|Help Centre

DATA HELPERS

Last updated at

We understand reporting is a key feature for our customers and some will require further segmentation than others, based on their customers' behaviours and their need for more data. 

In order to address different needs, further segmentation to the data we capture by default can be added using our Data Helpers. To enable this feature, simply navigate to your account (that is, the subaccount / customer within your Master account or Organisation) and in Settings you can see a tab named Data Helpers: 

 

Screenshot_2020-09-16_at_10.40.46.png

 

There are four different Data Helpers available in order to capture data. 


Facebook Ads Segmentation

Facebook ads segmentation checks the landing url of the visitor, and if the url contains: utm_source=facebook and utm_medium=cpc. If that's the case, and a call takes place, our system will record the Name and Media for that call to Facebook in your report, and a Campaign will be created for this account as Facebook if one doesn't exist already. 

 

The Medium and the Source will also be logged, and become available to other features within Freespee, for example Predictive Routing, to help you direct calls to the correct number, agent or team if necessary! (More on Predictive Routing here). 

 
 

UTM Segmentation

The UTM segmentation flag checks if the landing url contains a utm_source. If that's the case, then our system will create a Campaign with the name on the source and extract the values utm_term, utm_medium, utm_content, utm_source and utm_campaign. 

 
In your reports, the calls will be associated with the extracted data as follows:
  • Name = utm_medium
  • Media = utm_source
  • Campaign = utm_source
  • Publisher = utm_medium utm_campaign

 

Campaign segmentation

This segmentation flag will divide your traffic into four default campaign matches, based on the data that is available in the referrer url (the webpage that directed a visitor to your website). This flag will help create Campaigns automatically in your account and divide them based on this criteria below:

  • direct -> if the referrer url is blank
  • other -> if the referrer url is not blank
  • googleseo -> if the referrer url contains google
  • googlesem -> if the landing url contains gclid

 

Referral segmentation

This segmentation rules help you log data in connection to the referrer url that drove a potential customer to your website. If the referrer url field is not blank for the visitor's session, then the Media and Keyword values will be changed for the referrer's name, and a campaign will be created also for the referrer and applied to this visitor. 

In reports, the following values would be populated for calls:

  • Name = Referrer/{referrer}
  • Media = Referrer/{referrer}
  • Campaign (if the campaign helpers is active) = referrer

 

Please note that if multiple Data Helpers are enabled simultaneously, some may nit be apply or be overruled. The system's logic cascades from the most specific Data helper downwards to more generic rules (meaning our system will try first to find all possible UTM values in order to give context to a call, and otherwise continue searching for other values ultimately defaulting in the Referrer url if else is not available). This will vary based on which specific flags you choose to enable. 

 

If you are unsure about what Data Helpers to use or which one are the most beneficial for you, we recommend using only the UTM segmentation at first. You can always enable further Data Helpers at any point in the future. 

 

If you are a Master level or Organisation user and wish to have Data helpers in all your accounts, please don't hesitate to reach out to our Support team for further help! 

Can't find what you're looking for?