CallTrackingMetrics Integration with Google Ads and Google Analytics 4

Mel: 00:00:11

One of the ones that kept coming up was learning about CTM, how to set

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it up, what it looks like, how we should

be using it on questions, around CTMs.

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Yeah.

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So nine easy steps, to configure your CTM.

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Hi everyone, it's Mel, senior

client manager here at Solutions 8.

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I'm super excited about today.

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I've been going through all of the

YouTube videos and reviewing comments

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on all of them and getting video ideas

and one of the ones that coming up

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was learning about CTM, how to set it

up, what it looks like, how we should

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be using it on questions, around CTM.

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So we thought we'd do an updated

video on how to set up CTM.

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We have a new client, that we're

going to be doing that for.

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I'm joined today, with Harsh,

who is the head of our CTM team.

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and he's, he helps us set up CTM

and makes it super flawless and

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make sure there's no problems.

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Harsh is awesome.

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So I'm really excited, for y'all to learn

how to set up CTM, what it's all about.

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So Harsh, you can go ahead, take it away.

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Thank you Melissa for

such a nice introduction.

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So I'm sharing my screen to show

you all that how CTM setup is done.

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So we'll start with a new account

that's called Treatment Center.

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So this is the CTM interface

actually, and this is the account.

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what we do generally, we have the CTM

under our agency and, for onboarding a new

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account, we charge 25 for each account.

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So we send the link.

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So what client do generally is that

they pay 25 and we send the link,

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they fill up the details and they

get onboarded under our agency.

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first thing first, what we need

to do a CTM setup means what

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parameters we need to have.

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So basically, first, we need to

have Google Tag Manager for this.

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the website, the number

and the CTM account.

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we'll check the website.

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what we have to search first, where is the

number, how many numbers there, there are.

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here is a number is ends

with six, eight, seven, nine.

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what we have to see, we have to look.

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means every pages of the website that if

there are any other numbers are there.

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So I'll go to the contact us page as well.

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the same number is there.

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Maybe there can be a

different number as well.

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So we have to ask that if we

can track that number as well.

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Because ideally you would want to track

Any phone number that's listed on the

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website, we have to technically be

able to track because you don't know

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what people are going to be calling.

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You might miss out on a lead if

they call a number that you're

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not tracking, it's correct.

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if there are two, three numbers, then of

course, customer can call from any number.

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So we need to track on the

CTM to move more traffic.

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To involve more traffic.

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here we can see that

there is only one number.

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I have been to this website.

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I've searched it all.

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So there is only I'll go

to the future as well.

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6879.

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There's only one number.

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So it's simple that we have to

track only one number, then what

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we have to check is that if we have

got the CTM means the correct tag

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manager means correct tag or not.

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I have the tag legacy over here.

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if it matches with the, Tag man,

means the container which we

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got, we have to match with that.

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Sometime it happens that, some

other tag manager, number is there.

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And means CTM will not track that number.

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Of course, the container

will be different.

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So we have to check it,

cross check it first.

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this answer is 8P26.

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So now we have, I've already opened

the Google tag manager of this account.

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So 8P26.

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So it's correct.

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what we have to do is

that we'll buy the number.

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area code is there, toll tolley is there.

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So sometimes customer asks for

the toll fee, or in the website

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itself, there are toll fee numbers.

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we can buy accordingly.

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happened earlier also with some of

the websites that a client wants to

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attract from the toll free number.

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I think the one that you and I work on

together, I think they had a toll free

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number, so we wanted to keep it the same.

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so we wanted to use that one, you

have the option to use either, or just

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depending on what the client wants.

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the toll free, a little

bit more expensive.

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Is that correct?

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Yes.

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Yes, ma'am.

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It's absolutely good.

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if you don't really care, then you can

just go with the Arial code, the cheaper

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option, which I think is probably fine.

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this is the first number

will be the area code 602.

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So I have already on the area code

tab, so I'll type 602 over here.

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it came as simple as that.

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The company will be in Arizona only.

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So I'll search with this number means

we'll buy the tracking number for it.

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Why tracking number?

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Because in the CTM we need to buy

tracking numbers so that the number

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can dynamically change with the

website number if customer calls up

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and it will be recorded in the CDM.

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that's why we are buying

the tracking number for CDM.

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think that's a really good point just

to for people who might not know it.

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CTM who are interested in

obviously called tracking metrics.

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so what this does is we buy a phone

number, which is harsher showing

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right now, that will dynamically

change on the client's website

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when they click from a Google ad.

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so that enables us to

then track that call.

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And if a purchase was made or an

appointment was made through that call,

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we can attribute that back to Google ads.

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I know a lot of, PPC managers out there,

people getting started, even clients

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don't quite know how to, track their

calls, especially if they're a big,

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business that does all of their, sales or

appointments or most of them, by phone.

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This is really important for optimization.

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thanks, Melissa, here we can

see only one number, so we

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have to buy two numbers for it.

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first thing is that.

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on CTM, it's showing only one number.

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we have to buy HIPAA means

I have to take over here.

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So I numbers

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So the question over here, if we I hover.

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So this says that allow in transmitting

health care information over the phone.

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So what it means that it basically

covers means it's a protection for,

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if any patient has a confidential

report talking over the phone,

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it will protect the patient.

