Creating New Ads QUICK START GUIDE

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1 Creating New Ads QUICK START GUIDE

2 About Creating New Ads 2 This quick start guide will help you create a new ad and get started tracking calls and texts. We ve designed creating new ads to be quick and intuitive in our Telmetrics dashboard. Each tracking number or number pool is associated with an ad, and you must create an ad in order to use a tracking number. There are two ways to create a new ad: 1. Create an Ad 2. Find Numbers Before you get started, log in to your account on the Telmetrics dashboard with your user name and password

3 Creating an Ad 3 Creating an ad will take you through the entire process of ordering and setting up tracking numbers. 1. Click on Create an Ad on your dashboard (home page) or on the Manage Ads page. The Choose Ad Type pop-up will appear. Ad types define the campaign, ad or channel you would like to track and streamline creating new ads. 2. Select an ad type and click Next. This will start the 4-step process for creating an ad and take you to the first step, Ad Details.

4 Ad Details 1 of 4 4 The Ad Details step is where you set up the general ad properties, enable Dynamic Number Insertion (DNI), and your integrations such as Adobe, Google Ads, Google Analytics, Facebook, HubSpot and more. The available features and integrations depend on your account/organization has been set up in Telmetrics UI. General Ad Properties The fields under General Ad Properties depend on your Ad Type and how it was set up for your account. The fields may be different between ad types and accounts. 3. Provide a name for your ad under Ad Name. We recommend using a descriptive name that allows you to easily identify they type of ad and where you are using it. 4. Under Advertiser, start typing to pull up an existing advertiser or click Add New to add a new advertiser. You will need to fill in the name, , state or province, and zip or postal code. 5. Under Time Zone, select the appropriate time zone for your ad. Media We recommend that you take advantage of these configurable fields so that you can filter your ads and reporting using specific parameters such as; 1. Region - Name the geography you are targeting in your campaigns or where your business is located 2. Market - Identify your vertical or industry 3. Product - Identify what you are selling or the service you are providing Dynamic Number Insertion DNI will allow you to define a set of rules to replace a phone number with a tracking number on your website or landing page. See Dynamic Number Insertion: Quick Start Guide for detailed instructions on creating rules. For more detailed information and recommendations for optimizing your account, see Dynamic Number Insertion: Best Practices.

5 Setting up Integrations 5 Below the Media section you will also see a list of all the integrations you can enable. Alternatively, go to the Settings icon in the left side navigation and click on Integrations and select the integrations you would like to enable. For a full list of our integrations, visit our Integrations page. Google Analytics Integration The Google Analytics integration allows you to view all calls and texts to your tracking number as Events in your account. You will need your Universal Identifier to connect the integration. Go into your Google Analytics account and choose the specific account under settings. 1. Enter in your Google Analytics Universal Identifier under Tracking ID. 2. Select Request Geographical Coordinates if you want to track location 3. Select Track Paid if you want to track your calls and texts generated by paid ads within your Google Analytics Account. Google Ads Integration The Google Ads integration allows you to view call and text conversions from paid search within your Google Ads account. You will need your Google Ads account details to set up this integration. 1. Under Google Ads Customer ID, enter in your customer id for Google Ads. 2. Choose a descriptive name for your Phone Call Conversion Name that will help you easily identify it. 3. If you know the value of a call, enter it under Phone Call Conversion Value. Otherwise, leave it blank. 4. Choose a descriptive name for your SMS/Text Conversion Name that will help you easily identify it. 5. Enter the value of a text conversion under SMS/Text Conversion Value. 6. If you are using a currency other than U.S. dollars, then select your currency from the Conversion Currency Code. Within the Tracking Number Details step, you will determine the final destination phone number for all calls to your tracking number, set your activation and reporting dates, and activate additional call and routing features. Choose the Find Numbers option if you would like to see the inventory we have in your area before creating an ad. We have over 2 million North American numbers in our inventory and an experienced telecom team that can port in vanity numbers if required. Advanced filtering and the SmartNumber service is also available here as when you create a new ad.

