Your organization might place ads on such things as billboards, inside your local YellowPages book, and various websites. Each ad might contain a unique phone number (tracking number) that when dialed, get forwarded to one of your locations. All this helps identify which ad contributed to a caller dialing into your location and justify the expense of maintaining advertisements or eventually, help you decide to stop paying for some underperforming ones. The purpose of this guide is to explain how to identify which tracking lines and ads are associated with your locations.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
You must be signed into the Web Client as an Administrator to access this option.
Click the links below for more detailed information.
Please reference Details settings, Leads settings, Collections settings, Employees settings, Evaluations settings, Communications settings to learn how to edit additional location settings.
Access
- (A) Edit Pencil - From the location list identify the location you wish to edit and click to open its profile.
- (B) Tracking Numbers - Click to access the location's tracking number settings.
Tracking Number List - details can be viewed but not edited from this page
- (C) Click here to manage tracking numbers - The location Tracking Number page allows you to view all tracking lines associated with the location. Tracking lines cannot be edited at the location level, however, the link on this page directs you to the Tracking Line settings where you can edit all tracking lines.
- (D) Number - This is the location's 10 digit tracking number.
- (E) Associated - Ad Name - This is the ad associated with the tracking number. Click here for more information on ad names.
- (F) Date Acquired - The date when the tracking number was acquired through CallPotential or ported in if it came from another provider.
- (G) Type - Tracking number types include toll free, collections, virtual or local.
- (H) Forward to Number - This indicates the location phone number where tracking lines will be forwarded if/when the assigned call route has a location ring step.
