Integration


13
Apr 11

Mongoose Metrics Call Tracking Partners with ion interactive LiveBall

It’s official.

Mongoose Metrics has partnered with ion interactive, providers of LiveBall, a cloud-based landing page software platform. The partnership brings marketers one step closer to seeing and understanding online and offline conversion data in one dashboard.

By combining the power of call tracking data with LiveBall’s landing page conversion data, marketers no longer need to scramble to marry offline and online conversion information in one place.

LiveBall customers now can immediately access Mongoose Metrics robust set of call tracking statistics directly within the LiveBall dashboard. Read the simple and specific directions on how to activate phone call tracking within LiveBall.

Customer demand prompted the partnership as more marketing professionals see the value in integrating online and offline data across silos into one manageable dashboard.

We’re working with a number of new partners to bring more intelligent offline data to more online platforms.

The possibilities are endless when you think creatively and integrate reporting systems to find better answers. For example, does your marketing automation software track leads from social media and report them to your CRM as well as populate Google Analytics with the data from conversions and phone calls?

What data points and diverse platforms make up your analytics and measurement wishes?


30
Mar 11

Track All of Your Conversions in One Place

One business. One dashboard.

The solution for tracking online conversions in the same dashboard with offline (phone) conversions is now a reality. Our recent partnership with ion interactive, providers of LiveBall, a cloud-based landing page software platform, allows clients to  integrate call tracking data alongside online conversion data for a full and accurate conversion picture.

By combining both online and offline data, marketers gain a deeper understanding into how their marketing efforts are driving conversions to make more informed campaign adjustments.

When you inject call tracking data into the LiveBall platform, you can:

  • Automatically track phone calls as conversions.
  • Optimize online creative based on phone tracking data.
  • See conversion reporting of phone calls in real-time alongside lead generation data.

This integration is accomplished with Javascript provided by Mongoose Metrics. When a respondent visits your web page, the script triggers a dynamic phone number which replaces the “base.” When a respondent calls this phone number, a conversion (or tag) is tracked back to LiveBall. The conversion populates LiveBall performance gauges and reporting.  Ion interactive provides  full set-up details for LiveBall clients in their support center.

At the core, combining these two data silos in a simple, accessible and easy-to-use platform like LiveBall allows multiple team members — from the CEO and CMO to data analysts, graphic designers and ad buyers — to access a powerful data set in real-time in which to make daily business decisions.

Tell us: What business intelligence systems do you use to integrate marketing data?


15
Feb 11

How to Integrate Call Tracking with Salesforce CRM

Whether you’re a Salesforce power-user or a novice, you’ve come to rely on the power and reliability of the platform to run your business.

Aside from scheduling meetings, follow-up phone calls and keeping track of customers and prospects, perhaps one of the most important data points Salesforce illuminates is how leads are created and which marketing sources deliver them.

For most Salesforce users, leads are created through the usual channels:

  • A sales representative manually creates or updates the lead;
  • Marketing automation software feeds leads into the system;
  • Prospects download web forms on your website and your backend system injects the information into Salesforce.

SalesForce

But what happens if a new or existing prospect calls in to your business?

Can you rely on the person answering the phone to accurately record how, where and when the caller found your business?

Integrating call tracking data into Salesforce solves these dilemmas and provides a treasure-trove of data points to better understand how prospects navigate through the sales funnel.

Call tracking as a middleware component also allows you to understand more of your prospect’s DNA.  Imagine being able to see leads by phone call within your Salesforce lead reports.  When you integrate phone call data you’ll immediately see phone calls as well as the corresponding keywords and marketing sources which generated them in a number of Salesforce reports.

SalesForce Lead

Phone call data can be injected into a number of Salesforce reporting dashboards and is fully customizable to your particular needs whether your the CEO looking for an overview of lead sources or a sales representative trying to understand why a prospect has been calling customer support.

Here’s the simple upload form within the Mongoose dashboard:

Once you’ve connected your Mongoose phone call data with Salesforce you’ll be able to start analyzing how, when and why phone calls are coming into your business. Here’s an example:

By drilling down further into a lead generated by a phone call within Salesforce — as the following screen shot depicts — users can access a recording of the call, see which pay-per-click keyword generated the call, get the geolocation of the caller as well as caller ID and IP address.

SalesForce Leaddetail

By arming yourself with phone call data within Salesforce you’ll close more deals and learn more about how prospects are responding and interacting with your company.

Do you track phone call data within Salesforce? Please share your experience within the comments.


15
Dec 10

Tracking Phone Calls from Click to Close

“Hello.  How can I help you today?  This call may be monitored for service quality.”

