You asked and we listened! In this episode, Senior Client Manager Mel and our very own Call Tracking Metrics Specialists, Harsh, walk us through how to set up CTM with Google Ads.

This integration is essential for businesses seeking to track and analyze the performance of their Google Ads campaigns in terms of generating phone calls. Mel and Harsh guide viewers through the step-by-step process of setting up CallTrackingMetrics with Google Ads to make sure there will be seamless tracking and optimization of call-based conversions. Listen to this episode.

Learn more about the new Solutions 8 Digital Marketing Services here: https://sol8.com/digital-marketing-se...

0:00 Intro

0:20 Call Tracking Metrics Integration with Google Ads and Google Analytics for 2024

2:11 Parameters

4:36 Configure CTM: Buy Numbers

9:58 Buying two numbers

14:57 Tracking code installation

19:11 Create conversion action on Google Ads

25:21 Create automation trigger in CTM

28:37 Integrate CTM and Google Ads

33:32 Setting workflows

38:59 Setting values: activities, scores, activity time

44:37 Integration for an individual

47:13 Connecting CTM with GA4

49:44 Putting the tracking code on the website

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#googleads #digitalmarketing #googleadsbestpractices #ppc

One of the ones that kept coming up was learning about CTM, how to set

2

it up, what it looks like, how we should

be using it on questions, around CTMs.

3

Yeah.

4

So nine easy steps, to configure your CTM.

5

Hi everyone, it's Mel, senior

client manager here at Solutions 8.

6

I'm super excited about today.

7

I've been going through all of the

YouTube videos and reviewing comments

8

on all of them and getting video ideas

and one of the ones that coming up

9

was learning about CTM, how to set it

up, what it looks like, how we should

10

be using it on questions, around CTM.

11

So we thought we'd do an updated

video on how to set up CTM.

12

We have a new client, that we're

going to be doing that for.

13

I'm joined today, with Harsh,

who is the head of our CTM team.

14

and he's, he helps us set up CTM

and makes it super flawless and

15

make sure there's no problems.

16

Harsh is awesome.

17

So I'm really excited, for y'all to learn

how to set up CTM, what it's all about.

18

So Harsh, you can go ahead, take it away.

19

Thank you Melissa for

such a nice introduction.

20

So I'm sharing my screen to show

you all that how CTM setup is done.

21

So we'll start with a new account

that's called Treatment Center.

22

So this is the CTM interface

actually, and this is the account.

23

what we do generally, we have the CTM

under our agency and, for onboarding a new

24

account, we charge 25 for each account.

25

So we send the link.

26

So what client do generally is that

they pay 25 and we send the link,

27

they fill up the details and they

get onboarded under our agency.

28

first thing first, what we need

to do a CTM setup means what

29

parameters we need to have.

30

So basically, first, we need to

have Google Tag Manager for this.

31

the website, the number

and the CTM account.

32

we'll check the website.

33

what we have to search first, where is the

number, how many numbers there, there are.

34

here is a number is ends

with six, eight, seven, nine.

35

what we have to see, we have to look.

36

means every pages of the website that if

there are any other numbers are there.

37

So I'll go to the contact us page as well.

38

the same number is there.

39

Maybe there can be a

different number as well.

40

So we have to ask that if we

can track that number as well.

41

Because ideally you would want to track

Any phone number that's listed on the

42

website, we have to technically be

able to track because you don't know

43

what people are going to be calling.

44

You might miss out on a lead if

they call a number that you're

45

not tracking, it's correct.

46

if there are two, three numbers, then of

course, customer can call from any number.

47

So we need to track on the

CTM to move more traffic.

48

To involve more traffic.

49

here we can see that

there is only one number.

50

I have been to this website.

51

I've searched it all.

52

So there is only I'll go

to the future as well.

53

6879.

54

There's only one number.

55

So it's simple that we have to

track only one number, then what

56

we have to check is that if we have

got the CTM means the correct tag

57

manager means correct tag or not.

58

I have the tag legacy over here.

59

if it matches with the, Tag man,

means the container which we

60

got, we have to match with that.

61

Sometime it happens that, some

other tag manager, number is there.

62

And means CTM will not track that number.

63

Of course, the container

will be different.

64

So we have to check it,

cross check it first.

65

this answer is 8P26.

66

So now we have, I've already opened

the Google tag manager of this account.

