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Using Tags to Organize Activities
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Desk Mode
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Log Flag
Preventing Unwanted Activities on Your Numbers
Saving Filters
Using Tags to Organize Activities
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Log Flag
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Chat Overview and Set Up Instructions
Chat Widgets
How to Use Chat
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Click to Call Form (FormReactor)
Integrating CTM FormReactor with HubSpot
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FormReactors
Click to Call Form (FormReactor)
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After Hours Message for Callers
Best Practices for Softphone and SIP
Fail-safe Number
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Queues
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Creating Voice Menus (IVRs)
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Voicemail
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2022 May | CTM Release Notes
COVID-19
Adding New Users
Agent Routing
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)
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CallTrackingMetrics Adobe Launch Extension
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Magento 2 (Adobe Commerce)
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Drift Integration
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ABTasty Integration
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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
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Gong Integration
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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 call details forwarding for call ads
Google Call Extensions and Call-Only Ad Troubleshooting (Performance plan solution)
Google Forwarding Numbers
Google Lead Form Extensions
Linking to Google Ads Direct Connect
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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 3
Google - iOS Campaign 14 Measurement
Google Ads and Analytics Troubleshooting
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Google Forwarding Numbers
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Programming Additional Data to an Activity for Google Analytics and CTM
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How to Use Google Data Studio with CallTrackingMetrics
Integrating CallTrackingMetrics with Google Data Studio
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Integrating CallTrackingMetrics with Google Marketing Platform
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Routing CTM calls to your HubSpot Owner
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Integrating CallTrackingMetrics with Instapage
Kenshoo
Integrating CallTrackingMetrics with Skai
Kissmetrics
Integrating CallTrackingMetrics with KISSMetrics
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Integrating CallTrackingMetrics with Mailchimp
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Integrating CallTrackingMetrics With Marin Software
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Integrating CallTrackingMetrics with Microsoft Dynamics
Optimizely
Integrating CallTrackingMetrics with Optimizely
Oracle Maxymiser
Integrating CallTrackingMetrics with Maxymiser
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Pipedrive Integration
Salesforce
Assigning Salesforce Campaigns to Tracking Sources
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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 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)
Webhooks
Webhooks API Integration
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
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Zoom Integration
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Buy Tracking Numbers
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Short Codes
Why do some phone numbers have an address requirement?
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Forwarding from a Toll-free number to another Toll-free number
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How Many Tracking Numbers Do I Need?
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Swapping Numbers in Images
Testing Number Swapping
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Training - Tracking Source
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Create Target Numbers
Target Numbers
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CallTrackingMetrics Tools for CCPA Compliance
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Federal Universal Service Fund (FUSF) Overview
Frequently Asked Questions: Sales Tax
Google Number Disapproved or Not Verified
Managing Audio Files
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Transferring Accounts (Moving Accounts into or out of Agencies)
Current Account
Account Settings
Billing Settings
Account Billing Logs
Adding a Backup Payment Method
Adding a New Payment Method
Agency Shared Billing VS. Individual Sub-Account Billing
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Federal Universal Service Fund (FUSF) Overview
Frequently Asked Questions: Sales Tax
How does price per minute work?
How does the available balance system work?
Printable Statements
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Refund Policy
Scheduling Invoices
Special International Per Minute Pricing
Update Billing Re-Charge Settings
View Charges and Usage For Account
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Waiting on Affiliate Approval
Where Are My Affiliate Payouts?
Where is My Affiliate Link?
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Agency Shared Billing VS. Individual Sub-Account Billing
View Canceled Accounts
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Parent Settings
Calltrackingmetrics Technical Support PIN
Canceling an Account or Agency
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Identity Providers - SAML
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Creating and Modifying Price Markups
Integrating CallTrackingMetrics with Stripe
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Pre-Recorded Outbound Voicemail Messages
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Adding New Users
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Associating CTM Agents to Salesforce Users
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User Roles
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Chat Widgets
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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)
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
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Using the Softphone with macOS
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Texts Overview
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Day 1: Introduction to CallTrackingMetrics, Part 1 [unedited recording]
Day 2: Introduction to CallTrackingMetrics, Part 2 [unedited recording]
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Go Beyond the Phone Call: Ways to Engage Your Customers with Texting. [Recorded Webinar]
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Day 2: Introduction to CallTrackingMetrics, Part 2 [unedited recording]

Class Handouts:

CTM Academy Day 2, 2020

Working Sessions

Introduction to CallTrackingMetrics, Part 2

Designed for users of Performance, Growth and Connect Plans

We know your time is valuable; that’s why each lesson is a concentrated working session designed to get you up-to-speed as quickly as possible.

This session will cover:

  • Tagging
  • Keyword Spotting 
  • Transcriptions
  • Custom Sources with UTM & RegEx
  • IVR menus
  • Softphone 
  • Notifications

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Last Updated: 11/19/2021
Related Articles
Day 1: Introduction to CallTrackingMetrics, Part 1 [unedited recording] Day 3: Attribution, Analytics & AdWords [unedited recording] [Webinar] CTM Year in Review & Roadmap 2020 Preview
[Webinar] Eliminating the Conversion Blind Spot Spotlight Webinar – Franchises [Recorded Webinar] Academy Fundamentals: New to CTM [Recorded Webinar]
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