---
title: "To-Do: Setup Tracking"
description: "To-Do: Setup Tracking"
url: https://help.mplannerpro.com/en/articles/70-to-do-setup-tracking
collection: "ToDos"
updated: 2026-09-08
language: en
---

# To-Do: Setup Tracking

To-Do: Setup Tracking

![](https://staticfiles.gleap.io/gattachments/kIqtv7Tcji4IKPru0bzapLSlln9PcGKVIp5rvgdKVXhBzJVQAPH54Y4Zj8dxGZ8bsk57AN5Aq3d.png)

## **The Plan**

The Tracking system monitors every phone call and form submission. It uses dynamic phone numbers on your website to trace exactly where a customer comes from, records the call audio, and generates a full AI text transcript of the conversation. It connects directly to your customer database, sends real-time alerts for new inquiries, and instantly texts the prospect if a call is missed or goes to voicemail.

## **Why This Matters**

Without tracking, it is impossible to know which marketing efforts are actually generating leads. Every optimization decision becomes a guess. Tracking provides the attribution data that makes every future marketing investment measurable and provable. It also protects revenue by ensuring no missed call silently drops: the automated SMS immediately re-engages the prospect before they contact a competitor.

## **Required Fields**

### **Google Business Profile**

**Connect Google Business Profile:** A 'Click to connect' button that links your Google Business Profile to the the platform tracking system directly inside this To-Do.

### **Phone Numbers**

**Primary Sales Number:** Your main inbound sales phone number. All tracked calls are forwarded to this number. the platform assigns a tracking number in front of this line — callers dial the tracking number, the system records and attributes the call, then connects the caller seamlessly.

Additional numbers can be added using the 'Add additional number' button.

![](https://staticfiles.gleap.io/gattachments/zlTM2sdj8POvnbHop048CTvplqdN1zqCAgTJuDCoPI5iRuM4ua5r0i8OLsdbtOzpW1pRMBXmOSs.png)

_The Website Tracking Pixel credentials and What Happens Next section._

### **Website Tracking Pixel**

**Login URL:** The URL of your website's admin or backend login page.

**Username / Email:** The admin username or email for your website backend.

**Password:** The admin password. All credentials are encrypted at rest. Used exclusively to add the tracking pixel to your website.

## **What Happens Next**

1.  the team sets up call tracking numbers and configures dynamic number insertion on your website.
    
2.  Tracking pixels are added and form submission tracking is configured.
    
3.  You receive a notification once everything is live and tracking.
    

## **Frequently Asked Questions**

### **What is dynamic number insertion?**

Dynamic number insertion swaps the phone number displayed on your website based on how the visitor arrived — a visitor from a Google Ad sees one tracking number, a visitor from Google Maps sees another. This attributes every call to its exact source.

### **Will my customers notice anything different?**

No. The call experience is identical for the customer. The tracking system records the source and the call, then connects the caller to your real number instantly and invisibly.

### **How will I know when tracking is live?**

You receive a notification once everything is live and tracking.