1. Overview

The Call Tracking feature allows you to capture all your visitor’s interactions with your site across all sessions using Dynamic Tracking or track callers from your offline marketing channels using Static Tracking.

1.1 Dynamic Tracking

ResponseiQ Dynamic Call Tracking works at a visitor level, requiring a pool of tracking numbers that are allocated to one of your web properties via Dynamic Number Integration. These tracking numbers provide data that will assist you in tracking ROI for each of your marketing channels. These can be used to help develop insights to help optimize efforts in each marketing channel.

It includes sources, keywords, and channels. This is tracking all that occurs in the visitor journey before picking up the phone. Thus, closing the loop between online and offline activity.

1.2 Static Tracking (Offline)

ResponseiQ Static Call Tracking lets you assign unique tracking numbers to offline marketing sources like print ads, TV or radio ads, etc. such that when an interested lead calls the respective tracking number, we will provide the attribution information associated with the caller using the reporting in our application.

2. Steps to set up a Call Tracking

Please reach out to ResponseiQ Support (support@responseiq.com) to enable the Call Tracking feature for your company. 

Once you have logged into your Company Dashboard on ResponseiQ and you will see “Call Tracking” has now been added to the sidebar menu.

Make sure you have switched “Call Tracking Integration” to “On”, in the Call Tracking Integration in the Company Settings

Click on “Call Tracking”. Then “Create a Profile” to be re-directed to the profile creation form

Now you can proceed to create a profile:

Give a name for your “Profile Name” to be used as a reference in future

You then need to “Choose domain” such that the associated web property can be used to apply Call Tracking on

Note: You need not install any separate code snippet to enable call tracking on the web property which you have associated with the selected widget.

Once the profile is created, you can now proceed to create a “New pool” of tracking numbers, to be used for Dynamic Number Implementation on your web property or use it to segregate your offline marketing campaigns using static tracking.

Choose a “pool type” that you would like to create for the profile:

2.1 Setting up Number Pool for Dynamic Tracking

Start the pool setup by providing “Number pool name”

You will need to choose a medium to find the “Swap number”. This will be replaced by a tracking number in the respective pool. There are currently three ways you can choose to find the swap number on your web property:

  • Widget Caller ID:  The application will use the Caller ID number set up for the widget selected. 

  • Number: This option uses a custom swap number other than the one set up as caller ID number in the widget

  • CSS Selector: In case you don’t have a fixed phone number to be used as a swap number, you can choose to set a .class in your web property’s CSS. This can then be used by our algorithm to find the swap number that will be replaced by a tracking number from the pool

Once you have given the pool setup information, you will proceed to the next step “Create Pool"

Input the amount of tracking numbers you intend to have in the pool by providing “Pool size”.  Then, provide the “Area code” for the number you wish to add. 

Click on “Check” so our application can verify that the required number of tracking numbers are available for the given area code or not. You can proceed to the next step if the application confirms the correct amount of numbers are available. 

You can then proceed to select “Which visitors do you want to track?”, currently we are offering call tracking only for “All Visitors”. 

Once you click on “Done”, a number pool will be created for the profile that will be applied to the web property associated with the widget linked to the profile.

2.2 Setting up Number Pool for Static Tracking (Offline)

Start the pool setup by providing “Number pool name”

You will need to choose a medium to find the “Swap number”. This will be used as the forwarding number to which the call will be patched when a lead calls using the static tracking number.

Similar to dynamic tracking pool, you have the choice between Widget Caller ID and Custom Number to set a swap number for the static tracking pool:

Once you have given the pool setup information, you will proceed to the next step “Create Pool"

Since Pool Size for a static tracking number pool is set to one, you can proceed to provide the “Area code” for the number you wish to add.

Click on “Check” so our application can verify that a tracking number is available for the given area code or not. You can proceed to the next step if the application confirms the number is available.

You can then proceed to set “How will the callers be attributed?” by providing the tracking information that will be considered equivalent to UTM source, medium, channel and campaign. You can also provide a Tradedoubler ID in case you use the Tradedoubler platform to track affiliates.

Once you click on “Done”, a static number pool will be created for the profile that will be associated with the domain linked to the profile.

Tip: The tracking number allocated for the static tracking number pool will be displayed under the “Numbers” column. This is the number you can use for your offline marketing channels or other marketing like banner ads/tv ad/radio ads.

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