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✔ Account Setup
Create New Account
Load Appropriate Snapshot
Setup the Clients Location and Information.
Setup Email Domain - Agency Settings1
Setup Phone Number
Integrate with Google & Facebook
Setup Custom Values
Reputation Setup
User Setup
🛢Campaign Funnel Setup
Step 1.1 - Copy over the Funnel
Step 1.2 - Color Changes & Logo Swap
Step 1.3 - Coupons Left Script
Step 2 - Color Changes & Logo Update
Step 2 - Copy Form, Options & Integration
Custom Values for Funnel
Step 3 - Funnel Scripts
Setting Up Funnel Reporting
⚙ Custom Values
🚿 Pipeline Setup
🔫 Triggers Setup
Trigger Activation & Editing
$99 New Patient Triggers
Teeth Whitening for Life Triggers
📲 Editing Campaign Sequences
☎Call Tracking Setup
Call Swapping (Website)
Creating a Number Pool (Website)
🧪 Testing Campaign & Live
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☎Call Tracking Setup

Call Swapping (Website)

2min



About Call Swapping

To track sources of phone calls we will place a small peice of JS on the website that will swap out the office's regular phone number for one of our call tracking numbers.

After you have your number pool setup, you can find it in the "number pool" tab in the Prime Local Software.

Select the small "info button" on the pool you need to setup.



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Next, you'll need to copy the JS snippet that we will next place on the website:



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Next you will need to place this code onto the website. In this case we have google tag manager installed so we will past it there.



Make GTM instruction later!

Updated 03 Mar 2023
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