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those.

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So we generally buy HIPP, HIPAA

number to protect that pulse.

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I'll just click over here

and find more number.

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And this would be true for any

kind of healthcare, like a doctor's

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office, chiropractor, dentist, any

of those healthcare professionals.

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yes, absolutely.

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I'm getting only one number over here.

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I'll just go to Google and search for

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area codes

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602480.

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we can take 480 as well, since

CTM only showing that they have

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the carrier of only one number.

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the 480 area code is

primarily shown region.

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from 480, we are finding n

numbers, means many numbers.

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So we can, buy 480 number.

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It's not a problem because,

we are in the same area.

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So different area codes are there.

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It's not a problem with us

since it's More than we can.

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I'll buy these two numbers.

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One for, why I'm buying these two

numbers is that one for the website

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to track the website, this website,

and one for the ad extension.

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buy two numbers right now.

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So that's going to be best practice.

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If they only have one phone number

that we need to track on the

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website, it's one phone number there.

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And then we always need to buy

a second one for ad extensions.

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Yes.

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Correct.

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Great.

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So I'll complete the order.

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this basically the dollars which are

showing over here will be detected

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from the 25 only, means the client

while onboarding they have paid the 25.

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within that, only these, amount will be

deducted and continue to configuring.

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while I'll put the description

to differentiate, which is the

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Google ads number, tracking

source, or which is an extension.

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So dial receiving number is basically

on which operator wants to receive the

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call means want to answer the call.

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It can be different.

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sometimes, client says that

we want different receiving

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number from the website number

so we can change in, routing.

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receiving number will be the same.

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I'll just copy this number

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So I have to select the

tracking source from CTMs.

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There are n number of options over there.

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Since I'm tracking from the website,

I'll be tracking from the website.

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So I've already put over here.

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So I'll try.

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This will be the first tracking

source and I'll type add extension.

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I have to select the target number.

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So no problem.

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I'll just click over here.

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New.

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What I copied first, I'll

put the target number.

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So target number, basically is

the website number only.

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The number we are targeting

is called target number.

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On math, it's fine.

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So on this page, the assigned tracking

number, since we have bought two

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tracking numbers and we are tracking

from the website number only for the

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ad extension also, we'll track the

same, same website number because

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at the end on the campaign level, we

have to put the tracking number only.

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We don't have to put the website number.

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The purchase tracking number will be there

in the campaign level for ad extension.

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I'll see the changes.

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I've selected it.

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it's done over here.

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Then I'll go to the numbers.

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I'll go to the tracking numbers.

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So I have to complete the

setup from here again.

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what will happen?

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I've copied the number.

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Can I have to Google hands?

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the dropdown number will come.

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The configuration is done from here.

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so we have to check everything.

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We are recording inbound calls over

here, not recording outbound calls.

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we have to save the changes.

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After seeing everything,

everything is fine.

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Then I'll go again to

the tracking numbers.

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Here we can see the setup is done.

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We have bought the numbers.

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According to the area code,

according to the target number.

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Now what I'll do, the first step is done.

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I'll go to the tracking code because

we have to install the tracking code.

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Tracking code only comes

when we'll buy the numbers.

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So we have to put the

tracking code on the GTM.

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it should match the GTM

container with the website.

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Then only number will change.

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So I'll copy this tracking

code and I'll go to the GTM.

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I'll create a new tag

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So I'll put the name

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CTM script.

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what option I'll choose

is the custom HTML.

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So this is the HTML, which I've got.

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I guess I just had a quick

question about why, custom HTML?

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What were the other options, because,

Melissa it is in the HTML form.

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So if we have to choose under these

options, custom HTML will choose because

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this code is in the form of HTML tag only.

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it's written HTML.

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So we'll put the HTML.

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Okay.

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And it wouldn't go in Google ads

because we're not necessarily, it's not

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Google, it's not tracking Google ads.

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We're just tracking the

call tracking right now.

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yes, We are tracking means

we are integrating the CTM

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calls with the website.

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So this GTM is a container for

the website as we know that.

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everything should be here means what we

want to track or want to means any and

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kind of things great with the website.

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We have to put the tracking code which

is generated in the CTM with the website.

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Then only the connection will happen.

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Okay, understood.

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this is done.

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Then, triggering to all pages,

means all pages of the website.

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wherever customer lands up, whether

he lands up on here or contact us or

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patients, if anywhere is a number,

the number he will call and the number

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will dynamically change and it'll end

up the CTM and call will be recorded.

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that's fine.

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All pages.

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So I'll save it.

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What I'll do right now,

I'll do the preview.

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With that, it has done correctly or not.

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So I'll go to the website.

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I'll copy the website link.

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I'll just connect it with the website.

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Now it's landed up to the.

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I'll just put it continue.

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So see tag has fired.

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That means it has been

assembled correctly.

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If that means I wouldn't have fired,

then I think there would be a problem.

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Then we have to look

after what is the problem.

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But right now we are good.

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So what I'll do right now, since I

have already created the tag, I'll

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submit it without submitting things.

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I'll publish it.

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Any questions, Melissa?

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you went through all the steps,

I think it was pretty clear.

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So I think we're good.

