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Tracking Sources

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Assigning Salesforce Campaigns to Tracking Sources

This article covers detailed information regarding the Salesforce integration.  We recommend you start by following the instructions in this article before proceeding.  Assigning Salesforce campaigns to your tracking sources in CallTrackingMetrics allows you to link activities associated with a tracking source to a specific campaign in your Salesforce account.  You will need to enable the

Creating a Tracking Source

You can create a tracking source after you’ve purchased your tracking number(s) and then assign that new tracking source to specific tracking number(s).

Tracking Source Positions

When you have multiple tracking sources, it’s important to keep the position of those sources in mind.

Tracking Numbers and Email Campaigns

You can set up tracking numbers to track your email campaigns in just a few simple steps so that each time a call comes in you know that it was a result of that email campaign.

First and Last Touch

You can adjust tracking sources to track either the first way that a visitor came to your website or the most recent way.

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