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Call Tracking

Last Updated: Jun 29, 2015 05:07PM EDT
Call tracking allows you to create a phone number to track inbound calls from your customers. Trackable phone numbers allow you to easily keep track of leads. You can also have inbound calls create tasks and assign them to a specific user. The user receives an email alert notifying them a task has been assigned to them with detailed instructions on how to complete the task.
Setting up Call Tracking
From the Marketing Center, Select the Settings tab.

Select the Call Tracking tab.

For Create trackable phone for campaigns: select "Yes."

Select the trackable phone number in the Select trackable phone number you would like to use" dropdown. Make sure you choose the appropriate area code.  For example if your area code is 619 choose 619 from the list.  If your area code is not available select a toll free number (800, 888, 866) or contact customer support. 

Enter the default forward number in the appropriate field.

To create leads for inbound calls, choose the “Yes” radio button under the option Would you like inbound calls to automatically create tasks? This notifies the user that a task has been created based off activity on a specific campaign or landing page. You can customize the subject line and task instructions.

Specify who the task needs to be assigned to by selecting the user from the Assign to drop down field. If a specific user is not selected the alert is sent to the record owner by default. If the alert needs to be sent to multiple recipients you can add additional email addresses in the Send copy by email to field.


When finished, select the Save button at the bottom of the page.
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