How to Integrate CallTrackingMetrics (CTM) with Yext

This integration lets you assign tracking numbers to your Yext entities effortlessly. By doing so, you can monitor session data in CTM, while Yext efficiently manages citations using these tracking numbers. The Yext integration is available on Marketing Pro, Sales Engage, Enterprise, and Connect plans.

Steps:

1. Connecting Your CTM Account with Yext:
   • Log in to your CTM account.
   • Go to Settings > Integrations.
   • Select Yext, then click the Settings button.
   • Now, click Connect to Yext.
2. Authorizing API Permissions:
   • You'll be directed to the API Permission page.
   • Grant CTM the necessary permissions for the integration by clicking Authorize.
3. Loading Yext Entities to CTM:
   • Once connected, all entities from your Yext account will be loaded into CTM.
   • If entities don't appear within a few minutes, refresh your browser.
4. Viewing and Editing Entity Details:
   • Navigate to the Entities page.
   • Here, you'll see a list of your entities along with details like the entity name, CTM account name (if a tracking number is already assigned), address, and main phone number.
   • To edit an entity, click Edit to its left.
5. Assigning Tracking Numbers:
   • Inside the details page, choose the CTM account associated with the entity.
   • Assign tracking numbers to any phone number field within Yext.
   • Note: Assigning a tracking number will replace the original number in Yext (if applicable) when you click Save Entity Mapping.
6. Handling Main Phone Numbers:
   • When assigning a tracking number to the Main Phone Number field, a prompt will ask if you want to assign the original number to the Alternate Phone Number.

For efficient management, use our new Bulk Assign Tracking Numbers button to load all your Yext entities and have our integration purchase and configure tracking numbers in one go. This feature allows you to update all entities in Yext simultaneously, streamlining the process and saving time.

Bulk Purchase Steps:

1. Once your entities have been brought over, click the Bulk Assign Tracking Number button.
2. In the Batch Purchase Numbers For Entities section, select the account the tracking numbers should be purchased in from the drop-down.
3. From the second drop down menu, select the tracking source you would like these numbers to be configured with.
4. Click the Batch Purchase Numbers for Entities button, then confirm the purchase.

Once the purchase is complete, your numbers will be configured in the account chosen with the chosen tracking source and the Yext main number as the receiving number. The Yext main number will be reassigned in Yext as the alternate number once it has been sent to Yext via batch or individual assignment.

Batch Assignment Steps:

1. Check the boxes to the left of your entities to choose them for assignment, or in the upper right corner, use the Select all checkbox to select all your entities at once.
2. Click the Assign Tracking Number button, then confirm.

Note: Due to the process of batching, this may take a few extra minutes to complete, you may refresh your page to see assignment progress.

Use SmartSync with Yext to keep your CallTrackingMetrics integration effortlessly aligned with Yext using SmartSync with Yext. This automated nightly update ensures that any changes in your Yext data are accurately reflected in CTM. When entities are removed from Yext, SmartSync will remove them from CTM as well, and the associated tracking numbers will be released from the account. When new entities are added to Yext, SmartSync will automatically bring the entity into the integration for edit.

Remember: Always double-check your changes and ensure tracking numbers are accurately assigned to prevent any discrepancies.