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Thank you so much.

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Second step is completed.

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We are going to do the third step.

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I'm going to the calls right now.

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Then I'll check again

the tracking numbers.

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It's active right now.

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now the CTM is connected it

with the website through JDM.

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we have to configure it internally.

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the calls and the conversion action,

let's say call will come, how it will

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integrate to the Google ads account.

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So I have to go to the Google

ads account, this entertainment

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center, I have the access.

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I will create the conversion

action for Google ads source

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for the website, basically.

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And for the ad extension.

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So these are options.

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So what we do generally, basically

the calls which are coming on,

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we are importing it earlier.

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because there was no

integrating thing on the CTM.

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So we did it manually.

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So now there is automation and we know

how to do the automation in the CTM.

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So the call deletes will or

means automatically import.

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So I'll choose this one.

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So here are many options.

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other data sources or CRMs means

we are taking the other data

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source means CTM is the CRM.

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So it's the other data source.

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I just have a quick question.

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So the different.

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track calls from your ads or website.

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So that conversion action and the import

is that the track calls from your ads

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or website will just give you a number.

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You received one call and that's

all the information that you get

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and they clicked kind of thing.

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But then if we import the

data, we actually get the

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tracked call from that number.

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We have the recorded voice recording.

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We know if they made a purchase, we'll

know if they booked an appointment,

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how much that purchase was because

that'll all be tracked in that.

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Recorded call, and we can import

that data back into Google ads.

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Is that correct?

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Absolutely correct, Melissa.

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Absolutely.

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For this only, we are

creating a conversion action.

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every data means every lead

means we read it manually.

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Of course, we listen to the calls.

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So if the sales is going on, if the sales

will happen, then it will be recorded

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in this We are creating it right now.

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And then the calls from your website.

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just does not have any of that

information, obviously, because we can't,

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there's no way that other conversion

action is what I'm talking about.

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there was a call that happened.

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Don't know the details.

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call that happened, we

will get in the CDM.

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Okay.

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means the visitor data and everything will

come in the CDM and what we are doing.

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If you read the five star, let's

say if there is a good quality

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call, we have rated the five star.

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we have the parameters.

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I'll show you later on.

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let's say if I'll give a five star,

if it's a good lead, that conversion

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will be recorded according to the date

means on which date the call has come.

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That very day, will show over here

in the conversion action, which

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operating right now means every

conversion or sales is going on.

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It will be caught in the Google ads

account in these conversion action only.

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Perfect.

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for website.

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We will name as an online call

tracking and we'll select this

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track conversion from clicks.

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So over here also, you can see

that track select track conversion

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to import conversion that

proceeded with the click on ID.

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So we have to understand that

on CTM on which parameter, leads

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gets recorded in the Google ads.

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So it recorded in the

form of Google click ID.

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So we have to select this from clicks.

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if some customer.

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Calls up it recorded in the

form of clicks means jekylls.

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: 00:14:18

So that click only will be

recorded in the Google ads.

335

: 00:14:21

So we'll select this.

336

: 00:14:21

for website.

337

: 00:14:22

in the drop down, I'll choose option

other and I will put the, for this is

338

: 00:14:27

a website, basically Google ad source.

339

: 00:14:29

So I'll put online call tracking

340

: 00:14:32

CTM.

341

: 00:14:32

To avoid any confusion, I

just put the CTM over here.

342

: 00:14:35

we have to choose this, use

different values of each conversion

343

: 00:14:39

because we don't know what will

be the value of the conversion is.

344

: 00:14:42

Means if any sales goes on, they

will choose a different value

345

: 00:14:46

according to the CTM recorded.

346

: 00:14:48

That value will be chosen.

347

: 00:14:49

So we will choose this option.

348

: 00:14:51

So we'll choose count every

since we are rating it manually.

349

: 00:14:54

So if the same customer is calling up

again and again, we do the follow up.

350

: 00:14:58

We don't give the five

star again as a lead.

351

: 00:15:00

So we'll choose it.

352

: 00:15:01

Count every.

353

: 00:15:02

Data driven.

354

: 00:15:03

It's simple as that.

355

: 00:15:04

it's recommended.

356

: 00:15:05

so yeah, this conversion action

for the website has created.

357

: 00:15:08

Any question, Melissa.

358

: 00:15:09

No, I think that's pretty straightforward.

359

: 00:15:11

So if we want to go through

the steps again, so the first

360

: 00:15:14

step is configure it in CTM.

361

: 00:15:17

The second step is then to configure

it with tag manager, which will

362

: 00:15:20

be configuration on the website.

363

: 00:15:22

And then the third is to set it up inside

of Google ads, which you've just shown.

364

: 00:15:26

So I think it's all like

very straightforward.

365

: 00:15:28

if you follow the direction,

Harsha gave great directions.

366

: 00:15:30

I'm sure If viewers follow along,

it'd be easy enough to set up.

367

: 00:15:33

Again, for the website is completed.

368

: 00:15:35

Now I'll do for the ad extension.

369

: 00:15:36

The same thing I have to do.

370

: 00:15:38

is to import and manual

input using API uploads.

371

: 00:15:41

What I'll do right now, since CTM is using

third party API for the ad extension.

