Override a Visitor's Source

When a visitor accesses a website where dynamic number insertion has been installed, we place a cookie on their browser on their first visit and display a tracking number corresponding to that source every time we see that visitor in the future.

For example, if a visitor comes in via Google AdWords one day, and then later comes via direct type-in, we’ll continue to show the Google AdWords number.

However, some marketers may wish to have specific sources override a visitor's first visit for campaign attribution purposes. We call this a source override because it outranks the other referring sources. 

For example, if you’ve configured a source override, and a visitor comes from Google Organic one day and then Google AdWords the next, we’ll show the Google AdWords tracking number on the second visit instead of the Google Organic number.

Use this article to learn how to configure a source override for:

  • A PPC source
  • A landing page parameter

Getting Started

The settings for dynamic number insertion are company-specific within your account. Follow the instructions below for each company where you’d like to create a source override.

If you’re using CallRail’s WordPress plugin, you’ll use these instructions as well. Your plugin will update with your settings automatically without you having to make any changes to your website.

Create a PPC Source Override

Use these instructions to configure a PPC source override if you’d like to have your PPC source (AdWords, Yahoo & Microsoft AdCenter) override an existing referral source.

  1. Click Settings at the top of the page.

    settings.png

  2. Choose the company where you'd like to configure the PPC override.

    company_copy.png

  3. Select All Integrations from the Integrations section in the left menu.

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  4. Choose Dynamic Number Insertion from the list of available integrations.

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  5. Click Advanced Settings at the bottom of the page.

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  6. Check the box for when a visitor arrives via PPC.

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  7. Click Save to update your settings.

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Create a Landing Page Source Override

Some marketers may wish to have certain sources override an existing referral source, especially with remarketing campaigns. We allow this by placing a user-defined parameter within the URL when you wish to override any previous sources.

  1. Click Settings at the top of the page.

    settings.png

  2. Choose the company where you'd like to configure the landing page parameter override.

    company_copy.png

  3. Select All Integrations from the Integrations section in the left menu.

    screenshot_479.png

  4. Choose Dynamic Number Insertion from the list of available integrations.

    screenshot_601.png

  5. Click Advanced Settings at the bottom of the page.

    screenshot_604.png

  6. Check the box for the landing page source override.

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  7. Click Save to update your settings.

    Save_copy.png
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