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InvocaKnowledge by Community Manager

How to capture the Session ID for multiple Data Streams

ObjectiveBy capturing and passing the Google Analytics session IDs, you can understand which marketing campaigns and pages are driving each type of call or Signal in GA4 reports.Applies ToGoogle Analytics 4Procedure1 Add MDFs For Each Data Stream We’...

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InvocaKnowledge by Community Manager

How to Add Additional Fields to Salesforce

ObjectiveTo add Invoca custom fields within a Invoca call log. Applies ToSalesforceProcedureYou will need to follow the instructions below to add the additional fields to Salesforce. You can adjust the layout of the Invoca Call Log to choose which fi...

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InvocaKnowledge by Community Manager

How to Know if Your 3rd Party Data can be Uploaded to Invoca

ObjectiveTo determine if your marketing data or call conversions being stored in a third party system can be successfully uploaded to your Invoca Calls/Transactions Reports.Applies ToCustomers who have data not captured in Invoca in a third party sys...

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InvocaKnowledge by Community Manager

How do I report Revenue from Salesforce to Invoca?

ObjectiveThis is an overview of how to send revenue from the Opportunity object in Salesforce Sales Cloud to Invoca.Applies ToSalesforce Sales CloudProcedureNavigate to your Salesforce instance.Makes sure you're logged in as the Authenticating User t...

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InvocaKnowledge by Community Manager

How to Swap Google Ads MCC

ObjectiveTo remove an old MCC account and reauthorize under a new MCC.Applies To-Google Ads-Network-Level Integration-Profile Level Integration Procedure1.) Move over any associated child accounts with the old MCC to the new MCC2.) Ensure the authori...

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