Part Five Marketing Attribution Lead Tracking and

LAUNCHPAD ACADEMY TRAINING

Lead Tracking and Marketing Attribution

Part Five

© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY

COMMON QUESTIONS


Q: Will this webinar be recorded? A: Yes

Q: Where can I find the recording & slides? A:

https://www.calltrackingmetrics.com/support/training/ctm-academy/academy/

https://www.calltrackingmetrics.com/support/training/ctm-academy/academy/

MEET THE SPEAKER

Jessica Michaels brings 10 years experience in all aspects of marketing, digital campaigns, social media, and educating of technology solutions.

Connect on LinkedIn: linkedin.com/in/jessica-kristen-michaels


MISSIONWHITE LABEL

SIGNUP PAGES

FORMS

OMNICHANNEL CHAT (WEBSITE, FACEBOOK MESSENGER, & DRIFT)

GOOGLE ADS

Q&A


AGENCY & MARKETING FEATURESAgency tools to power your marketing strategy


Parent/Child Accounts

White Label

Price Mark-Ups

Sign-Up Pages

PARENT/CHILD ACCOUNTS


unlimited number of sub-accounts

Agency Features

Two main billing options for agencies

1. Sub accounts are paid for by agency (“Agency”a. All sub accounts share one available balanceb. Agency credit card funds the balance c. Good choice when wanting to white label/resell

2. Sub accounts are paid for by customer (“Customer”)a. Different available balances for each sub account b. Customer credit cards fund their respective

balance. c. Not white labeled- customers will see CTM on

their credit card statement.

Agency Billing

WHITE LABEL


White labeling allows an agency or reseller to place their own branding on the CallTrackingMetrics product, and give their clients access to our system on a domain of their choosing, with customizable branding.

CallTrackingMetrics | 27

White Labeling

WHITELABEL

CTM

WHITELABEL

CTM

SIGN-UP PAGES


SIGN UP PAGES

CTM

SIGN UP PAGES

CTM

FORMREACTORS


CALL ROUTING OPTIONS

● Log form entries only

● Dial customer first vs dial agent first

● Options to route calls to your agents

● Integrates with Auto Dialer

EMBED CODE

● Easy widget install

● Integrates with your existing forms to generate calls

NOTIFICATION

● Alerts your team of form entry

The FormReactorFORMS

FORMSCTM

OMNICHANNEL CHATWEBSITE CHAT, FACEBOOK MESSENGER, & DRIFT CHAT


Chat WidgetOMNICHANNEL CHAT

Manage your calls, texts, form submissions, and chats all in one dashboard. Your team can easily multi-task and switch between conversations without leaving the page.

One Unified Communications Dashboard

OMNICHANNEL CHAT

CHAT CUSTOMIZATIONS

● Colors● Widget placement● Auto start message● No agent available message● Chat activity timeout● View session data

QUEUE CUSTOMIZATION

● Chat only/Calls only● Load balance between

chats and calls● Max concurrent activities● Custom team macros● Chat transcriptions● Chat transfers

AGENT CUSTOMIZATION

● Auto chat greeting message

● Alias chat name● Personalized individual

macros● Chat agents per second

timeout

Key Chat FeaturesOMNICHANNEL CHAT

● Charged monthly per agent license.

● No usage fee

WANT MORE INFO?

$19 $15● To learn more, contact

our Sales team ● Visit our Support Hub● Subscribe to our

newsletter

CHAT LICENSE CHAT LICENSEWITH MARKETING PLAN WITH CONTACT CENTER PLAN

● Charged monthly per agent license.

● No usage fee

Get Started with ChatOMNICHANNEL CHAT

mailto:[email protected]

https://www.calltrackingmetrics.com/support/

1. Prerequisitesa. Agents assigned to Chat licensesb. Agent Queue already setupc. CTM tracking code installed on website

2. Create Chat Widget a. Customize Chat Widgetb. Select Queue to attachc. Set up fields on form that initiates chat (via

FormReactor)d. Select color, auto-messages, chat widget

position, etc.3. Customize Agent Chat preferences (optional)4. Customize Agent Routing rules (optional)5. Save and copy Chat Widget code onto desired

site

Chat InstallationOMNICHANNEL CHAT

1. Which plans support Chat?a. The Marketing and Contact Center Plans

2. How does Chat pricing work?a. We charge monthly per agent license.

3. What are Chat Licenses?a. A type of product license that allows an

agent to receive and answer chats.4. Can you share Chat Licenses?

a. Yes, you can easily re-assign licenses to new agents.

