To create a new call tracking account, follow these steps:
Go to Setup -> Accounts -> Add new
Complete the following fields:
Check the desired option Active/Inactive*
Account Name: add your project name (it can be the website domain, e.g., example.com, or the campaign landing page, e.g., landing-page.example.com, or any name that helps you identify the project for which you have set up call tracking)
Website: add the domain without www (e.g., example.com or landing-page.example.com)
Google Analytics 4 API key: add the API key from GA4 (click here for integration with Google Analytics 4)
Google Analytics 4 Measurement ID: add the Measurement ID from GA4 (click here for integration with Google Analytics 4)
Send Google Analytics 4 Event: check this box only if you want call data to be sent to Google Analytics 4, and only if the fields above (API key and Measurement ID) have been completed
Zapier Token (20 chars long): add the token for integration with Zapier (click here for integration with Zapier)
Zapier Webhook (read-only): this field is automatically filled after integration with Zapier (click here for integration with Zapier)
Send daily report: add one or more email addresses (separated by commas, without spaces) to receive reports from the previous day. This report will be sent every working day. It can be activated/deactivated based on preference (Active/Inactive)
Send weekly report: add one or more email addresses (separated by commas, without spaces) to receive reports from the previous week. This report will be sent every Monday. It can be activated/deactivated based on preference (Active/Inactive)
Missed calls (Email address where to send missed call email): add the email address(es) (separated by commas, without spaces) where you will receive alerts for missed call. These alerts will be sent only when the call recording function is activated and only when the caller hangs up during the greeting message.
SAVE
If you set “Active” – it means that after setting all the required fields (account, tracking numbers, receiving numbers, target numbers, and adding the script to the site), calls to the tracking numbers will be forwarded to the receiving numbers, and reports will start to appear on the INVOX dashboard.