What is a Dynamic Campaign?

TrackNotion allows you to set us to different types of campaigns, Static Campaigns, and Dynamic Campaigns. The campaign you select depends on how robust you need your tracking to be.

Dynamic campaigns allow you to track calls on your website from multiple campaigns individually, measuring precisely where calls are coming from, offering a more descriptive approach to attribution than static campaigns would generally allow.

How do they work?

Dynamic campaigns in TrackNotion assign unique phone numbers from a number pool to the sessions to your website, enabling TrackNotion to log UTMs and click IDs from the source directly to a call. This ensures precise tracking of where calls are coming from, even when multiple sessions occur simultaneously.

For instance, if you have calls from your website from traffic that initially came from Google Ads or mailer campaigns, TrackNotion dynamically assigns a unique number to each session to capture data on individual interactions. This allows you to track performance accurately and make decisions based on the most segmented and real-time data available. When you run a dynamic campaign on your website, you’ll notice that each session on the site will swap out your number to one of the ones in your number pool, this is how TrackNotion is able to determine the original traffic source. 

Why choose a dynamic campaign?

Dynamic campaigns are perfect for running multiple marketing or communication sessions simultaneously. To make data-driven decisions, you need to be able to separate the metrics from each session and measure its performance individually. 

For instance, if you have callers coming in from Facebook, Google Ads, and other channels all at once, attributing calls to specific platforms is nearly impossible through traditional means. In such cases, all you can do is figure out your efforts' overall success, but you won’t be able to pinpoint which campaigns contribute to the most success or are falling short.

With Dynamic Campaigns, you can analyze the performance of each platform or source with UTM tagging on the links to your site. TrackNotion enhances this by assigning unique phone numbers to sessions from your number pool. By combining UTM data—tracking traffic source, medium, and campaign name—with these dynamic numbers, TrackNotion enables precise attribution of calls to their originating source. This clearly shows how each platform or campaign contributes to overall performance.

Setting Up UTM Tags for Dynamic Campaigns

UTM tags are essential for accurately tracking your campaigns in TrackNotion. To set them up:

1. Identify the Key Parameters:
   • Source: Where the traffic originates (e.g., Google, Facebook, Newsletter).
   • Medium: The type of traffic (e.g., CPC, email, social).
   • Campaign: The name of the campaign (e.g., Summer Sale, Product Launch).

      

2. Use a UTM Builder: Tools like Google’s Campaign URL Builder make it easy to generate UTM-tagged URLs. Simply input your parameters, and the tool will create your URL. These tags can be assigned to your ads to track which ones are generating calls for your business in TrackNotion.
   Some platforms have built-in parameters that you can set, and won’t allow you to run with UTM tags added to the URL.

    

3. Verify Tracking: Use analytics tools such as GA4 to ensure the UTM tags properly capture session data.

Getting Started with Dynamic Campaigns

To get started, log into your TrackNotion account and select the ‘+ Add Campaign’ button on the left side of the page.

A popup window will appear, allowing you to select between Static Placements (for Static Campaigns) or Dynamic Placements. Select Dynamic Placements to continue, and hit the ‘Select’ button to continue.

On the next screen, you will be prompted to provide a name for your Dynamic Campaign, as well as a description. Make sure you give it a name and description that you will recognize easily. This is especially important if you intend on setting up multiple campaigns at once, or when you have other team members using your TrackNotion account.

Next you will need to fill in some details about your Dynamic Campaign.

Select a Pool Size for your campaign.

The Pool Size determines how many unique phone numbers will be included in your Dynamic Campaign. This number isn’t based solely on the number of platforms or sources but instead on the volume of concurrent sessions that could occur on your site at any given time. 

To ensure you set a sufficient pool size, consider the expected traffic to your site and the potential overlap of user sessions. The more sessions happening simultaneously, the larger your pool size needs to be to maintain accurate tracking.

To decide on how many numbers to add to your number pool, look at your website analytics data to see how many simultaneous sessions you have on your site at peak times. The number pool should be that amount plus around 5 extra numbers to accommodate potential traffic spikes, but if you know you might have traffic increases due to sales or key events, remember to increase your number pool in advance. 

Enter your preferred Area Code

Next, enter your preferred area code to have TrackNotion generate relevant phone numbers. The numbers it generates here are the ones you will inject into your website to identify sessions.

Once you have entered your desired area code, TrackNotion will automatically generate a pool of numbers. The amount of numbers generated will depend on how many you have chosen in your Pool Size.

Depending on your TrackNotion plan, you will be able to generate a specific number of local numbers, as well as toll-free numbers. You can opt for additional usage on both types of numbers by adjusting your plan. Feel free to view our pricing plans for more details.

Note: The number of local numbers you can generate depends on your TrackNotion plan, which can be upgraded anytime.

Configure Your Websites

Before including a website, you will need to ensure that the TrackNotion script is installed on it. This will allow the numbers displayed on the website to be dynamically changed to those that were selected in the pool. 

To complete the setup, you will need to add a list of websites to bind to the campaign. You can multiple websites by selecting ‘+ Add Another URL’ up to a maximum of 5. Remember that you need to provide the entire URL, including the protocol (https/http). Once you have added all the websites you want to bind to the campaign, click the ‘Add Websites’ button to continue.

You will be taken to a confirmation screen that details the Dynamic Campaign you have just set up. At this stage, you will also be given the option to set up your call flow or leave it for a later stage, which will select TrackNotion’s default settings for the flow.