67

So 8P26.

68

So it's correct.

69

what we have to do is

that we'll buy the number.

70

area code is there, toll tolley is there.

71

So sometimes customer asks for

the toll fee, or in the website

72

itself, there are toll fee numbers.

73

we can buy accordingly.

74

happened earlier also with some of

the websites that a client wants to

75

attract from the toll free number.

76

I think the one that you and I work on

together, I think they had a toll free

77

number, so we wanted to keep it the same.

78

so we wanted to use that one, you

have the option to use either, or just

79

depending on what the client wants.

80

the toll free, a little

bit more expensive.

81

Is that correct?

82

Yes.

83

Yes, ma'am.

84

It's absolutely good.

85

if you don't really care, then you can

just go with the Arial code, the cheaper

86

option, which I think is probably fine.

87

this is the first number

will be the area code 602.

88

So I have already on the area code

tab, so I'll type 602 over here.

89

it came as simple as that.

90

The company will be in Arizona only.

91

So I'll search with this number means

we'll buy the tracking number for it.

92

Why tracking number?

93

Because in the CTM we need to buy

tracking numbers so that the number

94

can dynamically change with the

website number if customer calls up

95

and it will be recorded in the CDM.

96

that's why we are buying

the tracking number for CDM.

97

think that's a really good point just

to for people who might not know it.

98

CTM who are interested in

obviously called tracking metrics.

99

so what this does is we buy a phone

number, which is harsher showing

100

right now, that will dynamically

change on the client's website

101

when they click from a Google ad.

102

so that enables us to

then track that call.

103

And if a purchase was made or an

appointment was made through that call,

104

we can attribute that back to Google ads.

105

I know a lot of, PPC managers out there,

people getting started, even clients

106

don't quite know how to, track their

calls, especially if they're a big,

107

business that does all of their, sales or

appointments or most of them, by phone.

108

This is really important for optimization.

109

thanks, Melissa, here we can

see only one number, so we

110

have to buy two numbers for it.

111

first thing is that.

112

on CTM, it's showing only one number.

113

we have to buy HIPAA means

I have to take over here.

114

So I numbers

115

So the question over here, if we I hover.

116

So this says that allow in transmitting

health care information over the phone.

117

So what it means that it basically

covers means it's a protection for,

118

if any patient has a confidential

report talking over the phone,

119

it will protect the patient.

120

those.

121

So we generally buy HIPP, HIPAA

number to protect that pulse.

122

I'll just click over here

and find more number.

123

And this would be true for any

kind of healthcare, like a doctor's

124

office, chiropractor, dentist, any

of those healthcare professionals.

125

yes, absolutely.

126

I'm getting only one number over here.

127

I'll just go to Google and search for

128

area codes

129

602480.

130

we can take 480 as well, since

CTM only showing that they have

131

the carrier of only one number.

132

the 480 area code is

primarily shown region.

133

from 480, we are finding n

numbers, means many numbers.

134

So we can, buy 480 number.

135

It's not a problem because,

we are in the same area.

136

So different area codes are there.

137

It's not a problem with us

since it's More than we can.

138

I'll buy these two numbers.

139

One for, why I'm buying these two

numbers is that one for the website

140

to track the website, this website,

and one for the ad extension.

141

buy two numbers right now.

142

So that's going to be best practice.

143

If they only have one phone number

that we need to track on the

144

website, it's one phone number there.

145

And then we always need to buy

a second one for ad extensions.

146

Yes.

147

Correct.

148

Great.

149

So I'll complete the order.

150

this basically the dollars which are

showing over here will be detected

151

from the 25 only, means the client

while onboarding they have paid the 25.

152

within that, only these, amount will be

deducted and continue to configuring.

153

while I'll put the description

to differentiate, which is the

154

Google ads number, tracking

source, or which is an extension.

155

So dial receiving number is basically

on which operator wants to receive the

156

call means want to answer the call.

157

It can be different.

158

sometimes, client says that

we want different receiving

159

number from the website number

so we can change in, routing.

160

receiving number will be the same.

161

I'll just copy this number

162

So I have to select the

tracking source from CTMs.

163

There are n number of options over there.

164

Since I'm tracking from the website,

I'll be tracking from the website.

165

So I've already put over here.

166

So I'll try.

167

This will be the first tracking

source and I'll type add extension.

168

I have to select the target number.

