{"id":11117,"date":"2017-05-22T12:42:20","date_gmt":"2017-05-22T12:42:20","guid":{"rendered":"https:\/\/www.process.st\/templates\/call-metrics-support\/"},"modified":"2024-02-28T20:46:21","modified_gmt":"2024-02-28T20:46:21","slug":"call-metrics-support","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/call-metrics-support\/","title":{"rendered":"CALL METRICS SUPPORT"},"content":{"rendered":"
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CALL METRICS SETUP PROCESS: <\/h2>\n
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The instructions in this checklist will help you set up a new client on Call Metrics.<\/p>\n<\/p><\/div>\n<\/section>\n

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Create a New Account <\/h2>\n
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Create a new account for your new client by clicking on the "My Jar" dropdown on the top right-hand side of the screen - then click on "Accounts". <\/p>\n<\/p><\/div>\n

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Fill in the new account details in the New Account creation column, then click on the blue "create account" button once complete. <\/p>\n

Account Name:<\/strong> New Client Name
Website:<\/strong> Copy the website URL directly from the browser window 
GA Code: <\/strong>Copy the GA ID for the client
Country: <\/strong>Country the client is located in
Time Zone: <\/strong>Time zone the client is in, for reporting purposes<\/p>\n

Sub Invoicing: <\/strong>Leave blank <\/p>\n<\/p><\/div>\n

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Once the account is created, find it in the client list and click on the account name to select the account. This will make all the options in left-hand main menu specific to the selected account. E.g. clicking on the "Dashboard" menu link will show only stats relating to the actively selected client. <\/p>\n<\/p><\/div>\n

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Create User for the Account <\/h2>\n
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Once the new account is created, you will need to create a user and link it to the new account. This user will be able to log in and see the only the accounts they are assigned to.  <\/p>\n<\/p><\/div>\n

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Add the client details into the fields on the popup screen:<\/p>\n

Username:<\/strong> Set the username the client will use
Password:<\/strong> Set the password the client will use
Email:<\/strong> Enter client email address for reporting purposes<\/p>\n

Set the appropriate level of access for the client<\/p>\n

Reports Only: <\/strong>Use this setting unless otherwise specified.<\/u> This gives the user access to only view the dashboards and data without being able to add more phone numbers and change settings.
Reports & Configuration: <\/strong>Reports plus being able to change number configuration settings
Super User: <\/strong>Ability to add users to the account
Sub Admin: <\/strong>Ability to add new accounts<\/p>\n

Select the client account from the "Accounts" list the user will have access to. If the user will have access to multiple accounts, you need to make sure the accounts are actively selected in the accounts menu. <\/p>\n

You can then make multiple selections in the list below by holding CTRL on Windows and COMMAND on Mac and clicking multiple options. <\/p>\n

Click create when done. <\/p>\n<\/p><\/div>\n

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Order a New Phone Number <\/h2>\n
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Now that we have created the Account and User, we now need to order the phone number that will be associated with the account and set it up so that it swaps under the right conditions.<\/p>\n

On the left-hand main menu click on "Settings" then on "Numbers". Click on the "Request a new tracking number" button to initiate the setup.<\/p>\n<\/p><\/div>\n

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In most cases, you will be clicking on the "On My Website" option.<\/p>\n

On my website:<\/strong> Ability to add settings for dynamic number swap
Adwords Call Extension:<\/strong> Number will be used on Call Extension only, no number swap settings for the website. 
Anywhere else:<\/strong> Can be used for other marketing initiatives such as print, radio etc. <\/p>\n<\/p><\/div>\n

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Type in the "Source Name" as something that is easily identifying for where the call will be coming from. This name will show in the Call Log next to each call.<\/p>\n

Enter the "Destination Number" - the phone number that is going to receive the incoming phone calls. Make sure to use the country code in front of the phone number e.g. 64 for NZ and 61 for AUS.<\/p>\n<\/p><\/div>\n

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Select source of traffic that will determine how the number will dynamically change out. <\/p>\n

Search:<\/strong> You can choose whether this is Organic or Paid traffic, and choose the search engine the traffic will come from. <\/p>\n

