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    Help Center FAQ

    How do I Track Direct Mail or Offline Campaigns?


    New Dashboard
    Legacy Dashboard

    Create an Offline Tracking Number for your Direct Mail or Offline Marketing Materials

    1Log into your WhatConverts profile. Click "Tracking" in the top menu. Select "Calls", then "Phone Numbers".

    Where to find phone numbers in WhatConverts

    2Click "+ Add Phone Number". Select "Advanced Setup". Choose "Offline" and click "Next Step". Move the slider to "1". Choose the Country, Phone Number Type (Local or Toll Free) and Area Code and click "Find Numbers". Review the number and click "Next Step".

    Choose a single static number for tracking

    3Enter the Destination Number that you are forwarding your calls to and give your phone number a name that will identify your offline material or campaign. Click "Next Step".

    The next few prompts will guide you through setting up these tracking numbers to ensure you have all the features that you're looking for. Toggle the settings on or off based on your preferences. Once you are satisfied with the settings you've chosen, click "Finish".

    Track your Calls from Offline Marketing Materials that Click Through to your Website

    Important: Before setting up tracking to your site, have your numbers set in an All Traffic Dynamic Number Pool and your WhatConverts Tracking Script is added to your website.

    1Use a URL builder (such as the Google Analytics URL Builder) to create a URL using an identifiable Source and Medium. This will identify that a user has come from your marketing material. Copy the generated URL.

      Note: WhatConverts can report the UTM parameters for Source, Medium, Campaign, Content and Keyword.

    URL Builder

    2Create a short URL for your Direct Mail or Offline Marketing materials. Two main options for shortening your new, UTM rich URL:

    • Use a URL redirect from your own domain (such as YourDomain.com/Offer). You may need to have your web developer create a link that redirects to your newly generated URL, but many popular domain hosting sites, such as GoDaddy, offer guides on how to create a URL redirect as well
    • Create a short URL using Bit.ly or Rebrand.ly that forwards to the URL you created.

    Use this URL on your Direct Mail & Offline Marketing.
    This short URL can be placed on your Offline Marketing to forward to your full, UTM rich URL.

    3Look for incoming leads from your offline marketing in your WhatConverts Lead Manager. You will see your UTM parameters populate as shown below in the Customer Journey.

    Customer Journey Direct Mail

    Not only can WhatConverts be used to track your online sources, but you can also track your offline sources, such as direct mailers with a combination of an offline number for your mailer and UTM parameters.

    Create an Offline Tracking Number for your Direct Mail or Offline Marketing Materials

    1Go to your WhatConverts dashboard. Under Profile, select "Tracking" and click "Phone Numbers".
    2Click "Add Phone Number". Select between Local and Toll Free and click "Buy Number". In the prompt, give your phone number an easily recognizable name that identifies your marketing campaign or direct mail piece, enter your Destination Number, choose your call options and select "No" for Dynamic Phone Number Insertion.

      Note: This tracking number will only be used for offline marketing materials. Setting the number to "No" for dynamic phone number insertion allows you to track calls that come directly from the offline material.

    Adding an Offline Tracking Number

    Click "Update".

    Track your Calls from Offline Marketing Materials that Click Through to your Website

    Important: Before setting up tracking to your site, make sure that you are tracking your incoming leads using an All Traffic Dynamic Number Pool and you have your WhatConverts Tracking Script installed on your page. This ensures you don't miss any incoming leads and you'll know what marketing converts!

    1Use a URL builder (such as the Google Analytics URL Builder) to create a URL using an identifiable Source and Medium. This will identify that a user has come from your marketing material. Copy the generated URL.

      Note:WhatConverts can use the UTM parameters for Source, Medium, Campaign, Content and Keyword.

    URL Builder
    2Create a short URL for your Direct Mail or Offline Marketing materials. Two main options for shortening your new, UTM rich URL:

    • Use a URL redirect from your own domain (such as YourDomain.com/Offer). You may need to have your web developer create a link that redirects to your newly generated URL, but many popular domain hosting sites, such as GoDaddy, offer guides on how to create a URL redirect as well
    • Create a short URL using Bit.ly or Rebrand.ly that forwards to the URL you created.

    Use this URL on your Direct Mail & Offline Marketing.
    This short URL can be placed on your Offline Marketing to forward to your full, UTM rich URL.

    3Look for incoming leads from your offline marketing in your WhatConverts Dashboard. You will see your UTM parameters populate as shown below in the Lead Details pop up.
    Calling from an All Traffic Number Pool

    You'll now be tracking calls to your Direct Mail or Offline Marketing material as well as the users who visit your site from all of your sources, giving you full marketing transparency and giving you the power to know what marketing converts.

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    Join 20,000+ other marketers and start getting marketing clarity

    Subscribe to our newsletter and get proven marketing strategies for growing your business.

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