Call Tracking Pro
Contents
Overview
The Call Tracking Pro application provides the ability to track and analyze voice calls using toll-free or local numbers. This will allow you to assign a number to your marketing campaigns in order to fully analyze and view reports on their effectiveness.
Main Menu
The Main menu consists of:
- Dashboard
- Reports
- Click-to-Call
- Manage
- Manage Your Account
Dashboard
The dashboard acts as a home screen giving you an overview of your calls and reports gathered. Here you can also make a call, and also add new phone numbers.
Overview
- From the drop down menu choose what data you would like to view
- Choose a date
- You can now view your data in written and chart form. Things such as total calls and average call time.
Add New
Phone Number
To add a new number:
- Click Get Started
- Choose a type of number either Toll Free or Local
- Choose a plan
- Choose a State and area code
- Choose a number and a title to help you remember it
- You can then choose to route this number to a virtual receptionist and set up your Voicemail
- Assign the number to a campaign by choosing from the drop down menu.
- Click Finish
Voicemail
To create a voicemail:
- Choose Voicemail from the sidebar
- Add a voicemail title
- Choose whether you would like to Upload a WAV File OR press Call to Record
- Click Finish
Virtual Receptionist
To add a virtual receptionist:
- Create a title for your receptionist
- You must choose how many options you want to offer your users. If you want more than one option press Add Option
- Choose whether you want to route it through your Phone Number or Voicemail
- Press Finish
Click to Call
- Give you click to call a title
- Select a Domain
- Select what you would like shown in your caller ID
- Select which campaign you would like to assign it to
- Click Finish
Reports
This section is where you will find full reports on all of your calls.
Campaigns
- Choose form the drop down menu what you want to view
- Choose a time period
- All information regarding your calls will be displayed in both written and chart form.
Phone Numbers
- Choose what data you would like to see from the drop down menu.
- Choose a time period
Click to Calls
- Use the drop down menu to choose which call you would like to look at.
- Choose a time period
Click-to-Call
Place a Click-to-Call on your website or email newsletter, and see how easy it is for people to connect with you and your business.
- Click Start Now
- Assign a title
- Select your domain
- Choose Caller ID
- Assign to a Campaign
- Press Finish
Once you have pressed finish, a window will appear prompting you to choose a code method. This is how the link will appear on your website.
Manage
This is where you can manage all your campaigns, calls, phone numbers and voicemail
Campaigns
You will be able to view, edit and create all of your campaigns here.
- Click Add new Campaign
- Enter a title
- Press Finish
When you click a campaign you will be able to see all assigned phone numbers and assigned click-to-calls.
Phone Numbers
You can view all the phone numbers you have assigned to campaigns and also create new numbers
- Click Add new Phone Numbers and fill out the required fields
- Click an existing number to see data on it.
Click-to-Call
You can view, edit and create you click to call's here.
- Click Add new Click-to-Call
- Assign a title
- Select your domain
- Choose Caller ID
- Assign to a Campaign
- Press Finish
Route Number
Add or remove your route number.
Virtual Receptionist
Manage all of your virtual receptionist. You can also create a new virtual receptionist from here.
VoiceMail
Manage your voicemail from this section. You may also create your voicemail here.
Manage Your Account
This is where you can edit your general settings. You may also change your plan and see your payment details here. You can cancel your plan here by clicking Cancel Services.