Your Invoca Tag is a little snippet of code that connects Invoca to your landing pages. However, you don't need to be a developer to use your Invoca Tag! This guide will show you how to use the Invoca Tag Wizard to create a code snippet you can copy and paste into your landing pages. From there, it's easy to use the Tag Wizard to customize the settings for your Tag to match your business needs — without re-deploying that code snippet.
This guide will help you use the Tag Wizard to:
Ready to get started? Follow these steps to add Invoca to your landing pages!
Log in to your Invoca account. In the sidebar menu, click Settings, then in the Network section, select Invoca Tags. Here you'll see your most recent Invoca Tag. By default, your Invoca account comes with one Invoca Tag already created, and in most cases, you can use that same tag for every landing page. Likewise, if you need to make changes in your Tag configuration, we strongly recommend you edit your existing Tag rather than create a whole new Tag. If you're not sure, check out How many Invoca Tags do I need? If you do need a new tag, simply click New Tag and name your Tag.
If you're new to Invoca, or you just created a Tag, your Tag will be in "draft mode". That means it won't actually run on your landing page until you tell it to "go live", which we'll cover in section 4 of this guide. However, your code snippet won't change as we edit your tag settings — so let's go ahead and deploy your tag into your landing page right now.
In this step, we'll deploy your Invoca Tag to your landing page. If you want to deploy on a Google AMP landing page, follow our guide How to add Invoca to Google AMP pages instead.
Good job, your Invoca Tag is deployed! But keep in mind that it isn't live yet. In the next few sections, we're going to configure your Tag settings to meet your business's needs before we begin routing phone calls through your Invoca account.
Invoca automatically saves a new revision of your Invoca Tag whenever you make changes and set your tag to "Live". This makes it easy to keep track of how your Invoca Tag has changed over time, and recover previous versions of your Tag if something goes wrong.
To change your Invoca Tag settings, click the Revision History tab. In this menu, you can see the full history of your Tag through all edits you've made to it. To create a new revision, select the latest version if it's a draft, or click "New Draft" if your Tag is currently live.
You can also roll back your tag to older settings if you made a change you don't want to keep. To do so, in the Revision History tab, select the three-dot icon to the right of any revision, and select "Revert to this Revision."
Need to discard a draft revision?
You can use the Revision History tab to discard a draft revision of your Tag. To do so, click the three-dot Options menu next to your draft and select "Discard Draft". If you do discard a draft, keep in mind that it can't be recovered! If you added any Invoca Tag Wizard - Custom Code to that Tag revision, sure to save that code outside of Invoca before discarding your draft.
Invoca works by routing your phone calls through Invoca Promo Numbers — phone numbers in your Invoca account that we associate with your callers, allowing you to capture Marketing Data from those calls. However, you may not want to replace all of the phone numbers on your landing page with Invoca Promo Numbers. For example, if you have a customer service phone number as well as a sales number on your landing pages, you may only want to use Invoca to track calls to your sales number.
Here's how to get fine-tuned control of how Invoca swaps your phone numbers:
Want to swap vanity phone numbers on your landing page?
If your landing page tracks calls to a vanity phone number (one that is used to spell out words), follow the instructions above and choose "Replace specific numbers", then enter your vanity phone number exactly as it's formatted on your landing page.
Next, let's set up how your Invoca Tag identifies unique visitors on your site, as well as the Marketing Data it captures from their browser sessions. This is a good step to revisit any time you install a new Invoca integration or create a new custom Marketing Data field!
For advanced Invoca users, we offer a few settings that give you even greater control over how your Invoca Tag operates. To access these settings, return to your latest active Invoca Tag revision draft, then scroll down to the Advanced tile, and click to maximize it.
|Google, Yahoo, or Bing searches||organic||google.com, yahoo.com, bing.com|
|Anything else||referral||<referring domain>|
|A gclid parameter is present in the customer's URL string||paid search||google.com|
Once you have your tag set up, we highly recommend you test it before going live, to make sure everything works properly. To test your tag, you'll need to deploy a test version of your tag code (instructions below) on a publicly accessible website, such as a staging server or your live site.
To access the test version of your tag code, access your Invoca Tag in the tag editor, then click the ellipsis button for your tag and select "Test this Revision." You can learn more about testing here.
Next, add the test code to your testing page, then access that page in any web browser. The usual destination phone numbers on your website should be swapped out with Invoca promo numbers! If those numbers aren't swapped out with Invoca promo numbers, as expected, try testing it again in a private, or "incognito" browser window.
If everything looks good after testing, it’s now time to go live! You can always pause a “live” tag, which temporarily stops the tag from replacing numbers and collecting data. You can also create new revisions of any Invoca Tag, while saving the ability to roll back to previous versions if needed. To do so, click “New Draft” from the Revision History tab of your Tag.
Sometimes — despite our best efforts, despite our pure intentions — errors happen. If you run into any problems related to your Invoca Tag, take a look at our guide Testing and troubleshooting your Invoca Tag for some help diagnosing and fixing them.