part five marketing attribution lead tracking and
Post on 10-Feb-2022
3 Views
Preview:
TRANSCRIPT
LAUNCHPAD ACADEMY TRAINING
Lead Tracking and Marketing Attribution
Part Five
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
COMMON QUESTIONS
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
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/
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
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
MISSIONWHITE LABEL
SIGNUP PAGES
FORMS
OMNICHANNEL CHAT (WEBSITE, FACEBOOK MESSENGER, & DRIFT)
GOOGLE ADS
Q&A
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
AGENCY & MARKETING FEATURESAgency tools to power your marketing strategy
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
Parent/Child Accounts
White Label
Price Mark-Ups
Sign-Up Pages
PARENT/CHILD ACCOUNTS
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
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
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
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
SIGN-UP PAGES
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
FORMREACTORS
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
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
OMNICHANNEL CHATWEBSITE CHAT, FACEBOOK MESSENGER, & DRIFT CHAT
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
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
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
GOOGLE ADS DIRECT CONNECTAUTOMATE AND QUALIFY SENDING CONVERSIONS INTO GOOGLE ADS
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
GOOGLE ADS DIRECT CONNECT
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
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
No Analytics middleman!
Trigger-based conversions!
Conversions for click-to-calls!
Connect on the agency level!
BenefitsGOOGLE ADS DIRECT CONNECT
AGENCY LEVELCONNECTION
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
https://app.calltrackingmetrics.com/agency/googleadsAgency Connect
● 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
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
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
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
© 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
© CallTrackingMetrics 2021 ALL RIGHTS RESERVED KEEP THE CONVERSATION GOING: @CALLTRAC / #CTMACADEMY
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
Diagnostic Reports & Logs
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
Diagnostic Reports & 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
top related