Web Referrals:<\/strong> Visitors coming in from a specific website e.g. Facebook. <\/p>\n

Landing Params:<\/strong> You can manually tag the URLs via UTM tagging. Enter the UTM tag you are using here, and the number will swap only when this tag is present. <\/p>\n

Direct:<\/strong> Number changes when people visit the website directly - without going to another website or search engine first. They simply enter the URL into the browser directly. <\/p>\n

Always swap:<\/strong> Show tracking number to all visitors regardless of source<\/p>\n<\/p><\/div>\n

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In this section, you will select the number which will display after the number swap occurs. In the box on the top right, select the country, enter the digits you would like the phone number to start with. <\/p>\n

Step 1:<\/strong> In the box on the top right, select the country, enter the digits you would like the phone number to start with. Click on the magnifying glass icon to confirm your settings and the available phone numbers based on your filters will show in the list. <\/p>\n

Step 2:<\/strong> Choose the phone number you want to purchase by selecting the checkbox next to the desired phone number. <\/p>\n

Step 3:<\/strong> Click "Continue" once happy with your choice. <\/p>\n<\/p><\/div>\n

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Choose the additional settings you want to be associated with your new number. Use the settings shown in the screenshot.<\/p>\n

Record Calls: <\/strong>The phone call will be recorded when someone dials in and is connected. <\/p>\n

Whisper Message:<\/strong> Before the call is connected, the client will hear a message letting them know where the call has come from. E.g. "This is a call from Adwords"<\/p>\n

Integration into Analytics: <\/strong>Add the Analytics ID so that the call event data is pushed through to Google Analytics. <\/p>\n

Set Up Notifications: <\/strong>Turn notifications on for Missed Calls, and select the user from the list who will receive the notifications by email. <\/p>\n

Voicemail:<\/strong> Leave off unless the client does not have their own voicemail system. <\/p>\n

Click "continue" when done. <\/p>\n<\/p><\/div>\n

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Confirm your order, double check all the settings are the way you want them. When you are happy with everything, click on "Order" to finalise the number settings. <\/p>\n<\/p><\/div>\n

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Install Call Tracking Code <\/h2>\n
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To find the Call Tracking code you will need to install on your website. Click on Integrations on the left-hand menu, then click on "Show Config" under the Dynamic Number Insertion section. <\/p>\n<\/p><\/div>\n

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The popup will show the script you will need to insert into your website in the Footer section of your website. This code will be the same for every integration, so you can save this somewhere for quick access if needed. <\/p>\n

The example return JS code is code you can use when you need to create a manual script for changing elements on the page. E.g. The standard script is great at picking up numbers on the website it needs to swap, but not so good at picking up numbers to swap that include text e.g. "0800 FIREFLY (347 335)". You can use this in the dynamic insertion settings for each number. <\/p>\n<\/p><\/div>\n

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How to install Dynamic Script using Google Tag Manager<\/h3>\n

The Call Tracking script can easily be fired within a Tag Manager solution.<\/p>\n

To install using Google Tag Manager:<\/p>\n

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  1. Log in to your Google Tag Manager Account<\/li>\n
  2. Click the New Tag:<\/li>\n<\/ol><\/div>\n
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    Name your Tag i.e. "Call Tracking Code" and click on the tag configuration box.<\/p>\n<\/p><\/div>\n

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    Select 'Custom HTML' tag.<\/p>\n<\/p><\/div>\n

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    Paste the Call Tracking Code from the portal into the HTML field. Once the code is in, click on the triggering section at the bottom of the screen. <\/p>\n<\/p><\/div>\n

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    Click on "All Pages" so that the script runs on all pages of the website. <\/p>\n<\/p><\/div>\n

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    Click on the "Save button at the top of right-hand side of the page<\/p>\n<\/p><\/div>\n

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    Click on "Submit" on the top right-hand side of the page. Then click on "Publish" at the top right, then on the next screen click "Continue".<\/p>\n<\/p><\/div>\n

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    Check Number Swap on Site & Make a Test Call <\/h2>\n
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