How to Guides
How to build, develop and report from your Calltracks
Setting Up My Calltracks Platform
- Organisation Levels - How to structure your Callracks
- Destination Number/Routeplan - How to route your calls
- Route plans - How to update a route plan
- Campaigns and Adverts - How to view your campaigns and adverts
- Static vs Dynamic Numbers - How to know the difference
- Adverts - How to create adverts for static numbers
Users - add, edit, delete
- User roles - The differences between user types
- The Super Admin role
- User profile - Local Manager
- How to create new users
- How to duplicate an existing user profile
- How to set up an outbound caller user on Calltracks
Sales Linking
Reporting - performance, more, saved reports
- Reports Tab
- How can I enable my reporting dashboards?
- How to use the performance report
- How to use Saved Reports
- Report templates for easy reporting
- How to enable the call status and duration in the performance report
Calls - numbers, reports, recordings
- How to Port numbers away from Calltracks
- How to switch call recording on or off for static adverts
- Call Status Definitions
- How to pause call recordings
- Listen to your recorded calls
- How to use Outbound call reporting
Analytics + Third Party Integrations
- GA4 Instructions
- SA 360 Floodlight setup
- How to Log Calls in Microsoft Ads
- SA 360
- How to Log Calls in Google Analytics
- Linking Google Analytics to Calltracks
Help with Goal Reporting
- Why is my goal not firing in Google Analytics?
- Google Analytics - Goal Value and personalisation parameters
- How to import the Calltracks Goal into Adwords
- How to import a reporting segment into Google Analytics
- How to create a reporting segment in Google Analytics
- My calls are not showing in Google Analytics