To start using the Roistat calltracking, configure the scenario of number substitution.
Roistat calltracking scenario is a set of rules and configurations that regulate the process of number substitution. Scenarios can also be used to track the effectiveness of the offline marketing channels in the static calltracking.
You can configure several scenarios for one website, for example, if you want to substitute two numbers from different regions on one webpage. To do it, configure the single scenario for each region (read Step 6 of the scenario configuration).
If you rent the numbers but don't activate the scenario, the subscription fee for the number is charged anyway.
If the calltracking balance gets to zero, Roistat sends the message to the email address specified in your account.
To inspect and configure the scenario, open Calltracking → Scenarios:
Users who already configured the scenario will be redirected to the new stage automatically.
All number settings from Settings and Number management tags will be transformed into the configured scenarios.
If five numbers are configured using the one way, and the other five numbers configured using a different way, there will be two scenarios. If all the ten numbers are configured using one way, there will be one scenario. If each of the ten numbers is configured using a different way, there will be ten scenarios.
If the new calltracking scenario was not configured in your project, your website uses the old logic of the number substitution: numbers and prefixes are issued to the webpage using the window.roistatPhonePrefix and window.roistatPhonePrefixBind accordingly.
To start using the calltracking scenarios, you need to change the old logic of number substitution to the new one: window.roistatCalltrackingScripts. This logic sets the scenarios, and related phone numbers are displayed on the webpage.
To fully configure the new calltracking version, contact our customer service.
By default, deals created from calls are not appointed to the manager that receives a call. Deals are appointed to the manager that is stated in:
- calltracking scenario settings in the additional field that appoints the manager responsible for the lead (read step 5 of the Advanced scenario settings)
- integration settings in the additional field that appoints the manager responsible for the lead.
If there was a call from number А to number B, during the next call from number A to number B Roistat will take the marketing source from the first call. This is intended to transmit the source of the repeated calls correctly, for example. when a client saved your company number and dialed it later.
This logic will not change even if number B will be moved to the other scenario (for example, to the static scenario).
How to create a scenario
To create a scenario, click the Add scenario button. You will see the settings window.
To go to the next step, click the Continue button.
To come back to the previous step, click the related step of the scenario.
You can title the scenarios to distinguish them from each other. The text box is in the upper left side of the window.
Roistat calltracking has basic and additional parameters. Basic parameters are necessary, additional parameters are optional.
- First, you need to engage the virtual phone numbers that will be dialed by your clients. These numbers will be substituted on your website.
Then, configure the readdressing of calls. Your website visitors' calls will be readdressed to the numbers of your company.
- Tag the substituted number and configure its display format. See more at Substituted number tagging.
4. Configure the type of calltracking and specify the marketing channels.
You can set up different types of calltracking (dynamic and static) for different marketing sources. By default, substitute numbers are given to all marketing channels. All these numbers have dynamic calltracking type.
If you use several calltracking scenarios, pay attention to this step.
When the user visits the website, he receives the visit number and Roistat calltracking provides the substitution number. If the terms of activation are not configured in the Roistat calltracking scenarios and your website does not have scripts that limit the scenario activities, the visitor receives substitute numbers from each scenario. After this, numbers are substituted on the website according to the selectors (classes and IDs) used on the website and specified in scenarios. If selectors in several scenarios correspond, visitors of different landing pages may receive the same number. Because of this, in the calltracking report, both visitors will have have the same visit number. Excluding some landing pages with the help of terms of scenario activation will solve this problem.
5. Configure the integration with different services and systems.
a) Sending of leads to CRM
You can configure the creation of leads in CRM after calls to the numbers from the scenario. Read more in the Sending of the additional information about the call to CRM.
b) Webhook for sending the data about calls.
You can configure the sending of parameters of calls via Webhook. Read more in the Tracking the calls via Webhook.
c) Sending of the goal "Call" to Google Analytics
If you have a Google Analytics account, you can configure the sending of the goal "Call" with the type "Event" from Roistat to Google Analytics. Read more in the Sending of the goal "Call" to Google Analytics.
