Integrate Wingify With CallTrackingMetrics – Wingify

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This article covers the following:

Overview
- Before You Begin
Enable the Wingify Integration in CTM
Create a Trigger for Tracking Conversions
Register the Event in Wingify Data360
Track Calls in Wingify Reports

Note: The steps in this article are relevant to users using Data360 accounts. If you have a Non-Data360 account, refer to the Non-Data360 Accounts tab.

Overview

The Wingify and CallTrackingMetrics (CTM) integration allows you to bridge the gap between online experimentation and offline phone conversions. By linking these platforms, you can identify which A/B test variations are driving the most phone calls and automatically sync call data as conversion events within Wingify.

Before You Begin

For the Wingify CTM Integration, ensure you have the following:

A Wingify Web Experimentation or Wingify Feature Experimentation account.
A CallTrackingMetrics account.
The Wingify SmartCode installed on your website.
The CTM Tracking Code installed on your website.

Enable the Wingify Integration in CTM

To start sending data to Wingify, you must first enable the Wingify integration within your CallTrackingMetrics dashboard.

Log in to your CallTrackingMetrics account.
Navigate to Settings > Integrations > VWO.
Toggle the Send conversion events option.
Click Save Changes.

Once you enable the Send conversion events option, CTM begins transmitting event data to Wingify.

Create a Trigger for Tracking Conversions

Once the integration is enabled, you need to define which calls should count as conversions in Wingify using CTM Triggers.

From your CTM dashboard, navigate to Calls > Triggers.
Click New Trigger.
Set when the trigger should run, for example, at the end of a call.
(Optional) Define Rules to filter specific calls, for example, only calls longer than 60 seconds.
Click Add Action and select VWO360 Conversion.
Enter a name for the event, such as phone_call_conversion.

Enter any additional metadata you wish to pass to Wingify in the Property & Value field.
Click Save Changes.

Register the Event in Wingify Data360

After a call occurs that fires your trigger, the event will appear under Unregistered Events in Wingify. You must register this event to use it as a goal in your campaigns. To register the events:

Log in to your Wingify Dashboard.
From the left navigation bar, go to Data360 > Events.
Scroll to the Unregistered Events list. Your CTM events should appear here once the first call is processed.
Click Register Event next to the CTM event.
Fill up the Register Event form and click Create.

After you click Create, your event is saved in Data360.

Track Calls in Wingify Reports

Once the event is registered, you can track it as a primary or secondary metric in your Wingify tests. To track the call-specific events:

Create a Wingify Campaign, for example A/B test campaign.
In the Configuration > Metrics section, click Add Metric.
Select the CallTrackingMetrics event you registered.
Once your campaign is live, Wingify will attribute these calls to the specific variation the visitor saw.

Need more help?

For further assistance, please contact Wingify Support.

CallTrackingMetrics (CTM) provides advertising agencies and businesses with the data and tools they need to understand which ads drive phone calls and what is happening to the calls when they hit their call centres. CTM allows you to track online and offline advertising campaigns and provides advanced routing capabilities for call centre operations.

Integrating Wingify with CTM enables you to track phone call data on the pages where you are running Wingify tests. With this integration, you can view running tests and variations in the call log or track goals by sending CTM conversions into Wingify by using triggers. You can send any conversion metrics defined in CTM into Wingify and then update your goal reports.

Note: If the phone number is not present on the campaign URL, you must either include the goal URLs in the campaign URL or create a page visits goal for those URLs so that the data is sent to CTM seamlessly.

Login to your Wingify account.
Install the CTM JavaScript code on your website.
On the CTM dashboard, go to Settings > Integrations > VWO.
To send conversion events into Wingify for inbound calls, turn ON the Send conversion events option.

Screenshot_2019-08-16_at_1.20.17_PM.png

In Wingify, create a test with the Track Custom Conversion on goal, and then CTM starts tracking the test and variation that your visitors become a part of.

Note: You don't need to install the custom conversion goal code snippet for CTM to work.

Screenshot_2019-08-16_at_1.22.07_PM.png

On the CTM dashboard, go to the Integrations page and click Go To Triggers. To create a new trigger, go to Calls > Triggers.

To trigger the call and then specify any rules you want to set, select When.
Click Add Action, and then select VWO Conversion.
To start sending conversion events, enter the Goal ID (of the custom conversion goal) and Campaign ID. (Refer to the screenshot above for the Goal ID and Campaign ID.)

Screenshot_2019-08-16_at_1.25.01_PM.png

View Reports

On the CTM dashboard, you can attach Wingify session data with the calls helping you identify which caller is participating in which Wingify test. You can define the criteria for conversions and should be able to view the calls by the Wingify test and variations on the CTM Reporting screen.

Screenshot_2019-08-16_at_1.26.54_PM.png

In Wingify, integrating your CallTrackingMetrics account with Wingify allows you to understand which variations drive calls and, ultimately, conversions.

Need more help?

For further assistance, please contact Wingify Support.

Articles in this section

Overview

Before You Begin

Enable the Wingify Integration in CTM

Create a Trigger for Tracking Conversions

Register the Event in Wingify Data360

Track Calls in Wingify Reports

Need more help?

View Reports

Need more help?

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