372

: 00:15:46

we will track the conversion from calls

only because we are putting tracking

373

: 00:15:50

number directly on the campaign level.

374

: 00:15:52

So it will not change dynamically.

375

: 00:15:54

we have to select Tracking

conversion for calls.

376

: 00:15:56

this will be the, I'll name it

call only call tracking CTM again,

377

: 00:16:00

CTM.

378

: 00:16:02

Then again, the same thing,

use different values.

379

: 00:16:05

Every data driven recommended.

380

: 00:16:07

two conversions.

381

: 00:16:09

See called from ads.

382

: 00:16:10

It's from ad extension, import

website, import from clicks.

383

: 00:16:14

So yes, it will remain inactive for now.

384

: 00:16:17

this is, CTM is using third party API.

385

: 00:16:20

So when let's say from the ad extension

call will come and if it's a lead

386

: 00:16:25

and if it's not a visitor data is

there, okay, call is coming from ad

387

: 00:16:29

extension, but visitor data is not there.

388

: 00:16:32

so let's say this is our extension.

389

: 00:16:34

call tracking conversion

action is for that only.

390

: 00:16:37

So let's say there will be a blank.

391

: 00:16:39

No session data will be there.

392

: 00:16:40

So what will happen?

393

: 00:16:41

And if it's a lead, since it's an existing

customer, so we didn't give the five star.

394

: 00:16:46

So if it's a lead, let's say five

star, we has given it as a lead.

395

: 00:16:49

And if it's blank.

396

: 00:16:51

Then only conversion will reflect in

the call only call tracking and it will

397

: 00:16:56

pull the data and it will become active.

398

: 00:16:58

So we don't have need to bother

because many of the client, Melissa,

399

: 00:17:02

someone, many of the specialists also

used to why it's still an inactive.

400

: 00:17:05

So I used to show them up.

401

: 00:17:07

Yeah, this is yes.

402

: 00:17:08

Call has come from our extension,

but session data is there.

403

: 00:17:12

So if the session data is there

and if it's a lead, then it will

404

: 00:17:15

reflect in online call tracking only.

405

: 00:17:17

Got it.

406

: 00:17:18

Melissa.

407

: 00:17:18

Yes.

408

: 00:17:19

so much.

409

: 00:17:20

this is a conversion action.

410

: 00:17:21

We have created what these 2.

411

: 00:17:24

now we have.

412

: 00:17:25

To do a fourth step is that we have to

integrate the CTM with the Google Ads now.

413

: 00:17:31

What we have done earlier is that we

have integrated the CTM with the website.

414

: 00:17:36

Now we will integrate with the Google Ads.

415

: 00:17:38

for automation, we have created certain

trigger according to our parameters.

416

: 00:17:43

Since we give five star, as you can

see here, and we give CS value as well.

417

: 00:17:48

With the five star.

418

: 00:17:49

So in every account, there is a

trigger that pulls these leads

419

: 00:17:52

to the Google ads accounts.

420

: 00:17:54

For that only we will create a trigger.

421

: 00:17:57

this is the trigger.

422

: 00:17:57

Basically, we did five

star colleague conversions.

423

: 00:18:00

So I've been in it.

424

: 00:18:01

So there are different presets are there.

425

: 00:18:03

So if you were setting this up for

the first time though, Harsh, once

426

: 00:18:07

you're done copying it, just walking us

through what it looks like, if you were

427

: 00:18:11

setting this up for the very first time.

428

: 00:18:12

Sure miss, I'll just walk you through.

429

: 00:18:15

So I'll walk you through over here.

430

: 00:18:16

What is trigger?

431

: 00:18:17

Basically trigger is simple.

432

: 00:18:18

The term is simple that how it works.

433

: 00:18:21

Trigger means if some lead has come.

434

: 00:18:24

click ID, those click ID in the

form of click ID, the calls in the

435

: 00:18:27

form of click ID will trigger that

click ID to our Google Ads account.

436

: 00:18:34

This is how trigger works.

437

: 00:18:35

So what we do generally, we

create the trigger over here.

438

: 00:18:38

we can do a number.

439

: 00:18:39

So let's say if you, if any of the

client, other client want to rate

440

: 00:18:42

four star as a lead, so they can

rename it four star call conversion.

441

: 00:18:46

we have the different drop downs

when call ends immediately.

442

: 00:18:49

At the end of the call, one

hour after call is captured.

443

: 00:18:53

So what we do means we found is the

best is that whenever sale data is

444

: 00:18:57

updated for any activity in the sense

for any call in the activity, if any

445

: 00:19:01

sale data happens, that trigger will

pull as a conversion in the Google ads.

446

: 00:19:06

once that once you update it to

be five star, that's the trigger.

447

: 00:19:12

Essentially, that's the sales data.

448

: 00:19:14

or correct me if I'm wrong here.

449

: 00:19:15

So once it's rated and the information

is inputted, that's the trigger.

450

: 00:19:19

the trigger than to,

connect back to Google ads?

451

: 00:19:23

Yes, Melissa.

452

: 00:19:23

Correct.

453

: 00:19:24

sale data in the form of five star.

454

: 00:19:25

Also, it can be in the form of, let's

say, 5, 000, 4, 000 that all sale

455

: 00:19:31

data will be updated, in an activity

and it will pull that trigger.

