Edit visitor tracking sources

With visitor tracking, you can track a visitor's session on your website. If you need to change the type of visitors your website pool is tracking after you've activated your pool, you can do so on the number configuration page. This allows you to update or change the visitors you'd like to track on your website for an existing website pool.

Getting started

There are two different categories of tracking for website pools:

  1. Standard tracking: Choose specific and pre-populated sources you'd like to track. This includes all website visitors, Google Ads visitors, and all visitors except direct and organic visitors.

  2. Customized Tracking: Configure specific referring sources to include or exclude from your website pool. Set your own standards, including landing pages and referring pages.

Once you've saved your settings, your website pool will immediately begin tracking the new sources you've selected. There's no downtime on the pool once you've updated it, and you won't have to make any changes to the dynamic number insertion JavaScript snippet installed on your website.

Track standard sources

  1. Click the Settings icon on the left navigation bar.

  2. Choose the company whose website pool you'd like to update.

  3. Click the Pencil icon at the right end of the website pool's row to access its configuration.

  4. On the configuration page, click the Pencil icon in the upper-right of the Number Insertion Options menu.

  5. Under Tracking Sources, select Standard Tracking for a list of sources you can choose from.

    Screen_Shot_2018-11-14_at_4.55.51_PM.png
    - Choose All to track every visitor to your website, regardless of their referring source.

    - Choose Google Ads to only track visitors to your website from your active Google Ads campaigns.

    - Choose PPC Search to track visitors from your Google, Bing, and Yahoo ads.

    - Choose Landing Page to track visitors who visit a specific page on your website. You can enter a domain to track, like www.example.com/greatpage, to track a specific page on your website. You can also enter a specific parameter to track, like utm_campaign=ppc1, to get keyword data for specific campaigns.

    - Choose Referring Page to track visitors from a specific website, like yelp.com.

    - Choose All Except Direct to track all website visitors except for those who enter your website URL and navigate to your site directly.

    - Choose All Except Direct & Organic to track all website visitors except for those who find your website through organic search engine results or by typing in your website's URL and navigating to your site directly.

  6. Click Save at the bottom of the section to update your tracking sources.

Track specific visitors

You're also able to configure customized tracking sources for your website pool. This allows you to set specific sources you'd like to track or set specific sources you don't want to track. 

  1. Follow Steps 1 through 4 of the Track Standard Sources section above.

  2. Under Tracking Sources, select Advanced Tracking.

  3. Choose Show a tracking number to only the following visitors to configure your website pool to swap for specific visitors you choose.

    Screen_Shot_2018-11-14_at_5.00.31_PM.png
  4. Click the Included Source button.

  5. Open the Source column to select the source, page, or search engine you'd like to include.

  6. Open the Value column to select the value you'd like to include.

  7. Click the link to + Add Included Source and repeat the last two steps to add sources you'd also like to track.

  8. Click Save at the bottom of the section to update your tracking sources.

Prevent your website pool from swapping

Use these instructions to prevent your website pool from swapping for specific sources you don't want to track. 

  1. Follow Steps 1 through 4 of the Track Standard Sources section above.

  2. Under Tracking Sources, select Advanced Tracking.

    Screen_Shot_2018-11-14_at_5.10.05_PM.png

  3. Choose Show a tracking number to all visitors except the following to prevent your pool from swapping for specific website visitors you choose.

    Screen_Shot_2018-11-14_at_5.10.40_PM.png
  4. Click Excluded Source.

  5. In the Source column, select the source, page, or search engine you'd like to exclude.

  6. In the Value column, select the value you'd like to exclude.

  7. Click the link to + Add Excluded Source and repeat the last two steps to add sources you don't want to track.

  8. Click Save at the bottom of the section to update your tracking sources.
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