6 Tracking Numbers 2 of Insert the final destination number, your main business line for example, under Termination Number. 2. Under Activation Date, enter in the first day you want the tracking number to start ringing through to your final destination number. 3. Under Inactive Date, enter in the last day you want the tracking number to ring through to your final destination number. 4. The Ref End Date is the last the tracking number will ring through to the final destination number and it should match the date set for the Inactive Date. 5. Under Reporting Start Date, enter in the first day all calls and texts will be tracked and reported on the tracking number. 6. Under Reporting End Date, enter in the last day all calls and texts will be tracked and reported on the tracking number. 7. Select and set up your Advanced Routing call management options. See Advanced Routing below for more information 8. Select the Call Features you would like to enable. See Call Features below for more information on each of the enhanced features we offer. 9. Click Continue to go on to the Number Selection screen. Advanced Routing Advanced Routing allows you to set up call management and routing options such as Caller Segmentation, Time of Day, Follow Me, Geographic and Zip Code. These will allow you to route calls to your tracking number in a few different ways. Caller Segmentation: route a call based on a numeric key-press made by the caller. Time of Day: route a call based on time of day and day of week Follow Me: forward a call from one agent to the next after a set number of rings Geographical: route a call based on the caller s phone number (NPA/NXX) Zip Code: route a call based on zip code that the caller enters

7 Tracking Numbers 2 of 4 7 Call Tags Apply manual or automatic tags (labels) to classify or segment different types of calls/callers. Call Recording Call Recording allows record complete calls as well as uploading a notification file for jurisdictions that require a warning. If you are discussing sensitive information, you can use PCI redaction to remove it from the recordings. You will need to set up Call Recording to use features like Lead Scoring. Ad Alert Ad Alert will allow you to set up a whisper message with the call source that can be played for an agent or sales representative just before connecting to the caller. Call Verify Is the caller looking to buy? Looking for information? Confirming an appointment or order? Our Call Verify feature allows you to qualify caller intent before connecting them to the appropriate representative, saving time and improving the caller experience. SMS You can text enable call tracking lines so that a consumer can call or text in response to any ad. An SMS enabled call tracking number will receive text messages and route them to a chat client (Slack, LiveChat Inc, etc.), or directly to a mobile number. Post-call or post-text notifications may also be configured at the number level.

8 Number Selection 3 of 4 8 In this step, you will search for and order tracking numbers. Once you find the tracking numbers you want, you will be required to reserve them. If you have already reserved a number, it will appear in the notification bar. Tracking numbers can be reserved for up to 20 minutes. 1. Click Find Numbers in the navigation bar on any page. 2. Select Local or Toll-free. 3. Use Exact Match Filter (optional) to find a tracking number in a specific area code ( NPA ) or down to the prefix level ( NXX ). 4. Under Local Number Filters, you must filter your search through local to specific number or geographic area. a. Select Local to Specific Number to find tracking numbers that will be local calls to your destination number. b. Select In Specific Rate Center to find tracking numbers that are local to a geographic area. 5. Click Find Numbers once you ve selected your search options. You will see a list of available tracking numbers. You can filter these numbers based on area code and prefix using the dropdown. 6. Click reserve on as many tracking numbers as you need. The tracking numbers will remain reserved for 20 minutes. 7. Click Continue at the bottom of the screen to order your new tracking numbers. You will be taken to the confirmation screen.

9 Summary 4 of 4 9 The Summary is your confirmation screen and it will show you an overview of the ad, including the tracking number details. Use this page to confirm that you have entered in all information correctly. You can go back at any time to alter the ad. Click Submit Order once you are satisfied that everything is correct, and you will be taken back to the General Ad Information screen of the newly created ad. By clicking on Submit Order, you are completing the process and ordering the tracking number. This will take you back to a general ad screen of the newly created ad. How to Find Your Ads All your ads can be viewed in two ways. 1. Click on Manage Ads and then click on the ad you want to view. You can use the filter option at the top of the screen to find ads quickly. 2. Use the search bar in the navigation bar. A list of search results will appear below.

10 Additional Resources 10 Using this guide to create new ads for your campaigns will get you up and running with tracking numbers in a short time. After creating your new ads and placing your tracking numbers across your campaigns, you will begin seeing the opportunities that call and text analytics open up for your marketing. We also have additional resources (see links below) to help you use the Telmetrics platform to your fullest advantage. Official Website: Telmetrics.com Full list of Products and Features: Products Full list of integrations and partners: Integrations Learn more about Telmetrics API: Call Tracking API Full List of Resources: Telmetrics Resources Our customer service and account management teams are also ready and able to answer any questions, so feel free to get in touch at any time: call us at or us at info@telmetrics.com.