BaseCloud Help Center
Welcome to the BaseCloud help center, here you will find comprehensive guides and documentation to help you start logging accurate data as quickly as possible. If you get stuck along the way you can always refer back to these guides anytime.
Tracking TypesBaseCloud AT comprises of four main tracking functions:
- Form Tracking: This is where the system logs any form requests from a website, Facebook, LinkedIn or any other form handler. This enables the user to see exactly where forms are originating from and how effective these forms are on the various marketing platforms. These call be pushed to the AT platform using a simple POST API explained in the next tab.
- Call Tracking: You can request special tracking numbers from BaseCloud. When any of these numbers are called by a prospect/client/end-user your office number will still ring, thus the call is directed to wherever you specify. These calls are all recorded for you to access at any time. These calls are automatically logged in the AT platform as an event and you can update these events as needed.
- Email Tracking: Similar to the tracking numbers provided above, BaseCloud can assist in creating tracking emails. You can places these on different places on your site or marketing platforms and thus measure the quantity and quality of leads coming form all these different places. The recipient of these emails will be as you specify.
- Other/Custom Tracking: BaseCLoud AT can also track all types of different, more custom events, like specific page clicks, banner calls, flyer emails etc. The possibilities here really are endless.
Portal ViewsBelow you can see a basic setup where 4 event types are being tracked. “Email – Website”, “Call – Google My Business”, “Call – Website” and “Form – Website”. We can also see the totals measured for the specified date range. This data gives the client some insight into how many of each event type has occurred in this time frame.
Below you can see a basic setup in the AT portal where numerous events are listed. Here the you call see the feed and basic information relating to each event. These events can be filtered using the filters in the image above. All this data can easily be exported in CSV format if required.
If you click the info button on an event in the image above a pop-up will display all the details pertaining to the specific event. Here you can update info if needed and send/assign the event to specific event managers. These could be sales reps for example who will then manage the event accordingly.
Advanced Tracking API
|Endpoint POST URL (without Call Connect)|
|Endpoint POST URL (with Call Connect)|
|client_id||Your Client ID (Eg. 155)||*Required|
|description||A description of the event origin (Eg. Form - Website) It is conventional to use format of "type of event" - "Origin of event" (Like Form - Facebook")||*Required|
|lead_name||Name of the lead (Eg. Peter)||Optional|
|lead_surname||Surname of the lead (Eg. Pan)||Optional|
|lead_email||Email of the lead (Eg. firstname.lastname@example.org)||Optional|
|lead_number||Contact number(s) of the lead (Eg. 0793610853)||Optional|
|lead_description||Whatever message the cleint has supplied (Eg the form notes "Hi there, I'm applying for...")||Optional|
|value||A value you want to assign to the event (Eg. 1000 [default:0])||Optional|
|manager_id||The id of the manager to which the event should be assigned.||Optional|
|recording_url||A url where a call recording is typically stored.||Optional|
|date_created||Date which the event was created (Eg. 2021-04-24 [default:current date-time])||Optional (preferably don't supply this)|
|field_1||Optional extra field. Can be mapped to a custom field name in dashboard (Eg. if this field is mapped to "Gender" then it's supplied value could be "Female")||Optional|
|field_2||Same as field_1||Optional|
|field_3 to 10||Same as field_1. So we can map an additional 10 fields.||Optional|