First, Set up the Pieces

There are a few critical pieces you need to have in place to use CallTrackingMetrics.

The help articles in this section cover:

  • Creating tracking sources to track any of your online or offline advertising channels.
  • Defining your target numbers on your site so we know where to update the unique Tracking Numbers using Dynamic Number Insertion.
  • Configuring your call routing by setting up receiving numbers, voice menus, and agent routing.

1. CREATE TRACKING SOURCES

Tracking sources are the various advertising channels you wish to track in CallTrackingMetrics. Tracking sources can be online or offline advertising channels. To Lean More Creating a tracking source 

 

2. DEFINE TARGET NUMBERS

A target number is the phone number on your website that tells us where to use dynamic number insertion to insert the unique tracking number.  To Lean More Creating Target Numbers 

 

3. SET UP RECEIVING NUMBERS

A Receiving Number is a phone number that we will forward calls to when someone calls your tracking number.  To Learn More Receiving Number 

 

4. SET UP VOICE MENUS (IVRS)

Voice menus are a routing option that allows you to route callers based on keypress, or based on speech recognition.  To Learn More Creating Voice Menus (IVRs)

 

5. SET UP AGENT ROUTING

Agent routing allows you to choose how callers are routed to your agents. Routing options include simultaneous routing, round robin, sequential dialing, and several other routing options.  To Learn More Agent Routing

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