Re: CallRail - Companies

From
John McColman <john@infrontmarketing.ca>
To
Alexa Graziani <agraziani@thekey.com>
CC
Timothy Thomas <tt@homecareassistance.com>, Development Team <dev@thekey.com>, Jonathan Pytell <jpytell@thekey.com>, Andy Feldman <afeldman@thekey.com>
Date
Wed, 27 Apr 2022 23:24:31 +0000
Folder
INBOX
--_000_YQBPR0101MB6323BE41C9DC9D21BF0E3BF7D7FA9YQBPR0101MB6323_ Content-Type: text/plain; charset="Windows-1252" Content-Transfer-Encoding: quoted-printable I can replace the code on Winnipeg and Vancouver immediately. Single line of code unique to each location. Also, I will need access for each location for integration. Thank you! John McColman In Front Marketing 403.861.9727 john@infrontmarketing.ca ________________________________ From: Alexa Graziani Sent: Wednesday, April 27, 2022 5:22:57 PM To: John McColman Cc: Timothy Thomas ; Development Team ; Jonathan Pytell ; Andy Feldman Subject: Re: CallRail - Companies Dev Team - Since the Javascript will need to be updated once we create the = new company and move the phone numbers, can yu please look into this? If you need someone else to create the Company, I can have Jenn work with y= ou. Thanks, On Wed, Apr 27, 2022 at 2:09 PM John McColman > wrote: HI Alexa & Tim, To be fully transparent, I=92m not a CallRail power user. However, as we=92= ve setup individual Google Ads accounts, along with seeing separate website= s and analytics accounts (probably social accounts as well)=85 I=92m hoping= we can get whoever is managing CallRail to make some changes for us. This shouldn=92t cost anyone additional money, but will give us full transp= arency on tracking each location individually. Here is what I received back from CallRail after speaking with them. The best way to achieve your goal is to have each location as a separate co= mpany. I have listed relevant support articles below. Create a company https://support.callrail.com/hc/en-us/articles/202915599-C= reate-a-Company- Google Ads https://support.callrail.com/hc/en-us/articles/200981277-Google-= Ads-Integration Transfer numbers: https://support.callrail.com/hc/en-us/articles/1150049793= 06-Move-Tracking-Numbers-Between-Companies You will want to create companies, transfer the numbers, and set up the Goo= gle Ads integration. By setting up different companies, we can still assign and control each fro= m an account. However, the linking is specific to each. Numbers don=92t cha= nge and we can fully pull individual data for all locations. Who can help with this for the 3 (soon 4) locations? If we do end up amalgamating the accounts into one (not discussed yet), we = combine, but this for now allows us the best option for data collection. We=92re not nearly as detailed as Calgary is right now. We are missing data= and this above fixes that. I only need someone to create separate companies for Van / Win=85 leave Cal= gary in place. Then we can add Toronto. All other linking to Google Ads, An= alytics, etc is on our team. Thank you, John McColman In Front Marketing Results Driven Performance Marketing 403.861.9727 john@infrontmarketing.ca Suite 401 =96 255 17 Ave SW, Calgary, AB [cid:1806d5506bc4ce8e91] [https://images2= .imgbox.com/4f/28/0CulP3sT_o.png] [https://images2.imgbox.com/86/7d/UEdGNfFZ_o.png] [cid:1806d5506bc7745b44] -- Alexa Graziani Sen