169

So no problem.

170

I'll just click over here.

171

New.

172

What I copied first, I'll

put the target number.

173

So target number, basically is

the website number only.

174

The number we are targeting

is called target number.

175

On math, it's fine.

176

So on this page, the assigned tracking

number, since we have bought two

177

tracking numbers and we are tracking

from the website number only for the

178

ad extension also, we'll track the

same, same website number because

179

at the end on the campaign level, we

have to put the tracking number only.

180

We don't have to put the website number.

181

The purchase tracking number will be there

in the campaign level for ad extension.

182

I'll see the changes.

183

I've selected it.

184

it's done over here.

185

Then I'll go to the numbers.

186

I'll go to the tracking numbers.

187

So I have to complete the

setup from here again.

188

what will happen?

189

I've copied the number.

190

Can I have to Google hands?

191

the dropdown number will come.

192

The configuration is done from here.

193

so we have to check everything.

194

We are recording inbound calls over

here, not recording outbound calls.

195

we have to save the changes.

196

After seeing everything,

everything is fine.

197

Then I'll go again to

the tracking numbers.

198

Here we can see the setup is done.

199

We have bought the numbers.

200

According to the area code,

according to the target number.

201

Now what I'll do, the first step is done.

202

I'll go to the tracking code because

we have to install the tracking code.

203

Tracking code only comes

when we'll buy the numbers.

204

So we have to put the

tracking code on the GTM.

205

it should match the GTM

container with the website.

206

Then only number will change.

207

So I'll copy this tracking

code and I'll go to the GTM.

208

I'll create a new tag

209

So I'll put the name

210

CTM script.

211

what option I'll choose

is the custom HTML.

212

So this is the HTML, which I've got.

213

I guess I just had a quick

question about why, custom HTML?

214

What were the other options, because,

Melissa it is in the HTML form.

215

So if we have to choose under these

options, custom HTML will choose because

216

this code is in the form of HTML tag only.

217

it's written HTML.

218

So we'll put the HTML.

219

Okay.

220

And it wouldn't go in Google ads

because we're not necessarily, it's not

221

Google, it's not tracking Google ads.

222

We're just tracking the

call tracking right now.

223

yes, We are tracking means

we are integrating the CTM

224

calls with the website.

225

So this GTM is a container for

the website as we know that.

226

everything should be here means what we

want to track or want to means any and

227

kind of things great with the website.

228

We have to put the tracking code which

is generated in the CTM with the website.

229

Then only the connection will happen.

230

Okay, understood.

231

this is done.

232

Then, triggering to all pages,

means all pages of the website.

233

wherever customer lands up, whether

he lands up on here or contact us or

234

patients, if anywhere is a number,

the number he will call and the number

235

will dynamically change and it'll end

up the CTM and call will be recorded.

236

that's fine.

237

All pages.

238

So I'll save it.

239

What I'll do right now,

I'll do the preview.

240

With that, it has done correctly or not.

241

So I'll go to the website.

242

I'll copy the website link.

243

I'll just connect it with the website.

244

Now it's landed up to the.

245

I'll just put it continue.

246

So see tag has fired.

247

That means it has been

assembled correctly.

248

If that means I wouldn't have fired,

then I think there would be a problem.

249

Then we have to look

after what is the problem.

250

But right now we are good.

251

So what I'll do right now, since I

have already created the tag, I'll

252

submit it without submitting things.

253

I'll publish it.

254

Any questions, Melissa?

255

you went through all the steps,

I think it was pretty clear.

256

So I think we're good.

257

Thank you so much.

258

Second step is completed.

259

We are going to do the third step.

260

I'm going to the calls right now.

261

Then I'll check again

the tracking numbers.

262

It's active right now.

263

now the CTM is connected it

with the website through JDM.

264

we have to configure it internally.

265

the calls and the conversion action,

let's say call will come, how it will

266

integrate to the Google ads account.

267

So I have to go to the Google

ads account, this entertainment

268

center, I have the access.

269

I will create the conversion

action for Google ads source

270

for the website, basically.

271

And for the ad extension.

272

So these are options.

273

So what we do generally, basically

the calls which are coming on,

274

we are importing it earlier.

275

because there was no

integrating thing on the CTM.

276

So we did it manually.

277

So now there is automation and we know

how to do the automation in the CTM.

278

So the call deletes will or

means automatically import.

