Web to Call Journey

In this exercise we will create a couple of journeys of Top Pages Driving Calls, Call Topics From Web, and Top Products That Led to Calls. You will need to build a Freeform Table to collect the event data. From there you will be able to build out several visualizations.

This exercise will also require to set different attributions for each journey using Attribution IQ.

1. Create a "Freeform Table" by dragging the "Freeform Table" visualization into the panel. You can either create a new panel or you can drag the Freeform Table into the top of the "Web to Call Center Journey" panel.

2. Search for "Webpage Name" in the left-side navigation and drag-in the dimension into the Freeform table.

3. Now search for "Call Center Enquires" metric and drag it into the Freeform Table to replace "Events.

4. You will notice that you get 0 number of events from webpage to calls in a call center. This is because we need to set an attribution model using Attribution IQ. Right click on "Call Center Enquires" and select "Modify Attribution Model" from the pop-up.

5. In the pop-up select "Linear" for the model and "Person" for the lookback window. Then click "Apply".

6. You will now see that you have call events attributed to a webpage. These will be page views on web to call.

7. Now that we have part of the table completed, let's give the table a name. Click in the right corner where it says "Freeform table" and rename it to "Top Pages Driving Calls Table.

8. Repeat step 3 to 5 by dragging "Call Center Enquires" left of the Call Center Enquires that we already have. Make sure to set the same attribution model using Attribution IQ.

9. Now that we have the duplication completed, let's add a filer to the second metric in the table. Search for "Call Topic" dimension and drag it to underneath the second "Call Center Enquires" metric until you see it say "Filter By".

Let's create the some data visualizations from the table.

1. Under the first metric highlight the first 5 rows. Right click on the highlighted squares. Then select "Visualize" and select "Bar".

2. Next, let's lock the data visualization data into place. Click on the radial button next to where it says "Bar". There will be a pop-up where you select "Lock Selection" and in the drop-down select "Selected Items".

3. We will create a data visualization for the call topics. Select the boxes right under the call topic titles that have the number in them. Then right click and select "Visualize" then select "Donut".

4. Make sure to lock the donut visualization as well. Then you can give the bar visualization a title of "Top Pages Driving Calls" and for the donut visualization you can title it "Call Topics From Web". You can also resize the visualizations and set them side by side each other.

Congratulations!. You have created a Freeform table, added metrics and dimensions, set an attribution model and created data visualizations.