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Drift Integration
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ABTasty Integration
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Integrating CallTrackingMetrics with Acquisio
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Installing the Tracking Code for AMP (Accelerated Mobile Pages)
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Integrating CallTrackingMetrics with Microsoft Ads
Recorded Webinar: The Big Bing Conversion
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Integrating CallTrackingMetrics with Bizible
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Integrating CallTrackingMetrics with CAKE
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Gong Integration
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Auto-Tagging for Google Ads Call Tracking
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Discover Google Ads Direct Connect [Recorded Webinar]
Google - iOS Campaign 14 Measurement
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Google Ads Direct Connect Troubleshooting Tools
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Google call details forwarding for call ads
Google Call Extensions and Call-Only Ad Troubleshooting (Business plan solution)
Google Forwarding Numbers
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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
Google - iOS Campaign 14 Measurement
Google Ads and Analytics Troubleshooting
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Programming Additional Data to an Activity for Google Analytics and CTM
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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
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Integrating CallTrackingMetrics with KISSMetrics
Mailchimp
Integrating CallTrackingMetrics with Mailchimp
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Integrating CallTrackingMetrics With Marin Software
Marketo
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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
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Using Salesforce Triggers
SendGrid
Integrating CallTrackingMetrics with SendGrid
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Integrating CallTrackingMetrics with Slack
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Snapchat Integration
Stripe
Integrating CallTrackingMetrics with Stripe
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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
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How Many Tracking Numbers Do I Need?
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Buy Numbers
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Overview of Tracking Sources (Advertising Channels)
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Training - Tracking Source
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Target Numbers
Create Target Numbers
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Install CTM Tracking Code
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Create Custom Tracking Sources
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First and Last Touch
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Printable Statements
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Where Are My Affiliate Payouts?
Where is My Affiliate Link?
Accounts
Adding a New Account (Sub-Account)
Agency Shared Billing VS. Individual Sub-Account Billing
View Canceled Accounts
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Calltrackingmetrics Technical Support PIN
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Pre-Recorded Outbound Voicemail Messages
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User Roles
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Your Profile
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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
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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]
Academy Fundamentals: New to CTM [Recorded Webinar]
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]
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[Webinar] CTM Year in Review & Roadmap 2020 Preview
About GeoContact By CallTrackingMetrics
AMPing Up Your Call Conversions
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Recorded Webinar: Better Treatment Through Technology
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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
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Day 4: Marketing and Agency Tools [unedited recording]

Handouts:

CTM Academy Day 4, Marketing Plan Spring 2018

Working Sessions

Marketing & Agency Tools

Designed for users of Marketing and Contact Center 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: 

  • Call Queues
  • Smart Routing
  • Geo Routing
  • Custom Fields
  • Triggers
  • Post Call Surveys – 2 ways
  • White Labeling

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Last Updated: 06/18/2021
Related Articles
Day 1: Introduction to CallTrackingMetrics, Part 1 [unedited recording] Day 3: Attribution, Analytics & AdWords [unedited recording] Day 2: Introduction to CallTrackingMetrics, Part 2 [unedited recording]
[Webinar] CTM Year in Review & Roadmap 2020 Preview [Webinar] Eliminating the Conversion Blind Spot Spotlight Webinar – Franchises [Recorded Webinar]
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