Purchase Tracking Numbers
A Tracking Number is the phone number that your customers or potential customers will call. Before you can use our system, you need to purchase at least one tracking number.
Update Billing Re-Charge Settings
When you create your account, you will enter your credit card to sign up. Your credit card will be used to fund your CTM available balance and to pay your monthly plan fee.
Install CTM Tracking Code
In order to track calls back to your online advertising campaigns, you will want to use CTM’s tracking code to dynamically display tracking numbers on your website.
Determine Tracking Number Allocation
For offline ads, tracking number allocation is pretty straightforward: you set up a tracking number for each offline ad you want to track down to the granularity you need to make informed decisions.
Configure Call Settings
Anything not having to do with routing or source tracking (such as call recording, transcription, announcement messages, and caller ID options) is likely configured in call settings.
Create Custom Tracking Sources
Tracking sources are the various advertising channels you wish to track in CallTrackingMetrics. Tracking sources fall into two main categories.
Google Forwarding Numbers
Google offers forwarding numbers for your call only and call extensions. These forwarding numbers can be a helpful tool to track calls back to your ads inside of Google AdWords.
Set Up Google Integrations
CallTrackingMetrics has two unique integrations with Google: Google Analytics and Google AdWords.
Set Up Notifications
Notifications are automatic emails or text messages that are triggered by your calls and form completions so you can stay in the loop on performance.
Create Target Numbers
A target number is the phone number on your website that our script will dynamically change to be a tracking number.
A Receiving Number is a phone number that we will forward calls to when someone calls your tracking number.
Port Existing Numbers
Often, customers have phone numbers that they would like to transfer over to CallTrackingMetrics so that any calls that come into those numbers can be tracked on our platform.