How does Call Tracking
work?
In a nutshell, call tracking describes the process of attaching attributes to unique phone numbers or
inbound calls for the purpose of gathering call analytics:
-
1)
Generate Tracking Number:
Retreaver provides a tracking number that directs calls into a
custom
tracking campaign.
-
2)
Display Tracking Number:
That tracking number is then displayed on your desired advertisement medium.
-
3)
Tag & Track Inbound Calls:
Retreaver attaches "tags" to inbound calls using
your custom created attributes and stores all the information into a call log.
-
4)
Route Calls to Agent:
Retreaver then uses your gathered call attributes to organize and route calls to the best
applicable agent or support staff suited to handle that call. Businesses can
then monitor and analyze any inbound calls that passed through their tracking campaigns.
In summary, call tracking operates by attaching keyword attributes to a particular call or number as
it's being
processed
through a phone network. Call attributes can be applied using a variety of methods which can be
triggered before, during, or after a call has been initiated.
Want to learn more about how call tracking works in more detail?
View
our "How Call Tracking Works" article to learn more.
Creating a Call Campaign to contain logic
The first step to successfully tracking calls is creating a call campaign. Campaigns contain all the
logic to properly tag, track and route calls in order to manage how calls will be handled. Using
Retreaver, users can create unique toll-free numbers and associate them with specific campaigns. When a
lead dials into the assigned tracking number, they will be automatically connected to the desired direct line
or extension, where Retreaver works to gather any necessary information on our backend to process the
call and route the caller to the best available agent.
Create
your free account
to claim a $5 credit on your account today. Your first call campaign is on us:
Creating call campaigns within Retreaver is quick and simple.
View our
"How
to create your first call tracking campaign"
guide to get started!
Main components of a Call Tracking Campaign:
-
Call Campaign:
Campaigns contain all the logic to properly tag and track calls. Campaigns provide an overview of
any applied routing settings, IVR prompts, call endpoints and webhook workflows. Users can then
monitor their inbound call analytics using the Retreaver dashboard and isolate data by campaign,
source, call endpoint, or keyword for more detailed reporting.
-
Tags:
Tags represent call attributes which are applied to callers as they engage with a campaign, they
can also be used to trigger events and route calls to an applicable endpoint.
Retreaver can apply tags to a call at anytime either before a call is made, while a call is
being transferred, in the middle of a call or after the end of a call.
-
Sources:
Sources are used to organize your inbound traffic reports. Create sources for specific publishers
that are sending traffic to your campaigns, then tag calls/numbers with the applicable source to
properly attribute call origins and collect data which can be used to analyze marketing performance.
-
Call Endpoint:
Call endpoints represent the final destination of a call. After calls are processed in a campaign,
they are then routed to the best available agent or department to handle that call, which in most
cases is to finalize a sale or handle a support task.
Creating Tags to track Call Attributes
Once a campaign has been created, you must define which call attributes you intend on tracking.
Retreaver provides several tags out of the box to help track common caller attributes such as caller
ID, location and source. Retreaver users can also create custom tags to track any desired call
attributes using our flexible tagging system.
Use Retreaver tags to: |
|
Attribute call sources |
What is driving calls to this campaign? |
Identify caller touchpoints |
Has this caller interacted with this brand
before?
|
Create customer profiles |
Apply attributes back to return callers. |
Manage routing paths |
Send calls to support/sales or a particular agent. |
Enable automatic workflows |
Automate post-call tasks using
webhooks.
|
Evaluate final call outcomes |
Was the call converted? By which agent? |
View our
"How
to Use Tag Types and Operators"
guide to learn more about Retreaver tags and their operations.
Applying Tags to calls using Retreaver
Now it’s time to generate calls and drive traffic into your new call campaign! As callers dial the
Retreaver provided tracking numbers displayed on your advertisements, calls will be automatically
processed and routed through a Retreaver call campaign.
The Retreaver API can be placed on a webpage to track leads in real-time, initiate calls, and apply
tags programmatically. Calls can also be tagged while being processed inside the Retreaver platform,
such as when using IVR prompts to request additional information from a caller, fetching tags using a
static number or posting data back at the end of a call.
Call Tagging and Tracking Methods:
-
Static Number Tagging:
Tagging static numbers is the classic way of attributing call sources. Commonly used in
traditional advertising, email and promotions, tagged static numbers provide an easy way of
identifying a call source by attaching a unique identifier to each number. At the end of a
campaign, view your call analytics to review your best performing traffic generators.
-
Web tracking using Retreaver.js:
Enable real-time page tracking by placing the Retreaver.js API into your webpage. Retreaver will
be able to display dynamic numbers and apply tags for each unique lead on that page. You may also apply tags
programmatically using webpage events or initiate a call using a click-to-call button.
-
Parameter Mapping:
Utilize parameter mapping on your campaigns to scan visitor URLs and identify any mapped
keywords. These keywords can then be used to apply tags for the currently displayed number on
your webpage. Pass valuable data between platforms and websites to properly document a caller
journey from touchpoint to sale.
-
Interactive Voice Response:
Interactive voice response can be used to greet callers, convey instructions or prompt your
callers for additional information to help direct them to the right department or person.
-
Webhook Workflows:
Webhooks are data payloads which are sent or received using a variety of triggers. They are sent
using an HTTP request, in which the URL includes the destination along with a series of
key:value attributes.
“https://retreaverdata.com/data_writing?key=PUBLISHER_KEY&caller_number=CALLER_NUMBER&key_1=value_1”
An example postback webhook, used to attach tags to a caller
number.
Request a data payload from a CRM platform to receive customer profile information at the start
of a call, or use call attributes to trigger events outside of the Retreaver platform at the end
of a call.
View our
"How
to add data to calls"
guide to learn more about applying tags to calls using Retreaver's tagging system.
When it comes to call tracking, there is no one-size-fits-all option. Every business, its products, and its operations are and should be unique. That’s why at Retreaver, we designed our software to create a customizable, flexible, and scalable product for our customers.