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Using Tags to Organize Activities
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Click to Call Form (FormReactor)
Integrating CTM FormReactor with HubSpot
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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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Creating Voice Menus (IVRs)
Using Voice Menus to Make a Directory
Voicemail
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November 2020 - Release Notes
September 2020 - Release Notes
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Queues
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Drift Integration
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ABTasty Integration
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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
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Cake
Integrating CallTrackingMetrics with CAKE
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Facebook: Audiences, Forms, and Ads
Integrating CallTrackingMetrics with Facebook
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Gong i.o
Gong Integration
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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
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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
Data Studio Call Log Connector Training Video
Events in Google Analytics
Google Ads and Analytics Troubleshooting
Google Forwarding Numbers
Linking CTM with Google Analytics
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
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Integrating CallTrackingMetrics with Google Data Studio
Google Marketing Platform
Integrating CallTrackingMetrics with Google Marketing Platform
Hubspot
Integrating CallTrackingMetrics with Hubspot
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Integrating CTM FormReactor with HubSpot
Instapage
Integrating CallTrackingMetrics with Instapage
Webinar: Battle Tested- A Review of CTM’s Landing Page Integrations
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Integrating CallTrackingMetrics with Kenshoo
Kissmetrics
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Marin Software
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
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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 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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Formatting A Number
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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 Existing Numbers
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Buy Numbers
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Number Requests (Toll-free, Vanity, and Out-of-Stock Area Codes)
Short Codes
Why do some phone numbers have an address requirement?
Call Settings
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Call Transcriptions
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CallTrackingMetrics Faxing Service
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Short Codes
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Fail-safe Number
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Forwarding from a Toll-free number to another Toll-free number
How to Set Up the Dial Directory
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Create Custom Tracking Sources
Create Target Numbers
Determine Tracking Number Allocation
First and Last Touch
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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
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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
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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
Tracking Source Positions
Reports
Reports Overview
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Accuracy Report
Accuracy Report
Activity Reports
Activity Reports
Filters
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Contact Center
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How does price per minute work?
How does the available balance system work?
Printable Statements
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Special International Per Minute Pricing
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View Charges and Usage For Account
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Waiting on Affiliate Approval
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Where is My Affiliate Link?
Accounts
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Agency Shared Billing VS. Individual Sub-Account Billing
View Canceled Accounts
Parent Settings
Calltrackingmetrics Technical Support PIN
Canceling an Account or Agency
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Custom Actions
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Users
Pre-Recorded Outbound Voicemail Messages
Access Control Groups
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Manage Users
Adding New Users
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Associating CTM Agents to Salesforce Users
Managing Users
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Removing Users
Two-Factor Authentication
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)
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
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 Mojave (10.14)
Texts
Texts Overview
Text Settings
Triggers
Agent Reminder Setup
Recorded Training
CTM Academy
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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]
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On-Demand Videos
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About GeoContact By CallTrackingMetrics
AMPing Up Your Call Conversions
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Recorded Webinar: Better Treatment Through Technology
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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: 10/13/2020
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 Meet the CTM FormReactor® [Recorded Webinar]
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