5. Are chats GDPR compliant?a. Yes.

6. Are chats HIPAA compliant?a. Yes.

Chat FAQOMNICHANNEL CHAT

Live DemoOMNICHANNEL CHAT

GOOGLE ADS DIRECT CONNECTAUTOMATE AND QUALIFY SENDING CONVERSIONS INTO GOOGLE ADS


GOOGLE ADS DIRECT CONNECT


Agency Level Connection

Bi-Directional Communications

Trigger Based Conversions

Diagnostics Reports & Logs

By integrating Google Ads with CTM’s call tracking and ROI reporting, marketers can truly see the entire length of the sales funnel.

The result is a more data-driven marketing strategy that creates better leads, more conversions, and higher revenue.

Our new direct integration allows you to seamlessly optimize campaigns around conversions, such as calls, form fills, sales, and appointments, within one platform.

ValueGOOGLE ADS DIRECT CONNECT

http://www.calltrackingmetrics.com/products/call-tracking/

http://www.calltrackingmetrics.com/products/reporting/roi-reports/

http://www.calltrackingmetrics.com/products/reporting/roi-reports/

No Analytics middleman!

Trigger-based conversions!

Conversions for click-to-calls!

Connect on the agency level!

BenefitsGOOGLE ADS DIRECT CONNECT

AGENCY LEVELCONNECTION


https://app.calltrackingmetrics.com/agency/googleadsAgency Connect

https://app.calltrackingmetrics.com/agency/googleads

● Connect at the Ads Manager account level

● Map and connect multiple sub-accounts with one click with automatic match

● Set attribution preferences

● Add admins to weekly report

Agency Connect

TRUE BI-DIRECTIONAL COMMUNICATIONS


NEW! GOOGLE ADS DIRECT CONNECT

Pings Ads directly for both GCLID and call extension campaign attribution.

Controls conversions sent for both sources.

Can automate call sales for both sources.

GOOGLE ADS SCRIPT (LEGACY VERSION)

Pings Ads hourly for calls data that Google Ads has tracked.

If a match is found, Google passes us campaign attribution.

CTM does not influence the conversion.

Cannot automate callsale conversions for ad extensions.

Direct communication with Google Ads API, no need for Analytics to chaperone the transaction

True Bi-Directional Communication

TRIGGER-BASED CONVERSIONS


Conversion Triggers

© CallTrackingMetrics 2021 ALL RIGHTS RESERVED

● Pre-set Triggers

● Auto-creates 2 conversion actions in Ads

○ No need for Analytics to micro-manage the conversions!

● The entire process is built in CTM

● Additional conversion actions available in dropdown menu

Conversion Triggers

DIAGNOSTIC REPORTS & LOGS


Diagnostic Reports & Logs

IDENTIFY ADS ACCOUNT-WIDE KEY METRICS:

Call through rate

Cost per Call

Number of Tracking Numbers assigned

Number of Target Numbers recognized

Landing pages checked

Pages with errors


IDENTIFY LANDING PAGE KEY METRICS:

Source Name

Clicks

Calls & Call through rate

Cost & Cost per Call

Errors found on page:

No Tracking Number Displayed Missing Tracking CodeNew Target Number Detected


Conversion Name & Value

Conversion Time

Call ID & GCLID

Processed Time

Status Message

Logs

Keep all previously configured “Googly” integrations

Remove the imported Google Analytics conversion from Google Ads

Or set each call extension conversion to “none.”

Create a second conversion trigger for CallSales. (If you’re doing this, create new conversion actions to map to in Google Ads)

Best Practices

QUESTIONS?


Thank You!For more training resources, visit

our Knowledge Base at calltrackingmetrics.com/support

Part Five Marketing Attribution Lead Tracking and

Documents