456

: 00:19:35

it could be whatever company or the

person wants that trigger to be.

457

: 00:19:39

So you could say it as the five star.

458

: 00:19:42

You could set it as when there's a

dollar amount inputted, you could do it

459

: 00:19:46

as if it's a three star call or a four

star call, that could be your trigger.

460

: 00:19:51

Yes, absolutely.

461

: 00:19:52

if I scroll down, there

will be different condition.

462

: 00:19:54

We have to put different condition

accordingly, which we want

463

: 00:19:57

to take it as, for the cause.

464

: 00:19:59

So this is trigger we have selected.

465

: 00:20:01

trigger for our activities.

466

: 00:20:03

So I'll just on it over here.

467

: 00:20:05

So this is the workflow basically.

468

: 00:20:07

this trigger has been set.

469

: 00:20:09

Now we will create a workflow

inside this, trigger, page

470

: 00:20:14

means or interface, you can say.

471

: 00:20:15

So this is a workflow we have created.

472

: 00:20:17

So we can add workflow

means any kind of workflow.

473

: 00:20:20

Let's say, for example,

If you want to, just.

474

: 00:20:23

Tracker record according to the tracker

call on Google ads in terms of date only.

475

: 00:20:27

Let's say talk time equals to 60 seconds.

476

: 00:20:31

So earlier it used to happen that

many of the agencies, right now

477

: 00:20:35

also, I think Melissa, they're

using that equals to 60 seconds.

478

: 00:20:39

Then it will come as a lead.

479

: 00:20:41

But that's not true to be honest,

because, it can be a fake conversion.

480

: 00:20:44

It would mean that any call, it could be

a garbage call and it could be 60 seconds.

481

: 00:20:50

It could be spam.

482

: 00:20:51

which is not truthful.

483

: 00:20:52

So that's why I guess we, what makes

us different for solutions eight is

484

: 00:20:57

that we have harsh and his team that

go through and listen and rate the

485

: 00:21:01

calls, not just like anything over 60

seconds as a lead, it's, we actually

486

: 00:21:05

listened to the quality of the call.

487

: 00:21:07

That's a good tidbit.

488

: 00:21:08

Yeah.

489

: 00:21:08

Also Melissa, I just want to

discuss that I have tried AI also.

490

: 00:21:13

So for AI, what we have noticed that 50

50 percent ratio is there for a lead.

491

: 00:21:18

What we rate means we listen it.

492

: 00:21:20

Of course, it's a tedious

job, but it's fruitful.

493

: 00:21:24

Why?

494

: 00:21:24

And it's essential as well.

495

: 00:21:26

AI sometimes gives bad remark means bad.

496

: 00:21:29

If it's a lead, they will

term it as it's not lead and

497

: 00:21:31

will not convert it as a lead.

498

: 00:21:33

So we have tried and tested that also,

but it comes out of 50 50 kind of thing.

499

: 00:21:38

So we are still doing it manually.

500

: 00:21:40

yes, So I've shown that we

can add different condition

501

: 00:21:44

for our, for under our agency.

502

: 00:21:45

What we do is that we just score as

a five star means let's say if there

503

: 00:21:52

is a good lead, if the customer is

asking about the product, if they're

504

: 00:21:56

purchasing the product, if, means

relevant calls, if they are asking for,

505

: 00:22:00

any kind of thing, which is relevant.

506

: 00:22:03

To the client, which is living to

the product, which is living to the

507

: 00:22:06

website, or if any sales is happening,

then we will rate as a five star.

508

: 00:22:12

So over here, we have put the condition.

509

: 00:22:14

If the score equals five star, if we'll

put the five star over there in the car

510

: 00:22:18

and it will, match with this five star,

because you're putting the condition.

511

: 00:22:22

Now the tracking source, what we

have bought is the tracking source

512

: 00:22:26

is that Google ads and ad extension.

513

: 00:22:28

It will come over here by default

because we have already bought it.

514

: 00:22:31

So add extension.

515

: 00:22:33

So we don't have to

add any rule over here.

516

: 00:22:35

let's say if it's a lead gen account, if

they want to, let's say no purchase is

517

: 00:22:39

happening, they want to track only leads.

518

: 00:22:42

So we don't need to put

this conversion amount.

519

: 00:22:44

we will only read like booked appointment

Anything means they are only booking

520

: 00:22:48

appointment or something This is also

region but what happens is that in this

521

: 00:22:53

account is that let's say any patient

calls up and you know calling up and

522

: 00:22:58

they are paying online on the call itself

let's say 250 dollars for appointment

523

: 00:23:02

and they are taking the card details

and everything so in this case if it's

524

: 00:23:07

a region it's okay but we will put the

sales condition for the sales value

525

: 00:23:11

so that the value also get reflected.

526

: 00:23:14

Got it.

527

: 00:23:14

And I think that's really important

for, even if the, business is not,

528

: 00:23:18

appointments based, like somebody

calls and books an appointment.

529

: 00:23:21

If they're, for instance, I have a client

that, sells very large value products,

530

: 00:23:27

and more people, go towards, Setting up an

account and then purchasing over the phone

531

: 00:23:31

and talking to somebody about that product

because they need more information.

