Article Tag: Starter

Configure your Email reports

It is possible to receive automatically call statistics reports by email. Create an email report To create a report by email, go to the Reports tab and select the report you wish to receive by email. Hover over the Export button and click on Share by email. The form for creating a report by email […]

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Introduction to Call Tracking

Hello, This help center presents the various features of Call Tracking. This help center aims at bringing efficient answers to your questions by enabling you to quickly locate the instructions that are related to a specific type of action. This center is divided into categories that are also subdivided into sub-categories and elementary procedures. If you need more […]

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Logging into your Call Tracking account

First time logging in When your Call Tracking account is ready, you will receive an invitation email from your account manager. Click Join Now in the email to access the service. Then, fill in the following form with your personal information for your Call Tracking account: your name, username and password. Again, click Join now […]

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Resetting your password

If you forgot your password, you can reinitialize it. Here is how to proceed: Get to the homepage at app.dexem.com; Hit the Forgot your password? button; Type down your login and click Reset password; You will receive an email containing a link to reset your password. If you can’t find it in your mailbox, please […]

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Adding your first tracking number

To set up your first tracking number, open the Numbers tab, and then click + Add New at the top right of the screen. You will get to a workflow to help you to choose the way you will use this tracking number. You can find here more information about Static and Dynamic Call Tracking.

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Dynamic and Static Call Tracking

When adding a tacking number, you can choose between 2 types of Call Tracking: Dynamic Call Tracking and Static Call Tracking. Dynamic Call Tracking Dynamic Call Tracking by traffic source This type of tracking allows you to identify the incoming calls from organic search, Google AdWords, referral websites, emailing, social media, direct access, … You […]

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Adding a static tracking number

To add a static tracking number, open the Numbers tab in the topbar, and then click + Add New at the top right. You will get to a workflow to help you to choose which type of call tracking you want to set: Click Next for Static Call Tracking. Then fill in the following information in the next form: […]

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Viewing all tracking numbers

Open the Numbers tab to view all the active tracking numbers in the account. Click on a column title to reorganize this list following this criterion. You can also filter the columns to keep in the tracking numbers list. To do this, click on the Parameters button at the top right of the table, and […]

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Editing settings for a tracking number

To edit settings for a tracking number, find the number on the list and then click on the Edit icon on the right side of the line. This will open a form with several sections to edit the tracking number. Mandatory fields have bold labels in the section list. General Parameters For more information, please […]

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Setting call transfers

In this section, you will define the redirection and coverage numbers to assign to a tracking number. Definitions Redirection number: The number set behind a tracking number to transfer incoming calls. Coverage Number: The number to which a call is transferred if the redirection number does not answer.   How to add redirection numbers To […]

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Setting URL parameters

A URL parameter is a character string that completes a URL of a web page. You can usually find URL parameters after a question mark ? contained in the URL. How it works When setting dynamic insertion for a tracking number with URL parameters as traffic source, you need to select URL as Traffic Source, […]

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Setting audio messages

In this section, you will learn how to display a recorded message to the callers or the called party before a phone conversation starts. To enable and edit messages, get to the Numbers tab and edit your tracking number. Then, scroll down to the Messages section. Welcome Message: This message is played to the caller […]

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Setting a voicemail

With Call Tracking, you can set a voicemail where your unanswered calls on tracking numbers will be routed to. To enable and edit voicemail, get to the Numbers tab and edit your tracking number. Then, scroll down to the Call Flow options section. Click Yes to enable Voicemail. Then select the voicemail message below. Click Update […]

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Setting conversation recording

Required: Conversation recording needs the Conversation Record option to be enabled. To enable this option, please contact our Sales team. To fully set up conversation recording, complete the following steps: How to enable Conversation Record option in your account Click on your profile to access the Account Settings from the drop-down menu (at the top right of the […]

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Setting custom fields

Custom fields allow you to collect even more data to strengthen your analysis of incoming calls on your tracking numbers.   How to enable custom fields First, enable Custom Fields option in Account settings. Then click on the Custom Fields tab in the left sidebar. How to set up a custom field By default, there […]

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Searching a tracking number

A Call Tracking account can manage up to thousands of numbers. To make a quick search for a specific number, you can type it in the search field above the number list. To search a tracking number: Type the number to find in the search field. You can also search a number by indicating its […]

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Deleting a tracking number

To delete a tracking number, click on the Delete icon on the right of the line for that number. This will open a confirmation modal: Before deleting a tracking number, make sure you have locally saved all the reports for that number by exporting the Call History data. Click Delete to confirm.

