tracking Numbers Do I Need?
Keyword Spotting
Port Rejection Troubleshooting
Porting Numbers Away from CallTrackingMetrics
Porting Numbers to CallTrackingMetrics
Receiving Party Whispers
Releasing a Number
Source Announcement Troubleshooting
Why do some phone numbers have an address requirement?
Buy Numbers
Buy Tracking Numbers
Determining Exact Location of Canadian Numbers
How Many Tracking Numbers Do I Need?
Number Requests (Toll-free, Vanity, and Out-of-Stock Area Codes)
Short Codes
Why do some phone numbers have an address requirement?
Call Settings
Advanced Call Recordings (Recording Toggles)
Call Transcriptions
Caller ID Settings
Configure Call Settings
Enhanced Caller ID
Keyword Spotting
Legal Issues Associated with Call Recording
Managing Audio Files
Receiving Party Whispers
Secure Call Transcription (PCI, SSN, PII Detection & Redaction)
Source Announcement Troubleshooting
Spam Detective and Blocking Spam Calls
Troubleshooting Calls with No Audio
Verified Caller ID
Fax Numbers
CallTrackingMetrics Faxing Service
Port Numbers
Port Rejection Troubleshooting
Porting Multiple Numbers to CallTrackingMetrics
Porting Numbers Away from CallTrackingMetrics
Porting Numbers to CallTrackingMetrics
Receiving Numbers
Fail-safe Number
Forwarding Calls to Receiving Numbers
Receiving Numbers
Text Numbers
Enabling Text Messaging (SMS)
Short Codes
Tracking Numbers
Fail-safe Number
Formatting A Number
Forwarding Calls to Receiving Numbers
Forwarding from a Toll-free number to another Toll-free number
How to Set Up the Dial Directory
Moving Tracking Numbers Between Accounts
Receiving Numbers
Releasing a Number
Restoring Released Tracking Numbers
Dynamic Numbers
Auto-Tagging for Google Ads Call Tracking
Create Custom Tracking Sources
Create Target Numbers
Determine Tracking Number Allocation
First and Last Touch
GeoContact Number Insertion
How Does Dynamic Number Insertion Work?
How Many Tracking Numbers Do I Need?
How to Prevent Number Swapping
Install CTM Tracking Code
Installing the Tracking Code in Magento
Installing the Tracking Code on Your Website
Installing the Tracking Code with Google Tag Manager
Overview of Tracking Sources (Advertising Channels)
Swapping Numbers in Images
Testing Number Swapping
Tracking Code Cookies
Tracking Numbers and Email Campaigns
Tracking Source Positions
Training - Tracking Source
Troubleshooting Number Swapping
Target Numbers
Create Target Numbers
Target Numbers
Tracking Code
How to Prevent Number Swapping
Install CTM Tracking Code
Installing the Tracking Code for AMP (Accelerated Mobile Pages)
Installing the Tracking Code in Magento
Installing the Tracking Code on Wix Sites
Installing the Tracking Code on Your Website
Installing the Tracking Code with Google Tag Manager
Pausing the Tracking Code
Swapping Numbers in Images
Testing Number Swapping
Tracking Code Cookies
Troubleshooting Number Swapping
Using the WordPress Plugin
Tracking Sources
Assigning Salesforce Campaigns to Tracking Sources
Create Custom Tracking Sources
Creating a Tracking Source
Creating Tracking Sources By Google Ads Campaign
First and Last Touch
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Tracking Numbers and Email Campaigns
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Reports
Reports Overview
Analytics
Accuracy Report
Accuracy Report
Activity Reports
Activity Reports
Filters
Period vs. Globally Unique Callers
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Contact Center
Real-time Agents
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Real-Time Agents Reports
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Accuracy Report
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Period vs. Globally Unique Callers
Usage
Account Usage
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Set Up Notifications
Keyword Spotting
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Architecting for HIPAA Compliance
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Frequently Asked Questions: Sales Tax
Google Number Disapproved or Not Verified
Managing Audio Files
PCI Compliance
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Current Account
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Where is My Affiliate Link?
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View Canceled Accounts
Divisions
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Canceling an Account or Agency
Change History and Versions
Two-Factor Authentication
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Creating and Modifying Price Markups
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Pre-Recorded Outbound Voicemail Messages
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Adding New Users
Assigning an Outbound Number to an Agent
Associating CTM Agents to Salesforce Users
Managing Users
Pre-Recorded Outbound Voicemail Messages
Removing Users
Two-Factor Authentication
User Roles
User Roles
User Licenses
Chat Widgets
Teams (Phone Settings)
Advanced Call Recordings (Recording Toggles)
Call Waiting
How to Set Up the Dial Directory
Your Profile
Two-Factor Authentication
Softphone
Accepting Inbound Calls
Conference Calls and Transfers
Configuring Call Center and Open CTI Softphone (Salesforce Classic)
Configuring Call Center and Open CTI Softphone (Salesforce Lightning)
Desk Mode
Exit Phone Tracking
How to use the Softphone/Browser Phone with other web based software
Notes and Call Scoring in the Softphone
Outbound Dialing
Pre-Recorded Outbound Voicemail Messages
Putting a Call on Hold
Quick Link Filters
Softphone Beta
Softphone Guide
Softphone Guide (Mobile App)
Softphone Overview
Softphone Requirements
Stop Accepting Calls
Troubleshooting Calls with No Audio
Using the Softphone on Your Mobile Device
Using the Softphone with macOS
Texts
Texts Overview
Text Settings
Triggers
Agent Reminder Setup
Recorded Training
CTM Academy
[Webinar] Eliminating the Conversion Blind Spot
Academy Fundamentals: Advanced [Recorded Webinar]
Academy Fundamentals: Attribution, Google Ads, & Analytics [Recorded Webinar]
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CTM Academy Live Workshops & Recorded Training
Day 1: Introduction to CallTrackingMetrics, Part 1 [unedited recording]
Day 2: Introduction to CallTrackingMetrics, Part 2 [unedited recording]
Day 3: Attribution, Analytics & AdWords [unedited recording]
Day 4: Marketing and Agency Tools [unedited recording]
Day 5: Contact Center Tools [unedited recording]
Go Beyond the Phone Call: Ways to Engage Your Customers with Texting. [Recorded Webinar]
Meet the CTM FormReactor® [Recorded Webinar]
Recorded Academy Training
Spotlight Webinar - Franchises [Recorded Webinar]
On-Demand Videos
[Webinar] CTM Year in Review & Roadmap 2020 Preview
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AMPing Up Your Call Conversions
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Recorded Webinar: Better Treatment Through Technology
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Recorded Webinar: Maximize Admissions with Call Tracking
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Numbers