That’s the basic script if your business relies on phone calls.  Of course, it’s imperative to employ friendly and knowledgeable humans to answer the phone. But perhaps more important is to understand – at a deep level – which online search engines, social media campaigns and direct advertisements are driving phone calls to your business.   After understanding the marketing sources, you then need to understand how much revenue each phone call generated and then link that back to the marketing source so you can optimize your next round of spending.

An enterprise-level call tracking solution is specifically designed to take the mystery out of your web visitors’ search path from first click to phone call to completed sale.

Here is how we connect the click to the close:

  1. Marketing: Log website activity through Mongoose Metrics proprietary web analytics
  2. Action: When the prospect calls, connect the call information to the existing web analytics data
  3. Conversion: Synchronize information between Mongoose Metrics and the customer CRM
  4. Intelligence:  Analyze reports from the Mongoose or CRM level to optimize which marketing sources are generating the highest value closes.

By integrating a robust set of call tracking data with your marketing automation software, bid management provider, analytics vendor and CRM system, it is possible to see the entire conversion picture from click to close.  View a list of our integration partners including Google Adwords and Google Analytics.

The following screenshots detail the journey of Mike Browne, a recent Mongoose Metrics customer who called after viewing a PPC ad on Google and downloading a white paper.  Here’s the path he took:


Step 1:

Mike Browne appears on the radar as a prospect in our marketing automation software indicating that he has been browsing the website and interacting with our content.   This means he is interested but possibly not a qualified sales candidate yet.

click2call1

click2call1a


Step 2:

The Mongoose Metrics system logs a phone call from Mike Browne.   We link this phone call back to the web analytics data we have gathered about Mike from his website interaction.  The data logged includes time, date, recording, geolocation, keyword source, keyword type and a variety of other data points.  See a detailed list of data points.

click2call2


Step 3

The Mongoose Metrics system injects this data into our CRM and assigns the lead to sales representative Drew Johnson.  Drew then takes that lead and moves it through our sales process from qualified to opportunity and finally to closed sale.  Once the sale is closed, the Mongoose Metrics system again synchronizes to the CRM allowing the Mongoose Metrics system to report the actual revenue generated from that lead and ultimately tying that revenue back to the source of the inquiry. Learn more about CRM integrations.

click2call3


Step 4

View an aggregate of call data in the Mongoose Metrics dashboard to understand which advertising sources are driving phone calls.   This completes the feedback loop so that you can make accurate determinations of which marketing sources are driving the key sales for your business.


click2call4

Conclusion – Call tracking provides marketers with a powerfully simple way to understand and validate marketing campaigns.  It’s a fact: Forty-six percent of local online searchers contacted a business by telephone following their Web research (TMP Directional Marketing and comScore, summer 2009).

With so many consumers letting their fingers do the walking, online marketers must learn how to measure and analyze calls resulting from online searches.  And, as nearly all consumers (97 percent) now use online media to shop locally (BIA/Kelsey and ConStat Survey, February 2010), tracking phone calls resulting from online searches is more imperative than at any time in history.


17
Sep 09

Phone Call Tracking To Sugar CRM Lead Integration

For CRM users looking for phone call tracking, Mongoose Metrics enables SugarCRM users to instruct tracking phone calls to automatically generate a new lead.  As a part of the phone call generated lead, all call detail metrics can be saved to the lead record in SugarCRM.  For AccuTrack Session campaigns, in addition to call details, online session metrics such as keyword and visitor IP can be saved to the SugarCRM lead.  This solution enables SugarCRM users to further expand their tracking capabilities by recording all inbound phone calls from a marketing campaign.

Here’s the key phone call data which can be inserted into SugarCRM:

  • Caller ID
  • Tracking number dialed
  • Date/time
  • Call duration
  • For successful 411 look-ups, incoming caller’s:
    • billing name
    • billing address

For AccuTrack Session campaigns, the following visitor session data is available:

  • Organic or PPC keyword
  • Visitor IP
  • PPC ad ID
  • PPC campaign ID
  • URL view at the time of the call
  • Custom tracking variables

Integration Strategy

The phone to SugarCRM integration works by building off of Sugar’s built in Web Lead Form Tool.   Using this tool, a Mongoose Metrics phone call can be recorded into SugarCRM as a lead via the simple method below:

  1. Create a modified web to lead web form hosted on your server.
  2. After the phone call completes, Mongoose Metrics posts back to your web form the phone call data.
  3. JS code on your form’s webpage will read the phone call data contained in the post-back URL and auto-complete the form fields.
  4. The form will auto-submit into your SugarCRM application as a web to lead form submission.

