Tracking numbers may need to be updated when modifying call routes or adjusting
number specific attributessettings like recording options,
being displayed asoutbound calls displaying the number in the caller ID, and connecting with a webhook. The purpose of this guide is to explain how you can edit tracking numbers and make those changes.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into CallPotential's web version as an Administrator to access Settings and edit a tracking number.
Access
- (A) Settings - Click to access all your available administrative settings.
- (B)Phone Numbers - Click to access the tracking number listyour full list of editable tracking numbers.
Select Which Tracking Number to Edit - Note: After clicking Phone Numbers, the list will initially default to showing active tracking numbers.
- (C) Add a Filter - Click the dropdown to filter by number, associated ad, or location.
- (D)Search - You can search by enter freeform information in the Search box such as a specific number or location. The list will dynamically update as you type.
Edit Tracking Number
- (E) Edit - Click to access the settings for a specific tracking number.
Edit Settings - Note: Changes made here my impact the information contained in the Ad Performance Report.
- (F) Location - Click the dropdown to change the location the number is associatedwill dial.
- (G) Ad - This is the ad source the number is associated. Associating a phone number with an ad source allows you to track the effectiveness of your advertisements. In other words, this means the ad associated with the number can be credited with generating the call and allowing you to justify its expense. Click the dropdown to change the ad source the number is associated.
- (H) Call Routing Rule - If If you want the number should to follow the call route assigned to the location then , leave this as "USE LOCATON LOCATION DEFAULT". This is the typical setting for most location numbers. However, if you want the number should to follow a unique call route, then click the dropdown to select the unique call route.
- (I) Script Card - If If you want calls to this number should to populate the Script script assigned in to the location settings, then leave this as "USE LOCATON LOCATION DEFAULT". This is the typical setting for most location numbers. However, if you want the number should to populate a unique script, then click the dropdown to select the unique script.
- (J) Record Inbound Call - By default, inbound calls will be recorded. Uncheck the box to so that the system does not record inbound calls.
- (K) Exclude Number - Click the checkbox to exclude the number from being used as the in outbound calls’ caller ID.
- (L)Webhooks - If using a webhook, paste the link here from Google Analytics. Click here to learn more about webhooks.
- (M) Parameter Name - Enter the Google Analytics column you want to associate with the (N) Value.To add additional data, you will need to enter the parameter name from Google Analytics in order to associate it with the system (N) Value
- (N) Value - The system variable you want associated with If using a webhook and have entered information into (M) Parameter Name, you will need to associate a system variable with the (M) parameter Parameter Name in order for the information to accurately transmit back to Google Analytics.
- (O) Add - This will become enabled when a parameter name Parameter Name and value Value are selected. Click to add additional Parameter Names and Values.
Save
- (P) Save - Click to save any edits made to the tracking number and return to the My Tracking Numbers list.
- (Q)Cancel - Click to discard any edits made to the tracking number and return to the My Tracking Numbers list.