532

: 00:23:34

It's a large purchase You don't want to

just make it on the internet So they'll

533

: 00:23:37

call and they'll talk to somebody and

then they'll make that purchase over

534

: 00:23:40

the phone So I think that's important

for that case scenario and just to give

535

: 00:23:44

everybody the differentiation between

the two types of businesses like booking

536

: 00:23:48

a call lead gen But then there's also

leads gen where they might purchase

537

: 00:23:52

over the phone That's great, Melissa.

538

: 00:23:54

Yeah, well explained.

539

: 00:23:55

we have, this five star, for any

call bit didn't go on purchase, but

540

: 00:23:59

if it's a lead, so that will rate

as a five star, or we have put the

541

: 00:24:03

condition or conversion amount is set.

542

: 00:24:06

If there is conversion amount

set in the call, that will also

543

: 00:24:09

reflect in that conversion action.

544

: 00:24:11

So we have put the rules

accordingly, how we want to do it.

545

: 00:24:15

convert as a conversion in the Google ads.

546

: 00:24:17

So our conversion I want to say

right now I'll go down Then perform

547

: 00:24:22

following actions since we have the

rules over here for the conversion

548

: 00:24:26

amount, so what we have to do, we

have to put the value also over here.

549

: 00:24:29

these are the activities,

these are the scores, how we

550

: 00:24:32

want to be scored, enhanced.

551

: 00:24:35

If I'll click over

here, conversion amount.

552

: 00:24:38

So if there is a value on a particular

call, it will take the sales value.

553

: 00:24:43

this part for the timing is done.

554

: 00:24:44

Now the conversion time, So it's

a event time and activity time.

555

: 00:24:48

So over here it's clearly shown that

use the activity time start time.

556

: 00:24:51

Let's say what we do is

there's a time difference.

557

: 00:24:54

So let's say we are rating it later

means after five years or six, five hours

558

: 00:24:59

or six hours, but when the call will

come, let's say call has come right

559

: 00:25:04

now and we are rating it after one day.

560

: 00:25:06

So after one day, if I am taking the

activity time over here, then that

561

: 00:25:10

particular call will be, shown as a

conversion on that particular day, not

562

: 00:25:15

the next day on which day we have rated.

563

: 00:25:18

So we generally put activity time

That's just a really important side

564

: 00:25:22

of note for, if you're setting this

up for a client, because you want

565

: 00:25:25

to know the different, they could be

looking in their back end and say,

566

: 00:25:28

actually, that sale went through on this

date, whereas CTM says the next date.

567

: 00:25:33

So it's really important that it's set to

that activity time and not the event time.

568

: 00:25:38

yes, absolutely correct.

569

: 00:25:40

So now this is safe for a while since

online conversion will not show over here.

570

: 00:25:44

What I have to do, I

have to do go further.

571

: 00:25:47

I have to go to the settings.

572

: 00:25:49

I have to integrate it.

573

: 00:25:50

So how I will integrate

with the Google ads account.

574

: 00:25:53

So now I have created the trigger.

575

: 00:25:55

Okay.

576

: 00:25:56

For automation.

577

: 00:25:57

Now I'll go to the integration.

578

: 00:25:58

Then over here, there are n

number means we have to connect

579

: 00:26:01

for analytics So first we have to

integrate with the Google ads account.

580

: 00:26:05

So I'll go direct connect

settings So these many calls

581

: 00:26:09

we have already integrated.

582

: 00:26:11

Now I'll integrate this

particular account.

583

: 00:26:13

these are the drop down means we have

many MCCI, we have n number of accounts.

584

: 00:26:17

So we have already connected

with different MCCI 1, MCCI 2, So

585

: 00:26:22

what we have to see where it is.

586

: 00:26:24

It is an MCCI 5.

587

: 00:26:26

I will search in the

drop down where is MCCI 5

588

: 00:26:29

Yes.

589

: 00:26:29

I'll go down link one Google

Ads account because we have to

590

: 00:26:33

link up that particular account.

591

: 00:26:36

since that Google Ad account is

under our agency, this CTM, means,

592

: 00:26:40

all clients account under our

agency, it will come over here.

593

: 00:26:43

the drop down.

594

: 00:26:44

I think it should come.

595

: 00:26:45

I'll type again over here.

596

: 00:26:46

Google Ads account.

597

: 00:26:47

I have to save the changes.

598

: 00:26:49

select here.

599

: 00:26:50

I'll go down again.

600

: 00:26:51

Lead conversion action.

601

: 00:26:53

means that conversion action will

reflect over here in the drop down.

602

: 00:26:56

over there.

603

: 00:26:57

We have created for the

website over it came over here.

604

: 00:27:00

Now i'll go down sales action then

again online call tracking means Let's

605

: 00:27:04

say it's a lead conversion action.

606

: 00:27:06

Online call tracking five star will be

reflected if something sales happens So

607

: 00:27:10

that sale will happen in the online call

tracking means the conversion value will

608

: 00:27:14

be reflected in the online call tracking.

609

: 00:27:16

So these are the two parameters.

610

: 00:27:17

Again, I'll go to the dropdown

legacies tracking setup.