Sample Code and Integration Instructions

Below is an example code block of a web form that successfully creates a SugarCRM lead from a phone call.  This is the form  placed on a web page visited by the Mongoose Metrics phone server after each completed phone call.  Full code and detailed instructions can be found here Phone Call To SugarCRM Integration Resource Document (Opens as a PDF).

 

 

 

Example Code:

<script type=”text/javascript”>
// function to read URL parameters
function gup( name )
{
name = name.replace(/[\[]/,”\\\[").replace(/[\]]/,”\\\]”);
var regexS = “[\\?&]“+name+”=([^&#]*)”;
var regex = new RegExp( regexS );
var results = regex.exec( window.location.href );
if( results == null )
return “”;
else
return results[1];
}
</script>
<script type=”text/javascript”>
// define your js variables here from URL parameters
var lastname_param = gup(‘lastname’);
var phonework_param = gup(‘phonework’);
</script>
<form action=”YOUR_URL” name=”WebToLeadForm” method=”POST” id=”WebToLeadForm”>
<input id=”last_name” name=”last_name” type=”text” value=”">
<input id=”phone_work” name=”phone_work” type=”text” value=”">
<input id=”campaign_id” name=”campaign_id” value=”YOUR_CAMPAIGN_ID” type=”hidden”>
<input id=”assigned_user_id” name=”assigned_user_id” value=”YOUR_USER_ID” type=”hidden”>
<input id=”team_id” name=”team_id” value=”1″ type=”hidden”>
</form>
<script type=”text/javascript”>
// writes your defined js variables to input field value
document.getElementById(‘last_name’).value=lastname_param;
document.getElementById(‘phone_work’).value=phonework_param;
</script>
<script language=”javascript” type=”text/javascript”>
// auto submits form on load
document.WebToLeadForm.submit();
</script>


22
May 08

How To Create Email Alerts From Phone Call Tracking Numbers

This how-to article will show you how to create your own custom email alerts that trigger when a Mongoose Metrics phone number is dialed. The email alert can contain all the call details from the phone call including incoming caller phone number and call time duration. To implement this feature you’ll need access to a web server that can send email through a scripting language processed on a web page. Our example will make use of PHP’s mail function.

Understanding Mongoose Metrics Dynamic Variable Insertion
With all Mongoose Metrics phone call tracking numbers you can elect to have a URL visited every time the tracking number is dialed. An advanced version of this feature exists that enables you to dynamically append to your elected URL variables in real time.

As an example, a URL with the parameter syntax of :

http://www.mongoosemetrics.com?incoming_caller=CALLER_PHONE

would construct the URL if dialed by the number 216.502.2750:

http://www.mongoosemetrics.com/incoming_caller=2165022750

The above example makes use of the Mongoose Metrics dynamic variable CALLER_PHONE which acts as a place holder in the URL string. When the tracking number is dialed and the call is completed, the Mongoose Metrics phone server will see this place holder variable in your URL string and replace it with the actual data from the live call.

Here are some of the dynamic variables available:

CALLER_PHONE – The incoming caller’s phone number.
CALL_DURATION – The total billable length of the call.
CALL_DATE – Date of the call.
MONGOOSE_NUMBER – Trackable phone number which was called by caller.
CALL_DESTINATION – Destination number that trackable number points to.

Step One – Construct Your Tracking URL

  • From the ‘Trackable Number’ tab in our Mongoose Metrics account, click on the ‘configure’ link to the right of your tracking number.
  • Next, construct the URL that will be visited every time your tracking phone number is dialed. To send your email meaningful information about the call, use some of the above dynamic call variables in your URL string. Here’s an example URL string which would be placed after the domain name portion of your URL: /?phone_number=CALLER_PHONE&call_time=CALL_DURATION

When the tracking number is dialed, Mongoose Metrics will construct the URL string and visit the URL. The phone server will replace CALLER_PHONE and CALL_DURATION with the actual data from the phone call. You have now passed from the phone call the call detail information and sent it to a web server for further handling.

Step Two – Creating An Email Script

Our example will use PHP’s mail function. To review, we now will have a web page visited every time a tracking number is dialed. That web page will be visited by the Mongoose Metrics phone server with a URL string populated with the phone call details. You next have to grab the data found in the URL string and insert this into your email alert message. With PHP this is fairly straight-forward. Here’s how:

On the web page that the Mongoose Metrics phone server will visit, place this code snippet above your<html> tag. This code example will look for the URL parameters phone_number and call_duration. If it finds these parameters in the URL string, it will grab their values and send them off in an email.

