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Tracking numbers may need to be updated when modifying call routes or adjusting settings like recording options, outbound calls being displayed in the caller ID, or 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 your full list of 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 enter freeform information here 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 will 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 you want the number to follow the call route assigned to the location, leave this as "USE LOCATION DEFAULT". This is the typical setting for most location numbers. However, if you want the number to follow a unique call route, click the dropdown to select the unique call route.
(I)Script Card - If you want calls to this number to populate the script assigned to the location, leave this as "USE LOCATION DEFAULT". This is the typical setting for most location numbers. However, if you want the number to populate a unique script, click the dropdown to select the unique script.
(J) Record Inbound Call - By default, inbound calls will be recorded.
Uncheck theUncheck the box so that the system does not record inbound calls.
(K) Exclude Number -
ClickClick the checkbox to exclude the number from being used in outbound calls’ caller ID.
Note: Setting up webhooks (L) - (O) isn't mandatory and if you aren't using them, this section can be skipped. However, if you are using webhooks, these steps need to be completed for them to successfully work. Click Click here to learn more about webhooks.
(L) Webhooks - Edit the existing or paste a new webhook link in this window.
(M) Parameter Name -
EnterEnter the specific information you want sent to your analytics platform.
(N) Value - Click the dropdown to select the system or custom variable that represents the parameter name you entered in (M).
ClickClick for more information system variables.
(O) Add - This becomes enabled when a parameter name and value have been entered. 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.