611

: 00:27:20

So phone number conversion action.

612

: 00:27:23

Now phone number conversion

action will call only call

613

: 00:27:25

tracking for the ad extension.

614

: 00:27:27

Now the end part is that

conversion trigger, the trigger,

615

: 00:27:31

which we have created now.

616

: 00:27:33

that five star call can

get conversion will come.

617

: 00:27:36

So we have created a trigger.

618

: 00:27:37

It will come.

619

: 00:27:38

So we will save the changes.

620

: 00:27:40

if they weren't an MCCI, if they were

just an individual, that initial step,

621

: 00:27:46

where you're select we go back there.

622

: 00:27:48

I have to click here.

623

: 00:27:49

Let's say, they have the different Google.

624

: 00:27:51

Let's say MCCI 6 is there.

625

: 00:27:53

I don't have the access for it.

626

: 00:27:55

want to connect it with CTM.

627

: 00:27:57

So I just click over here, Google

user, then it will be forward

628

: 00:28:01

that particular user account

629

: 00:28:04

I will put the ID and password.

630

: 00:28:06

It will be connected with that.

631

: 00:28:08

And it will be shown over here.

632

: 00:28:10

And that should be the account that

your Google Ads is set up through.

633

: 00:28:13

yes, absolutely.

634

: 00:28:14

It means any account, let's say

MCCI 6 or MCCI 7, which is not

635

: 00:28:20

connected with the CTEM, we can

connect it, it's not a problem.

636

: 00:28:22

So if you're an individual, you have a

Google Ads account, or even if you're

637

: 00:28:27

a freelancer and you have a client.

638

: 00:28:29

Google ads account.

639

: 00:28:30

You would add in your email that the

Google ads account is created through,

640

: 00:28:35

or you would add your client's email

that the Google ads, is created through.

641

: 00:28:39

And obviously you would have to get their

permission to log in and all of that.

642

: 00:28:42

but it just has to be that email that

the Google ads account is connected to.

643

: 00:28:46

Yes.

644

: 00:28:47

Yes, absolutely.

645

: 00:28:48

Just, I need to have that permission.

646

: 00:28:50

The mail ad means login credentials.

647

: 00:28:52

Then we can connect means any individual

can do that with different account.

648

: 00:28:57

Does that make sense?

649

: 00:28:57

since we have integrated with the

Google ads drop down, we'll come

650

: 00:29:00

with simple culinary tracking.

651

: 00:29:02

We have already put this parameter,

sales value of sale will happen.

652

: 00:29:05

Any sales will happen, it will

reflect in the conversion action.

653

: 00:29:09

these are the two conversion

actions basically.

654

: 00:29:11

Now I'll save the changes over here.

655

: 00:29:13

it's completed.

656

: 00:29:14

One more thing, we have to connect

CTEM with the analytics because we

657

: 00:29:18

have analytics account as well.

658

: 00:29:20

So from CTEM itself, we will connect it.

659

: 00:29:22

So I'll go to the integration.

660

: 00:29:23

So again, it's an 5.

661

: 00:29:26

you don't have, any other

Gmail, you can look over here.

662

: 00:29:29

we have shown for the Google ads.

663

: 00:29:32

I'll search for new data stream

since G4 already introduced.

664

: 00:29:36

So automatically match, send events

when no G4 session data is available.

665

: 00:29:41

So they can send the events.

666

: 00:29:43

So I'll search for the G4.

667

: 00:29:45

I'll search again.

668

: 00:29:46

Yeah, it came up seven, nine,

four and G property drop down.

669

: 00:29:50

And that property will come as well.

670

: 00:29:53

And the website link default

back to redistricting.

671

: 00:29:56

So I'll save the changes over here.

672

: 00:29:59

Now I'll go to the drop down again,

since we have to search over here

673

: 00:30:06

again, because we have to assign that

particular amount, weight treatment

674

: 00:30:09

center, pain treatment center.

675

: 00:30:10

So I have assigned, I've

saved the changes over here.

676

: 00:30:13

Now it's connected to

the analytics as well.

677

: 00:30:15

the CTM data will be reflected

in the Google Analytics as well.

678

: 00:30:19

So this is done, and again, what I'll

do is that I will do the cross check

679

: 00:30:25

since we have already done with the GTM.

680

: 00:30:27

I'll show how to check that number is.

681

: 00:30:30

Dynamically changing was swiping or not.

682

: 00:30:32

we have to go to the website to

check the number whether it's

683

: 00:30:35

dynamically changing or not.

684

: 00:30:37

So I'm in the website.

685

: 00:30:38

I've just to copy this web link.

686

: 00:30:41

Then I go to the incognito mode.

687

: 00:30:43

I just paste it over.

688

: 00:30:44

This will be question mark

after slash question mark.

689

: 00:30:47

Check lead to test and see the changing

with our purchase tracking number.

690

: 00:30:56

6243.

691

: 00:30:57

Yeah.

692

: 00:30:57

That's good.

693

: 00:30:58

Great.

694

: 00:30:58

also Harshi wanted to talk about,

the tracking code on the website.

695

: 00:31:01

Melissa.

696

: 00:31:02

So it is very important to put the

tracking code on the website, because

697

: 00:31:07

sometimes you can jump, means that's a

customer, calls from on this website.

