Agent Reminder Setup
Call queues work when you need to route to multiple agents, have those agents on different schedule, or want to automatically assign an agent to the call.
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CallTrackingMetrics Tools for CCPA Compliance
The California Consumer Privacy Act (CCPA) is a bill intended to enhance privacy rights and consumer protection for residents of California.
Linking to Google Ad Direct Connect
This integration is available for users on Marketing and Contact Center plans, as well as the legacy Agency, Advanced, and Enterprise plans. Navigate to Settings → Integrations → Google Ads Direct Connect. Link your accounts and select your Google Ads Manager Account. CTM will automatically link your CallTrackingMetrics sub-accounts to Google Ads accounts based on
Google Ads Direct Connect Troubleshooting Tools
Click-To-Call & Ad Extension Attribution To receive campaign attribution and send conversions, you must have Call Reporting enabled inside of Google Ads. For best results, enable it account wide in Google Ads by navigating to Settings → Call reporting → Turned on. This will allow Google Ads to place a forwarding number on top of CTM’s
Transitioning from Google Analytics conversion goals to Google Ads Direct Connect Conversion actions
Clients who are transitioning from Google Analytics goal imports to the Google Ads Direct Connect integration will want to ensure they’re not sending duplicate information into Google Ads. Note: the Google Ads Direct Connect integration is available for users on Marketing and Contact Center plans, as well as the legacy Agency, Advanced, and Enterprise plans.
How to Use Chat
In this article, we’ll explore the customer-facing Chat experience, as well as how to use chat internally as an Agent or Admin. Learn more about how to install chat here. How Chat Appears to Your Customers Once you’ve installed the Chat widget on your preferred page, users should see a chat box appear on the
Chat Overview and Set Up Instructions
In order to use chat, you will need to have a queue based plan. Plans that will support chat include our Contact Center and Marketing plans, as well as the legacy Advanced, Enterprise, Platinum, and Agency plans. A FormReactor will be filled out before initializing Chat. Chat Overview Chat widgets require queues so you can
Salesforce Trigger Concepts
The Components of a Trigger Triggers are a tool that let you easily automate if/then business processes through workflows. Every workflow consists of rules and at least one action. You can configure immediate actions, set a timed delay, or offset delay based on a custom date field. Trigger: Identify When the Process Should Run The
Automatically Delete Recordings
Stripe allows you to charge your customers directly for usage at marked up rates. Your agency credit card will be…
Contact Lists
Contact lists allow you to create and maintain lists of contacts within your CallTrackingMetrics account. Lists can be used to quickly add recipients for bulk text messaging, and can be automatically updated using triggers. When intelligently routing calls with a smart router, you can use lists to create unique routes for members of a specific
Integrating CallTrackingMetrics with Mailchimp
The CallTrackingMetrics integration with Mailchimp allows you to use trigger rules to add and remove contacts from your mailing lists in Mailchimp. When your Mailchimp and CTM accounts have been linked, you can also set up field mapping between your CTM call log and your Mailchimp lists. The Mailchimp integration is not available on all
Sending and Receiving Text Messages
If you have text-enabled numbers in your account, you can send and receive text messages (SMS and MMS) through your text log. This article will cover sending or replying to single text messages (messages with a single recipient). For more information about bulk text messaging, see the full article here. Text messages are broken into