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Introducing integrations

Click on the Integrations tab in the topbar to display all the available integrations for your account. Dynamic Number Insertion (DNI): On your website, DNI allows you to replace dynamically a phone number with a tracking number, which can vary depending on visitors’ traffic sources or visitor web sessions. Google Analytics: Link your Call Tracking […]

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Viewing calls in Google Analytics

Once you have integrated Google Analytics with your Call Tracking account, an event is sent to Google Analytics at the end of each call. In this article, you will see how to display the events related to your phone calls in your reports. In order to get more accurate data, you can also create specific […]

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Viewing calls in Google AdWords

Call Tracking allows you to display your inbound phone calls coming from AdWords as conversions on your AdWords dashboard. Then, you can see how many calls are driving your campaigns, announces and keywords from AdWords. Required: To view your inbound calls in Google AdWords: You have to use Dynamic Number Insertion (DNI) by Web session, […]

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Setting a Webhook

A webhook is a connector used to send your call data (such as new received calls, …) from your account to other Web apps of daily use (your CRM, internal chat, ERP, IS, …). The point is for you to be notified directly in third-party applications without using Web services, which are a different way […]

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Editing HubSpot integration

Once you have activated the integration between your Call Tracking and your HubSpot accounts, integration settings can be edited whenever you need to adjust the way your call data is displayed as activities in HubSpot. To get started, click on Configure for HubSpot in the Integrations tab.   How to edit HubSpot integration for the […]

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Automating call creation in HubSpot

While editing your HubSpot integration’s settings, you can automatically create call activities related to inbound calls on your tracking numbers. This makes these calls’ data automatically up to date and available in your HubSpot account. To do this, click on Configure for HubSpot in the Integrations tab. Then, in the edition form, get to the […]

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Automating contact creation in HubSpot

While editing your HubSpot integration’s settings, you can define automatic creation of phone contacts. They are based on their caller numbers saved in Call Tracking, for each call on your tracking numbers. This means that you can map HubSpot fields with Dexem fixed or variable values, so that after each call the data is directly […]

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Viewing logs sent to HubSpot

Call logs allow you to find in your Call Tracking account the detailed raw data sent to HubSpot through the integration. To view your call logs, in the Integrations tab click on Configure for HubSpot. In the edition form, click on the Logs button at the top right. Then, you can see a list of the past 120 days inbound call […]

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Suspending or deactivating HubSpot integration

Any time, you can pause or deactivate the integration between your Call Tracking account and your HubSpot account. This way, the data from calls received on your tracking numbers will no longer be processed to HubSpot and displayed in your contacts, until the integration is resumed or reactivated. If you suspend the integration, the existing […]

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Editing Salesforce integration

By integrating your Salesforce account with your Call Tracking account, you can set automatic lead creation for inbound calls. After a call on one of your tracking numbers, you can also complete tasks for a contact, lead or account directly in Salesforce. Once you have activated the integration between your Call Tracking and Salesforce accounts, […]

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Viewing all audio messages

Call Tracking supports .wav and .mp3 formats for audio messages. Click on the Audios tab to view the complete list of messages in all accounts. You can reorganize this list by clicking on column titles. The account already contains some audio messages. These are mainly standard welcome messages, and they cannot be edited or deleted.

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Uploading a new audio message

To upload an audio message, click on the + Add New button at the top right. This will open the Audio Upload screen. Here is how to add a new audio message: Click on Choose File to locate and select the file you wish to upload from your hard drive; Enter a description for the […]

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Searching an audio message

A user account may store a lot of audio messages. In order to quickly find a message, there is a search field located above the list. To search an audio message: 1. Enter your search terms as part of the audio file name; 2. The search returns a list of audio files whose names match […]

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Editing an audio message

To edit an audio message, locate your audio file in the list and click on the pencil icon on the right side of the line. This will open the Audio Details screen where you can: Browse your hard drive to find the file you wish to upload. Change the description statement. Mandatory fields have bold labels.