279

So I'll choose this one.

280

So here are many options.

281

other data sources or CRMs means

we are taking the other data

282

source means CTM is the CRM.

283

So it's the other data source.

284

I just have a quick question.

285

So the different.

286

track calls from your ads or website.

287

So that conversion action and the import

is that the track calls from your ads

288

or website will just give you a number.

289

You received one call and that's

all the information that you get

290

and they clicked kind of thing.

291

But then if we import the

data, we actually get the

292

tracked call from that number.

293

We have the recorded voice recording.

294

We know if they made a purchase, we'll

know if they booked an appointment,

295

how much that purchase was because

that'll all be tracked in that.

296

Recorded call, and we can import

that data back into Google ads.

297

Is that correct?

298

Absolutely correct, Melissa.

299

Absolutely.

300

For this only, we are

creating a conversion action.

301

every data means every lead

means we read it manually.

302

Of course, we listen to the calls.

303

So if the sales is going on, if the sales

will happen, then it will be recorded

304

in this We are creating it right now.

305

And then the calls from your website.

306

just does not have any of that

information, obviously, because we can't,

307

there's no way that other conversion

action is what I'm talking about.

308

there was a call that happened.

309

Don't know the details.

310

call that happened, we

will get in the CDM.

311

Okay.

312

means the visitor data and everything will

come in the CDM and what we are doing.

313

If you read the five star, let's

say if there is a good quality

314

call, we have rated the five star.

315

we have the parameters.

316

I'll show you later on.

317

let's say if I'll give a five star,

if it's a good lead, that conversion

318

will be recorded according to the date

means on which date the call has come.

319

That very day, will show over here

in the conversion action, which

320

operating right now means every

conversion or sales is going on.

321

It will be caught in the Google ads

account in these conversion action only.

322

Perfect.

323

for website.

324

We will name as an online call

tracking and we'll select this

325

track conversion from clicks.

326

So over here also, you can see

that track select track conversion

327

to import conversion that

proceeded with the click on ID.

328

So we have to understand that

on CTM on which parameter, leads

329

gets recorded in the Google ads.

330

So it recorded in the

form of Google click ID.

331

So we have to select this from clicks.

332

if some customer.

333

Calls up it recorded in the

form of clicks means jekylls.

334

So that click only will be

recorded in the Google ads.

335

So we'll select this.

336

for website.

337

in the drop down, I'll choose option

other and I will put the, for this is

338

a website, basically Google ad source.

339

So I'll put online call tracking

340

CTM.

341

To avoid any confusion, I

just put the CTM over here.

342

we have to choose this, use

different values of each conversion

343

because we don't know what will

be the value of the conversion is.

344

Means if any sales goes on, they

will choose a different value

345

according to the CTM recorded.

346

That value will be chosen.

347

So we will choose this option.

348

So we'll choose count every

since we are rating it manually.

349

So if the same customer is calling up

again and again, we do the follow up.

350

We don't give the five

star again as a lead.

351

So we'll choose it.

352

Count every.

353

Data driven.

354

It's simple as that.

355

it's recommended.

356

so yeah, this conversion action

for the website has created.

357

Any question, Melissa.

358

No, I think that's pretty straightforward.

359

So if we want to go through

the steps again, so the first

360

step is configure it in CTM.

361

The second step is then to configure

it with tag manager, which will

362

be configuration on the website.

363

And then the third is to set it up inside

of Google ads, which you've just shown.

364

So I think it's all like

very straightforward.

365

if you follow the direction,

Harsha gave great directions.

366

I'm sure If viewers follow along,

it'd be easy enough to set up.

367

Again, for the website is completed.

368

Now I'll do for the ad extension.

369

The same thing I have to do.

370

is to import and manual

input using API uploads.

371

What I'll do right now, since CTM is using

third party API for the ad extension.

372

we will track the conversion from calls

only because we are putting tracking

373

number directly on the campaign level.

374

So it will not change dynamically.

375

we have to select Tracking

conversion for calls.

376

this will be the, I'll name it

call only call tracking CTM again,

377

CTM.

378

Then again, the same thing,

use different values.

379

Every data driven recommended.

380

two conversions.

381

See called from ads.

382

It's from ad extension, import

website, import from clicks.

383

So yes, it will remain inactive for now.

384

this is, CTM is using third party API.

