Configuring Your Call System

To enable call monitoring, it's necessary to have a functioning phone system. Here are the steps to set up or link your system:

  • Go to Settings: In your subaccount, navigate to the 'Settings' tab.

  • Find Phone Numbers: Scroll down to the 'Phone Numbers' option and click it.

  • Phone System Configuration: If your system isn’t set up yet, contact the support team for assistance.

Establishing a Number Group

By setting up a number group, you can monitor visitor interactions using different tracking numbers. Here’s the process:

  • Create Number Group: Click 'Create Number Group,' followed by 'Track Visitor Behavior.'

  • Choose Visitor Type: Opt for 'All Visitors' to track everyone or customize tracking based on your business needs.

  • Group Creation: After clicking 'Next,' select 'Create Group.' Name the group, direct calls to a designated number, and add new numbers according to your group size.

  • Pick Phone Numbers: Select either local or toll-free numbers and opt to include whisper messages or record calls if necessary.

  • Enable Number: After setup, hit 'Activate Number.'

Embedding a Call Tracking Code on Your Site

For calls to be accurately tracked on your site, you must add a tracking code:

  • Copy Code: After configuring the number group, click the info icon to get the tracking code. Copy it.

  • Insert Code in Funnels/Sites: Go to 'Funnels' or 'Sites' in your subaccount. Edit the relevant page or settings and paste the code into the 'Body Tracking Code' area. Don’t forget to save!

Fixing Common Call Tracking Issues

  • Verify Phone Setup: If tracking fails, check your phone system configuration to make sure it's set up properly.
  • Check Code Placement: Ensure the tracking code is inserted in the right part of your site or funnel for correct monitoring.

Common Queries

  • Is it possible to monitor calls from specific campaigns? Absolutely. Create distinct number groups for each marketing campaign to track those calls separately.
  • How can I track international calls? Choose relevant international numbers when setting up your number group.