<?PHP
$phone_number = '-1';
if (isset($HTTP_GET_VARS['phone_number'])) {
$phone_number = $HTTP_GET_VARS['phone_number'];
}
$call_duration = '-1';
if (isset($HTTP_GET_VARS['call_duration'])) {
$call_duration = $HTTP_GET_VARS['call_duration'];
}
?>

Next you need to paste anywhere in the web page code so long as it’s below the above snippet of code. Here’s some sample code. It may be adapted to your needs.

<?PHP
if ($phone_number <> '-1') {
$to = 'me@mydomain.com';
$subject = ' '. $phone_number .' | ' . $call_duration .' - Phone Call Alert';
$message = '';
$headers = 'From: alerts@mydomain.com' . "\r\n" .
'Reply-To: noreply@mydomain.com' . "\r\n" .
'X-Mailer: PHP/' . phpversion();
mail($to, $subject, $message, $headers);
}
?>

The above code example will send an email with a subject line only. In the subject line will be the incoming caller’s phone number and call time duration.

Adaptations And Uses

The above information gives you the basic picture and setup. You can now fire off email alerts whenever your tracking number is dialed. Because you implement your own processing code with each e-mail, the variations on what you can do are endless. Here are some additional examples of how to further adapt this method:

  • Send the email if the call duration is over or under a certain call duration length
  • Send the email to different recipients based upon the area code of the incoming caller
  • Send the email if a specific tracking number is dialed
  • Send the email if it’s called from a specific keyword or campaign
  • Send the email based upon the time of the call
  • Instead of an email, why not insert the data into the server’s database for additional processing or advanced metrics. This could include associating the incoming caller’s phone number with a web sales or lead generation conversion or archiving the data as apart of a longer sales cycle.

You may wonder, why send email alerts from trackable phone numbers in the first place? Only you can decide if this implementation provides value to your online marketing campaigns. However, here are some examples of how Mongoose Metrics customers can make good use of this method.

  • Missing Calls. Phone call conversions from paid search campaigns can be quite valuable depending upon your market. Existing phone systems already allow you see missed calls and Mongoose Metrics call detail reports will show you complete call logs. But lets face it, in a sea of phone calls, sometimes you or your clients can still miss the message and not return the call promptly.  If you’re on the go or on the phone a great deal, missing phone calls is a part of life and email alerts can prioritize who to call back.
  • Sales Management. Looking at call detail reports at the end of the day or at the end of the week sometimes isn’t fast enough. Email alerts can be constructed for sales managers so that they can easily see what is going on with phone call leads.
  • Client Notification.  In many business environments it’s not realistic to expect clients to log into reports. However, clients still want to know what’s going on. If a simple subject line email makes the difference between communicating the necessary information the right or wrong way then it can make all the difference in the world.
  • Flexibility. At the heart of Mongoose Metrics philosophy is a commitment to flexible and easy to use products. Email alerts with phone call details is another example of we offer adaptable solutions to your business.

1
May 08

How To Set-up Phone Call Tracking With Google Analytics

This page provides step by step instructions on how to integrate Mongoose Metrics’ Phone Call Tracking service with Google Analytics.

Set-Up Instructions

  1. Create a Mongoose Metrics account. There is a demo code on the sign-up page. Use the code to fully test the service risk free.  As with all demo accounts, you will not be charged, but you must place your credit card on file with our service.
  2. Provision a Mongoose Metrics tracking phone number. After provisioning the number you must do two things:a) Map the tracking number to a destination number. The destination number is the phone number that will ring when the tracking number is dialed. b) Next, within the ‘Trackable Phone Number’ section of your Mongoose Metrics account click on the ‘web analytics’ link next to your tracking number. This will take you to the web analytics set-up page. Once there, enter the URL which the Mongoose Metrics’s phone server will visit once the tracking phone number is dialed. We suggest you use the Google Analytics URL Builder tool in order to properly tag the URL. When the URL is properly tagged with a campaign, keyword, medium and source the call event will appear in the ‘Campaign’ section of your Google Analytics reports.
  3. Ensure that the URL you have designated the Mongoose Metrics phone server to visit has your Google Analytics js snippet on the web page. If you have already setup Google Analytics then this step should be complete.

That’s it! When the tracking phone number is dialed, the Mongoose Metrics phone server will issue an automated browser visit to your specified URL. This will represent the call activity back to your Google Analytics reports.

