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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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Gong Integration
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Discover Google Ads Direct Connect [Recorded Webinar]
Google - iOS Campaign 14 Measurement
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Google call details forwarding for call ads
Google Call Extensions and Call-Only Ad Troubleshooting (Business plan solution)
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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
Google Forwarding Numbers
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What Data is Sent to Google Analytics
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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
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Integrating CallTrackingMetrics with Instapage
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Integrating CallTrackingMetrics with Kenshoo
Kissmetrics
Integrating CallTrackingMetrics with KISSMetrics
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Integrating CallTrackingMetrics with Mailchimp
Marin Software
Integrating CallTrackingMetrics With Marin Software
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Integrating CallTrackingMetrics with Marketo
Microsoft Dynamics
Integrating CallTrackingMetrics with Microsoft Dynamics
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Integrating CallTrackingMetrics with Optimizely
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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
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Integrating CallTrackingMetrics with Stripe
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Integrating Your Account with SugarCRM
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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
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Integrating CallTrackingMetrics with ZenDesk
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Integrating CallTrackingMetrics with Zoho CRM
Integrating CTM with Zoho Using Zapier
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Buy Numbers
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Overview of Tracking Sources (Advertising Channels)
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Create Target Numbers
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Install CTM Tracking Code
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Using the WordPress Plugin
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First and Last Touch
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Where Are My Affiliate Payouts?
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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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Associating CTM Agents to Salesforce Users
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Teams (Phone Settings)
Advanced Call Recordings (Recording Toggles)
Call Waiting
How to Set Up the Dial Directory
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
Softphone Guide (Mobile App)
Softphone Overview
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Stop Accepting Calls
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Using the Softphone with macOS
Texts
Texts Overview
Text Settings
Triggers
Agent Reminder Setup
Recorded Training
CTM Academy
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Academy Fundamentals: Attribution, Google Ads, & Analytics [Recorded Webinar]
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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]
Meet the CTM FormReactor® [Recorded Webinar]
Recorded Academy Training
Spotlight Webinar - Franchises [Recorded Webinar]
On-Demand Videos
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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: 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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