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Forms
Click to Call Form (FormReactor)
Integrating CTM FormReactor with HubSpot
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FormReactors
Click to Call Form (FormReactor)
Routing
After Hours Message for Callers
Best Practices for Softphone and SIP
Fail-safe Number
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Geo Route Phone Calls Based on Caller's Location
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Queues
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Smart Routers
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Creating Voice Menus (IVRs)
Using Voice Menus to Make a Directory
Voicemail
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April 2021 Release Notes
January 2021 – Release Notes
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October 2021 Release Notes
September 2020 - Release Notes
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Adobe
CallTrackingMetrics Adobe Launch Extension
Magento 2 Integration
Magento 2 (Adobe Commerce)
Drift
Drift Integration
ABTasty
ABTasty Integration
Acquisio
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
Facebook
Facebook: Audiences, Forms, and Ads
Integrating CallTrackingMetrics with Facebook
Setting up the Facebook integration
Gong i.o
Gong Integration
Google Ads
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
Set Up Google Integrations
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
Google Forwarding Numbers
Linking CTM with Google Analytics
Programming Additional Data to an Activity for Google Analytics and CTM
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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
How to Use Google Data Studio with CallTrackingMetrics
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
Kissmetrics
Integrating CallTrackingMetrics with KISSMetrics
Mailchimp
Integrating CallTrackingMetrics with Mailchimp
Marin Software
Integrating CallTrackingMetrics With Marin Software
Marketo
Integrating CallTrackingMetrics with Marketo
Microsoft Dynamics
Integrating CallTrackingMetrics with Microsoft Dynamics
Optimizely
Integrating CallTrackingMetrics with Optimizely
Oracle Maxymiser
Integrating CallTrackingMetrics with Maxymiser
Pipedrive
Pipedrive Integration
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 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
Zoom
Zoom Integration
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Understanding Attribution by CallTrackingMetrics
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How Many Tracking Numbers Do I Need?
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Buy Numbers
Buy Tracking Numbers
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Number Requests (Toll-free, Vanity, and Out-of-Stock Area Codes)
Short Codes
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CallTrackingMetrics Faxing Service
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How Many Tracking Numbers Do I Need?
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Install CTM Tracking Code
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Overview of Tracking Sources (Advertising Channels)
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Tracking Source Positions
Training - Tracking Source
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Target Numbers
Create Target Numbers
Target Numbers
Tracking Code
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Install CTM Tracking Code
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Reports
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Activity Reports
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Period vs. Globally Unique Callers
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Users
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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
Quick Link Filters
Softphone Beta
Softphone Guide
Softphone Guide (Mobile App)
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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]
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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
[Webinar] CTM Year in Review & Roadmap 2020 Preview
About GeoContact By CallTrackingMetrics
AMPing Up Your Call Conversions
GDPR Compliance with CallTrackingMetrics
Recorded Webinar: Better Treatment Through Technology
Recorded Webinar: Call Tracking Solutions: Build or Buy?
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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CallTrackingMetrics Onboarding Webinar
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CallTrackingMetrics Onboarding Webinar

CTM Onboarding Webinar

Join us for our live onboarding webinar, happening twice a week!

This group-centric webinar will cover quick account setup basics, helpful tips and training resources, and optional add-on services to make the most of your account. This is a great way to get started and learn how it works or even introduce your new employees to the CallTrackingMetrics platform.

Webinar Agenda:

  • Introductions
  • Buy Numbers/Port Numbers
    • Tracking Numbers
    • Receiving Numbers
  • Call Settings
  • Dynamic Numbers (DNI)
    • Tracking Sources
    • Target Numbers
    • Tracking Code
  • Voice Menus (IVR)
  • Schedules
  • Reporting
  • Call Log
  • Text Log
  • User Accounts
  • Integrations
  • Help Menu
  • Billing Settings (Critical Billing Phone Number)

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Last Updated: 05/27/2021
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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