At Ruler Analytics we want to be sure you get the most out of your data you are tracking within your dashboard.
The below steps should give you a clear path to follow when setting your Ruler account and allow you to achieve the most out of the product and data as possible.
Set up Call Tracking
If you are on one of our call tracking packages, you will need to set up the dynamic number insertion on your website to track your inbound calls.
Add the class name, given to you in your set up instructions upon sign up, to the corresponding number on your website.
Enable Form Tracking
Enable Ruler to automatically track your forms in your dashboard here.
If after performing a few test submissions your forms are not landing in the dashboard let a member of the support team know and they can investigate.
Further detail on the above three steps can be found in the Integration guide.
We always recommend you follow your custom set up instructions that your account manager provides to you, you can request a copy of this any time from [email protected]
In your dashboard there are some steps you can take to configure your data.
Set your Time Zone
For clients who may be based outside of the UK, you can update your reporting timezone in the dashboard here.
Set your Currency
If you are passing back any revenue or cost data to Ruler Analytics you can configure the reporting currency here.
Ruler will default set this as GBP '£'
Should you wish to exclude seeing tracking data in your dashboard from certain locations such as internal traffic, or your agencies traffic.
You can filter out IP addresses here.
If you wish to use external integrations and webhooks you will need to enable your API key. This can be done here.
All dashboard configuration can be done in your Ruler dashboard.
While Ruler can track the activity on your website, there are certain things that will need to be implemented to ensure you get the most out of the visit, form and call data you see in your dashboard.
Paid Value Tracking (UTMs)
Adding UTMs / Valuetrack Parameters to your final urls for your paid campaigns will allow you to see extra information about a visit including campaign name, keyword and any other UTM value you may wish to add.
More information on Value track variables can be found here.
Offline Call Tracking
You can use Static numbers to track calls from offline sources such as Click to Call ads or print advertisement. This will allow you to track calls from offline lead sources and attribute revenue back to these sources as well. More information can be found here.
Send your Calls as an event to Google Analytics, Set up instructions can be found here.
Once calls are sending to Google Analytics, Import the Goal to Google Ads to view your calls here.
Data out of Ruler Analytics
If you wish to send your data out of Ruler Analytics to other sources such as your CRM, Google Sheets or an SQL database there are a few options available.
See more information here on the available options and variables you can pass out of Ruler Analytics.
Data In to Ruler Analytics
If you are on our ‘Closed Loop Revenue - Attribution’ product, you will want to pass back your sales data into the Dashboard, to attribute your sales to the Marketing channel generating your sales.
More information can be found here.
If you need assistance with any of the checklist steps, get in touch with your account manager or a member of the team at [email protected] today who will be happy to assist.