6. Configure the terms of scenario activation
a) Activate the Exclude selected sources check box if you don't want the calltracking scenario working for calls from specified regions.
b) Activate the Exclude selected landing pages if you don't want the calltracking scenario working for calls from specified landing pages.
If you use several scenarios-site bundles, we recommend you to configure this field to prevent the reduction of calltracking accuracy.
After completing all these steps you may activate the scenario immediately or save it without activating. If you want the numbers of the scenario to be substituted automatically, and Roistat to track the source of calls, the scenario must be activated.
After clicking the Save and enable button you will see the window where you should approve the purchase of configured numbers by clicking the Connect button.
If you don't have enough funds to pay for the connected services, Roistat will notify you about it.
Enabling / Disabling
You should activate the scenario to make phone numbers substitute automatically and to let you track the source of the calls. To do it, move the clicker in the Status column.
You can activate the scenario only if you have enough funds on the balance.
If you did not activate the scenario but already configured the substitution numbers, the subscription fee will be charged anyway.
To edit the scenario settings, click the in the Actions column.
To save changes, click the Apply button.
To delete the scenario, click the in the Actions column.
If you want to stop the scenario, disable it in the Status column, but do not delete it.
Scenario table browse
Your scenarios are saved in the Scenarios tab as a table. Each scenario in the table has the following columns:
Status – scenario status (enabled or disabled);
Name – scenario name;
Type of call tracking – calltracking type (static or dynamic);
Numbers – the quantity of phone numbers in the scenario. By clicking the digit, you will see the list on phone numbers;
Accuracy – calltracking accuracy (in percentage). It is displayed after the number is shown the first time;
Calls – the number of calls in the scenario;
Date of creation – scenario creation date;
Actions – action buttons:
– open the scenario settings;
- – delete the scenario.
Automatic maintenance of the calltracking accuracy
This tool will help you to keep the accuracy of the Roistat calltracking in the range of 90 to 100 percent.
Roistat verifies the accuracy of the scenario, and on the basis of current accuracy, automatically buys or deletes the substitute phone numbers.
Automatic maintenance of the calltracking accuracy works only with dynamic calltracking.
1. If the accuracy of the calltracking is below 90%, Roistat buys new substitute numbers automatically.
Substitute numbers are boughts for 7 days, as in manual purchase.
2. If the accuracy of the calltracking is 100%, and the scenario has more substitute numbers than needed, Roistat deletes extra numbers.
Also, Roistat will not delete the recently bought phone numbers.
3. If the accuracy of the calltracking is in the range of 90 to 100 percent, Roistat performs no actions.
Roistat adds or deletes the 5 percent from the current quantity of phone numbers. The calculated value is rounded up.
The accuracy of the calltracking is 84%, the scenario contains 17 numbers.
Automatic maintenance works the following way:
1. At first, Roistat verifies the accuracy of the calltracking. As the accuracy is below 90%, Roistat buys new substitute numbers.
2. After this, Roistat calculates how many numbers should be added. Then, Roistat adds 5% of 17 numbers (0.85 numbers). This value is rounded up, and Roistat adds 1 number.
3. Eventually, Roistat adds 1 phone number to the 17 numbers in the scenario.
The accuracy of the calltracking is 100%, the scenario contains 22 numbers.
Automatic maintenance works the following way:
1. At first, Roistat verifies the accuracy of the calltracking. As the accuracy is 100%, Roistat begins to verify if the scenario has extra phone numbers. If there are extra numbers, Roistat deletes numbers from the scenario.
2. After this, Roistat calculates how many numbers should be deleted. Then, Roistat deletes 5% of 22 numbers (1.2 numbers). This value is rounded up, and Roistat deletes 2 numbers.
3. After this, Roistat verifies if the scenario contains phone numbers whose rental period is less than 24 hours.
4. If the scenario contains numbers whose rental period is less than 24 hours. Roistat deletes 2 numbers from the scenario.
To enable the automatic maintenance of calltracking accuracy, go to the scenario settings and drag the slider to the right, or open the Calltracking → Scenarios and drag the slider of the needed scenario.