Setting Up/Customizing Marketing Sources and Call Tracking Numbers Follow
Tracking where your leads are coming from is a critical part of any intake program, at any firm, whether your firm has a few marketing sources or hundreds. Law Ruler allows you to manage your lead sources in an easy and intuitive way.
Only users with Admin Rights will have access to make the changes mentioned in this article.
- Using the blue menu on the left-hand side of the screen, click on "Setup".
- Navigate to the “Marketing Sources & Call Tracking #s” page.
- Adding a New Source
To create a new Marketing Source in the portal, click on the “Add Lead Source” button located in the upper-right corner of the screen.
In the pop-up that appears, click the “Track a Campaign” button.
In the next pop-up, you will give the new Marketing Source a name and choose the source type. You will then have the option between two buttons to save the source: “Save” or “Save + Add Call Tracking #”. The “Save” button will create the new source without any additional configuration needed. However, the “Save + Add Call Tracking #” button will allow you purchase a tracking phone number to associate to this source.
- Adding a Call Tracking Number
If you are creating a new Marketing Source and click on the “Save + Add Call Tracking #” button, a new pop-up will appear. Locate the “Generate a New Tracking Number” section. You will have the option to purchase either a local phone number or a toll-free number. If you choose to buy a local number, you will be able to search for a phone number in the area code that you desire. If you prefer a toll-free number instead, the system will automatically show you a list of all available toll-free numbers. Whether you choose local or toll-free, once you find the number that you like, click on the “Buy Now” button next to it.
Once you buy a number, the pop-up will refresh, and you will see the number you just purchased in the “Tracking Phone Number(s)” section under “Incoming Tracking #”. In the “Forwards To” field, you will enter the phone number that any calls placed to the new tracking number should forward to. You will also be able to set defaults for Owner, Assignee, Status, and/or Case Type for records created via this tracking number. If your firm is utilizing the Law Ruler Contact Center, you will want to turn on the “Allow Call to Ring in Smart Dialer” setting so that calls placed to this tracking number will ring in the system’s dialer.
Don’t forget to click the “Save” button once you’ve finished configuring the new tracking number.
Please note: The steps mentioned above also apply for adding a call tracking number to an existing Marketing Source.
- Editing/Deactivating Existing Marketing Sources
If you ever need to make any changes to an existing Marketing Source, click on the “Edit” button that appears to the left of the source.
To deactivate a Marketing Source, click on the “End” button that appears to the left of the source.
If you need to reactivate an inactive Marketing Source, locate that source and click on the “Start” button that appears to the left of the source.