The first step to successfully tracking calls is creating a call campaign. Campaigns contain all the logic to properly tag, track and route calls in order to manage how calls will be handled. Using Retreaver, users can create unique toll-free numbers and associate them with specific campaigns. When a lead dials into the assigned tracking number, they will be automatically connected to the desired direct line or extension, where Retreaver works to gather any necessary information on our backend to process the call and route the caller to the best available agent.

• Call Campaign:

  Campaigns contain all the logic to properly tag and track calls. Campaigns provide an overview of any applied routing settings, IVR prompts, call endpoints and webhook workflows. Users can then monitor their inbound call analytics using the Retreaver dashboard and isolate data by campaign, source, call endpoint, or keyword for more detailed reporting.

• Tags:

  Tags represent call attributes which are applied to callers as they engage with a campaign, they can also be used to trigger events and route calls to an applicable endpoint. Retreaver can apply tags to a call at anytime either before a call is made, while a call is being transferred, in the middle of a call or after the end of a call.

• Sources:

  Sources are used to organize your inbound traffic reports. Create sources for specific publishers that are sending traffic to your campaigns, then tag calls/numbers with the applicable source to properly attribute call origins and collect data which can be used to analyze marketing performance.

• Call Endpoint:

  Call endpoints represent the final destination of a call. After calls are processed in a campaign, they are then routed to the best available agent or department to handle that call, which in most cases is to finalize a sale or handle a support task.

Once a campaign has been created, you must define which call attributes you intend on tracking. Retreaver provides several tags out of the box to help track common caller attributes such as caller ID, location and source. Retreaver users can also create custom tags to track any desired call attributes using our flexible tagging system.

Use Retreaver tags to:

Attribute call sources

What is driving calls to this campaign?

Identify caller touchpoints

Has this caller interacted with this brand before?

Create customer profiles

Apply attributes back to return callers.

Manage routing paths

Send calls to support/sales or a particular agent.

Enable automatic workflows

Automate post-call tasks using webhooks.

Evaluate final call outcomes

Was the call converted? By which agent?

View our "How to Use Tag Types and Operators" guide to learn more about Retreaver tags and their operations.

Now it's time to generate calls and drive traffic into your new call campaign! As callers dial the Retreaver provided tracking numbers displayed on your advertisements, calls will be automatically processed and routed through a Retreaver call campaign.

The Retreaver API can be placed on a webpage to track leads in real-time, initiate calls, and apply tags programmatically. Calls can also be tagged while being processed inside the Retreaver platform, such as when using IVR prompts to request additional information from a caller, fetching tags using a static number or posting data back at the end of a call.

• 1. Static Number Tagging:

  Tagging static numbers is the classic way of attributing call sources. Commonly used in traditional advertising, email and promotions, tagged static numbers provide an easy way of identifying a call source by attaching a unique identifier to each number. At the end of a campaign, view your call analytics to review your best performing traffic generators.

• 2. Web tracking using Retreaver.js:

  Enable real-time page tracking by placing the Retreaver.js API into your webpage. Retreaver will be able to display dynamic numbers and apply tags for each unique lead on that page. You may also apply tags programmatically using webpage events or initiate a call using a click-to-call button.

• 3. Parameter Mapping:

  Utilize parameter mapping on your campaigns to scan visitor URLs and identify any mapped keywords. These keywords can then be used to apply tags for the currently displayed number on your webpage. Pass valuable data between platforms and websites to properly document a caller journey from touchpoint to sale.

• 4. Interactive Voice Response:

  Interactive voice response can be used to greet callers, convey instructions or prompt your callers for additional information to help direct them to the right department or person.

• 5. Webhook Workflows:

  Webhooks are data payloads which are sent or received using a variety of triggers. They are sent using an HTTP request, in which the URL includes the destination along with a series of key:value attributes.
  
  https://retreaverdata.com/data_writing?key=PUBLISHER_KEY&caller_number=CALLER_NUMBER&key_1=value_1
  An example postback webhook, used to attach tags to a caller number.
  
  Request a data payload from a CRM platform to receive customer profile information at the start of a call, or use call attributes to trigger events outside of the Retreaver platform at the end of a call.

View our "How to add data to calls" guide to learn more about applying tags to calls using Retreaver's tagging system.

When it comes to call tracking, there is no one-size-fits-all option. Every business, its products, and its operations are and should be unique. That's why at Retreaver, we designed our software to create a customizable, flexible, and scalable product for our customers.