CallTrackingMetrics Client Sub-Account Provisioning (Onboarding)

CallTrackingMetrics Client Sub-Account Provisioning (Onboarding)

1. 01

   Create a new sub-account under your agency master account

   Navigate to the 'Sub-Accounts' section in the admin panel and select 'Add Sub-Account'. Name it using the client's domain to keep reporting clean.

2. 02

   Configure dynamic number insertion for the client's website

   In the sub-account, go to 'Tracking Numbers' and enable dynamic number insertion. Set the default pool of numbers and ensure the JavaScript snippet is installed on the client's site.

3. 03

   Map call, chat, form, and text attributes to campaign sources

   Use the 'Attribution' settings to define which channels (Google Ads, Facebook, organic) should be tracked. Assign unique tracking numbers to each source for accurate attribution.

4. 04

   Connect the client's ad platforms and CRM

   In 'Integrations', link Google Ads, Microsoft Ads, Facebook, and the client's CRM (e.g., Salesforce or HubSpot) via native connectors or API. This enables automated conversion sync and lead routing.

5. 05

   Set up call recording and transcription rules

   Under 'Call Settings', enable recording and transcription for all inbound calls. Configure IVR routing to direct calls to the appropriate sales team or department.

6. 06

   Enable AskAI for conversation intelligence

   Activate AskAI in the sub-account to automatically analyze call transcripts. Define custom questions to score lead quality and identify sales opportunities.

7. 07

   Create a client-specific reporting dashboard

   Build a dashboard in 'Reports' that shows call volume, source attribution, conversion rates, and AskAI insights. Schedule weekly email delivery to the client.

8. 08

   Test end-to-end tracking before launch

   Place a test call and submit a test form to verify that the data appears correctly in the sub-account. Confirm that the ad platform conversions are firing and the CRM receives lead notifications.