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Notes and Call Scoring in the Softphone
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Using Tags to Organize Activities
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Desk Mode
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Log Flag
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Using Tags to Organize Activities
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Facebook Messenger Chat Integration
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Chat Overview and Set Up Instructions
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
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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
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Call Scripts
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Geo Route Phone Calls Based on Caller's Location
Queues
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Queues
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Smart Routers
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Creating Voice Menus (IVRs)
Using Voice Menus to Make a Directory
Voicemail
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September 2020 - Release Notes
COVID-19
Adding New Users
Agent Routing
Auto Dialers
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Click to Call Form (FormReactor)
Conference Calls and Transfers
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Queues
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Update Billing Re-Charge Settings
Integrations
Integrations Overview
ABTasty
ABTasty Integration
Acquisio
Integrating CallTrackingMetrics with Acquisio
AMP
Installing the Tracking Code for AMP (Accelerated Mobile Pages)
Bing
Integrating CallTrackingMetrics with Bing Ads
Recorded Webinar: The Big Bing Conversion
Webinar: Battle Tested- A Review of CTM’s Landing Page Integrations
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
Data Studio Call Log Connector Training Video
Discover Google Ads Direct Connect [Recorded Webinar]
Google Ads and Analytics Troubleshooting
Google Ads Direct Connect Troubleshooting Tools
Google Ads Integration for Call-Only Ads and Call Extensions
Google Call Extensions and Call-Only Ad Troubleshooting
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
Data Studio Call Log Connector Training Video
Events in Google Analytics
Google Ads and Analytics Troubleshooting
Google Forwarding Numbers
Linking CTM with Google Analytics
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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
Webinar: Battle Tested- A Review of CTM’s Landing Page Integrations
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 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
Webinar: Battle Tested- A Review of CTM’s Landing Page Integrations
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
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Guide to Porting Numbers
How Many Tracking Numbers Do I Need?
Keyword Spotting
Port Existing Numbers
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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)
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CallTrackingMetrics Faxing Service
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First and Last Touch
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How Does Dynamic Number Insertion Work?
How Many Tracking Numbers Do I Need?
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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
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Tracking Numbers and Email Campaigns
Tracking Source Positions
Training - Tracking Source
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Target Numbers
Create Target Numbers
Target Numbers
Tracking Code
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Install CTM Tracking Code
Installing the Tracking Code for AMP (Accelerated Mobile Pages)
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Tracking Sources
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Creating Tracking Sources By Google Ads Campaign
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Reports
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Accuracy Report
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Filters
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CallTrackingMetrics Tools for CCPA Compliance
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Printable Statements
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Users
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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)
Dark Mode
Desk Mode
Exit Phone Tracking
How to use the Softphone/Browser Phone with other web based software
Notes and Call Scoring in the Softphone
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Quick Link Filters
Softphone Beta
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Texts
Texts Overview
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Agent Reminder Setup
Recorded Training
CTM Academy
[Webinar] Eliminating the Conversion Blind Spot
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]
On-Demand Videos
[Webinar] CTM Year in Review & Roadmap 2020 Preview
About GeoContact By CallTrackingMetrics
AMPing Up Your Call Conversions
GDPR Compliance with CallTrackingMetrics
Recorded Webinar: Better Treatment Through Technology
Recorded Webinar: Call Tracking Solutions: Build or Buy?
Recorded Webinar: Exciting Integration Updates
Recorded Webinar: GeoContact℠ by CallTrackingMetrics
Recorded Webinar: Maximize Admissions with Call Tracking
Recorded Webinar: Three Steps to Finding Success with Call Attribution & Revenue Planning
Troubleshooting: Google AdWords Disapproving Call-Only Ads & Call Extensions
Upcoming Topical Webinars
CallTrackingMetrics Onboarding Webinar
Upcoming Webinar: CTM's Integration With Google Analytics & Adwords
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Last Updated: 09/23/2020
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