DialogTech / IfByPhone Integration

Introduction

Call tracking can be combined with A/B testing in Convert Experiences. The first step of getting this to work is setting up a new goal called Call Tracking. You can use any type of the existing goal templates but we recommend a Javascript Triggered goal, so that it can triggered using Javascript and external systems like Call Tracking.

This now works for the call tracker or DialogTech / IfByPhone.

Setup Call Tracking Goal

Create a new "Javascript Triggered Goal" in Convert. Give it a descriptive name, like "Phone Call".

Activate the goal for an experiment. 

To get call tracking integrated with Convert Experiments A/B testing make sure you setup one unique unused phone number. If you have a test with one Original version and one Variation you need to setup two numbers.

Push URL

Conversions can be triggered by calling a specific URL that contains all the needed info. The structure of such an URL is the following, where each element marked by brackets and bold is explained below:

/[project_id].track.convertexperiments.com/track/?c=[customer_id]&p=[project_id]&e=[experiment_id]-[variation_id]&g=[goal_id]&ga=1

All the bold elements have to be replaced with actual values as follows:

project_id

This can be found in "Project Settings". This field combines the account ID and project ID separated by an underscore.

For example, if project_id is 1111_2222, then 1111 represent the customer_id and 2222 represents the project_id.

customer_id

customer_id as described in the previous step.

experiment_id  

Experiment ID can be found inside the Experiment report, clicking on the "Report Settings" icon.

variation_id

Each version of your A/B test has a separate Variation ID. It can be found by doing a live preview for each specific variation and picking up the number after the convert_e query parameter inside the preview URL.

For example, if the preview URL is http://staging.convert.com/?convert_action=convert_vpreview&convert_v=1002704493&convert_e=10023753, then the variation ID is 10023753.

goal_id

Goal ID can be found in "Goals Overview" by clicking on the name of the goal.

Create Zapier Webhook

The webhooks are a great way to push a call to Convert Experiments. We use the same goal in the experiment but using the above defined push URL we can trigger a goal for either the original or variation.

Based on DialogTech / IfByPhone documentation you can see here, we need the variation ID in the webhook GET URL if the Call tracking software allows a variable in their backend that Zapier allows as mergefield one ZAP will take care of all tracking for one experiment. 

  • Select a Webhook with the GET method
  • Fill the URL with all the different [id's] you got from the above steps and replace them to match this format: http://[project_id].track.convertexperiments.com/track/?c=[customer_id]&p=[project_id]&e=[experiment_id]-[variation_id]&g=[goal_id]&ga=1 (yes also remove the [ and ] symbols).
  • Send as JSON tuned to No and leave all other fields empty.


Done & Start Testing

Now you are done, with the webhooks Convert Experiments and you call tracking app are integrated. Start the experiment and test the goals by calling each number. You will see the conversion.

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