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Tracking numbers may need to be updated when modifying call routes or adjusting settings like recording options, outbound calls

displaying the number

being displayed in the caller ID,

and

or connecting with a webhook.

The

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

signed into CallPotential's web version as an Administrator to access Settings and edit a tracking number.

Access

Select Which Tracking Number to Edit - Note: After clicking Phone Numbers, the list will initially default to showing active tracking numbers.

Edit 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,
then
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,
then
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,
then
click the dropdown to select the unique script.
(J) Record Inbound Call - By default, inbound calls will be recorded.
Uncheck the
Uncheck the box so that the system does not record inbound calls.
(K) Exclude Number -
Click
Click the checkbox to exclude the number from being used in outbound calls’ caller ID.

Note: Setting up webhooks (L)

Webhooks - If using a webhook, paste the link here from Google Analytics. Click
- (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 here to learn more about webhooks.
(L) Webhooks - Edit the existing or paste a new webhook link in this window.
(M) Parameter Name -
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
Enter the specific information you want sent to your analytics platform.
(N) Value -
If using a webhook and have entered information into (M) Parameter Name, you will need to associate a system variable in order for the information to accurately transmit back to Google Analytics
Click the dropdown to select the system or custom variable that represents the parameter name you entered in (M). Click for more information system variables.
(O) Add -
This will become
This becomes enabled when a
Parameter Name and Value are selected
parameter name and value have been entered. Click to add additional Parameter Names and Values.

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