Frequently Asked Questions

How is the phone call event represented in my Google Analytics reports?
A phone call is expressed as a unique visitor with one page view. By using the Google URL Builder to help define the medium of the campaign as, ‘phone’ you can infer that one unique visitor is equal to one phone call. The image below from a Google Analytics report demonstrates how the phone call event will appear in your account.

Where do I view Mongoose Metrics phone call activity within my Google Analytics reports?
We suggest using the Google Analytics URL Builder in order to properly tag the tracking URL of your hidden web page. In the tracking URL define campaign medium as possibly ‘phone’ and use campaign name to represent the name of your marketing campaign where the tracking number is placed. To view offline phone call activity you can click on ‘Campaigns’ in the left menu of Google Analytics under the ‘Traffic Sources’ section. From there, you’ll see the campaign of the offline tracking phone number if you tagged the link using the Google URL Builder.

How are missed calls answered handled?
If the tracking phone number is dialed and connected to the destination number, our phone call server will place a visit to your hidden tracking page. This will include calls that go unanswered.

I’m using paid search, how can I track in Google Analytics the keyword that delivered the offline phone call?
This can be accomplished by passing the tracking number in the destination link of your ad. From there we will publish the tracking number to the landing page. You will need to provision a separate tracking number for each keyword, ad group or campaign you wish to track. Click here to see detailed set-up instructions.


30
Apr 08

Dynamically Publish Tracking Phone Numbers With Cookies

This article explains how to publish a Mongoose Metrics call tracking phone number on landing pages and websites where the tracking phone number is passed in the destination link of a paid search ad and set to cookie. This method is ideal for advertisers who want to drive traffic through PPC/paid search and measure of those keywords that result in offline phone call conversions.

Tracking Phone Number Publishing Example Scenario

  1. Searcher clicks on paid search ad.
  2. In the destination URL of the ad is the tracking phone number.
  3. When the searcher arrives at the landing page/website through the destination link, the tracking phone number is set to a cookie on the searcher’s computer.
  4. From the set cookie, the tracking number is published on the landing page and if needed throughout the entire website.
  5. Since the tracking number is set to a cookie on the searcher’s computer, the tracking number will re-appear every time that searcher returns to the website.
  6. If the visitor does not arrive at the site through a paid search destination link that contains the tracking number, the website’s default phone number appears instead.
  7. As with all Mongoose Metrics tracking phone numbers, we export the phone call into your analytics package of choice whenever a call is completed.

Tracking Phone Number Implementation Instructions

This solution is entirely Javascript based and will work on any browser that is both Javascript enabled and that accepts cookies.

Step 1. This step has actually two parts. First, paste the js snippet code below on the landing page of your campaign. This should be the same page as the one containing your tracking phone number links to. This code will set the tracking number found in the URL to a cookie on the searcher’s machine.

Second, you must paste the same code in place of any phone numbers on your site. Paste the code in the body of your webpage wherever you wish for the phone number to appear. The js snippet will either publish the default phone number or the phone call tracking number depending on if the set cookie is found.

<script language="javascript" src="/MM_PhoneTracking.js"></script>
<script language="javascript" >
key = getVar("keyword");
tn = getVar("phone_number");
source = getVar("source");
content = getVar("content");
campaign = getVar("campaign");
if(tn!="")
{
setcookie(key,tn);
}
getcookie(); //call getcookie function to retrive the cookie
</script>

Step 2. Download the file MM_PhoneTracking.js by right clicking and saving this link.

Step. 3. On line 58 of MM_PhoneTracking.js you’ll need to replace the demo number with the default number of your website. The default number is the phone number you want dialed when the visitor did not arrive at your site through your campaign.

Step 4. Post MM_PhoneTracking.js to the root directory of your site. If you want to post the file elsewhere that’s fine but be sure to edit the on-page js snippet which references the path.

Step 5. That’s it! To set the tracking number to cookie you must arrive at any page that contains the on-page js snippet and also have the tracking number in the URL. The snippet is used to both set the tracking number to cookie and/or display the tracking number. Remember to paste it on the entry page of your campaign and anywhere you want the phone number to appear.

The syntax of the url paramter is:
phone_number=8001234567

An example link is:

http://www.mongoosemetrics.com/?phone_number=8001234567

Additional Implementation Notes

Changing phone number format.
Both the default and tracking number must be stored and passed without formatting. You can change how the phone numbers will appear on the web page beginning on line 96 of the MM_PhoneTracking.js file.

Changing How Long The Cookie Is Stored
By default the cookie is set to save on the visitors machine indefinitely. If you need to change how long the cookie is kept before expiring you may do so on line 51 of MM_PhoneTracking.js