How to Setup WhatConverts On Your WordPress Site

Web Development
How to Setup WhatConverts On Your WordPress Site

We recently setup WhatConverts for an electromagnetic manufacturer company that offers more than 300 electrical acoustic components.

The company was using WhatConverts for lead generation when customers filled out a contact form, requested a quote, or requested a sample part.

Step 1: Install the tracking code in the header.php file

To install this on your website, go to your WhatConverts account dashboard, click “Settings”, and then click “Tracking Code”. Copy your tracking code.

Go to your website and paste the tracking code in your header.php file above the ending </head> tag.

For example, see the screenshot below.

whatconverts-tracking-code-min-2

Step 2: Add your web forms

Identify the web forms on your site that you would like to track.

Next, on your WhatConverts account dashboard click “Tracking”, and then click “Web Forms”.

For reference, we setup form tracking on the following forms on the Soberton site:

Note: the Request a Quote and Request a Sample forms use query strings to identify the component that is requesting a quote or sample. For example, take a look at the following components below:

GT-0601A

Request a Quote: http://www.soberton.com/request-a-quote/?product=1927

Request a Sample: http://www.soberton.com/request-a-sample/?product=1927

SP-1303L

Request a Quote: http://www.soberton.com/request-a-quote/?product=2075

Request a Sample: http://www.soberton.com/request-a-sample/?product=2075

Here is a screenshot of how the web forms for the Soberton site look like:

 

Step 3: Setup call flows and add phone numbers

To configure your WhatConverts account with Phone Calls, click “Tracking” in your WhatConverts account dashboard and then “Phone Calls”.

Next, click “Call Flows’ to configure incoming call flows and post-call call flows.

To add phone numbers, click “Phone Numbers” under “Phone Calls” in your WhatConverts account dashboard. Add phone numbers and dynamic phone numbers.

Why use a dynamic phone number? As soon as a customer’s phone rings, WhatConverts can instantly know the tracking number they called, what channel led them to your website, and even detail like the search keyword they used to find you, the ad they clicked on, and the landing page they came in on. This information allows you to optimize your online advertising towards those channels that are sending the highest converting traffic to your website.

Step 4: Integrate WhatConverts with Google Analytics, Google Adwords, Salesforce, Zopim and other tools

  1. Google Analytics
  2. Google Adwords
  3. Salesforce
  4. HIPAA
  5. Live chat
  6. Test, Test, Test!

Google Analytics

To configure your WhatConverts setup with your Google Analytics account, simply add your Google Analytics tracking ID. To add your GA tracking ID, click “Integrations” in your WhatConverts account dashboard and then “Google Analytics”.

whatconverts-google-analytics-min

WhatConverts will then send events based on leads tracked to your Google Analytics account.

Google Adwords

To configure your WhatConverts setup with your Google Adwords account, click “Integrations” in your WhatConverts account dashboard and then “Google Adwords”. Next click “Add connection” and you will be redirected to your Google account to link your Adwords account with your WhatConverts account.

Salesforce

To configure your WhatConverts setup with your Salesforce account, simply add your Salesforce user ID. To add your Salesforce user ID, click “Integrations” in your WhatConverts account dashboard and then “Salesforce”.

HIPAA

For the Soberton website we did not enable HIPAA  as their products are not in the medical industry. However, if your company is in the medical field, I would suggest enabling HIPAA in your WhatConverts account dashboard.

To enable HIPAA, simply go to “Settings” and then click “HIPAA” on your WhatConverts account dashboard. Next, click the dropdown to turn HIPAA on.

Live chat

To be able to get your chat transcripts along with marketing data right on your WhatConverts dashboard, WhatConverts requires you to integrate with one of the following live chat companies: Apex Chat, LiveChat, Olark, and Zopim. If your company is using one of those companies, click “Integrations” and then “Chat” on your WhatConverts account dashboard.

Next, copy the tracking code and insert the live chat tracking code AFTER the WhatConverts code in your header.php file before the closing </head> tag. Depending on what live chat software you are using, you may have to alter the snippet. Here is an example using Zopim live chat: snippet of the Zopim live chat

Example: Zopim live chat


$zopim(function() {
   $zopim.livechat.setOnChatEnd(function() {
      wc_chat_ypbib("Chat","New Chat Session");
   });
});

Zopim live chat with WhatConverts

<script type="text/javascript">
window.$zopim||(function(d,s){var z=$zopim=function(c){z._.push(c)},$=z.s=
d.createElement(s),e=d.getElementsByTagName(s)[0];z.set=function(o){z.set.
_.push(o)};z._=[];z.set._=[];$.async=!0;$.setAttribute("charset","utf-8");
$.src="//v2.zopim.com/?2pnWzNiHXC39uaDVQwD6xDgXGV295YJ0";z.t=+new Date;$.
type="text/javascript";e.parentNode.insertBefore($,e)})(document,"script");
$zopim(function() {
   $zopim.livechat.setOnChatEnd(function() {
      wc_chat_ypbib("Chat","New Chat Session");
   });
});
<script>

whatconverts-live-chat-min

Test, Test, Test!

I highly suggest testing each form on your site as well as all events and integrations to make sure everything is firing correctly.

For example, for each form, do a test submission. Next, go to your WhatConverts account dashboard and click on “Reports”. Ensure that all fields of your form were mapped to WhatConverts correctly. In addition, if you are testing during hours that your sales reps should be calling, make sure the phone number you used in your form is receiving a call.

See the screenshot below to reference a test form submission I did on the Soberton website to ensure form tracking, calls, and integrations are working correctly.


Overall, setting up and configuring WhatConverts is not too painful if you follow directions, are patient, and do your due diligence testing. If you have any questions or comments let me know and I will do my best to help with anything you are struggling with.

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