385

So when let's say from the ad extension

call will come and if it's a lead

386

and if it's not a visitor data is

there, okay, call is coming from ad

387

extension, but visitor data is not there.

388

so let's say this is our extension.

389

call tracking conversion

action is for that only.

390

So let's say there will be a blank.

391

No session data will be there.

392

So what will happen?

393

And if it's a lead, since it's an existing

customer, so we didn't give the five star.

394

So if it's a lead, let's say five

star, we has given it as a lead.

395

And if it's blank.

396

Then only conversion will reflect in

the call only call tracking and it will

397

pull the data and it will become active.

398

So we don't have need to bother

because many of the client, Melissa,

399

someone, many of the specialists also

used to why it's still an inactive.

400

So I used to show them up.

401

Yeah, this is yes.

402

Call has come from our extension,

but session data is there.

403

So if the session data is there

and if it's a lead, then it will

404

reflect in online call tracking only.

405

Got it.

406

Melissa.

407

Yes.

408

so much.

409

this is a conversion action.

410

We have created what these 2.

411

now we have.

412

To do a fourth step is that we have to

integrate the CTM with the Google Ads now.

413

What we have done earlier is that we

have integrated the CTM with the website.

414

Now we will integrate with the Google Ads.

415

for automation, we have created certain

trigger according to our parameters.

416

Since we give five star, as you can

see here, and we give CS value as well.

417

With the five star.

418

So in every account, there is a

trigger that pulls these leads

419

to the Google ads accounts.

420

For that only we will create a trigger.

421

this is the trigger.

422

Basically, we did five

star colleague conversions.

423

So I've been in it.

424

So there are different presets are there.

425

So if you were setting this up for

the first time though, Harsh, once

426

you're done copying it, just walking us

through what it looks like, if you were

427

setting this up for the very first time.

428

Sure miss, I'll just walk you through.

429

So I'll walk you through over here.

430

What is trigger?

431

Basically trigger is simple.

432

The term is simple that how it works.

433

Trigger means if some lead has come.

434

click ID, those click ID in the

form of click ID, the calls in the

435

form of click ID will trigger that

click ID to our Google Ads account.

436

This is how trigger works.

437

So what we do generally, we

create the trigger over here.

438

we can do a number.

439

So let's say if you, if any of the

client, other client want to rate

440

four star as a lead, so they can

rename it four star call conversion.

441

we have the different drop downs

when call ends immediately.

442

At the end of the call, one

hour after call is captured.

443

So what we do means we found is the

best is that whenever sale data is

444

updated for any activity in the sense

for any call in the activity, if any

445

sale data happens, that trigger will

pull as a conversion in the Google ads.

446

once that once you update it to

be five star, that's the trigger.

447

Essentially, that's the sales data.

448

or correct me if I'm wrong here.

449

So once it's rated and the information

is inputted, that's the trigger.

450

the trigger than to,

connect back to Google ads?

451

Yes, Melissa.

452

Correct.

453

sale data in the form of five star.

454

Also, it can be in the form of, let's

say, 5, 000, 4, 000 that all sale

455

data will be updated, in an activity

and it will pull that trigger.

456

it could be whatever company or the

person wants that trigger to be.

457

So you could say it as the five star.

458

You could set it as when there's a

dollar amount inputted, you could do it

459

as if it's a three star call or a four

star call, that could be your trigger.

460

Yes, absolutely.

461

if I scroll down, there

will be different condition.

462

We have to put different condition

accordingly, which we want

463

to take it as, for the cause.

464

So this is trigger we have selected.

465

trigger for our activities.

466

So I'll just on it over here.

467

So this is the workflow basically.

468

this trigger has been set.

469

Now we will create a workflow

inside this, trigger, page

470

means or interface, you can say.

471

So this is a workflow we have created.

472

So we can add workflow

means any kind of workflow.

473

Let's say, for example,

If you want to, just.

474

Tracker record according to the tracker

call on Google ads in terms of date only.

475

Let's say talk time equals to 60 seconds.

476

So earlier it used to happen that

many of the agencies, right now

477

also, I think Melissa, they're

using that equals to 60 seconds.

478

Then it will come as a lead.

479

But that's not true to be honest,

because, it can be a fake conversion.

480

It would mean that any call, it could be

a garbage call and it could be 60 seconds.

481

It could be spam.

482

which is not truthful.

