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Step By Step Setup Guide

1. Sign Up: 

Enter your email address, password, and credit card information to embark on your 14-day free trial.

2. Add Phone Number: 

Choose between a “Local Number” and “Toll-Free Number”. For this example we are going to use a “Local Number”, so we click on that link and it will display a “Country” drop down and “Area Code” text box. We will use “United States” as the country and “704” as the area code.

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3. Buying Tracking Numbers:

Hit “Search” and a list of available numbers are returned along with their city and state. Once you decide which number you would like to use click “Buy Number”. This number is now set to your profile.

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4. Assigning Source and Destination Numbers:

After buying the “Tracking Number”, we need to assign a “Source Name” and “Destination Number”. The “Source Name” can be anything you wish to name the number but a good rule of thumb is to keep it relevant to the traffic source. In this case, we will name the traffic source “Google Organic”.

The “Destination Number” is typically your main business number, or the number you want your newly acquired “Tracking Number” to forward the call to when connected.

Be sure that “Yes” is ticked to track where visitor calls come from.

5. Assigning the Traffic Source: 

Once we have set the “Tracking Number”, “Source Name” and “Destination Number”, we need to set a traffic source for this number. In this case we want are going target Google Organic visitors. Under “Set Source To Trigger”, select “Search”, then set the drop-down boxes as “Google” for “Organic”.

6. Set the Swap Number:

This is the number on your site that will be switched out with the “Tracking Number” when a visitor comes from the traffic source you specify, in this case Google Organic. Typically, the swap number is the same as the destination number/your main business number.

Click Update. You should see the following message:

Quick Review:

We now have our new tracking number that is setup to display for Google Organic visitors. When the tracking number is called, it will forward to our business number. With WhatConverts, we will automatically switch out the swap number you set with the tracking number whenever a visitor comes from Google Organic.

As a result, any time a user visits from Google Organic and calls your new number you will be able to see that the call was generated from Google Organic.

7. Adding a Web Form for Tracking:

Within the WhatConverts dashboard, go to “Tracking” and click “Web Forms” from the drop-down menu. Then click the “+ Add Web Form” button which will bring up this window:

Enter the URL address where the form you want to track is located. In this example, we will use the Industry Tap contact page. Then click “Go”.

Our form finder will identify the forms available, as you can see in the image below.
Note: that we will also find Search Bar forms and Email Subscribe forms on the page.

We recommend adding a contact or lead/quote request forms. The form id highlighted in blue is the form we want to add. Click the “Add” button.

You should see the message “web form added successfully” after clicking the “Add” button. It is also now located in your Web Forms “tracking” section of the dashboard.

8. Adding The Tracking Code To Your Site:

It is absolutely pertinent that you copy and past the tracking code into every page of your website, or if you are using WordPress, to install and activate the WhatConverts plugin.

As you can see in the screenshot below, you have a unique 5 digit profile ID that is linked to your profile. Copy and paste the full script highlighted into into every page of your website, preferably within the <head> </head>tags.

If you are running your site through WordPress, simply download the WhatConverts plugin. After downloading and activating the plugin, go to the settings of the plugin and copy and paste your profile ID, in this case 54615, into the backend of the plugin and you’re good to go.

trackcode

9. Testing the Form:

On your dashboard, you will see the “No leads found” message until we have received a web form submission. Go ahead and test your form by filling in the form on your website and submitting. The “No lead found” will disappear and you’ll see the form submission listed on your dashboard.

10. Testing the Phone Number:

Within the dashboard, go to “Tracking” then “Phone Numbers” on the drop-down menu. Clear your browser cache or login to your dashboard using a private/incognito window for the best test results.

Call the “tracking number” for the number you set up which in our example is, +1 7044956837. The call should forward to your destination/main business number.

Confirm within the WhatConverts dashboard that the call registered as a lead by refreshing the browser.

You should see the following show up showing the source as a phone call with a phone icon as the “type” and the source and medium as “Google Organic” just like we set it up.

If all steps have gone smoothly, then congrats! You’re WhatConverts profile is ready to roll.