SOP: Setting Up a Number Pool for Google Ads and Website Tracking Using GoHighLevel

Setting up a Number Pool in GHL for Website Phone Tracking

SOP: Setting Up a Number Pool for Google Ads and Website Tracking Using GoHighLevel

Objective

To provide a clear and concise procedure for team members to set up a number pool in GoHighLevel for tracking website visitors and calls effectively, ensuring accurate data collection and analysis.

https://www.loom.com/share/e3e5f8f74ff140fb91aaf646b1d6cb09?src=composer

Key Steps

1. Access the Sub-Account

   • Log into GoHighLevel.

   • Navigate to the specific sub-account where tracking will be set up.

2. Navigate to Settings

   • Click on the "Settings" tab.

   • Select "Phone Numbers."

3. Manage Numbers

   • Under "Manage Numbers," choose the option to "Add a Number Pool."

4. Select Visitor's Activity

   • Choose "Visitor's Activity" to create multiple tracking numbers.

   • Click "Next."

5. Set Tracking Options

   • In the "Create Tracking Numbers" pop-up, select "Track All Visitors."

   • You can modify visitor monitoring options later if needed. Click "Next."

6. Create a Pool

   • Set the pool size (recommended: 4).

   • Name the pool using the format: [Website Name] Number Pool (e.g., "Example Website Number Pool").

7. Forwarding Numbers

   • Enter the forwarding number (client's number or another GHL number).

   • Confirm if the swapping number is the same as the forwarding number (typically, check "Yes").

8. Acknowledge Purchase

   • Check the box to acknowledge the purchase of numbers.

9. Choose Numbers

   • Name the example number pool (e.g., "Example Number Pool").

   • Click "Next."

10. Forward Calls

    • Enter your own number for call forwarding.

11. Select Number Features

    • Choose the area code option (local numbers are recommended).

    • Enable call recording and ensure the whisper message is not enabled unless specifically requested by the client.

    • If the client's system does not notify callers of recording, include a message (e.g., "This call is being recorded for quality purposes").

12. Activate Numbers

    • Complete the setup by activating the numbers.

13. Integrate Tracking Code

    • Integrate the provided tracking code into the header of the website.

Cautionary Notes

• Always verify with the client whether their phone system notifies callers that the call is being recorded to comply with legal requirements.

• Ensure that the correct forwarding number is entered to avoid misdirected calls.

Tips for Efficiency

• Familiarize yourself with GoHighLevel's interface to navigate quickly.

• Use templates for naming conventions to maintain consistency across different number pools.

• Document any specific client requirements or preferences for future reference.

• Regularly check and update the tracking numbers and settings as necessary to ensure ongoing accuracy in data collection.

Link to Loom

https://loom.com/share/e3e5f8f74ff140fb91aaf646b1d6cb09?src=composer

Related SOP - A2P Verification