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Add Tags to Your DialogTech Phone Numbers to Improve Reporting and Segmentation

Derek Andersen Senior Content & SEO Specialist, DialogTech

As a marketer, you know that the better data you have at your fingertips, the smarter optimizations you can make. At DialogTech, we provide industry-leading call tracking and conversation intelligence data. We also provide the tools you need to segment your data effectively so you can act on it and make these intelligent optimizations.

This blog covers how adding tags to DialogTech phone numbers helps marketers improve their segmentation and reporting. We also provide some examples of how marketers across industries can use DialogTech’s tags to drive better results.

What Are DialogTech Reporting Tags?

Reporting tags are metadata labels that can be assigned to DialogTech phone numbers. You can use your tags as filters to sort your call tracking and conversation intelligence data the ways that make the most sense for your business.

For example, you can set up tags to sort your call data by marketing channel, location, business unit, product type, and more.

What Are The Benefits of DialogTech Reporting Tags?

Tags help DialogTech users better segment and report on their data, slicing and dicing it for the insights and answers they need. With tags, you can better measure and analyze the calls you’re driving from each marketing source to each location and measure phone lead quality by source.

With a well-executed tag strategy, it’s easier to glean all the necessary insights from your call tracking and conversation intelligence data. You’ll have an easier time spotting new trends and opportunities.

What Are Some Examples of How My Business Can Use Tags?

Below are some common tagging configurations that DialogTech customers use to segment their call tracking and conversation intelligence data.

1. Segment by the Marketing Source That Drove the Call

This tagging configuration allows you to compare which of your marketing sources — for example, Google Ads, organic search, direct mail, local listings, and more — are driving the highest quantity and quality of phone calls.

You can view calls driven by all your marketing sources side by side in DialogTech’s dashboards or you can segment them into subsets. For example, you can compare how your paid media channels perform versus unpaid/organic media, how your social channels perform against one another, how your local listings perform against one another, how your print media performs versus digital media, and more.

Example tagging configuration comparing paid media call volume in DialogTech

This segmentation method is commonly used by marketers to understand which of their marketing channels are driving the most sales calls. With this data, you can then allocate marketing budget to the channels, ads, campaigns, and other sources that are driving the most high-quality phone leads.

2. Segment Calls by Business Location

If you’re a franchise owner or a multi-location business, this tagging configuration will help you compare how well your locations or call centers are performing against one another.

You can review all of your locations’ performance side by side or you can drill into subsets to compare regional performance. For example, you can compare the performance of east coast locations vs. midwest vs. south vs. west coast. Or you can set up tags to compare by district, state, zip code, sales territory, and more.

Example tagging configuration comparing sales territory call volume in DialogTech

This segmentation method allows multi-location marketers to prove the sales call they’re driving to locations and call centers. It also allows them to detect low phone call conversion rates in certain locations or regions that may require additional staffing or coaching to correct.

3. Segment Calls by Line of Business or Product Interest

If you have multiple lines of business or specific products you want to segment, this tagging configuration will help you get the granularity you need.

Brands with multiple lines of business can segment by business unit, subdomain (if you have multiple websites), brand, and more. If you want to understand how specific products or services are performing, you can segment them by setting up phone number tags on the marketing sources promoting those products or services. A common example of this use case is insurance marketers — they often want to understand how many calls they’re driving for each of their different types of insurance (for example, home insurance vs. auto insurance).

Example tagging configuration for an insurance company viewing life insurance sales calls in DialogTech

This tagging configuration helps marketers isolate and understand the call performance of different business units. You can see which ones you’re driving a high volume of sales calls for and which you need to focus more energy and budget on. You can also see if there are issues with how different business units are answering and converting the phone calls you drive.

4. Segment Calls by Client (for Agencies)

If you’re an agency tracking calls for multiple clients, you can segment them in your master account. This will allow you to view their performance individually.

Sample tagging configuration in DialogTech — single client view of sales opportunity calls by hour of the day

Getting Started With Tags

Tags are a powerful tool for segmenting and reporting on your DialogTech call data, but you need the right strategy for your marketing and business to get the most valuable from the insights. If you are a DialogTech customer and want to learn more about the best practices for adding tags to your account, contact your account manager today. We can work with you to scope out the strategies that will work best for your particular configuration.

Want to take a deeper dive into DialogTech’s call tracking and conversation intelligence data? Check out our ebook, The 10 Call Analytics Reports That Will Change Your Marketing.

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