483

So that's why I guess we, what makes

us different for solutions eight is

484

that we have harsh and his team that

go through and listen and rate the

485

calls, not just like anything over 60

seconds as a lead, it's, we actually

486

listened to the quality of the call.

487

That's a good tidbit.

488

Yeah.

489

Also Melissa, I just want to

discuss that I have tried AI also.

490

So for AI, what we have noticed that 50

50 percent ratio is there for a lead.

491

What we rate means we listen it.

492

Of course, it's a tedious

job, but it's fruitful.

493

Why?

494

And it's essential as well.

495

AI sometimes gives bad remark means bad.

496

If it's a lead, they will

term it as it's not lead and

497

will not convert it as a lead.

498

So we have tried and tested that also,

but it comes out of 50 50 kind of thing.

499

So we are still doing it manually.

500

yes, So I've shown that we

can add different condition

501

for our, for under our agency.

502

What we do is that we just score as

a five star means let's say if there

503

is a good lead, if the customer is

asking about the product, if they're

504

purchasing the product, if, means

relevant calls, if they are asking for,

505

any kind of thing, which is relevant.

506

To the client, which is living to

the product, which is living to the

507

website, or if any sales is happening,

then we will rate as a five star.

508

So over here, we have put the condition.

509

If the score equals five star, if we'll

put the five star over there in the car

510

and it will, match with this five star,

because you're putting the condition.

511

Now the tracking source, what we

have bought is the tracking source

512

is that Google ads and ad extension.

513

It will come over here by default

because we have already bought it.

514

So add extension.

515

So we don't have to

add any rule over here.

516

let's say if it's a lead gen account, if

they want to, let's say no purchase is

517

happening, they want to track only leads.

518

So we don't need to put

this conversion amount.

519

we will only read like booked appointment

Anything means they are only booking

520

appointment or something This is also

region but what happens is that in this

521

account is that let's say any patient

calls up and you know calling up and

522

they are paying online on the call itself

let's say 250 dollars for appointment

523

and they are taking the card details

and everything so in this case if it's

524

a region it's okay but we will put the

sales condition for the sales value

525

so that the value also get reflected.

526

Got it.

527

And I think that's really important

for, even if the, business is not,

528

appointments based, like somebody

calls and books an appointment.

529

If they're, for instance, I have a client

that, sells very large value products,

530

and more people, go towards, Setting up an

account and then purchasing over the phone

531

and talking to somebody about that product

because they need more information.

532

It's a large purchase You don't want to

just make it on the internet So they'll

533

call and they'll talk to somebody and

then they'll make that purchase over

534

the phone So I think that's important

for that case scenario and just to give

535

everybody the differentiation between

the two types of businesses like booking

536

a call lead gen But then there's also

leads gen where they might purchase

537

over the phone That's great, Melissa.

538

Yeah, well explained.

539

we have, this five star, for any

call bit didn't go on purchase, but

540

if it's a lead, so that will rate

as a five star, or we have put the

541

condition or conversion amount is set.

542

If there is conversion amount

set in the call, that will also

543

reflect in that conversion action.

544

So we have put the rules

accordingly, how we want to do it.

545

convert as a conversion in the Google ads.

546

So our conversion I want to say

right now I'll go down Then perform

547

following actions since we have the

rules over here for the conversion

548

amount, so what we have to do, we

have to put the value also over here.

549

these are the activities,

these are the scores, how we

550

want to be scored, enhanced.

551

If I'll click over

here, conversion amount.

552

So if there is a value on a particular

call, it will take the sales value.

553

this part for the timing is done.

554

Now the conversion time, So it's

a event time and activity time.

555

So over here it's clearly shown that

use the activity time start time.

556

Let's say what we do is

there's a time difference.

557

So let's say we are rating it later

means after five years or six, five hours

558

or six hours, but when the call will

come, let's say call has come right

559

now and we are rating it after one day.

560

So after one day, if I am taking the

activity time over here, then that

561

particular call will be, shown as a

conversion on that particular day, not

562

the next day on which day we have rated.

563

So we generally put activity time

That's just a really important side

564

of note for, if you're setting this

up for a client, because you want

565

to know the different, they could be

looking in their back end and say,

566

actually, that sale went through on this

date, whereas CTM says the next date.

567

So it's really important that it's set to

that activity time and not the event time.

568

yes, absolutely correct.

