Phone Call Monitoring Setup

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.