How To Track Calls As Goals In Google Analytics

March 22, 2018 | Mark Lesiw

Overview

Why Track Calls as Google Analytics Goals

To gain insight into the marketing that is converting best, it’s important to fully track the journey of a visitor from Ad to click to call to converted outcome.

How It Works

  • Visitor goes to your ad and clicks through to landing page
  • They hit a landing page with tracking template that includes data such as keyword & gclid and where they are presented with a dynamic tracking number
  • When they call the number
    • An event can be tracked that the call initiated
    • An event can be tracked that the call connected
    • An event can be tracked that the call converted (and optionally that did not)
  • In Google Analytics each event may be aligned to Goals
  • Completed Goals are configured to trigger conversions in Adwords

You now have insight into which Ads (and keywords) converted best.

Getting Set Up

Configure Retreaver

Create a campaign

Any campaign will work. Ensure conversion tracking is in place if you have call conversion criteria.

Add Parameter Mappers for Adwords’ Google Click ID and Keyword

You will need to add a gclid and keyword parameter mapper in Retreaver. Ensure your adwords also includes a parameter for glcid and keyword in your tracking template.

Typically the value-track parameters to add to your tracking template are: ?utm_source=adwords&glcid={gclid}&keyword={keyword}

To enable auto-tagging of parameters to urls in adwords see:  Tag Your AdWords Final URLs

Add Tracking URLs to the campaign to track Events back to Google Analytics

Set up Tracking URLs for call-based events you want to track in Google.  For example:

With Retreaver it’s possible to send multiple events for a single call to Google Analytics using Tracking URLs. For example:

Using the Tracking Url: Start: When a call Comes in
https://www.google-analytics.com/collect?v=1&tid=UA-XXXXXXXXX-X&cid=YYYY&t=event
&ec=Call&ea=Call+Started&el=Call+Started

Using the Tracking Url: Answered: When a handler answers call
https://www.google-analytics.com/collect?v=1&tid=UA-XXXXXXXXX-X&cid=YYYY&t=event
&ec=Call&ea=Call+Answered&el=Call+Answered

Using the Tracking Url: Conversion: If call converted

https://www.google-analytics.com/collect?v=1&tid=UA-XXXXXXXXX-X&cid=YYYY&t=event
&ec=Call&ea=Call+Converted&el=Call+Converted&e=##

For each Tracking URL, assign parameters as follows (for all parameters available click here)

  • v = The Protocol version. The value should be ‘1’.
  • tid = The tracking ID / web property ID.
  • cid = Client ID. Anonymously identifies an instance. [call_uuid] token is an option here.
  • t = Type. Use ‘event’
  • ec = Event Category. We suggest using “Call” or “Calls”.
  • ea = Event Action. We suggest using an action aligned to the call status. I.e. Call+Started. Note the spaces must be escaped with a + or %20
  • el = Optional. Event Label. For use in Reporting
  • ev = Optional. Event Value.  Must be an integer (Google limitation). This will track the value of the conversion from call to Google Analytics.

Optionally include:

  • gclid = Google Click ID. Needs to be passed to your landing page via the adwords tracking template. This is needed to match the ad conversion back to the ad.
  • cs = Source. This should align to your [source_id] or [affiliate_id]

Ultimately, use any event category, action and label you like. For simplicity we’ve kept the category as “Call” and the action and label the same as eachother.

For Events relating to conversions. The Tracking URL needs to also &gclid=[gclid] added to the end. This will be used to map conversions in Google Analytics to Adwords.

Test Fire Each Tracking URL

Either place a call through the campaign that will trigger each event. Or use the “Test Fire” button in Retreaver to send a call to Google Analytics. This will help you check that the events are being registered correctly.

Configure Google Analytics

Confirm Events Are In Google Analytics

Navigate to Behaviour > Events > Top Events in your Google Analytics.  You should see the Event Category listed in the table. Add a Secondary Dimension for Event Action. This will show you the different types of events sent to Google Analytics from Retreaver.

Create Goals

Click on Admin then navigate to Goals under the View column:

Next you will be asked to set up your first goal, or if you need to, click “New Goal”.

1. Select the Custom option for Goal Setup. Then Continue.

2. Next. Give your goal a name and select Event as the Type. Then Continue.

3. Set the Category, Action and Label to match what you used in your Tracking URL, remembering to replace any escaped characters with their actual spaces or values. For example, “Call+Answered” in the Tracking URL becomes “Call Answered” in the goal details. Then click Save.

Your goals are now ready to go.  Complete a few test calls to confirm you see the conversion information come through in the Goal view (Conversions > Goals > Overview).

For additional information check out the following links from Google

 

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

Related Guidebooks

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