569

So now this is safe for a while since

online conversion will not show over here.

570

What I have to do, I

have to do go further.

571

I have to go to the settings.

572

I have to integrate it.

573

So how I will integrate

with the Google ads account.

574

So now I have created the trigger.

575

Okay.

576

For automation.

577

Now I'll go to the integration.

578

Then over here, there are n

number means we have to connect

579

for analytics So first we have to

integrate with the Google ads account.

580

So I'll go direct connect

settings So these many calls

581

we have already integrated.

582

Now I'll integrate this

particular account.

583

these are the drop down means we have

many MCCI, we have n number of accounts.

584

So we have already connected

with different MCCI 1, MCCI 2, So

585

what we have to see where it is.

586

It is an MCCI 5.

587

I will search in the

drop down where is MCCI 5

588

Yes.

589

I'll go down link one Google

Ads account because we have to

590

link up that particular account.

591

since that Google Ad account is

under our agency, this CTM, means,

592

all clients account under our

agency, it will come over here.

593

the drop down.

594

I think it should come.

595

I'll type again over here.

596

Google Ads account.

597

I have to save the changes.

598

select here.

599

I'll go down again.

600

Lead conversion action.

601

means that conversion action will

reflect over here in the drop down.

602

over there.

603

We have created for the

website over it came over here.

604

Now i'll go down sales action then

again online call tracking means Let's

605

say it's a lead conversion action.

606

Online call tracking five star will be

reflected if something sales happens So

607

that sale will happen in the online call

tracking means the conversion value will

608

be reflected in the online call tracking.

609

So these are the two parameters.

610

Again, I'll go to the dropdown

legacies tracking setup.

611

So phone number conversion action.

612

Now phone number conversion

action will call only call

613

tracking for the ad extension.

614

Now the end part is that

conversion trigger, the trigger,

615

which we have created now.

616

that five star call can

get conversion will come.

617

So we have created a trigger.

618

It will come.

619

So we will save the changes.

620

if they weren't an MCCI, if they were

just an individual, that initial step,

621

where you're select we go back there.

622

I have to click here.

623

Let's say, they have the different Google.

624

Let's say MCCI 6 is there.

625

I don't have the access for it.

626

want to connect it with CTM.

627

So I just click over here, Google

user, then it will be forward

628

that particular user account

629

I will put the ID and password.

630

It will be connected with that.

631

And it will be shown over here.

632

And that should be the account that

your Google Ads is set up through.

633

yes, absolutely.

634

It means any account, let's say

MCCI 6 or MCCI 7, which is not

635

connected with the CTEM, we can

connect it, it's not a problem.

636

So if you're an individual, you have a

Google Ads account, or even if you're

637

a freelancer and you have a client.

638

Google ads account.

639

You would add in your email that the

Google ads account is created through,

640

or you would add your client's email

that the Google ads, is created through.

641

And obviously you would have to get their

permission to log in and all of that.

642

but it just has to be that email that

the Google ads account is connected to.

643

Yes.

644

Yes, absolutely.

645

Just, I need to have that permission.

646

The mail ad means login credentials.

647

Then we can connect means any individual

can do that with different account.

648

Does that make sense?

649

since we have integrated with the

Google ads drop down, we'll come

650

with simple culinary tracking.

651

We have already put this parameter,

sales value of sale will happen.

652

Any sales will happen, it will

reflect in the conversion action.

653

these are the two conversion

actions basically.

654

Now I'll save the changes over here.

655

it's completed.

656

One more thing, we have to connect

CTEM with the analytics because we

657

have analytics account as well.

658

So from CTEM itself, we will connect it.

659

So I'll go to the integration.

660

So again, it's an 5.

661

you don't have, any other

Gmail, you can look over here.

662

we have shown for the Google ads.

663

I'll search for new data stream

since G4 already introduced.

664

So automatically match, send events

when no G4 session data is available.

665

So they can send the events.

666

So I'll search for the G4.

667

I'll search again.

668

Yeah, it came up seven, nine,

four and G property drop down.

669

And that property will come as well.

670

And the website link default

back to redistricting.

671

So I'll save the changes over here.

672

Now I'll go to the drop down again,

since we have to search over here

673

again, because we have to assign that

particular amount, weight treatment

674

center, pain treatment center.

675

So I have assigned, I've

saved the changes over here.

