Creating a Tracking Source

Tracking Sources are the various advertising channels you wish to track in CallTrackingMetrics.

Watch our Tracking Source video tutorial. 

You can create a tracking source after you've purchased your tracking number(s) and then assign that new tracking source to a specific tracking number(s). You do this by navigating to the tracking sources page by going to  Numbers > Tracking Sources.

Click New Source in the upper right-hand corner.

When creating a new source, you can choose one of our preset sources (where all the work is done for you!) or create your custom source.

If you choose one of our preset sources (such as Google Ads, Bing Organic, TV, etc.), you won't have to modify the source (you can modify the name if needed).

• Source Name

If you choose to create a custom source, you will need to input the following on the new source page:

• Name: Your custom naming convention.
• Description (optional): Optional field to add additional content.
  
• Source Type

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• ONSITE tracking source is used for tracking numbers that will dynamically appear on your website when visitors come to your site from the source you are setting up.
• OFFSITE tracking source is used when no number swapping will occur. Examples would be a number hard coded on your website or ad campaigns on TV, radio, or print where the number is static. (Offsite is the default setting when creating a custom source)
• ​Onsite/Offsite sources are changed by clicking on the toggle switch.
• If you choose Onsite as the type, you will then need to tell the system how to identify visitors from this source, either through information in the Referring URL field or the Landing URL of those visitors. In general, you want to identify a source using a landing URL when you control the ad destination URL (i.e., in most online advertising situations). You would use a referring URL when you do not control the URL that your visitors are coming in on.

• The default for a new Tracking Source is First Touch. To enable Last Touch, click the Last Touch box at the bottom of the General section. 

• Matching Conditions

• In the example above, we set up a new "Online" source to track Craigslist visitors. You will notice that we put Craigslist in the referring URL field. This means that anytime visitors come to the website from a Craigslist URL, they will see the tracking number(s) that we associate with this source.
• Use the Build a Regular Expression with Scriptular options below the referring and landing URL fields to help build the correct parameters to track your new source.
• ​​Source Settings

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• For Onsite sources, you also need to indicate a position value. In general, you want more specific sources to have higher priority and thus a smaller position score (meaning that the swapping script will evaluate the sources with smaller position scores first; it starts with position 1 and then moves on from there). You can also determine if you want Last Touch on or off here. Click here to learn about Last Touch. Finally in this section, you can auto-assign a source tag if you would like. In this example, anytime someone calls from the source Craigslist, it will be tagged in the call log as "Craigslist."
• ROI Reporting

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• Here you can capture the cost per call either derived from a specific monthly budget or a per call custom cost field.
• Google Analytics

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• When events are triggered without any visitor data, you can associate some data with the tracking source that will be passed on to the Google Analytics event.

• GeoContact

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• GeoContact is a proprietary tool that allows you to dynamically replace the phone number on a website based on the tracking source, the target number, and the visitor's geographic location. We match the visitor's IP address to a tracking number. A visitor coming from Italy will see an Italian tracking number. A visitor from Australia will see an Australian tracking number.
• In the U.S. and Canada we'll show a tracking number closest to the visitor's location.

• Numbers

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• Here, you can associate your tracking number(s) to this tracking source. To activate this button you must save changes before you can tie numbers to it.

• Help

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