To set up call tracking:
Go to the control settings and voice section of the dashboard.
Click the "add voice" button and select "forward" as the line type.
Select a local or toll-free line, and choose an extension.
If using workspaces, apply the line to a workspace. Click "find numbers" to see the available options.
Select a number and click "activate."
Click on the number and set the forwarding line, which is the line that incoming calls to this number will be forwarded to. The format should be the country code followed by the number with no dashes or spaces.
Enable or disable call recording as needed, and set up a whispered message if desired.
Enter your Google Analytics tracking ID to track inbound calls from Google Analytics.
Transfer calls to other users as needed.
Place a call to the number to test the call forwarding and tracking.
View call activity and recordings in the marketing dashboard and the call activity log.
Add calls as leads and convert leads to customers as needed.
Video Transcript:
We have two more things. We need to figure for this dashboard: to start publishing as much data as you're displaying what is goin to be your inbound calls. So we're going to navigate over to control settings and voice. Here we're going to set up a calf warding line or call tracking line. This is helpful for your paid advertising campaigns. This is also helpful for maybe you want to put a tracking line on your website. Google my business wherever you want to put this line at. This will track as an inbound call to your marketing efforts.
First step again. Once you come into voice, you're going to click over here on advoice button and your present it with several different options. The first option is called forward. Second option: you know a voice prompt. If you're on to press one for sales, press two for support and voice line is where you're going to make inbound and outbound calls. Call for and call tracking line. This is only for inbound lines and this is the only line type that's tied to your marketing dashboard. So I'm going to make sure Colford is selected. You have an option of choosing local or toll-free line if you're in the US or Canada. If you're in Australia and you want a mobile line, you can do that. There is an option for local lines and just depending on your country, you can kind of go through here and figure out what lines are available in our inventory. But for us in Canada you can do local or to free. In this case I'm going to do a three line. I have an option of selecting these extensions, so I'm just going to do 87 and seven. I'm also going to apply this to my workspace. If you're not using workspaces, don't worry about it and then click the fine numbers button.
This is going to bring in all the numbers that are available. One thing to note: I'll say this on the other videos when we set up and this will tell you the line type. In this case these were voice only lines, even though I'm sending them up as call forward. You actually can't use these for times or or making outbound calls you can with voice if it's set up with a voice. But for call forwarding lines it's only for inbound calls.
So I'm going to go ahead and select this line and hit. So what this is doing is actually activating this line for you. It's going to show up in this table. At this point you can either click here on the number or come in here on the edition. So I'm going to go had and click on the number. So here you are also presented with multiple options. One you're forwarding line. This is going to be the line this number is going forward to so this can be a voice line in the system. This can be to a line in the system. This can be to your telephone. This going to be to your corporate line doesn't matter. It goes to any line, but the format is always going: country code and the number with no dashes or spaces.
So in this case this is a number. I'm going to afford it. So I put the one in front, one in 100. I'm actually just putting in number here so we can just test and have some information here. So this is forwarding. So it means any phone call that we make to this number is going to forward to this number. But it's going to track that call in our marketing dashboard. It's also going to track that in our call activities and it's also going to record the call. Now you can disable recording if you're in a country or state that you know you're not able to record calls. You can check this, turn this on, enable this and it will disable any call recording that happens.
Whisper is useful. If you want to add an alert to the inbound call, maybe you're setting up calling for a client and you want that client to know that it's coming from your agency marketing inference. Or maybe you have multiple call forwarding lines and you want to know right away this is coming from Google. At such and such you can type whatever you want in here and I'll prompt you before you answer the call, this whispered message, and then to press one to answer the call.
So the Google analytics tracking. This is if you want to track inbound calls from Google analytics, all you do is simply put your Google analytics tracking idea in here and every call record it as an event, as a phone call. So that way you can then look at all your traffic and add a behavior, even such as phone call, so you can compare those reports or if you want to track additional metrics into some other integration you have Google with you can add the tracking idea and I'll send that event over and then you can send that event to some other system.
And then this allows you to transfer to any other user. So, for instance, you know you've set up lines and then you add users and you want to transfer those over to another user. You can do that, but in this case all I need to do is set up by forwarding number and now this line is available to call. So at this point I'm going to pause the video and I'm going place a phone call to this number and it's going forward to this number and I'll show you how to access that. In the reports I successfully placed a phone call that forward over to it with my footing number here. So now I'm going to show you where that data ends up.
So one it shows up now and your Ashford. So now you have an inbound coal right, because this is called Fording line, and so this is designed to track your marketing efforts. Not to further go too much into that. But again, if you have a voice voice line and your doing outbound sales calls, you don't want those coal numbers showing up inside your report dashboard.
You only want to use coloring lines on your sites or your advertising purposes. That way all of your marketing efforts can be related to your conversion rates, as far as how many phone calls you receive. Right. So total visits, total calls is affecting my conversion rate here.
Right, so inbound activity. This is going to show you all the inbound activity based on the date range that you have selected. In addition to that, you can come over here under activity box and click on the calls to and this will show you basically a log of everything that's going on with your calls. So you can run reports here as well. Individually. You can export these results, you can swap or switch or filter between lines, you can filter between all calls, inbound calls or outbound calls and then of course you have the recording that you can listen to.
In addition to that, you can then add this call as a lead. So I can click this number right here after I listened to it. Maybe they provided their information on voicemail or maybe you're listening to call that somebody you know spoken of somebody. You can quickly come in here and as you progress further into these training videos I have, you'll hear a lot about data forms. In this case I could select no data form and then put the information in and create. This will actually create a lead in the car. So further down the line you'll see how to convert these into leads actually leads into your car.
But every activity that happens with all of your lines show up here and in the marketing dashboard. This is where you're going to see the state specifically for call forwarding lines that are either in all work spaces or in that specific work workspace that you have set.