676

Now it's connected to

the analytics as well.

677

the CTM data will be reflected

in the Google Analytics as well.

678

So this is done, and again, what I'll

do is that I will do the cross check

679

since we have already done with the GTM.

680

I'll show how to check that number is.

681

Dynamically changing was swiping or not.

682

we have to go to the website to

check the number whether it's

683

dynamically changing or not.

684

So I'm in the website.

685

I've just to copy this web link.

686

Then I go to the incognito mode.

687

I just paste it over.

688

This will be question mark

after slash question mark.

689

Check lead to test and see the changing

with our purchase tracking number.

690

6243.

691

Yeah.

692

That's good.

693

Great.

694

also Harshi wanted to talk about,

the tracking code on the website.

695

Melissa.

696

So it is very important to put the

tracking code on the website, because

697

sometimes you can jump, means that's a

customer, calls from on this website.

698

LinkedIn, it jumps to the other page.

699

Then we can miss the jigs.

700

Although the tracking code is

on the GTM, but it has to be

701

placed on the website as well.

702

Our client has placed already.

703

I'll show you where it will be shown.

704

I'll just click it, view

web source, control F.

705

I'll just type CTM.

706

So here is our tracking code basically.

707

And where you can find

the tracking code is here.

708

And this is just to be pasted, in, for

every page on the website, correct?

709

Yes, it should be in in between

the heads, not in the body section.

710

In the header section.

711

Okay, that's good to know.

712

So in the header section of

every page on the website.

713

And sorry, can you just show us

one more time, Harsh, where you

714

found the script in the, in CTM?

715

yeah.

716

I'll show it again.

717

So this is the account.

718

I'll go to the numbers.

719

Then I'll go here are the dynamic numbers.

720

Here's the tracking code over here.

721

I have to click there.

722

Then this is the tracking code script

and it's written over your copy and

723

paste the tracking code between the

heads of each page of your website.

724

Perfect.

725

This is done and this number is changing.

726

So no issues with the CTM.

727

Everything is integrated now.

728

Now, the last thing is that we

have to put the right time zone

729

because every website and every

client has a different time zone.

730

So call should come on

that very time zone.

731

So I'll go to the account

settings over here.

732

I'll click here and I'll

go to the account settings.

733

I'll scroll it down.

734

I've already put the timing.

735

The different time zone can come

means according to the website

736

or we can ask from the client.

737

It's in Delphi also so and

I have to put the number.

738

This is the health care.

739

I've already put to click

over update account.

740

So it will be updated.

741

That's all.

742

That's all from the CTM side.

743

It's been set up.

744

Oh, easy peasy.

745

You make it look so easy.

746

Harsh . Thank you.

747

Thank you, Melissa.

748

Alright, I will share a.

749

not really a checklist, but just a step by

step so step one was to configure the CTM.

750

So buying your numbers.

751

Step two was to place

tracking code on GTM.

752

step three, create your

conversion Action in Google Ads.

753

This should be in, not on in, step four is

to create the automation trigger in CTM.

754

Step five is to integrate

CTM with Google Ads.

755

Step six, connect CTM with your GA four.

756

step seven, place the

tracking code on the website.

757

Step eight, ensure the time zone

is correct and then step nine, test

758

your number to make sure that it

dynamically changes on the website.

759

So nine easy steps to configure your CTM.

760

And also, Harsh, I was thinking if people

are having a hard time setting up CTM,

761

I know that you had mentioned to me that

the knowledge base is pretty helpful.

762

So CTM has a pretty robust knowledge

base that people can utilize.

763

Yeah, knowledge base is

like means everything.

764

It's a bible of a CTM basically.

765

So if you're gonna search anything

means I sometimes, don't, see

766

seek support from the CTM support.

767

So I used to go and search

his first on knowledge base.

768

So everything is there in knowledge base.

769

anyone can search it and it's pretty easy.

770

Just write the, tagline

like tracking number, target

771

number or analytics, anything.

772

So even email campaign, how to set up it.

773

So it's pretty easy.

774

Okay.

775

thanks everyone for joining us if you

have any questions, just leave a comment

776

below there's nine easy steps for you

to set up ctm for your clients, which

777

will significantly help your tracking

with google ads you know the drill like

778

click subscribe do all of the those

things and we'll see you on our next

779

video Thank you so much, everyone.

780

Thanks, Harsh.