Call Dashboards Using Slemma

October 20, 2017 | Mark Lesiw

Overview

Retreaver helps companies gain insight into which online and offline campaigns are driving calls, and which of those calls are converting to sales, happy customers and positive business outcomes. Slemma’s cloud-based dashboard & reporting platform helps you aggregating multiple data sources and presenting them in visually stunning call dashboards and data presentations.

This guide walks you through, step-by-step, how to export Retreaver call data into Slemma, where you are able to take full advantage of the data you have captured on your calls by creating custom visualizations by state, caller city, custom tags, date ranges and put that information side by side with your other data sources.

Retreaver Guidebook – Dashboards With Slemma

Audience

Dashboards With Slemma is written for marketers and data analysts looking to better analyze, drill into and present insights from their data-driven marketing efforts.

Pre-requisites

In addition to your Retreaver account, to complete the configuration exercises described in this Guidebook you will also need:

  • A Slemma account. Sign up here for a free 14-day trial and use promo code RetreaverPromo to receive 50% off your first month when you subscribe.

Get your free Retreaver account here

Table of Contents

Before You Begin

  • Table Of Contents
  • Terminology
  • Concepts
  • Relevant Information & Resources

PART I: Getting Data from Retreaver Into Slemma

  • Exporting Retreaver Call Log Data
  • Importing to a File Data Source

PART II: Configuring Charts & Visualizations

  • Top States Sending Calls (Bar Chart)
  • Top Agents Converting Calls (Cross-table Chart)
  • Average Daily Revenue and Payout (Time Series / Line Graph)
  • Calls by Product Tag (Pie Chart)
  • Calls by Source (Tag Cloud)

PART III: Building A Call Dashboard

  • Adding Charts
  • Filtering Data in the Dashboard

Additional Slemma Resources

Retreaver Guidebook – Dashboards With Slemma

Related Guidebooks

Using Start Pings

| Mark Lesiw

Overview

Retreaver helps companies gain insight into which online and offline campaigns are driving calls, and which of those calls are converting to sales, happy customers and positive business results.

This guide walks you through, step-by-step, how to use the Retreaver Start Ping to send data about your caller to 3rd party web services, and return data to your calls as tags for use in routing and reporting.

Retreaver Guidebook – Using Start Pings

Audience

Using Start Pings is written for marketers and customer experience managers looking for an easy way to exchange information about callers with 3rd party web services and customer contact databases in order to get precise routing, deeper agent insights, more personalized experiences, and more useful call analytics.

Pre-requisites

You need a Retreaver account to work through this guidebook. It is also recommended to complete the learning activities that you have:

  • Access to a third-party web service with data about your callers and that is webhook accessible, or
  • A Zapier and a Google Sheets account

Get your free Retreaver account here

Table of Contents

Before You Begin

  • Terminology
  • Concepts
  • Gathering Relevant Information

PART I: Creating a Start Ping to Add Contact Data to a Call

Try It Yourself – Using Retreaver, Zapier & Google Sheets

Retreaver Guidebook – Using Start Pings

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Split Conversions

June 28, 2017 | Mark Lesiw

Overview

Retreaver Split Conversions allow performance marketers using Retreaver to track Revenues and Payouts at the Buyer and Publisher levels across all campaigns, and ‘split’ the conversions across services, products, geographies or any other data point you need to detail your conversion along.

This Retreaver Guidebook walks you through the steps to turn Split Conversions in your Retreaver account, and to configure the conversion information on each of your buyers and publishers for use across all your campaigns.

Retreaver Guidebook – Split Conversions

Audience

Split Conversions is written for performance and affiliate marketers looking for an easy way to track customer revenues globally at the buyer/advertiser level and payout costs at the publisher level.

Pre-requisites

You need a Retreaver account to work through this guidebook and start tracking calls from your marketing campaigns.
We also recommend you enable Retreaver Perform from within your account.

Get your free Retreaver account here

Table of Contents

Before You Begin

  • Terminology
  • Concepts
  • Gathering Relevant Information

PART I: Adding Split Conversions To Your Account

    PART II: Configuring Split Conversions

    • Step 1: Add Conversion Criteria To Your Publishers
    • Step 2: Add Conversion Criteria For Buyers
    • Step 3: Update Default Campaign Conversion Criteria
    • Step 4: Test The Conversions With Calls

    PART III: Viewing Conversion Reports

    • Collaborator Reporting of Conversions
    • Conversions & Tracking URLS

    Retreaver Guidebook – Split Conversions

    Related Guidebooks

    Analyzing Marketing ROI

    June 26, 2017 | Mark Lesiw

    Overview

    Retreaver links digital data with call information allowing Marketers to bring phone calls bag into the marketing mix. Tracking ad clicks is easy but when your ad is driving a customer call, you need to also know which ads drove conversions.

    Retreaver enables marketers to analyze call conversion tracking within email campaigns, to carry customer profiles from online accounts to the phone, and provides agents with priceless contextual information in real time.

    This Retreaver Guidebook walks you through the tools and techniques enabled by Retreaver to analyze the marketing impact of your calls, and attribute every call outcome to activities and ads that drove the call in the first place.

    Retreaver Guidebook – Analyzing Marketing ROI

    Audience

    Analyzing Marketing ROI is written for enterprise and brand marketers looking to doing serious analysis on their phone calls.

    Pre-requisites

    You only need a Retreaver account to work through this guidebook and start tracking calls from your marketing campaigns.

    Get your free Retreaver account here

    Table of Contents

    Before You Begin

    • Terminology
    • Concepts
    • Gathering Relevant Information

    PART I: Getting Started With Basic Call Tracking

    • Step 1: Add Call Sources
    • Step 2: Add Call Handlers
    • Step 3: Create A Call Campaign
    • Step 4: Add Phone Number(s) To The Campaign
    • Step 5: Test Your Campaign
    • Reporting Campaign Results

    PART II: Adding More Data To Tracked Calls

    • Step 1: Create Data Tags for Tracking
    • Step 2: Adding Data to Inbound Phone Calls
    • Step 3: Analyze Calls With Tags

    PART III: Improving Marketing ROI

    • Technique 1: Measure & Adjust The Marketing Mix
    • Technique 2: Provide Call Handlers With More Information To Help Convert Calls
    • Technique 3: Prioritize Call Routing To Higher Yielding Handlers
    • Technique 4: Introduce Questions to Disqualify Leads
    • Technique 5: Add Automated Post-Call Re-marketing

    Retreaver Guidebook – Analyzing Marketing ROI

    Related Guidebooks