Management

Call ScriptsCall TranscriptionsCaller ID SettingsConfigure Call SettingsDetermining Exact Location of Canadian NumbersFormatting A NumberForwarding Calls to Receiving NumbersForwarding from a Toll-free number to another Toll-free numberGuide to Porting Numbers
How Many Tracking Numbers Do I Need?Keyword SpottingPort Rejection TroubleshootingPorting Numbers Away from CallTrackingMetricsPorting Numbers to CallTrackingMetricsReceiving Party WhispersReleasing a NumberSource Announcement TroubleshootingWhy do some phone numbers have an address requirement?
Buy Numbers
Short CodesBuy Tracking NumbersNumber Requests (Toll-free, Vanity, and Out-of-Stock Area Codes)
How Many Tracking Numbers Do I Need?Why do some phone numbers have an address requirement?Determining Exact Location of Canadian Numbers
Call Settings
Keyword SpottingAdvanced Call Recordings (Recording Toggles)Troubleshooting Calls with No AudioVerified Caller IDSecure Call Transcription (PCI, SSN, PII Detection & Redaction)Spam Detective and Blocking Spam CallsLegal Issues Associated with Call Recording
Enhanced Caller IDManaging Audio FilesConfigure Call SettingsCall TranscriptionsSource Announcement TroubleshootingReceiving Party WhispersCaller ID Settings
Fax Numbers
CallTrackingMetrics Faxing Service
Port Numbers
Porting Multiple Numbers to CallTrackingMetricsPort Rejection Troubleshooting
Porting Numbers Away from CallTrackingMetricsPorting Numbers to CallTrackingMetrics
Receiving Numbers
Fail-safe NumberReceiving Numbers
Forwarding Calls to Receiving Numbers
Text Numbers
Short Codes
Enabling Text Messaging (SMS)
Tracking Numbers
How to Set Up the Dial DirectoryRestoring Released Tracking NumbersFail-safe NumberMoving Tracking Numbers Between AccountsReceiving Numbers
Forwarding Calls to Receiving NumbersForwarding from a Toll-free number to another Toll-free numberReleasing a NumberFormatting A Number

Dynamic Numbers

Auto-Tagging for Google Ads Call TrackingCreate Custom Tracking SourcesCreate Target NumbersDetermine Tracking Number AllocationFirst and Last TouchGeoContact Number InsertionHow Does Dynamic Number Insertion Work?How Many Tracking Numbers Do I Need?How to Prevent Number SwappingInstall CTM Tracking CodeInstalling the Tracking Code in Magento
Installing the Tracking Code on Your WebsiteInstalling the Tracking Code with Google Tag ManagerOverview of Tracking Sources (Advertising Channels)Swapping Numbers in ImagesTesting Number SwappingTracking Code CookiesTracking Numbers and Email CampaignsTracking Source PositionsTraining - Tracking SourceTroubleshooting Number Swapping
Target Numbers
Target Numbers
Create Target Numbers
Tracking Code
Installing the Tracking Code for AMP (Accelerated Mobile Pages)Installing the Tracking Code on Wix SitesPausing the Tracking CodeInstall CTM Tracking CodeTesting Number SwappingSwapping Numbers in ImagesUsing the WordPress Plugin
Troubleshooting Number SwappingInstalling the Tracking Code with Google Tag ManagerTracking Code CookiesHow to Prevent Number SwappingInstalling the Tracking Code in MagentoInstalling the Tracking Code on Your Website
Tracking Sources
Assigning Salesforce Campaigns to Tracking SourcesCreating Tracking Sources By Google Ads CampaignCreating a Tracking SourceCreate Custom Tracking Sources
Overview of Tracking Sources (Advertising Channels)Tracking Source PositionsTracking Numbers and Email CampaignsFirst and Last Touch
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