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Zadarma Call Tracking setup manual

Setup manual / Zadarma Call Tracking setup manual / Zadarma Call Tracking setup manual

In you personal account go to “Services” - “Call Tracking” and click “Start”.

Adding a new tracker

  • Name can be any. It will only be visible by you in your personal account.
  • Domain name - your website address on the Internet. Should be entered in site.com format, you can enter several domains divided by a comma. In front of the domain name put “*”sign, so that tracker works in this domain and all of its subdomains, or “*.” so the tracker works only in subdomains.
  • If you leave default setting is this field ( just “*”), the tracker will work on any websites, codes of which allow tracker’s code, without being connected to a certain domain.
  • Duration of a target call - all calls longer than specified time will be displayed as target calls in analytics.
  • Session duration - the average time of users’ stay on the website. Time during which the user will be assigned a number when using dynamic call tracking. The higher the number in this field is, the more accurate call tracking will perform.

Adding numbers to tracker

Check the numbers that you want to use for substitution on your website and click “Add”.

To add numbers to call tracking they have to be paid for for at least 3 months.

If the end date is sooner than in 3 months, when clicking “Add” button, you will receive a list of numbers that require prolonging as well as the cost of it.

When clicking “Add” in this window selected numbers will be automatically extended and added to the tracker.

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Tracker set up. Step 1 General

  • Activity - if the tracker is ON or OFF;
  • Name, Domain name, Duration of the target call and Session duration are the same when creating the tracker.
  • Mask is the format in which numbers will be displayed on the website, for example 1(617)7770195 or 44(791)777-01-95. You can select and existing mask or create your own.
  • Google Analytics ID - Google Analytics ID metrics.
  • Yandex.Metrica ID - Yandex.Metrica ID metrics.
  • IPs blacklist - for users from the specified IP addresses number substitution will not work. You can input up to a 100 IP-addresses, one in each row.
  • Css class - by default tracker will create a number substitution in the site element with phone class. For example:
    <div class=”zphone”>74951270777</div>
    If you would like to use your own css class, specify in this field.
  • Working Hours - set working hours in which the number substitution on the website will be active. In other times a standard number, set in the website code, will be displayed. You can transfer working hours from PBX voice menu. in order to do that, choose the appropriate menu and click “Set”. Leave this option off if you want call tracking to work 24/7.

After completing these settings click “Next”.

Tracker set up. Step 2 Adding phone numbers

In this section you can see which numbers are already used as static and which are in dynamic pool.

You can add new numbers to the tracker or delete numbers from the dynamic pool. To delete static numbers you would first need to delete the source of this number (see further).

Here you can also calculate the recommended quantity of virtual numbers for call tracking on your website.

If this is your first time setting up the tracker, skip this step and click “Next”.

Tracker set up. Step 3 Channels and sources

We will take a closer look at this step. Here you need to set up channels and sources of the promotions that you would like to track. There are several types of promotion sources:

  • Organic reach - accessing your website from search engines such as Google, Bing, Yahoo and other.
  • Referral - accessing your website from another website on the Internet which is not a search engine (for example, referrals from your partner’s website that has your banner).
  • Offline source - offline advertising, for example, in print, on television and others.
  • UTM - tracking specific UTM tags, for example, in email blasts, announcements etc.

You can also track:

  • Direct - accessing your website from bookmarks or with a direct link.
  • By country - tracking accessing your website from certain countries (for example, for tracker number substitution for a number of a country where the website was accessed).

Depending on where you have placed your advertisements, you can have several sources of the same type, for example, several offline sources or several UTM tags. For easy analysis of their combines effectiveness you can group them in channels. Meaning advertisement channel is a complication of similar sources.

The most convenient way is creating a channel for each type of the sources described above.

Click “Add channel”, come up with a name and save its then in created channel click “Add source”.

Each type of the sources described above has its own settings. Let’s take a look at them:

Organic reach

  • Organic reach - search engine visits and calls from which you want to track or choose “All” to track visits and calls from all search engines.

Referrals

  • Domain name - website address visits and calls from which you want to track.

UTM

  • UTM tag
    • utm_source - Advertising system, for example: Google Adwords, Bing Ads (For example: utm_source=yandex-direct, utm_source=bing, utm_source=google).
    • utm_medium - traffic type, for example: cpc, cpm, email blast (For example: utm_medium=cpc, utm_medium=cpm, utm_medium=email).
    • utm_campaign - ad campaign, for example: bicycles, skateboards (For example: utm_campaign= bicycle, utm_campaign=skate_board).
  • UTM Name - UTM tag from the example above.

By country

  • Country - choose a country visits and calls from which you want to track.

Offline source

  • Name - name of the source where you placed the advertisement.

Other settings are the same for all sources:

  • Budget - the amount of money spent on the source pet month.
  • Tracking - choice between dynamic and static call tracking.
  • Number by default - this number will be displayed for static type of sources and in cases when all dynamic numbers are busy for dynamic type of sources.
  • Sorting - when defining visitor’s source, sources will be checked in an order defined in this field, from smallest to largest.
  • Activity - on/off.
  • Channel- advertisement channel with which the source is associated.

Example of several channels and sources set up:

Tracker set up. Step 4 Placing the tracker on the website

To place the tracker on the website, copy its code from step 4 and place it in tag head on all pages of your website.

<head>
<script>window._zCtOptions ={"id":"240e75faa1ad774fff6d3e26d3902225"};</script>
<script async id="zd_ct_phone_script" src="https://my.zadarma.com/js/ct_phone.js"></script>
</head>

Add css class "zphone" for all tags that include substitution phone number (or your own class, if you changed it in step 1). For example:

<div class=”zphone”>74951270777</div>

Tracker setup is complete.

To receive the calls you need to download an application on your computer or laptop or use IP-phone. Setup manual for them you can find in this section.

For call tracking we recommend using free cloud PBX from Zadarma, it will help you divide calls between your employees efficiently and use other free features, such as call recording or integration with CRM systems. Manual for the initial Zadarma PBX setup you can find here.