698

: 00:31:10

LinkedIn, it jumps to the other page.

699

: 00:31:13

Then we can miss the jigs.

700

: 00:31:14

Although the tracking code is

on the GTM, but it has to be

701

: 00:31:18

placed on the website as well.

702

: 00:31:19

Our client has placed already.

703

: 00:31:21

I'll show you where it will be shown.

704

: 00:31:23

I'll just click it, view

web source, control F.

705

: 00:31:27

I'll just type CTM.

706

: 00:31:28

So here is our tracking code basically.

707

: 00:31:31

And where you can find

the tracking code is here.

708

: 00:31:33

And this is just to be pasted, in, for

every page on the website, correct?

709

: 00:31:38

Yes, it should be in in between

the heads, not in the body section.

710

: 00:31:42

In the header section.

711

: 00:31:43

Okay, that's good to know.

712

: 00:31:43

So in the header section of

every page on the website.

713

: 00:31:46

And sorry, can you just show us

one more time, Harsh, where you

714

: 00:31:48

found the script in the, in CTM?

715

: 00:31:50

yeah.

716

: 00:31:50

I'll show it again.

717

: 00:31:51

So this is the account.

718

: 00:31:53

I'll go to the numbers.

719

: 00:31:54

Then I'll go here are the dynamic numbers.

720

: 00:31:56

Here's the tracking code over here.

721

: 00:31:58

I have to click there.

722

: 00:31:59

Then this is the tracking code script

and it's written over your copy and

723

: 00:32:03

paste the tracking code between the

heads of each page of your website.

724

: 00:32:06

Perfect.

725

: 00:32:07

This is done and this number is changing.

726

: 00:32:09

So no issues with the CTM.

727

: 00:32:11

Everything is integrated now.

728

: 00:32:12

Now, the last thing is that we

have to put the right time zone

729

: 00:32:16

because every website and every

client has a different time zone.

730

: 00:32:20

So call should come on

that very time zone.

731

: 00:32:23

So I'll go to the account

settings over here.

732

: 00:32:25

I'll click here and I'll

go to the account settings.

733

: 00:32:28

I'll scroll it down.

734

: 00:32:29

I've already put the timing.

735

: 00:32:30

The different time zone can come

means according to the website

736

: 00:32:33

or we can ask from the client.

737

: 00:32:35

It's in Delphi also so and

I have to put the number.

738

: 00:32:38

This is the health care.

739

: 00:32:39

I've already put to click

over update account.

740

: 00:32:42

So it will be updated.

741

: 00:32:43

That's all.

742

: 00:32:43

That's all from the CTM side.

743

: 00:32:45

It's been set up.

744

: 00:32:46

Oh, easy peasy.

745

: 00:32:47

You make it look so easy.

746

: 00:32:48

Harsh . Thank you.

747

: 00:32:50

Thank you, Melissa.

748

: 00:32:51

Alright, I will share a.

749

: 00:32:55

not really a checklist, but just a step by

step so step one was to configure the CTM.

750

: 00:32:59

So buying your numbers.

751

: 00:33:01

Step two was to place

tracking code on GTM.

752

: 00:33:05

step three, create your

conversion Action in Google Ads.

753

: 00:33:08

This should be in, not on in, step four is

to create the automation trigger in CTM.

754

: 00:33:14

Step five is to integrate

CTM with Google Ads.

755

: 00:33:17

Step six, connect CTM with your GA four.

756

: 00:33:21

step seven, place the

tracking code on the website.

757

: 00:33:24

Step eight, ensure the time zone

is correct and then step nine, test

758

: 00:33:28

your number to make sure that it

dynamically changes on the website.

759

: 00:33:31

So nine easy steps to configure your CTM.

760

: 00:33:37

And also, Harsh, I was thinking if people

are having a hard time setting up CTM,

761

: 00:33:41

I know that you had mentioned to me that

the knowledge base is pretty helpful.

762

: 00:33:44

So CTM has a pretty robust knowledge

base that people can utilize.

763

: 00:33:49

Yeah, knowledge base is

like means everything.

764

: 00:33:52

It's a bible of a CTM basically.

765

: 00:33:54

So if you're gonna search anything

means I sometimes, don't, see

766

: 00:33:58

seek support from the CTM support.

767

: 00:34:00

So I used to go and search

his first on knowledge base.

768

: 00:34:03

So everything is there in knowledge base.

769

: 00:34:05

anyone can search it and it's pretty easy.

770

: 00:34:06

Just write the, tagline

like tracking number, target

771

: 00:34:09

number or analytics, anything.

772

: 00:34:11

So even email campaign, how to set up it.

773

: 00:34:15

So it's pretty easy.

774

: 00:34:16

Okay.

775

: 00:34:17

thanks everyone for joining us if you

have any questions, just leave a comment

776

: 00:34:20

below there's nine easy steps for you

to set up ctm for your clients, which

777

: 00:34:25

will significantly help your tracking

with google ads you know the drill like

778

: 00:34:30

click subscribe do all of the those

things and we'll see you on our next

779

: 00:34:34

video Thank you so much, everyone.

780

: 00:34:36

Thanks, Harsh.