How Call Tracking Works

First things first: let's break down how call tracking works in Cosmicly:

1. Integration: Cosmicly pulls in call data from your connected Calendly or Cal.com account.

2. Tagging: Each call is automatically tagged based on rules you set up.

3. Analysis: These tags are used to categorize calls in your reports and analytics.

It's like having a super-smart assistant who knows exactly what type of calls are being booked, when they're happening, and then helps you break them down into valuable metrics measured against all your other data points!

Why Call Tracking is Important

You might be wondering, "Why should I care about call tracking?" Great question!

Here's why it's a big deal:

1. Performance Insights: See which salespeople are bringing in the most revenue.

2. Time Management: Understand how much time is spent on each call type.

3. Sales Funnel Analysis: Track how leads move through your sales process.

4. Team Coaching: Identify which call types each team member excels at.

In short, call tracking turns your calendar into a goldmine of actionable data.

So, let's set it up!

Configuring Call Type Tags

Call type tags are like labels that help you categorize different kinds of calls.

Here's how to set them up:

1. Log into your Cosmicly account.

2. Go to Settings > Calls.

3. Click on "Add Tag".

4. Enter a name for your call tag/type (e.g., "Discovery Call", "Demo", "Sales Call").

5. Click "Save".

Repeat this process for all the different types of calls your team conducts.

Pro Tip: Keep your call types simple and clear. Too many categories can get confusing!

Setting Up Rules to Tag Call Types

Now for the really cool part – setting up rules to automatically tag your calls.

Here's how:

1. In the call settings, click "Add Rule".

2. Set up your rule:

   • Choose a condition (e.g., "Call title contains")

   • Enter the trigger text (e.g., "Strategy Session")

   • Select the call type to apply (e.g., "Sales Call")

3. Click "Save Rule".

For example, if you set up a rule where "Call title contains 'Strategy Session'" triggers the "Sales Call" tag, any call booked with "Strategy Session" in the event-title you've defined in Calendly/Cal.com will automatically be tagged as a Sales Call in Cosmicly.

You can set up multiple rules for each call type. The more organized your rules & titles are, the more accurate your tracking will be.

Best Practices

To make the most of call tracking in Cosmicly, keep these tips in mind:

1. Be Consistent: Use consistent naming in your Calendly/Cal.com event titles to make rule creation easier.

2. Start Broad: Begin with a few general call types, then get more specific as you see the need.

3. Review Regularly: Check your untagged calls periodically and create new rules as needed.

4. Communicate with Your Team: Make sure everyone understands the different call types and how they're being used.

What's Next?

With call tracking set up, you're ready to gain deeper insights into your team's performance. Head over to the Reports section to see your newly categorized call data in action!

Remember, the key to great call tracking is ongoing refinement. Don't be afraid to adjust your tags and rules as your process evolves.

Great job setting up your call tracking! You've just unlocked a new level of sales intelligence. Your future self (and your sales team) will thank you!