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Introducing data reports

The Reports tab allows you to access several types of data reports in your Call Tracking account. To view reports, get to the Reports tab in the topbar, and then select the type of report in the sidebar on the left. The following reports are available in your account: Callers: this category includes 3 types […]

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Introducing Traffic Report

What it does For any given period, Traffic Report provides a synthetic view of the calls received per month / week / day / hour on the tracking numbers available in the account. This report can also display the following: Number of unique callers Number of answered calls and Answered Calls Rate (ACR) Number of […]

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Introducing Hours of Day report

What it does For any given period, Hours of Day report provides a synthetic view of the calls received each hour per day on the tracking numbers. This report can also display the following: Number of unique callers Number of answered calls and Answered Calls Rate (ACR) Number of missed calls and Missed Calls Rate […]

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Introducing Days of Week report

What it does For any given period, Days of Week report provides a synthetic view of the calls received each day per week on the tracking numbers (Monday, Tuesday, …). This report can also display the following: Number of unique callers Number of answered calls and Answered Calls Rate (ACR) Number of missed calls and […]

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Introducing Tracking Numbers report

With Tracking Numbers report, you can view how many calls you have received on each of your tracking numbers, over any selected period. To access Tracking Numbers report, click on Tracking Numbers in the sidebar on the left in the Reports tab.   The Tracking Numbers report shows 3 different sets of data: Key metrics, […]

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Introducing Traffic Sources report

Required: To view Traffic Sources report, dynamic number insertion must be activated in your account. In Traffic Sources report, you can view your inbound calls split over traffic sources of the callers, for any selected period. To access Traffic Sources report, click on Traffic Sources in the sidebar on the left of the Reports tab. […]

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Introducing Custom Fields report

Required: To view Custom Fields report, you must have enabled and configured custom fields in your account. Setting custom fields allows you to collect additional data about inbound calls on your tracking numbers, to complete your reporting with more contextual statistics and take your call data analysis further. To access your Custom Fields reports, first get to the Reports tab. […]

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Introducing Call History report

To access Call History report, go to the Reports tab, and click on Call History in the sidebar on the left. How to display Call History for all account By default, Call History shows the chronology of all account’s inbound calls for the selected period. You can filter this list by clicking on columns’ titles. This report […]

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Viewing call details

You can see your calls’ details in your Call History. For each call, click on the icon on the right of the table to see its details. The details of your inbound call are displayed in a new modal. Here are some of the data you can find in your call details: Call duration: Total […]

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Setting custom alerts

With custom alerts, you can be notified if some metrics in your reports are fulfilling specific conditions over a period, requiring attention. Here are the metrics a custom alert can be set for: Number of inbound calls Number of answered calls % of answered calls For example, you can set a custom alert to be […]

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Viewing alert events

When a metric fulfills the alert condition over the selected period, an event is created. You can see the list of alert events directly by clicking on Custom Alerts in the sidebar of the Reports tab. Or you can also click on the Events button from the list of your alerts. For each event, you […]

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Managing custom alerts

To edit, test, duplicate, delete an alert, or to see the list of events from a specific alert, get to the events list by clicking on Custom Alerts in the sidebar of the Reports tab. Then click on the Manage button at the top right. In the Actions column for the selected alert, click on […]

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Inviting new users

Administrators of a Call Tracking account can add new users. As an Administrator, you can either send email invitations one by one, or send mass invitations to add several users at once. You can also restrict user access to some specific tracking numbers in the account. How to add a new user To invite a […]

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Checking user invitations

Once you have added new users into your Call Tracking account, you can check at any moment from the Users tab whether the invitations you sent are still pending or have been accepted. Every invitation you send contains a sign in URL for the user to access Voice Publisher platform. By clicking Join Now, the […]

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Updating a user profile

To update a user profile, get to the Users tab and click on the pencil icon on the right of the line for this user on the user list. Personal Information This section is common to all users. Here, you can update username, first and last name, initials, email address and title. Mandatory fields have […]

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