--00000000000085424506027f9ec3 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim and Joey, Joey - Any update on the report, here , or the July lead funnel? It looks like the paid advertising metrics have not changed since we spoke last week. Will you be able to fill out the spreadsheet by EOW? Megan and I would like to have a chance to review it before our call next Tuesday if possible. Tium - I spoke to our DART team and we cannot at this time use the secondary phone number. Stemming off of this: - Are there any plans to move Canada to FRAX? That would eliminate this issue for calls because the FRAX leads auto create with extra informatio= n that allows us to match even if that phone number is different - Monica also said that the primary phone number for leads is not the only thing that syncs to Clearcare. She mentioned that the account information is what ultimately syncs which could be different. Does this ring a bell to you? Perhaps it is worth an email to Sarah and Umesh to confirm what fields sync? - Overall, the next step is for us to work together to determine if any operational changes make sense to achieve better attribution Thanks, On Thu, Aug 3, 2023 at 11:57=E2=80=AFAM Alexa Graziani wrote: > Thank you for a great call today! > > Here is a recap of the reasons why records would show up as "null" > (outside of them being a B2B referral account): > > 1. WOM - calling someone's cell phone or the office line directly > - no action needed here, null is correct for these > 2. The lead getting entered more than 7 days after the call or form > came in > - please make sure the team enters all leads within 7 days > 3. The phone number not matching the callrail recording > - I will reach out to DART to see if we can match off of "secondary > phone number". Then the team will need to enter that there. > 4. If the email doesn't match what was in the webform > - please make sure the email is entered and matches > 5. If they emailed the Montreal info email > - I will put in a ticket with Web Dev to remove that from the > website so they are pushed into the webform instead > 6. The source is in Callrail but isn't flowing into the data lake > - This is an IT issue that I will pursue with that team > > > On the paid side of things, while we know these numbers will still mature > in the next 2 weeks, we thank you for your vigilance in following up with > them and taking the extra effort to review all the open leads/ > opportunities as well as closed opportunities. Let us know when the > document has been filled out and we will take a look. > > Sincerely, > > On Wed, Aug 2, 2023 at 10:48=E2=80=AFAM Alexa Graziani > wrote: > >> I realized I accidentally linked to the Tableau version of the Campaign >> location report. Here is the correct link for the AP version, which you >> should be able to access: >> https://analytics.homecareassistance.com/marketing/campaign-location-das= hboard >> >> On Wed, Aug 2, 2023 at